Retention-Internal

This is for internal consumption

• What are the core billing features of Chargebee Retention?
• What is Chargebee Retention?
• How to integrate Chargebee Retention and Chargebee Billing?
• How to setup Chargebee Retention for the Chargebee Billing self-serve portal?
• How to setup Chargebee Retention in Chargebee Billing via the Retention API?
• How to setup Chargebee Billing with Chargebee Retention for live site?
• How to test the Chargebee retention cancellation process?
• How to configure Enrichment in Chargebee Retention?
• How does the Repurchase Revenue Impact Reporting?
• Define the Chargebee Retention testing methodology
• What are the Chargebee Retention use cases?
• What types of data does Chargebee Retention recommend passing and why?
• How to create the best offer in Chargebee Retention?
• How to process Cancels and Offers in Chargebee Retention?
• What are the estimated engineering time & efforts while configuring Chargebee Retention?
• How should I go about setting up my first experiment in Chargebee Retention?
• How to edit the look and feel of your Chargebee Retention Pages?
• Reporting on Experience/Page Performance in Retentions
• How is my retention doing relative to companies you work with?
• Where can I view the list of all customers that hit the Retention page?
• What are the key metrics in Retention?
• How to export customer data from Retention?
• What are Chargebee Retention Category & Reasons?
• How to edit your Chargebee Retention Cancel Page?
• How to create a new offer in Chargebee Retention?
• What is Loss Aversion cards in Chargebee Retention?
• Validating Saves against your billing system
• Where to find the lost and saved revenue per customer in Retention?
• Configuring your Holdout Page in Chargebee Retention
• How to create an audience using the rule editor in Retention?
• Chargebee Retention Field Mapping
• How to set up a Vanity URL in Chargebee Retention?
• How to install the Chargebee Retention.js snippet?
• Chargebee Retention Billing integrations (Chargebee Billing, Stripe, Recurly)
• Navigation to the dashboard in Chargebee Retention
• User Blacklist: Removing test sessions from reporting in Chargebee Retention
• How to use the rules editor to create an Audience in Chargebee Retention?
• Understanding Chargebee Retention properties and operators in Audience Creation
• Getting started guide for Chargebee Retention
• How to edit an Offer in Chargebee Retention?
• How to place Offers and Loss Aversion Cards?
• How to configure Targeting in Chargebee Retention?
• Navigating the Chargebee Retention settings page
• How to ​edit headlines, copy, and survey elements on your Chargebee Retention page?
• Chargebee Retention Glossary
• Chargebee Retention Offer Library
• Do we have Chargebee Retention workflow sessions?
• How to create Multi-CTA Offer Layout in Chargebee Retention?
• How to configure Final Offer Layout & Action?
• Advanced Targeting in Chargebee Retention
• What is Structured Feedback Offer Layout in Chargebee Retention?
• Creating a Random Offer Test in Retention
• Targeted Offer Tests within Audiences in Retention
• Filtering Reports by Audience or Experience in Retention
• Offer Goals, Layouts and Actions in Retention
• How to use offer placement in Chargebee Retention to drive deflection?
• How to preview your page and manage branding with the branding tab in Chargebee Retention?
• How to avoid repeated offer accepts with maximum redemptions settings in Chargebee Retention?
• How to configure multi-language cancel pages in Chargebee Retention?
• How to configure cancel & offer confirmation page in Chargebee Retention?
• How to install Chargebee Retention via the pre-cancel API?
• Reporting on Offer performance -Retention
• How does the insights report in Retenion work?
• What is the difference between cohort and event-based reporting in Retention?
• Reporting terms and definitions
• How to configure Offer Management in Chargebee Retention without a billing integration (non Stripe, Recurly & Chargebee users)?
• How to configure Cancel Page in Chargebee Retention via webhook?
• How to manage your team in Chargebee Retention?
• How to display revenue in Chargebee Retention reports?
• How to manage alerts in Chargebee Retention?
• How to set up multiple apps in Chargebee Retention (Enterprise Plan)?
• How to configure the external reason key for the custom domain in Chargebee Retention?
• What is the billing admin user role in Chargebee Retention?
• How to manage your Chargebee Retention plan and usage limits?
• What are the features available in the Chargebee Retention Essential plan?
• Activity log and error reporting in Chargebee Retention
• Quick installation of Chargebee Retention in 3 steps
• How are Save and Cancel Return URLs critical to your Chargebee Retention?
• A/B Testing in Chargebee Retention
• When and how to use Targeted Reason-based Offers in Chargebee Retention?
• How to configure Recurly billing integration in Chargebee Retention?
• How to configure Stripe billing integration in Chargebee Retention?
• How to configure Slack Integration in Chargebee Retention?
• How to configure Salesforce integration in Chargebee Retention?
• Connecting the Stripe integration - Chargebee Retention
• How to pass Data to Chargebee Retention with Segment Analytics JS snippet?
• How to configure using webhooks with Chargebee Retention and Zapier?
• Configuring Cancel Management with Billing in Chargebee Retention
• How to integrate Chargebee Retention with the Recharge Theme Engine?
• How to configure Offer Management in Chargebee Retention?
• Chargebee Retention Security Overview
• How to set up Cancel Management at the Page-level in Chargebee Retention?
• Testing your Chargebee Retention Setup with the Sample Session Generator
• What to expect from the Chargebee Retention Pilot?
• What is A/B Testing in Chargebee Retention?
• How to configure Cancel Management without a Billing Integration (non Chargebee Billing, Stripe, Recurly)?
• CSS Reference in Rentention
• How to add your Cancel Reasons to Chargebee Retention?
• Tracking Responses to Feedback Offer Modals in Retention
• Reporting on Fields in Customer Pages - Retentions

RevRec - Internal

• How are subscription modifications handled in RevRec?
• How to use test environment in RevRec?

RevRec- Setup

• Quick Start Guide for RevRec integration

Debugging

• Consolidated Invoicing issue for parent customer with multiple child customers - steps to debug
• Issue with metered billing subscriptions renewing - steps to debug.
• Metered billing is configured to automatically close invoices but pending invoices are not closed
• Unable to delete from email address? - steps to debug
• ‘usage_date’ must fall within the period when the ‘item_price’ was active in the subscription
• Mollie transactions are not being created
• Adyen status mismatch in Chargebee - Internal.
• Chargebee token flow with Chargebee Payments gateway - Internal
• [Internal] One time coupon being reapplied on reactivating a cancelled subscription via API
• [internal] How to check disputes and related errors?
• [internal] Not able to capture payments within 7 days in Stripe
• [Internal] Stripe e-mandate not set
• "Number of billing cycles the new contract term should run for, on contract renewal" shows incorrect number
• Rev_Rec sync PAUSED on the RevenueStory side
• [Internal] Double charge at Gateway
• Subscription changes (PO number addition) and advanced invoice
• How to get the list of Product Families created in a PC 2.0 site using DB?
• Adyen auto_capture is set to true, yet getting 2 emails
• Metered line item disappearing from draft invoice after refresh
• Count of AVALARA/TAXJAR calls made from Chargebee
• [internal] Posted invoice email is not sent out
• [internal] “Refund_initiated” event
• [Internal]Additional Contact doesn’t receive email - Debug
• [internal] Authorize.net transaction error codes
• [Internal] 3DS Challenge for Stripe Gateway
• Organisation Address is not set | Netsuite sync error
• Sorry something went wrong when processing the request in QuickBooks
• How to resolve Skipped Product items Error in Transfer Config?
• The invoice has multiple line items for the same metered addon
• Reconciliation of Total Active Subs Count by using “By Plan” segmented reports.
• Invoice moved to paid skipping the posted state when Payment terms is enabled.
• Reset and Reschedule Revenue Story ETL Sync
• Invoice status updated while attempt payment collection setting was OFF
• [Internal] Timeout with customer portal session API
• [Internal] Payment method availability in abandoned cart
• [Internal] 'Pay Now' button in emails does not display checkbox to confirm storing the direct debit payment method unlike customer portal
• [Internal] Subscription related callbacks are not getting triggered