Understanding Chargebee Retention properties and operators in Audience Creation

Modified on: Fri, 7 Oct, 2022 at 8:19 PM

Scope

Understanding Chargebee Retention properties and operators in Audience creation.

What are the properties and Operators in Audience Creation?


Summary

Chargebee Retention's Audience Manager is a powerful feature that lets you segment cancel Experiences for targeting and analysis. This article covers the basic definitions of the terms you will find when you begin to create your first audience from the Audiences tab.

Solution

An Audience is essentially a single rule or combination of rules based on your canceller's unique profile information. An Audience can have as many or as few rules, as you like depending on how broad or narrow you want your target to be. The possibilities are endless but we recommend starting with a wide net and narrowing your audiences as you learn more about the retention strategy you have deployed. 

First, let's take a look at the anatomy of the editor. 

You'll see a title at the top and the audience definition creator below. There are three parameters you will need to set. The Property is the profile information of your canceler you would like to operate on. The second is the Operation and the third is the Value the operator is working against.  

Properties will be of either type Text, Date, Number, or Boolean. The Operators and acceptable values associated with each will change depending on how your Property is defined within Chargebee Retention's field mapping settings. 

Date operators

Note: Date operations tend to be the trickiest. We recommend reading the entire rule as a sentence to understand the outcome


Date operatorsReturns true if the propertyAcceptable Values
Is on the day ofis equal to the [value]A specific date
Is not on the day of
is not equal to the [value]A specific date
Is after the day ofis greater than the [value]A specific date
Is on or after the day of
is greater than or equal to the [value]
A specific date
Is before the day of
is less than the [value]A specific date
Is on or before the day of
is less than or equal to the [value]A specific date
Happened before[value] days of the cancel session or priorNumber
It will take place after[value] days after the cancel session or later
Number
It will take place withinIs at most [value] number of days after the cancel session but no moreNumber 
Happened withinIs at most [value] number of days before the cancel session but no moreNumber

Date operation examples

1) A canceller whose sign-up date was no more than 30 days from the time they clicked cancel. 


2) A canceller whose sign-up date was more than 30 days ago but less than 90 days from the day they clicked cancel.


3) A canceller whose renewal date occurs within the next seven days from the day they click cancel.



4) A canceller whose renewal date occurs 180 days or more after they click cancel.  

Text operators 

Note: All string operations are case-sensitive. Trial, TRIAL, and trial are all different values


Text operatorsReturns true if the propertyAcceptable Values
Isis equal to the [value]Any text string.
Is not
is not equal to the [value]Any text string.
Is one ofan exact match to one of the items in the list A separated list of text strings
Is not one ofan exact match to one of the items in the list is not foundA separated list of text strings
Containsincludes the [value] as all or part of a stringAny text string.
Does not containdoes not include the [value] as all or part of the stringAny text string.
Is emptyis null, empty or undefinedN/A
Is not emptyis not null, empty, or undefined
N/A 

Text operation examples

1) Plan name contains the word 'enterprise'


2) Plan name is one of the listed enterprise plans.


3) Customer does not have a current coupon code

Numeric Operators 

Note: For parameters passed through Chargebee Retention.js, you must first define the field as a decimal in Chargebee Retention's field mappings


Numeric operatorsReturns true if the propertyAcceptable Values
Isis equal to the [value]integer or decimal
Is not
is not equal to the [value]integer or decimal
Is less thanis less than the [value] but not equal to the [value]integer or decimal
Is less than or equal tois less than the [value] or equal to the [value]
integer or decimal
Is greater than
is greater than the [value] but not equal to the [value]integer or decimal
Is greater than or equal to
is greater than the [value] or equal to the [value]integer or decimal
Is emptyis null, empty or undefinednone
Is not emptyis not null, empty, or undefined
none

Numeric operation examples

1) Canceller is paying more than 99


2) Canceller is paying more than 49 dollars but less than 100 dollars. 


Boolean operator

Note: If you've made it this far you probably don't need help on this one



BooleanReturns true if the propertyAcceptable Values
Isequal to the [value]true or false

Boolean example

1) User is eligible for a discount

Do you see an operator we're missing? Please let us know by sending an email to retention-support@chargebee.com.


Related Articles

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?

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