How to process Cancels and Offers?
How to process Cancels and Offers using Webhooks?
How to process Cancels and Offers using Direct Billing Integration with Stripe, Recurly, or Chargebee?
When a customer lands on your Chargebee Retention page after hitting 'Cancel' a few things might happen. Your customer might:
- Feel an immediate sense of remorse and click 'Nevermind'
- Accept an offer and decides to stick around
If your customer hits Nevermind, simply use the save_return_url in the Chargebee Retention JS Snippet to redirect them back to their account.
Otherwise, there are few ways to process saves from offers or when a customer cancels ranging in degrees of technical know-how on your developer side or manual from your support or success team.
Use Direct Billing Integration with Stripe, Recurly or Chargebee
Our Stripe, Recurly, and Chargebee Billing integrations now let you process cancels and offers directly in your billing system without any engineering effort. To enable these features you will need to head over to the billing settings within your app and configure cancels and/or offer management.
Pro-tip: Add firstname.lastname@example.org as it will enable us to add commands to the email alert to update ticket properties directly
Configuring offer management without a connected billing provider
Configuring cancel management without a connected billing provider
You can also use webhooks to trigger an update in your billing system by targeting notifications to an endpoint that you provide in the Chargebee Retention alerts settings.
When an event like a cancel or a save occurs in Chargebee Retention, the webhook payload will include their profile information from your precancel request and the action they took on the page. The webhook sends it to your target URL in the form of an HTTP POST request with a unique authentication signature.
Note: Our webhook system is asynchronous. A confirmation page is recommended for your user. Chargebee Retention can help you set up confirmation modals and pages in Chargebee Retention if you choose not to enable one on your site.
What is Chargebee Retention used cases?
Define the Chargebee Retention Testing Methodology
What types of data does Chargebee Retention recommend passing and why?