User Blacklist: Removing test sessions from reporting in Chargebee Retention

Modified on: Fri, 7 Oct, 2022 at 8:06 PM

Scope

User Blacklist: Removing test sessions from reporting
How to blacklist the domain in Chargebee Retention?

How to blacklist email addresses in Chargebee Retention?


Summary

When you are setting up your Chargebee Retention account, you'll want to test your installation and any changes you make as you can preview your customer's Cancel Page experiences. You'll see your test sessions in your Chargebee Retention dashboard within a few minutes of testing as you prepare to go live. You may want to start with a clean slate when it's time to launch. Chargebee Retention provides you with the option to remove certain users or entire domains from your dashboard. 

Head over to Settings > Users > Manage Blacklist in Chargebee Retention and enter the domain name or individual email addresses of users you would like to scrub from reporting.  

Note: Adding an email address or domain to the blacklist doesn't disable functionality. Precancel requests, webhooks, alerts, targeting, and billing updates will act as normal.

Solution

Blacklisting domains

The first option: Blacklisted Domains, removes all results from the dashboard for an entire domain.  It's recommended to add your company domain (or staging domain if it's different here). In the example below any test session for users at example.com would be scrubbed from the results. e.g. joe@example.com, jane@example.com, etc. Joe, Jane, or anyone at example.com could run cancel sessions without affecting results in the dashboard. 

Blacklisted emails

The second option: Blacklisted emails, which removes individual users from reports. In the example above any sessions from matt@chargebee.com would be scrubbed but other users of chargebee.com would be reflected in reporting.

Note: The blacklist can be updated at any time so don't worry if you started testing Chargebee Retention and forgot to update the blacklist. Simply make your update, wait 24 hours and those records will be removed from the results.


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