Scope

What are the benefits of using Bypass testing in Retention?

Summary

We have introduced the bypass feature which allows you to A/B test your existing cancel experience against Chargebee Retention.  This feature is available for customers using the Chargebee Billing Integration and the Chargebee self-serve portal.  These customers can easily set up bypass through the Chargebee Billing and Chargebee Retention apps with no code involved. To enable bypass, go into Settings > Setup > Configuration > Billing > Enable Bypass Targeting.

Please sign up through the Chargebee Early Adopter Program to get access to the bypass feature

Solution

Bypass Testing Setup

Please sign up through the Chargebee Early Adopter Program to get access to the bypass feature.

To enable bypass, go to Settings > Setup > Configuration > Billing > Enable Bypass Targeting. Enter the bypass percentage, which represents traffic redirected to your existing cancel experience through the Chargebee self-serve portal. 

Within the Chargebee Billing app, go to Settings > Configure Chargebee > Checkout & Self-Serve Portal to verify that the "Enable Cancellation via Chargebee Retention" setting is enabled and cancellation settings when the self-serve portal cancel experience is used.

Bypass Experience

Now that bypass has been configured, your customers that click on the cancel button in the Chargebee self-serve portal will see either the Chargebee Retention cancel page or the default Chargebee self-serve portal cancel page (example below).

Bypass Performance Reports

New lift reports on the dashboard and Insights section will help you quantify the performance lift of Chargebee Retention compared to your existing cancel experience.  You will be able to compare deflection rates, retained revenue, and other metrics.  See the Lift Report for more details.

We will be working on enhancements, including support for Chargebee billing customers who do not use the Chargebee self-serve portal.  If you have any further questions about the bypass testing feature, please contact retention-support@chargebee.com.