What are the estimated engineering time & efforts while configuring Chargebee Retention?

Modified on: Fri, 7 Oct, 2022 at 8:56 PM


What are the estimated Engineering time & efforts while configuring Chargebee Retention?


Integrating a Chargebee Retention cancel flow into your site or app is a two-step process that includes making a precancel request to retrieve unique cancel session URL's that you will expose to your user if they click cancel and considering how you will process cancels and offers as the user exits the Chargebee Retention experience. 


The easiest way to get sessions into Chargebee Retention is to use our Javascript snippet on the page where your cancel button lives.  If you'd like to make requests from your server or prefer not to use our client-side JS, consider making precancel requests with your own code by using our precancel API

The second part of the technical implementation is configuring how you will process cancels and offersWhen it comes to designing the cancel page itself, your Admin will use the Chargebee Retention Experience Manager to design and build your content, targeting, and A/B tests.

Low code: Minimal development time

Cancels and offers managed via Chargebee RetentionOffer and cancel processing via URL

Offer and cancel processing via Webhook notification

SummaryInstall the code snippet to route cancel requests to the personalized Chargebee Retention page, discover and target audiences. No billing automation. Use email, Slack, or a third-party tool to route requests to an agent.Install the code snippet to route cancel requests to the personalized Chargebee Retention page, discover and target audiences. No billing automation. Use email, Slack, or a third-party tool to route requests to an agent.Install the code snippet and include dynamic URLs to trigger billing updates for offers that require automation.Adds full integration with billing to process offers + cancels, which further reduces support load, enables a more seamless user experience, and maximizes support productivity gains
Confirmation Pages

Static: Static: Dynamic. Billing updates triggered via a query parameter
Benefit and DifficultyLow: Streamlines but does not reduce ticketsLow: Streamlines but does not reduce ticketsMedium: Automates (eliminates) the majority of canceled tickets High: Automates all support tickets except for hand-raises by customer
Engineering1 - 2 days 1 - 2 days3 - 5 days5 - 7 days 
2 weeks
2 weeks2-3 weeks3 - 4 weeks

Adding the Chargebee Retention.js code snippet

The basic Chargebee Retention JS snippet works with all options like:

  • Redirecting canceling or downgrading users through the Chargebee Retention page
  • Identifying your user and customer account

For detailed information on installing the Javascript Snippet, please refer to our help documentation: Installing Chargebee Retention.

Processing offers and cancels

The second part of the technical installation is the actual processing of cancels and offers. This can be done by:

  • Manually, by means of emailing all cancel requests and accepted offers to customer support.
  • Programmatically, using the Chargebee Retention.js snippet on the cancel page, to update billing via pass-through URLs and/or Chargebee Retention webhooks 

Implementation breaks down into three parts, with total engineering implementation time generally taking between 2 (low estimate) and 8 (high estimate) engineering days.  

A. Sending the customer to Chargebee Retention

Phase 1 redirects your customer to the Chargebee Retention Cancel experience. At a minimum, this phase is required to set up Chargebee Retention.

Effort                                            DescriptionTime
LowUse only the Basic Fields in the JS snippet, like the name, email, and internal-id to connect to a customer's account1-2 Days
HighBringing in Standard and Custom Fields like usage and activity metrics, plan, value, or other custom data points aggregated in other systems besides Salesforce.2-4 Days

B. Implementing Offers

This phase has to do with what happens on the Chargebee Retention Page, and how that's processed within your other systems (most notably your billing system). You'll need to define where customers are sent when they accept an Offer. More details on how that works here: Processing Cancels and Offers 

Effort                                            DescriptionTime  
LowIf you already have the functionality to process Offers like pausing an account or offering a discount built into a page, this should be easy peasy! Simply pass a URL in the snippet that will redirect your canceller back to your app and trigger the action in your billing system. You can also do this without engineering effort by using email notifications to have your support team process it manually. You can use the save_return_url to give a confirmation landing page or send the customer back to their account1-2 Days
HighIf you don't have existing functionality to process Offers, and you don't want your support team to process this manually, this can be a timely step. You'll need to create landing pages to send customers post-accepting an Offer, or leverage webhooks to process the Offer within your billing system.2-4

C. Processing Cancels

Similar to phase 2, you'll also need to process cancelsProcessing Cancels and Offers. You'll both need a place for your customer to go after confirming Cancel (a landing page) and a way to process the cancel with your billing system. If you don't have an online cancel in place, we recommend starting with using the email alerts to process manually and creating a landing page with a confirmation message that support will process their request.


Anything else I should know?

Everything else is covered in our Proof of Concept (POC) guide: What to expect from a Chargebee Retention POC

Related Articles

Define the Chargebee Retention Testing Methodology 

What types of data does Chargebee Retention recommend passing and why? 

How to create the best offer in Chargebee Retention? 

How to process Cancels and Offers in Chargebee Retention? 

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