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 if the following outline is followed.

1. Why Charbebee 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.

Retention testing methodology

Retention use cases

Testing in Retention

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 experience performance

Reporting on offer performance 

Removing test sessions from reporting with the restricted user list

Frequently Asked Post-Launch Questions

The topmost frequently asked questions from new customers.


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

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