Capture expansion with a new plan

Run a packaging experiment that tests a new plan between two existing tiers.

Overview

Some Business subscribers need only a few features from Enterprise, the next plan up. A full Enterprise contract feels like too much, so they stay put or churn. You can test whether a plan between Business and Enterprise captures them before you commit to it.

In this tutorial, you run a packaging experiment with pricing tables in Chargebee Growth. First, you create Premium, a new plan between Business and Enterprise, in Chargebee Billing. Then you create an audience of high-usage Business subscribers, build a test pricing table that adds Premium, and run an Expansion play that compares the standard upgrade table with the test table.

What you learn: whether the new plan brings in expansion you wouldn't have had otherwise, or just pulls in Enterprise upgrades that would have happened anyway.

Before you start

1. Connect Growth and Billing. Make sure Chargebee Growth is enabled and connected to your Chargebee Billing site.
2. Create the Premium plan in Billing. Create Premium as a new plan with its plan price in Chargebee Billing, positioned between Business and Enterprise. Add it to the same product family as your other plans so it can appear alongside them on the pricing table.
3. Integrate Growth with your application. Have your app development team follow the dynamic pricing table integration guide so Growth can present the right pricing table to subscribers in your app.
4. Set up the control pricing table. Create and launch a pricing table in Chargebee Growth with your current upgrade plans. This is your control.

Implementation steps

Follow these steps to set up and run a packaging experiment that introduces a new plan.

1. Create and map a custom field for "plan usage percent" in Growth

1. In Growth, navigate to Settings > Setup.
2. Under Field mappings, select Map fields.
3. Scroll down to Field Mapping and select the button View & map passed data. A modal appears.
4. On the modal, under Custom Chargebee Retention fields, select the +add a new field button and enter the following details:
   1. Field Label: "Plan used percent".
   2. Data Type: "Integer".
   3. JS Name: "custom.plan_used_percent".
5. Select the Save changes button. The modal closes.
6. Scroll down and fill in the form above the Add custom field button:
   1. Name: "Plan used percent".
   2. Type: "Integer".
   3. Source Field dropdown: Under API & Chargebee.js, select Plan used percent.
7. Select the Add custom field button.
8. Select the Save changes button.

2. Create an audience of high-usage Business subscribers

Target the Business subscribers most likely to need more—for example, those with high usage. Create an audience:

1. In Growth, navigate to People > Audiences.
2. Create a new audience with the following conditions defined:
   • Condition 1:
     • Property: "Plan ID".
     • Operator: "starts with".
     • Value: "business".
   • Condition 2:
     • Property: "Plan used percent".
     • Operator: "Greater than or equal to".
     • Value: "80".
3. Select the Done button to save the audience.

This selects customers subscribed to plan prices that belong to the Business plan and have used at least 80% of their plan limit.

3. Create the test pricing table

1. Create the test pricing table that matches the control table.
2. Customize the test pricing table for existing subscribers to add Premium:
   1. Open the test pricing table and select the New User tab.
   2. Select Manage Product Catalog and add the Premium plan you created in Billing.
   3. Drag Premium into position between Business and Enterprise, and set its description, feature list, and button text so the upgrade path reads Business, Premium, Enterprise.
3. Select Preview to confirm the test table adds Premium in between.

4. Create an Expansion play to run the experiment

Use a play to split your audience between the control and test pricing tables.

1. In Growth, go to Plays > Expansion.
2. Select Create New Play, select the Pricing Table play type, and then select Proceed.
3. Under Choose your Audience, select the audience you created in step 1.
4. Select Targeting & Experimentation.
5. Under Control, select your current pricing table and set the percentage of traffic to send to it—for example, 50%.
6. Under Actions, select Show pricing table and select the test pricing table you created in step 3.
7. Select Review & Publish, set the play Priority, and then select Publish Play.

Result

Eligible high-usage Business subscribers are now split between the control and test pricing tables. After the play runs for the length of your experiment, open the play report to see where each group lands and whether Premium brings in expansion you wouldn't have had otherwise, or mainly diverts subscribers who would have upgraded to Enterprise anyway.

Summary

In this tutorial, you learned how to:

• Create the Premium plan in Chargebee Billing.
• Create an audience of high-usage Business subscribers.
• Build a control pricing table (Business to Enterprise) and a test pricing table that adds Premium in between.
• Run an Expansion play that splits traffic between the two tables.
• Use the play report to confirm whether Premium captures incremental expansion.