Getting Started Guide
Welcome to Chargebee Retention!
Getting up and running with Chargebee Retention (formerly Brightback) is a straightforward process and can usually be completed in a few weeks using the following outline.
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.
2. Start with an audit
What offers do you make now? Do you have retention or acquisition offers? What about winback offers? What data will you send to Chargebee Retention? This section aims to determine what offers you'd like to make to your customers as they voluntarily decide to cancel.
3. Build your experiences
Manage branding and edit your cancel page template. Create offers and loss aversion cards and place them on pages. Set up your targeting.
4. Technical implementation
Set up integrations with billing and other 3rd party systems, create precancel requests, process cancels and offers, and A/B test against your in-house experience. Configure a custom domain for your cancel page URL.
5. Go live!
Now that you've gone live you'll want to start digging into the reporting that Retention offers.
Frequently Asked Post-Launch Questions
This article contains the top most frequently asked questions from new customers.
Now that you are seeing results roll in and evaluating your experiment, consider using audiences to target offers to specific customer segments and adding new offers to your testing framework.