What to expect from the Chargebee Retention Pilot?

Modified on: Sat, 1 Oct, 2022 at 12:09 AM


What to expect from the Chargebee Retention Pilot?


The Retention Pilot has three phases: Launch, Calibrate, and Optimize. Scroll through the carousel or read below to learn about the different phases and understand how each one works.



The Launch Phase is all about getting your Retention Page up and running. We break this phase up into three mini-phases: Design, Install, Integrate, and Go Live!


The Design Phase involves choosing the design and copy elements of your Retention Page and selecting three different Offers you'd like to test with your audience.


During the install phase, we'll cover how to add Retention to your site, create your Retention snippet to pull in data about your customer, and how processing cancels and offers work.


Retention plays nicely with many of the tools in your stack to personalize the experience when customers land on your Retention Page and help create workflows around saving and winning back your customers. In this phase, we'll get Retention working with other tools in your stack like Slack, your help desk, your marketing automation software, and billing providers.

Go Live!

We'll work with you on a couple of final tests to make sure all of your integrations work together as they should, and you're ready to fly! Simply add Retention to your cancel button and you're ready to go live!


After Go Live, we run a series of randomized tests designed to ensure your Retention Offers save the most customers from canceling. During testing, we look at and test performance in three ways: Offer Calibration, Audience, and Segment Discovery, and Page Optimization. 

Offer Calibration

In this phase, we aim to discover winning offer combinations by randomly presenting users with a set of offers to determine which offers have the highest lift over the baseline. In the event that there is no clear winning offer combination, we'll shuffle the Offers and repeat.

Once we have a winner, we'll run additional experiments with micro-targeting to compare the winning Offer paired with Reasons.

Audience and Segment Discovery

Pulling information about your customers in via the Retention

 JS snippet, we'll identify trends in customer groups by things like lifetime value, how long they've been a customer, activity, lead source, or even custom attributes. As trends emerge we'll group them into customer Segments

To continue testing, we'll pair Segments and Reasons with Offers to identify opportunities to further generate lift. In this phase, we are looking to identify the combo of which Audience Segment works with the best Offer.

Page Optimization

We'll also test the Offer location. We'll perform tests by presenting Offers as pop-up modals when they land on the Retention Page, presenting Offers once Reasons are selected, showcasing Offers at the top of the page, and presenting Offers to your customers after the final Cancel button is selected. 


The Optimize phase is all about taking the learnings found in the Calibration phase and expanding on them: either by experimenting with more audience Segments or building Retention into different Use Cases like Trials and Downgrade Pages. 

Segment Dimensions

We'll do Audience and Segment discovery in the Calibration phase, which will reveal trends in groups by lifetime value, age of customer, plan, and more. In the optimization phase, we'll group these Segments into Dimensions creating repeatable groups to send a targeted, personalized Page to and filter your Insights by. Learn more about Segments here: Understanding Customer Segments


Retention is not just for reducing churn, but also great for different Use Cases, like for downgrades and expired trials, helping with overall compression and conversion. To explore other Retention Use Cases, check out this guide: Retention Use Cases

How long should the pilot period be to see results?

The Pilot Period lasts 6 months, and how long it takes to see results depends on two main factors:

  • How long does it take your team to Launch
  • How many cancels do you have per month

How long to Launch?

How long it takes to launch will largely have to do with whether or not you have a dedicated developer to help with the Installation phase. While Retention does give your Success, Marketing, and Product teams the ability to test, make changes, and collect data without ongoing engineering resources, the initial implementation does require a technical install. On our side, we can get your Retention Page, Offers set up, and snippet created in about a week, but then your team needs to take over with plugging the Javascript on your site. 

How many customers cancel?

We run the Calibration phase until we see the statistical significance. If you have a low volume of cancels that takes much longer to reach. That said, even during the testing phase our customers see an immediate impact in deflecting cancels, so you'll start to see customers deflected from canceling immediately after Go Live.

Think Retention is the solution for you?

Talk to one of our churn and retention specialists to see how Retention can help you with your business: Get a demo

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