Setting up your first cancel flow
A five-minute guide to getting Garde live — from your first cancel reasons to previewing the flow before your first real member sees it.
Your cancel flow is the last thing a member sees before they leave. A well-set-up flow turns a significant percentage of those moments into stays. This guide gets you live in about five minutes.
Before you start
You'll need your Garde account connected to your Awtomic store. If you haven't done that yet, see Connecting Garde to your Awtomic store.
Once connected, head to Admin → Configure Flow to open the flow config editor.
Step 1 — Pick your three most common cancel reasons
Garde shows members a short list of reasons they might be leaving. You choose what's on the list.
Most wine clubs see the same three or four reasons account for the majority of cancellations:
- Too much wine — members have more than they can drink
- Too expensive — price sensitivity, especially after a holiday or tight month
- Pausing my life — travel, moving, life changes — not permanently leaving
- Didn't enjoy a recent shipment — quality or taste preference
Start with three reasons, not six. A short list gets more honest answers. You can always add more once you see how members are responding.
To add a reason: click Add reason, type your label, and choose an icon that fits. Keep the label short — five words or fewer.
Step 2 — Set one save offer per reason
For each cancel reason, you choose what Garde shows the member. The offer should address the specific problem they named.
Simple starting offers that work:
| Reason | Offer that works |
|---|---|
| Too much wine | Pause membership for 1–3 months |
| Too expensive | One-time 20% discount on next shipment |
| Pausing my life | Skip next shipment, stay in the club |
| Didn't enjoy a shipment | Contact the tasting room team |
You don't need to set up every offer type on day one. Pause, skip, and discount are the three that resolve most situations. Pick one per reason and move on — you can refine later based on what the data shows.
To set an offer: click into a reason, then click Add offer. Choose the offer type, set the value (how many months to pause, what discount percentage), and write a short headline. The headline should name the offer clearly: "Pause your membership for two months" is better than "Take a break."
Step 3 — Write short copy for each offer
Garde pre-fills offer copy for you, but a few words from your winery make a difference.
You're editing two things: the headline and the description. Keep the description to one or two sentences. It should tell the member what happens next — not sell them on staying.
Good: "We'll pause your shipments for two months. Your membership stays active, and you'll be back on the schedule automatically."
Avoid: "Don't go! We'd hate to lose you as part of our wine family!"
Step 4 — Preview before you go live
Before any member sees your flow, use the Preview button in the flow config editor. This opens your cancel flow in a new tab with a test session so you can click through every reason and every offer as if you were a member.
Check that:
- All your reason labels read naturally
- Each offer matches the reason it's paired with
- The decline button (the small "No thank you" link) is visible and works
- Nothing looks obviously wrong on a phone (most members cancel on mobile)
If anything feels off, go back and adjust. The preview reflects your current saved config.
You're live
Once you save your config, your cancel flow is active. Every member who starts the cancellation process through your Awtomic portal will see it.
Your next step: check back on the Dashboard after a few flows have run. The save-rate-by-reason breakdown will start telling you which offers are working and which need a different approach.