What types of data does Chargebee Retention recommend passing and why? : Chargebee Help Center

Scope

What types of data does Chargebee Retention recommend passing and why?

What is the list of relevant fields that can be passed to Chargebee Retention?

Summary

Pass data into Chargebee Retention automatically to enrich subscriber profiles, personalize your page content, define audiences for targeting, improve your in-app reporting and insights, and/or augment Chargebee Retention's machine learning-based routing models (if used).

You can pass data to Chargebee Retention by:

Adding custom fields into the Chargebee Retention.js snippet (permitted formats specified)
Importing data from a connected billing system or Salesforce CRM (field names and data types defined automatically)
Importing attributes from the Segment.com session
Making a precancel request to the Chargebee Retention server and including properties along with your Chargebee Retention app_id.

Solution

List of recommended custom fields in Chargebee Retention

This article describes passing data into Chargebee Retention via custom fields in the code snippet. To help justify the effort of adding custom fields into the snippet, here are example data fields that Chargebee Retention customers send, along with the use cases to illustrate their value.

Field	Description	Value	Example Use Cases
First purchase date	First date of purchase	Tenure-based targeting	Target early, mid, late lifecycle customers w/ different offer types (e.g. late customers = pause, early = discount)
Revenue value	Amount paid per billing interval	Value-based targeting Revenue Insights	Targeting based on current subscription revenue, for example: align discounts and promo strengths with revenue value. exclude low-value subs from being displayed offers making concierge or loyalty offers to high-value customers. Revenue Insights: pull revenue into Chargebee Retention to show the revenue impact of your retention tests
Billing term	Current billing frequency (e.g. weekly, monthly, quarterly, annual, etc.)	Term-based targeting and eligibility	Offer plan duration changes (monthly to annual, weekly to bi-weekly, etc.), or include as targeting criteria (e.g. only offer plan extensions to monthly customers)
Plan Name	Plan the customer is on (e.g. by plan, by meals/week, by tier)	Value-based targeting Revenue Insights	Offer customers the option to switch to a different plan, or to a lower plan (downgrade) instead of canceling
Number of purchases	All-time purchase made	Enables targeting based on total payments	More loyal customers are more likely to purchase again, so offer pauses to your highest volume of customers who just need a short break. Optimize experiences by targeting audience profiles who are more likely to repurchase x number of times.
LTV	All time revenue paid	Enables targeting based on LTV tranche	Make stronger offers to the most loyal and valuable customers who are more likely to repurchase in the future. Or, target high LTV customers with bonus loyalty incentives.
Product Engagement (frequency)	E.g. logins last 30 days, x event last 30 days	Personalized loss aversion on the page Engagement-based targeting	Show engaged users what they will lose with your software vs. showing inactive users resources to help them get re-engaged. Present alternative offers (e.g. pauses, extensions, switches, discounts, support/training) based on engagement
Product Engagement (lifetime)	E.g. all-time logins, all-time x events	Personalized loss aversion Engagement-based targeting	Personalize the cancel experience based on the maturity of your users in ways that manual segmentation could not by leveraging Chargebee Retention AI.

Allowed date formats

Chargebee Retention validates that data passed via the snippet meet the below date formats:

datetime          = time | date-opt-time
time              = 'T' time-element [offset]
date-opt-time     = date-element ['T' [time-element] [offset]]
date-element      = std-date-element | ord-date-element | week-date-element
std-date-element  = yyyy ['-' MM ['-' dd]]
ord-date-element  = yyyy ['-' DDD]
week-date-element = xxxx '-W' ww ['-' e]
time-element      = HH [minute-element] | [fraction]
minute-element    = ':' mm [second-element] | [fraction]
second-element    = ':' ss [fraction]
fraction          = ('.' | ',') digit+
offset            = 'Z' | (('+' | '-') HH [':' mm [':' ss [('.' | ',') SSS]]])

Example snippet with various property types:

Note: Arrays are not a supported field type. Please break up arrays into single element key/value pairs in order to access them in the Experience and Audience Manager

window.Brightback.handleDataPromise({
  app_id: '123456',                             // String (example)
  email: 'jane@Chargebee Retention.com',                 // String (example)
  account: {                               
        internal_id: '123abc',                  // String (example)
        value: 49.99,                           // Decimal (example)
        created_at: '2020-02-22T06:55:59.000Z'  // Timestamp (example)
      },
  custom: {                                     // Use to add additional parameters 
    additional_fields: {                        // Nested fields are okay,  
          anything_else: ' '                    // Arrays are not supported
    },
    offer_url: 'https://example.com/pause',     // String 
    offer_eligible: true                        // Boolean (example)
  }
});

To find out how your account Admin can utilize variables by mapping fields check out our help document here.

The Experience and Audience manager supports the following property types

strings integers or decimal numbers boolean dates as numeric strings or literals

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How to configure Enrichment in Chargebee Retention?

How to setup Chargebee Retention via the Retention API