Getting started guide for Chargebee Retention

Modified on: Sat, 13 May, 2023 at 5:00 PM


Getting started guide for Chargebee Retention

Basic integration steps for Chargebee Retention


1. Why Chargebee Retention

So you've decided churn is something you want to tackle and you'd like to take it head-on. Chargebee Retention's platform gives you the tools needed to automate a successful retention campaign and gather insights while reducing churn. Once you have implemented Retention in your app you will be able to easily optimize for increased deflection by providing the right offer to the right person at the right time.

Chargebee Retention is an individual platform that can be integrated with Chargebee and it's available on three different plans.
1. Essentials
2. Performance
3. Enterprise.
You can refer to this 
link for more information about the plans and pricing.

Retention testing methodology 

Retention use cases 

2. Start with an Audit

What offers do you make now? Do you have retention or acquisition offers?  What about win-back offers?  What data will you send to Chargebee Retention? This section aims to determine what offers you'd like to make to your cancellers as they voluntarily decide to cancel.

Types of data to send to Retention 

Creating the perfect offer

Processing cancels and offers  

Estimating engineering time and effort

3.  Build your experiences

Manage Branding, edit your Template and duplicate it as needed. Create and place Loss Aversion cards and 3-4 offers on new pages.  Set up your targeting.

Creating your first Retention Experiment 

Manage the look and feel of your cancel experiences 

Creating your reasons

Edit your template and create new pages 

Create an offer 

Create a loss aversion 

4. Technical implementation

Connect integrations, create precancel requests, process cancels and offers, and A/B test against your in-house experience. Don't forget to point your point vanity URL.

White labeling your cancel session URL 

Installing the Chargebee Retention.js Snippet 

Processing cancels and offers 

Connecting your subscription management platform (Chargebee Billing, Recharge, Stripe, Recurly) for processing, enrichment, and attribution 

5. Go live!

Now that you've gone live you'll want to start digging into the reporting that Retention offers. 

Navigating the dashboard 

Reporting on offer performance  

Removing test sessions from reporting with the user blacklist 

6. Advanced Concepts

Now that you are seeing results roll in and evaluating your experiment, consider targeting Audiences and adding new offers to your testing framework. 

Using the rules editor to create Audiences 

Properties and Operators in the rules editor

Related Articles

What is Chargebee Retention? 

What are the core billing features of Chargebee Retention? 

How to Integrate Chargebee Retention and Chargebee Billing? 

How to setup Chargebee Retention for the Chargebee customer portal?

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