Scope

Where can I view the fields for reporting on Customer pages?

Solution

Standard and Custom Fields in the Chargebee Retention Javascript snippet (or pulled in through our Salesforce Integration) allow you to target and personalize your Chargebee Retention Experience. You can also view them in the Customer Pages alongside the rest of your customer data. 

Setting up your Fields

Setting up Custom Fields starts in the Field Mapping section of the Chargebee Retention Settings.

Chargebee Retention pulls in fields using the JS Snippet that can be used to target your Chargebee Retention experiences. Field Mappings are set up during onboarding, usually before going live. These Fields need to be set in the Field Mapping section of Settings before appearing on the Customers Page.

If you're using one of our Billing integrations, the Billing ID field is what connects the account to pull in Revenue and Validate Saves. 

If you need to pull in a new field to view, click +Add custom field.

Defining New Fields

The Field Definition page under  View All Fields auto-discovers Custom Fields mapped in the Chargebee Retention JS with a custom. prefix. You need to define the Fields on that page before you can set them in the Field Mapping Settings. Select a Field Type and a Field Name to make the fields usable in the Field Mapping page.

Find Discovered Fields in the top section of the View All Fields Page.

Custom Chargebee Retention Fields section shows Fields that have been defined that are now mappable and can be added using +Add custom field.

Once your Fields are set up under Field Mappings, you can view them in the Customer Pages. 

Adding to your Customer Pages

To view them in the Customer Pages, click the gear in the upper right corner to add Custom Fields to any Customer List.