The customer and subscription-related data that is collected and stored in Chargebee is crucial to your business for various reasons. This data helps you in knowing your customers well, or in better communication, marketing automation, or even for some integration workflows as mandated by the third-party applications.
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When it comes to data collected in Chargebee, certain fields in each module are marked as mandatory by default, while most others are not. For example, the Name, Id, Bill Every, Currency, and Price fields are mandatory(by default) while creating a Plan.
Chargebee allows you to define mandatory fields for the key modules, to capture information that is crucial for your business. For instance, the email ID field is not mandatory for customers by default. By marking this field as mandatory, you can collect the email addresses of all your customers and use the data for drip campaigns or other marketing automation.
You can define mandatory fields in Chargebee for the following modules:
To define mandatory fields for any module in your Chargebee site, follow these steps:
Click Settings > Configure Chargebee > Advanced > Mandatory Fields.
On the Mandatory Fields page, all the fields for Customers, Subscriptions, Plans, Addons, and Coupons are displayed.
Navigate to the module for which you are defining mandatory fields, and select the fields to mark them as mandatory. Fields that are mandatory by default cannot be modified.
Once you have marked the fields as mandatory, click Apply.
The respective fields become mandatory while creating a new record or cloning a record in the Chargebee site.
Classic UI users
Here's how the mandatory fields are displayed in Classic UI:
However for existing records, the fields become mandatory only when you edit them.