How to create a workflow to handle user cancellations in Bubble.io?

Learn how to automate user cancellations in Bubble.io with our step-by-step guide. Set up cancellation forms, workflows, emails, and backend processes easily.

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Overview

Creating a workflow to handle user cancellations in Bubble.io requires setting up various actions triggered by a user's cancellation request. Start by designing a cancellation button or form in your Bubble.io project. Create a workflow to trigger when this form is submitted, updating the user's subscription status. Add actions to send confirmation emails, handle backend processes like payment cancellations via plugins, notify admins, and redirect users. Test the workflow to ensure smooth operation. Follow these steps for an effective and automated user cancellation process.

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How to create a workflow to handle user cancellations in Bubble.io?

Introduction Creating a workflow to handle user cancellations in Bubble.io involves setting up various actions that get triggered when a user decides to cancel their membership or subscription. This guide will walk you through the steps to build and automate this process effectively. Steps to Create a User Cancellation Workflow in Bubble.io 1. Set Up a Cancellation Form or Button

Navigate to the Design tab in your Bubble.io project.
Drag and drop a button or create a form where users can submit their cancellation request.
Label the button or form appropriately, such as "Cancel Subscription" or "Request Cancellation".

2. Create a New Workflow

Click on the Workflow tab in your Bubble.io editor.
Select the element you created (button or form) as the trigger for the new workflow.
Choose ‘When Button is clicked’ or the equivalent option for your form.

3. Add Actions to the Workflow

In the workflow editor, click on 'Click here to add an action'.
Select 'Data (Things)' and then 'Make changes to a thing'.
Select the User data type and then specify the fields that need to be updated, such as changing a 'Subscription Status' field to 'Cancelled'.

4. Send a Confirmation Email

Add another action by clicking 'Click here to add an action'.
Select 'Email' and then 'Send email'.
Configure the email to be sent to the user, confirming their cancellation.

5. Handle Backend Processes

If you need to interact with third-party services (e.g., to cancel payments or subscriptions), add another action.
Use 'Plugins' to connect to the services like Stripe, PayPal, etc.
Configure the API calls to handle the backend cancellation processes.

6. Notify Admins or Relevant Teams

Add an action to notify your team or admin about the cancellation.
Select 'Email' > 'Send email' and configure it to send a notification to your admin email address.

7. Redirect or Display a Message

Finally, you may want to redirect the user to a confirmation page or display a message.
Add an action like 'Navigate' > 'Go to page' or 'Element Actions' > 'Show message'.

8. Test the Workflow

Always test your workflow to make sure everything functions as expected.
Perform a cancellation using a test user account and verify each step of the process.

By following these steps, you can create an efficient and automated workflow to handle user cancellations in Bubble.io. This workflow can help you manage cancellations smoothly and maintain a good user experience.

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