When the user presses the button we need to run a workflow to make things happen.
We want different actions to happen depending on their current plan.
As you can see in the above example, any user who is not currently on the free plan is shown the Export user interface which lets them export data.
We use an ‘Only when’ condition to manage this…
Open the export popup Only when the current user’s company plan is not Free
This means only paid users will be able to access the feature.
If a user is on a free plan, we want to show them a popup telling them to upgrade.
In that popup, we want to give them a custom message linked to the specific feature they’re trying to access.
To do this, I’m going to create a new Option Set in the data tab.
Each option set is going to be linked to the key reasons why users might want to upgrade in my app.
For example in the list below you can see Data Export, Create Multiple Surveys and Sending Bulk Emails as key prompts.
For each of these, I write an upgrade heading and subheading which I can use in my popup to sell the user on that specific feature.
For example, the headline for the data export feature is…
Unlock Data Exports with UserLoop Pro