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.
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 targeting 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, 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
Date operations tend to be the trickiest. We recommend reading the entire rule as a sentence to understand the outcome
| Date operators | Returns true if the property | Acceptable Values |
| Is on the day of | is 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 of | is 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 prior | Number |
| Will take place after | [value] days after the cancel session or later |
Number |
| Will take place within | Is at most [value] number of days after the cancel session but no more | Number |
| Happened within | Is at most [value] number of days before the cancel session but no more | Number |
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.
All string operations are case-sensitive. Trial, TRIAL, and trial are all different values.
| Text operators | Returns true if the property | Acceptable Values |
| Is | is equal to the [value] | Any text string. |
| Is not |
is not equal to the [value] | Any text string. |
| Is one of | an exact match to one of the items in the list | A separated list of text strings |
| Is not one of | an exact match to one of the items in the list is not found | A separated list of text strings |
| Contains | includes the [value] as all or part of a string | Any text string. |
| Does not contain | does not include the [value] as all or part of the string | Any text string. |
| Is empty | is null, empty or undefined | N/A |
| Is not empty | is not null, empty, or undefined |
N/A |
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
For parameters passed through Chargebee Retention.js, you must first define the field as a decimal in Chargebee Retention's field mappings
| Numeric operators | Returns true if the property | Acceptable Values |
| Is | is equal to the [value] | integer or decimal |
| Is not |
is not equal to the [value] | integer or decimal |
| Is less than | is less than the [value] but not equal to the [value] | integer or decimal |
| Is less than or equal to | is 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 empty | is null, empty or undefined | none |
| Is not empty | is not null, empty, or undefined |
none |
1) Canceller is paying more than 99
2) Canceller is paying more than 49 dollars but less than 100 dollars.
| Boolean | Returns true if the property | Acceptable Values |
| Is | equal to the [value] | true or false |
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.