SleekView Kanban for SUMO Subscriptions
SUMO Subscriptions stores each subscription as a custom post type with status, next payment date, billing cycle, and trial expiry as postmeta. SleekView Kanban groups those records by subscription status so retention drags subscribers between Active, On Hold, Cancelled, and Expired.
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Retention work as a board, not a list of subscription posts
SUMO Subscriptions is a long-running WooCommerce subscriptions plugin from FantasticPlugins. Every subscription lives as a custom post in wp_posts with post_type set to sumosubscriptions, and the working state sits in wp_postmeta: subscription status (active, on hold, cancelled, expired, pending), next payment date, billing cycle (daily, weekly, monthly, yearly), trial expiry, and the linked WooCommerce order. The plugin's default admin lists subscriptions as posts, which is fine for individual edits but a poor surface for the daily retention question: how many trials are ending in 48 hours, which active subscribers are paused this week, and how does the renewal forecast look next week.
SleekView Kanban reads the sumosubscriptions rows joined to their postmeta and groups subscriptions by status. The board renders one column per canonical SUMO value: Active, On Hold, Cancelled, Expired. A virtual Trial Ending column surfaces subscriptions whose _sumo_trial_end meta falls in the next 48 hours, so the success team has a dedicated column for the conversion outreach. Each card shows the subscriber name, the plan title, the billing cycle, the next payment date, and a small trial badge for active trials.
Drag a card from On Hold back to Active and SleekView updates the _sumo_status postmeta on the subscription post, fires the SUMO state-change hook, and the next-payment scheduler picks up the change. Cancellations drag from Active to Cancelled and the same hook fires the cancellation email, the access revocation, and the dunning cleanup. The SUMO renewal scheduler, payment gateway integration, and downloadable-product access logic all keep running because SleekView reads and writes the same postmeta SUMO already uses.
Workflow
From SUMO subscription posts to a retention board
Point SleekView at sumosubscriptions posts
Pick _sumo_status as the status column
Choose what shows on each card
Enable drag-and-drop with SUMO hooks
Sample board
Sample SUMO retention board
Comparison
Default SUMO Subscriptions admin vs SleekView Kanban
Default SUMO Subscriptions admin
- SUMO admin renders subscriptions as a paginated post list with status filters only
- No kanban view grouping subscribers by status across Active, On Hold, Cancelled, Expired
- Trial-ending subscribers only surface through the SUMO email reminder, after the fact
- Status changes happen through dropdowns on the subscription edit screen, one at a time
- No saved retention boards per cohort for success, billing, and renewal teams
SleekView Kanban
-
One card per
sumosubscriptionspost, joined to its working postmeta -
Group by
_sumo_statusfor Active, On Hold, Cancelled, and Expired columns -
Drag a card and SleekView writes
_sumo_statusback and fires the SUMO state hook -
Trial Ending virtual column for subscriptions whose
_sumo_trial_endis inside 48 hours - Card front shows subscriber, plan, billing cycle badge, and next payment date
Features
What SleekView Kanban gives you for SUMO Subscriptions
Trial-ending column for the success team
SUMO stores trial expiry in postmeta. SleekView renders a virtual Trial Ending column scoped to active subscriptions whose trial ends in the next 48 hours. The success team opens that column at start of shift and works conversion outreach as a column drain instead of an email-list pull.
Drag to pause, drop to reactivate
Dragging from Active to On Hold updates _sumo_status, fires the SUMO state hook, and pauses the next payment scheduler. Dragging back to Active reverses the change and re-enables billing. The SUMO admin, the linked WooCommerce order, and downstream gateways all stay in sync without manual intervention.
Next-payment date on every card
Each card shows the next payment date from _sumo_next_payment_date so retention sees at a glance which subscribers are billing this week. A small overdue badge highlights subscriptions whose payment date has passed without a successful charge, the natural input to the dunning queue.
Audience
Three ways teams use the SUMO retention board
Trial-to-paid conversion outreach
The Trial Ending column is the success team's daily list. Cards drain into Active (converted) or Cancelled (lost) across the next 48 hours, and the column count answers the conversion-rate question from a glance instead of a spreadsheet pull.
Pause-and-reactivate workflow
Customer requests a pause via support. The agent drags the card from Active to On Hold, the next payment skips automatically. When the customer is ready to resume, the agent drags the card back to Active and the scheduler picks up the next billing cycle without a manual reset.
Dunning queue
Filter the Active column to the overdue badge and the card list is the dunning queue. Each card shows the subscriber, the failed payment date, and the linked WooCommerce order. Notes from outreach attach via the card menu so the next agent has the full context.
The bigger picture
Why subscription retention belongs on a kanban
Retention work is fundamentally status-keyed. Subscribers move between Active, On Hold, Trialing, Cancelled, and Expired, and the success of the work is measured by the deltas between those states. The default SUMO admin treats every subscription as a post with status filters on a paginated list, which is fine for individual edits but a poor surface for the daily and weekly rhythm retention actually runs.
The kanban turns each status into a column with a count, surfaces the Trial Ending virtual column for the conversion-outreach queue, and lets drag-and-drop replace the dropdown-plus-save loop the SUMO admin demands today. The success team measures their conversion rate from a column count. Billing measures the dunning queue from a badge.
Cross-team coordination happens through saved boards: a success-scoped board for conversion outreach, a billing-scoped board for dunning, a finance-scoped board for renewal forecasting. The SUMO state hooks, payment scheduler, dunning emails, downloadable-product access logic, and the WooCommerce order lifecycle all keep working without changes because the kanban reads and writes the same postmeta SUMO already uses.
Questions
Common questions about SleekView Kanban for SUMO Subscriptions
No. The SUMO admin remains the editing surface for billing-detail changes, gateway configuration, and per-subscription tweaks. The kanban is the read-and-react surface for retention work. Both surfaces read and write the same postmeta on the sumosubscriptions post, so changes on either show up on the other immediately.
 SleekView updates the _sumo_status postmeta on the sumosubscriptions post and fires the SUMO state-change hook. The next-payment scheduler, the cancellation email, the access revocation, and any plugin listening for SUMO state transitions react as if the change came from the SUMO admin. Nothing else is rewritten.
 The column is a virtual grouping that selects active rows whose _sumo_trial_end falls inside a configurable window (default 48 hours). Cards in that column carry a countdown to expiry. When the trial ends without an explicit transition, SUMO's own scheduler moves the subscription to Expired and the card moves accordingly on the next refresh.
 Yes. SUMO models pause and cancellation as distinct status values: on-hold for pause, cancelled for cancellation. SleekView renders one column per value, so the daily board distinguishes pauses (recoverable) from cancellations (closed). Drag from on-hold back to active to reactivate.
 Yes, when the destination is Cancelled. SleekView fires the SUMO state-change hook on every drop. SUMO's cancellation email listener triggers the email, the access-revocation runs, the dunning queue cleans up, and the linked WooCommerce order updates. The kanban write path matches the admin write path.
 Yes. SleekView promotes the plan title, the billing cycle, and the linked WooCommerce product into columns. A board scoped to a single plan becomes that plan's retention view. A board scoped to monthly cycles becomes the monthly cohort, and the column counts answer cohort-level retention questions from a glance.
 Active cards whose _sumo_next_payment_date has passed without a successful charge get an overdue badge. Filter the Active column to the badge and the result is the dunning queue. Notes attach via the card menu, and once a retry succeeds the badge clears automatically on the next refresh.
 The board reflects the change on the next refresh. SleekView reads the postmeta live, so scheduler-driven transitions (trial ending, expired, renewed) land on the board the same way as a drag-driven change. The card moves to the column matching the new _sumo_status value.
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