{"type":"doc","content":[{"type":"paragraph"},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{"style":{"value":"none"}},"macroMetadata":{"macroId":{"value":"9d16912f-9f3f-4f0c-a8e3-5830bf1fc18f"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"7b5da64c-dcac-487f-a622-fc32bfe96f6c"}},{"type":"heading","attrs":{"level":1},"content":[{"text":"Overview","type":"text"}]},{"type":"paragraph","content":[{"text":"Chargebee’s AI-based Lifecycle Engagement enables subscription businesses to achieve predictable revenue growth by driving acquisition, expansion, and retention across their subscriber base. This solution uses Artificial Intelligence and Machine Learning Technologies to help Growth & Retention managers identify the right subscribers to target with automated offers and provide them with a scalable framework to easily build, test, and deploy them within the subscriber's context. ","type":"text"}]},{"type":"paragraph"},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Chargebee's lifecycle engagement solution is currently available as part of the Early Adopter program (EAP) for Chargebee customers using Chargebee Retention and Chargebee Billing solutions. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Suppose you are an existing Chargebee Retention and Chargebee Billing customer. In that case, you can enable lifecycle engagement within your Retention environment by raising a request with ","type":"text"},{"text":"eap@chargebee.com","type":"text","marks":[{"type":"link","attrs":{"href":"https://form.typeform.com/to/bIsKhNt5"}}]},{"text":" along with the details of the company where you would like the solution to be enabled. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you are an existing Chargebee Billing customer who is not using Chargebee Retention, you will need to activate Chargebee Retention for your account to use lifecycle engagement. ","type":"text"},{"text":"Click here","type":"text","marks":[{"type":"link","attrs":{"href":"https://www.chargebee.com/docs/retention/getting-started-guide-chargebee-retention.html"}}]},{"text":" to know how you can get started with Chargebee Retention. Once activated, you can make a request to ","type":"text"},{"text":"eap@chargebee.com","type":"text","marks":[{"type":"link","attrs":{"href":"https://form.typeform.com/to/bIsKhNt5"}}]},{"text":" to enable lifecycle engagement within your Chargebee Retention company. ","type":"text"}]}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"Using lifecycle engagement, you can.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Test different offer variants and determine what works best for your subscriber base.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Eliminate engineering dependencies for your team and deploy high-performing offers in a few minutes.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Orchestrate and automate different experiences and subscriber actions in various downstream applications, such as billing, or trigger Slack/email alerts.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Gather performance insights of your offers and experiences to help you optimize your approach. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Identify at-risk subscribers ahead of the moment of cancellation for timely intervention.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"The following is an architectural diagram of Chargebee’s AI-based lifecycle engagement solution.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":760,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":800,"alt":"Retention 1-20241219-135233.png","id":"1fc36a96-55ca-45f9-ac86-7b46acb210a0","collection":"contentId-597852178","type":"file","height":433}}]},{"type":"paragraph","content":[{"text":"Here is how the flow works.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The end subscriber logs into the customer’s web application and triggers various events such as page visits, button clicks, and more. The lifecycle engagement SDK detects and requests the lifecycle engagement solution along with the subscriber context, such as customer ID, subscriber ID, and other information that helps us uniquely identify the subscriber. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The lifecycle engagement solution integrates with billing and CRM solutions to enrich subscriber information with relevant attributes, allowing further evaluation of the rules.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If the AI-generated churn score solution is enabled, the churn risk attributes for each of the customers will also be synced into the lifecycle engagement solution.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The lifecycle engagement solution then evaluates the most eligible play for the subscriber in context and returns the corresponding offer to the SDK. The offer is then displayed to the end subscriber within the customer’s web application.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The customer reviews the offer and either accepts or rejects it. The same is then relayed to the lifecycle engagement solution as an offer event. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Offer acceptances that require the offer to be processed directly in the billing system are processed automatically. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Offer events such as accepts, rejects, and views are utilized to update the play performance reports and dashboards. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Any downstream systems configured to be alerted upon the offer accepted are alerted with a suitable payload.","type":"text"}]}]}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Integrating lifecycle engagement SDK","type":"text"}]},{"type":"paragraph","content":[{"text":"Chargebee offers a Software Development Kit (SDK), a Javascript library with functions for implementing Lifecycle Engagement in your product. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To initialize the solution, you need to embed retention.js into your application. ","type":"text"}]},{"type":"codeBlock","content":[{"text":"\n\n","type":"text"}]},{"type":"paragraph","content":[{"text":"You then need to create a new Chargebee Retention instance by passing the application ID of your retention application. To find the application ID of your Chargebee Retention application, navigate to your retention application and extract the app ID from the browser URL. For example, ","type":"text"},{"text":"kav8jMaojO","type":"text","marks":[{"type":"strong"}]},{"text":" is the application ID of the retention application in the application URL below.","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineCard","attrs":{"url":"https://app.retention.chargebee.com/company/hs_demo/app/kav8jMaojO/dashboard"}},{"text":" ","type":"text"}]},{"type":"codeBlock","content":[{"text":"","type":"text"}]},{"type":"paragraph","content":[{"text":"Once you have created a Chargebee Retention instance, you can initialize the lifecycle engagement solution by calling the init() function and passing the relevant context, such as customer ID, user ID, and more, to help us identify the logged-in user or customer.","type":"text"}]},{"type":"paragraph"},{"type":"codeBlock","content":[{"text":"\n\n","type":"text"}]},{"type":"paragraph","content":[{"text":"You can also pass us the custom context regarding logged-in customers by passing us the custom object. Below is how the script will look.","type":"text"}]},{"type":"codeBlock","content":[{"text":"\n\n\n\n","type":"text"}]},{"type":"paragraph","content":[{"text":"We recommend embedding the SDK and making it available at a common location with your application to automatically initialize the Chargebee retention instance. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you have a single-page application, such as a React app, you can include our SDK in the index.html file. Doing so will automatically include the SDK code on all the pages. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you use a multi-page application, you must include the SDK code on all the pages to load the SDK.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Setting up the billing integration","type":"text"}]},{"type":"paragraph","content":[{"text":"Chargebee’s lifecycle engagement solution is tightly integrated with your Chargebee Billing system. This integration enriches the subscriber context with additional customer and subscriber attributes from your billing system. It also processes automated offers, such as plan changes, discounts, pauses, extensions, and more, directly into the billing system.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you are an existing Chargebee Retention customer with an application already integrated with the Chargebee Billing site, this step is not required; you can continue leveraging the existing integration. New users who have not set up this integration yet can refer to this ","type":"text"},{"text":"article","type":"text","marks":[{"type":"underline"},{"type":"link","attrs":{"href":"https://www.chargebee.com/docs/retention/chargebee-billing-integration.html"}}]},{"text":" for more information. ","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Setting up field mappings","type":"text"}]},{"type":"paragraph","content":[{"text":"Chargebee’s lifecycle engagement allows customers to map fields in retention applications with the source fields in other business applications. If your Chargebee Retention application is integrated with Chargebee Billing, the field mappings are automatically populated with standard fields available in your billing application. You can also extend the field mappings by adding custom fields and populating them with other data sources. Refer to the ","type":"text"},{"text":"documentation","type":"text","marks":[{"type":"underline"},{"type":"link","attrs":{"href":"https://www.chargebee.com/docs/retention/chargebee-billing-integration.html#syncing-and-mapping-chargebee-fields-into-chargebee-retention"}}]},{"text":" for more details. ","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Setting up alerts & notifications","type":"text"}]},{"type":"paragraph","content":[{"text":"You can choose to get alerted on Slack or email when the customer acts upon an offer. At present, we only support alerting whenever the customer accepts an offer. You can set up alerts upon offer accepts within the Retention settings module. Since the alerts & notifications are shared across Chargebee Retention and lifecycle management, you may want to add additional attributes such as offer objective and offer name to your alert message to differentiate the alerts you are receiving from lifecycle engagement vs. Chargebee retention. Refer to the documentation on how to set up alerts and notifications in ","type":"text"},{"text":"Slack","type":"text","marks":[{"type":"underline"},{"type":"link","attrs":{"href":"https://www.chargebee.com/docs/retention/managing-alerts.html#slack-alerts"}}]},{"text":" and ","type":"text"},{"text":"email","type":"text","marks":[{"type":"underline"},{"type":"link","attrs":{"href":"https://www.chargebee.com/docs/retention/managing-alerts.html#email-alerts"}}]},{"text":" upon offer acceptance. ","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Setting up offers","type":"text"}]},{"type":"paragraph","content":[{"text":"If you wish to set up offers, you can proceed with this step. However, setting up offers before you move ahead is not mandatory, as offers can be created later from within the lifecycle engagement interface. To create new offers at this stage, refer to ","type":"text"},{"text":"creating new offers with AI","type":"text","marks":[{"type":"underline"},{"type":"link","attrs":{"href":"https://www.chargebee.com/docs/retention/creating-offers-with-Retention-AI.html"}}]},{"text":" and ","type":"text"},{"text":"creating new offer","type":"text","marks":[{"type":"underline"},{"type":"link","attrs":{"href":"https://www.chargebee.com/docs/retention/creating-new-offer.html"}}]},{"text":" articles.","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"If you are an existing Chargebee Retention customer, your existing offers will not be available in the lifecycle engagement solution.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Setting up audience segments","type":"text"}]},{"type":"paragraph","content":[{"text":"Audience segments, like offers, need not be created ahead of time. If you wish to create an audience segment later, you may proceed with the next step. To create a new audience segment at this stage, refer to the article ","type":"text"},{"text":"create a new audience segment","type":"text","marks":[{"type":"underline"},{"type":"link","attrs":{"href":"https://www.chargebee.com/docs/retention/using-the-rules-editor-to-create-an-audience.html"}}]},{"text":".","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Note","type":"text","marks":[{"type":"strong"}]},{"text":": If you are an existing Chargebee Retention customer, your existing audience segments are compatible with lifecycle engagement solutions. ","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Setting up plays","type":"text"}]},{"type":"paragraph","content":[{"text":"Plays are the orchestration and workflow module for lifecycle engagement. This is where you can define your target audience and map them to the desired offers and experiences you want to present them. Refer to the article, ","type":"text"},{"text":"managing plays in lifecycle engagement","type":"text","marks":[{"type":"underline"},{"type":"link","attrs":{"href":"https://docs.google.com/document/d/1eKSd5fQTbGN82D7JFXy3WTFeN_WLmpBMf2P4UL49kdk/edit?tab=t.0#heading=h.ucvyj4eei5jv"}}]},{"text":" to know more about them. ","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Setting up AI-generated churn scoring","type":"text"}]},{"type":"paragraph","content":[{"text":"Chargebee uses Artificial Intelligence and Machine learning technologies to predict the likelihood of a customer churning and stopping using your products/services. These predictions are saved as customer-level attributes that can be used to build enriching audience segments to target at-risk subscribers with churn-prevention offers.","type":"text"}]},{"type":"paragraph"},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"AI-generated churn scores are part of the Early Adopter Program and are available only to Chargebee customers using Chargebee Retention and Billing solutions. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you are an existing Chargebee Billing and Chargebee Retention customer, you can enable these scores by raising a request with ","type":"text"},{"text":"eap@chargebee.com","type":"text","marks":[{"type":"link","attrs":{"href":"https://form.typeform.com/to/bIsKhNt5"}}]},{"text":", along with the details of your Retention company where you would like the scores enabled. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you are an existing Chargebee Billing customer not using Chargebee Retention, you must activate Chargebee Retention for your account. ","type":"text"},{"text":"Click here","type":"text","marks":[{"type":"link","attrs":{"href":"https://www.chargebee.com/docs/retention/getting-started-guide-chargebee-retention.html"}}]},{"text":" to know how you can get started with Chargebee Retention. Once activated, you can request ","type":"text"},{"text":"eap@chargebee.com","type":"text","marks":[{"type":"link","attrs":{"href":"https://form.typeform.com/to/bIsKhNt5"}}]},{"text":" to enable AI-generated churn scores within your Chargebee Retention company. ","type":"text"}]}]},{"type":"paragraph"}],"version":1}

Browser not supported