How to configure Chargebee retention on the Chargebee self-serve portal?
How to perform end-to-end testing of Retention in Chargebee Billing?
How do I get to the retention portal?
Once you configure Chargebee Retention from Settings > Configure Chargebee > Retention, you can integrate Chargebee Retention on the the customer portal, by navigating to Settings > Configure Chargebee > Checkout & Self-Serve Portal > Portal > Enable Cancellation via Chargebee Retention > Enable from Chargebee Billing.
If you are using the Chargebee billing self-serve portal to manage your customers' cancellations via Chargebee Retention you can configure Cancel Experience when they click Cancel. You can deploy a Chargebee Retention Cancel Experience without writing any code. To integrate Chargebee Retention on customer portal, navigate to Settings > Configure Chargebee > Checkout & Self-Serve Portal > Portal > Enable Cancellation via Chargebee Retention > Enable
If you do not see this option, ensure you enable Allow customers to cancel subscriptions from Settings > Configure Chargebee > Checkout & Self-Serve Portal > Portal from Chargebee Billing.
How Cancels are processed via Chargebee Retention?
You can configure the Cancellation process, by navigating to Configure Chargebee > Chargebee Retention > Launch Retention App. Then Navigate to Settings on the left-hand action menu > Settings > Setup > Billing system
Reason Codes not set to Mandatory
Testing your Chargebee Retention Integration
Note: Test sessions will not count against reporting, but we will process the events associated with these and update your billing systems accordingly. If you test against a live site key, ensure that you are using a test account when doing so because these tests will update your Chargebee subscription record.
If the Chargebee Retention App is integrated incorrectly (ex: a read-only API key has been configured) and the above setting is enabled, Chargebee will fall back and cancel the subscription immediately. You will notice when testing this integration that clicking cancel subscription in the portal preview does not route to the Chargebee Retention page, but falls back on the feedback form
Publishing your Portal Cancel Experience
Once this is done, your portal integration is live and your Chargebee Retention Dashboard will start to populate with data. Refer to this link for more information.
If you need assistance getting started with the Chargebee Retention self-serve portal, please reach out to firstname.lastname@example.org