Reporting on Offer performance -Retention

Modified on: Fri, 30 Sep, 2022 at 11:48 PM


How do my Retention Experiences save customers with the Offer Performance? Is there a report?


Get deeper insights into how your Retentions Experiences save customers with the Offer Performance report nested under Insights in the left sidebar.

For each individual Offer or Offer category, see a breakdown:

  • Views: number of customers who viewed that Offer
  • Accepted offer: number of customers who clicked on the Offer CTA
  • Accepted offer revenue: sum of revenue for those customers who clicked on the Offer CTA
  • Accept rate: number of Views/number of Accepted offers for the given time period
  • Saved: number of customers who clicked on the Offer CTA and were subsequently saved
  • Saved Revenue: sum of revenue for those customers who clicked on the Offer CTA and were subsequently saved
  • Loss Accepts: number of Accepted offers who cancel before becoming a save
  • Watchlist Accepts: number of Accepted offers currently on the Watchlist
  • Offer conversion rate: number of Saved / number of Accepted offers that are eligible to be saved (past their save window)

You can also opt to view the value by either Revenue or Customers if you're using one of our billing integrations. 

Group your Report

The updated Offer Performance report allows you to select the display of various groupings in the table. By default, we will show a list of your offer names when you first visit this report. 

Offer name is the specific Offer tested during the Chargebee Retention Experience. For example, if you have two different pause offers, one for two months and one for one month, you would want to name your offers accordingly so that your Offer Performance Report makes sense. You can rename offers in the Offer Library.  

We also give you the option to update the groupings here by selecting the little funnel dropdown next to 'Offer name'.

Here, we let you select up to three groups in your chart. You can choose from either the audience, experience, offer name, or offer category here. 

When you choose to add additional groups, they will be added to your report with the option to expand to see the sub-groups as well. 

This allows you to drill into your offer performance across a number of different levels. You can see how different offers perform within an audience or a specific experience for example or can evaluate how offer categories perform across your various audiences at a high level. This added grouping flexibility makes the offer performance report far more dynamic and easy to use to get the insights you need. 

Remember that offer categories present a high-level overview of performance for broader types of Offers. We have six different Offer categories:

  • Discounts: Percentage off, dollar amount off
  • Plan Change: Downgrades to a lower-priced plan 
  • Extensions: Suspending payment while continuing service
  • Pauses: Hold accounts, pause service, and payment
  • Support & Training:  Coaching calls, training videos, help guides
  • Customer Feedback: Email feedback, chat with support

Select which Metrics to Display in Report

You can select the metrics you would like to see in the Offer Performance Report by selecting the 'Toggle column' and updating the selection here. 

Note: If you have Repurchase Reporting enabled, you will see an additional set of metrics present

Export Offer Data for Repurchase Analysis

You can view the individual customers who have viewed and accepted a given offer in the offer report drawer. To access this view, simply click on the offer name you would like to see data for. This will pull up a drawer that displays 50 results. You can filter by fields in the drawer to see who has accepted an offer for example or sort by the offer accept date. 

From this view, you can export the data set for further analysis or join your subscription data to track repurchase cohorts by offer type. 

Change Offer Names in Experience Manager 

To change the display name of an offer, go to the experience manager and select the offer library tab. From here you can edit offer content including changing the offer name. This offer name change will carry through to the Offer Performance Report! 

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