Hide Plans Based on Existing Subscription Products

To create rules based on what the customer already has in their subscription, rather than what they are currently selecting, set the Rule Set 'Event' trigger to "Page Loaded."

Within the Rule Set, ensure the Rule's IF statement "Always True" is unchecked. From the dropdown list of IF statements, select "Existing Subscription." The only available condition for "Existing Subscription" is "Equal To." A dropdown will appear, allowing you to select which product from the customer’s current subscription should be considered. If multiple products need to be evaluated, click "Add Rule," switch the toggle from AND to OR, and add another line with "Existing Subscription Equal To [Product]."

Important Note: Currently, "Existing Subscription" IF statements cannot be combined with other product-related IF statements in the same rule. However, they can be used together if they are placed in separate rules or different rule sets.

You have two options for hiding plans: you can hide individual products or entire categories. Both options provide a dropdown from which you can select the products or categories to hide. These selections are multi-select, so you can hide as many products or categories as needed.

If the customer already has a monthly product, you may want to hide the annual products from the update/renew subscription options.

Example Rule:

- IF Existing Subscription = Monthly Product A

- OR Existing Subscription = Monthly Product B

- OR Existing Subscription = Monthly Product C

THEN Hide Products: Annual Product D, Annual Product E, Annual Product F

Alternatively, you could use THEN Hide Categories: Annual Products.

A new rule would be required to perform the opposite action—hiding monthly products for customers with existing annual subscriptions.

If a customer has a "silver level" product in their subscription, you may want to allow changes only to equal or higher levels (silver or gold) and prevent downgrades (e.g., to bronze).

Example Rule:

- IF Existing Subscription = Silver Base Product

THEN Hide Products: Bronze Base Product, Bronze Add-On, Bronze Support

Alternatively, you could use THEN Hide Categories: Bronze.

This configuration will hide only the bronze products, allowing silver and gold products in the journey to remain visible.

To perform the opposite action (hiding bronze and silver products for customers with a gold subscription), a new rule would need to be created.