Docs

Support

Product Updates

What's New in Chargebee Retention

Getting Started Guide

Getting Started Guide
- Essentials Trial FAQ
- Getting to know the Experience Manager
- Chargebee Retention Category & Reasons
- Editing Your Cancel Page
- Edit your Cancel Page Template
- Chargebee Retention Glossary
- Retention Workflow Session Fees

Managing Experiences

Getting to know the Experience Manager
- Editing the Look and Feel
- Adding your Cancel Reasons
- Creating Offers with Retention AI
- Creating a New Offer
- Editing an Offer
- Loss Aversion Cards
- Placing Offers and Loss Aversion Cards
- Preview your Page and Manage Branding
- Configuring Targeting
- Advanced Targeting
- Targeting Based on Offer History
- Testing with the Sample Session Generator
- Configuring your Holdout Page
- How to Process your Offers in Billing
- Multi-CTA Offer Layout
- Multi-action offer
- Final Offer Layout & Action
- Drilldown Feedback Offer Layout
- Avoiding Repeat Offer Accepts with Max Redemptions Settings
- Setting up Cancel Management at the Page Level
- Cancel & Offer Confirmation Page
- Multi-branded cancel experiences
- Multi-Language Cancel Pages
- Cancel Compliance Requirements
- Using Emoji and Special Characters

Reporting

Reporting Overview
- Navigating the Dashboard
- Understanding the Insights Report
- Discovering Trends
- Getting to know Customer Pages
- Retained Revenue Cohort Report
- Calculating lost and saved revenue
- Reporting on Experience/Page Performance
- Reporting on Offer performance
- Reporting on Deflection and Save Trends
- Benchmark Widget on Dashboard
- Filtering Reports by Audience or Experience
- Pulse Dashboard Report
- Retention Email Digest
- A/B Test in-house vs. Retention using Bypass
- Lift Report
- Percent of Cohort Still Paying
- Reporting on Fields in Customer Pages
- Tracking Responses to Feedback Offer Modals
- Reporting on Customers Last Action
- Cohort vs. Event-Based Reporting
- Reporting Terms and Definitions
- Chargebee Retention Key Metrics Definition
- Exporting Data from Reports
- Smart Routing (Beta): Machine Learning in Chargebee Retention
- Voluntary Churn Reports

Chargebee Billing Integration

Chargebee Billing Integration Features
- Integrating with Chargebee Billing
- Using the Chargebee Customer Portal Integration
- Using the Chargebee Retention API integration
- Steps to launch for Chargebee Billing Merchants
- Testing the Chargebee Billing Integration
- Retained Revenue Impact Reporting
- Pausing Subscriptions
- Enrichment with Chargebee Billing

Settings and Installation

Navigating the Chargebee Retention Settings Page
- Installing the Chargebee Retention.js Snippet
- Installing Chargebee Retention via the pre-cancel API
- Estimating Engineering Time & Effort
- Install Chargebee Retention in three easy steps
- Processing Cancels and Offers
- Configuring Cancel Management without a Billing Integration
- Configuring Offer Management without a Billing Integration
- Passing Data to Chargebee Retention
- Chargebee Retention Field Mapping
- Setting up a Custom Domain
- Save and Cancel Return URL Setup
- Activity Log and Error Reporting
- Display Revenue in Reports
- Using Webhooks
- Manage Alerts
- CSS Reference
- Setting up multiple apps (Enterprise Plan)
- Removing test sessions from reporting
- External Reason Key
- Billing Admin User Role
- The Essentials Plan
- Managing your Chargebee Retention Plan and Usage Limits
- Adding Chargebee Retention to ReCharge's Affinity Theme
- Managing your team in Chargebee Retention
- Managing Teams to Control App Access

Integrations

Integrations Overview
- Chargebee Retention Billing Integrations
- Stripe Billing Integration
- Recurly Billing Integration
- Integrating Chargebee Retention with the Recharge Theme Engine
- Connecting the Stripe integration
- Configuring Cancel Management with Billing
- Configuring Offer Management
- Enrichment with Chargebee, Stripe, Recurly
- Validating Saves against your billing system
- Slack Integration
- Using Webhooks with Zapier
- Salesforce Integration
- Segment.com Integration
- Pass Data to Chargebee Retention with Segment Analytics JS snippet

Starter Churn Insights

Starter Churn Insights
- Starter Churn Insights Reports
- Upgrading from Starter Churn Insights to Churn Deflection

Retention Best Practices

Testing in Chargebee Retention
- Exploring Chargebee Retention Use Cases
- Your First Chargebee Retention Experiment
- Creating a Random Offer Test
- Targeted Offer Tests within Audiences
- A/B Testing in Chargebee Retention
- Chargebee Retention Offer Library
- Creating the Perfect Offer
- Using Targeted Reason Based Offers
- Leveraging Offer Placement to Drive Deflection
- Using the Rules Editor to create an Audience
- Understanding Properties and Operators in Audience Creation
- The Chargebee Retention Testing Methodology
- Frequently Asked Questions

Security

Chargebee Retention Security Overview
- Chargebee Retention Subprocessors and Subcontractors
- Chargebee Retention Subprocessors and Subcontracts (pre July 2022)

Integrations Overview

Chargebee Retention integrates with multiple 3rd party systems to capture data to deliver personalized cancel experiences and to export data to support your organization's needs.

Analytics: Track user, cancel, and save-related events via Segment
Billing: Chargebee Retention supports native integrations with Chargebee Billing, Recurly, Stripe, and Recharge for cancel and offer processing
CRM: Pull in customer details from Salesforce to provide personalized cancel experiences
Workflows: Trigger workflows using Zapier

Go into Settings > Integrations page to view integration options.

Was this article helpful?

Loading…