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Product Updates

  • Release Notes

Getting Started Guide

  • Getting Started Guide

Managing Experiences

  • Getting to know the Experience Manager

Reporting

  • Reporting Overview

Chargebee Billing Integration

  • Chargebee Billing Integration Features

Settings and Installation

  • Navigating the Chargebee Retention Settings Page

Integrations

  • Integrations Overview

Starter Churn Insights

  • Starter Churn Insights

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
  1. Retention
  3. Retention Best Practices
  5. Testing in Chargebee Retention
  6. Chargebee Retention Offer Library
Proactively retain, expand, and grow revenue with Chargebee Growth - the next evolution of Chargebee Retention.Built on top of Chargebee Billing, Growth empowers you to design, experiment, and deploy monetization strategies not just at the moment of cancel but across the entire subscriber lifecycle.Go through ourdocumentationto know more.
  1. Retention
  3. Retention Best Practices
  5. Testing in Chargebee Retention
  6. Chargebee Retention Offer Library

Chargebee Retention Offer Library

Offers are Chargebee Retention's secret weapon for saving customers. Offers actively deflect customers from canceling by automatically presenting the right fix, to the right audience, at the right time. Customers that accept an offer get categorized as Deflected and land on the Watchlist in Reports for 30 days.

Chargebee Retention Offer Library

You can view all of your offers by navigating to the Offer Library within the Experience Manager.

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This tab presents all of your existing offers, grouped by their Offer Category. You can switch to a detailed view which displays important offer details within the offer library tab without needing to click into each offer.

  • Name: Offer name
  • Status: Offer is live or not live
  • Category: Offer category
  • Type: Modal or loss aversion offer type
  • Experience / Placement: Experiences where the offer is presented
  • Last modified / Date created: Date when the offer was last modified or created
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You can hover over the name to get a visual preview of the offer and sort offers by name, status, category, and type.

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To change the grouping, use the Group by dropdown to view offers by live, published, or draft status. To edit an offer, click on the individual card and it will launch you into the Offer editor. To create a new offer, click on the "+ New Offer" button in the top right corner of the page.

Offer Categories

Chargebee Retention also organizes Offers in the following categories based on what's been most successful at winning back our customers customers. We have six different Offer categories:

  • Discounts: Percentage off, dollar amount off
  • Plan change: Downgrades to a lower priced plan
  • Extensions: Suspending payment while continuing service
  • Pauses: Hold accounts, pause service and payment
  • Support & training: Coaching calls, training videos, help guides
  • Customer feedback: Email feedback, chat with support

Offer categories are not only great for organizing your Offers, but also for refining offer strategy in the Offer Performance Report. View at a high level what types of Offers perform better than others to focus your efforts.

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Get started with Offers

Ready to create some Offers? Head to the Experience Manager and add Offers to your Chargebee Retention Experience by Creating a new Offer.

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