Docschargebeedocs

HomeBillingPaymentsRevRecGrowthReveal
Support

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
    • Integrate Chargebee Retention via Chargebee.js
    • Installing Chargebee Retention via the pre-cancel API
    • Estimating Engineering Time & Effort
    • 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

Starter Churn Insights

  • Starter Churn Insights

Retention Best Practices

  • Testing in Chargebee Retention

Security

  • Chargebee Retention Security Overview
  1. Retention
  3. Settings and Installation
  5. Navigating the Chargebee Retention Settings Page
  6. The Essentials Plan
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. Settings and Installation
  5. Navigating the Chargebee Retention Settings Page
  6. The Essentials Plan

The Essentials Plan

The Essentials Trial and Essentials Plan enable a fully self-service use case of Chargebee Retention. This plan is different from our core Performance Plan in a number of key ways and is designed to enable lower volume and less sophisticated subscription businesses to get launched with a Deflection Funnel that starts saving customers. We cover the key differences between Performance and Essentials in this blog post, including the various use cases that are supported by each plan.

image

This article will focus on two main areas:

  • Essentials Trial
  • Essentials Paid Plan

Essentials Trial

The essentials trial is a 30-day trial experience of our Essentials Plan that allows you to build out your Cancel Page and deploy a basic A/B or Rules-Based Cancel Experience. If you do not have an existing Chargebee Retention account, you can sign up for a trial at app.retention.chargebee.com/trial-signup. You will be taken through a three-step sign up process that captures some key information about your account, and then will be launched into a new Chargebee Retention Trial account.

image

The Chargebee Retention trial allows you to access the full Essentials Experience Manager and Settings tabs, but restricts access to any reports until you have purchased. Note: Chargebee Retention Reports will become available to you on the Essentials Plan once you become a paid customer. We do not restrict our existing in-app Reports to Essentials customers. Future Advanced Reporting may be restricted, but you will get full access to the Cancel Insights, Offer Performance, Experience Performance, Cancel & Save Trends, Deflection & Save Performance Trends, and the Customers Page. At the end of 30 days, your trial will expire.

At this point, you will still have access to the admin application. However, if you have published a Chargebee Retention Page with live traffic, we will be shutting this off unless you purchase a paid plan.

Essentials Plan

The Essentials Plan allows you to get started on Chargebee Retention by enabling lower volume cancel use cases to deploy up to four pages and for Audiences at a single time.

image

With this setup, you can easily test two different offer categories or types, or you can set up a High-Value and Low-Value test pages and target them at specific sets of customers. The goal here is to enable you to start testing out different approaches within your Deflection Funnel to see what works. The Essentials Plan should help you get there!

There are a few key limitations of the Essentials Plan that you should be aware of:

  • You are limited to four Chargebee Retention Pages + a no-offer Holdout Page
  • Your are limited to four Audiences
  • You get access to email-based support, but do not get a dedicated TAM to assist with retention strategies
  • You get our basic Branding editor without the ability to input custom CSS
  • You get access to our Chargebee, Stripe, Recurly, Slack and Segment Integrations (Salesforce is a Performance Plan feature)

If you already have a cancel flow with multiple offer types being presented, you are probably a better fit for our Performance Plan and should request a demo to get started.

Was this article helpful?