Using Chargebee in Ortto

This page helps you discover how you can get the most out of your Chargebee integration with Ortto’s filters, reports, dashboards, campaigns, and coupons.

Filters

The Chargebee activities and person (contact or customer) fields that are added to your Ortto account can be used anywhere you can create a filter (such as in campaigns, to create an audience, or just to view a segment of people), as well as in reports and dashboards.

Use Chargebee activities and person fields as filter conditions:

• To create a playbook to thank customers when they begin a paid subscription.



• In a journey as a an entry criteria when an activity occurs. Using an occurs condition gives you a fresh data set, as people enter the journey when they perform the specified activity (as opposed to using has occurred, which qualifies people who have already performed an activity).



• In a journey, within a Filter or Condition shape to filter people in the journey using a Chargebee person or activity field. For example, you could determine the path people take in a journey depending on whether or not they became a subscriber after their trial expired.

• To create an email or SMS campaign audience, to send a feedback survey to customers who had a successful transaction in the last 30 days.

• To view a segment of people on the People page, such as people who have cancelled a subscription in the last week (a segment from which you can create an audience, send a campaign, export, or archive).

Reports

You can use the default Chargebee reports that are added to your account upon integration to gain insight into your Chargebee customers, trial, subscription, charge and invoice data.

Two ways you can use the Chargebee report templates are to:

• Visualize the impact of your advertising campaigns on MRR using the Net MRR report template and adding a filter for Ad clicked.
• Track your average sale price using the Average Sale Price report template.

To find these reports:

1. On the Reports page, click New report.
2. Under New report, click Chargebee.
3. Select the report you wish to use, then Get started.
4. Edit any of the default settings a required, then click Create to view your report.

Alternatively, you could build a custom report to discover which UTM campaigns lead to the most revenue.

To build this custom report:

1. Firstly, ensure that your email or SMS campaigns are set up with UTM tracking so that you can identify the UTM parameters to track.
2. On the Reports page, click New report.
3. Under on the Quick start tab, click Start from scratch.
4. For the Type, select Pie chart, then Next.
5. Give your report a name then click Add metric.
6. In Metrics, select the activity as Attributed.
7. Click Group by attribute or field to group by Campaign name (under Attributes) or Initial UTM campaign source (under Fields).
8. Click Create to view your report.

Learn more about reports in Working with reports.

Dashboards

On the Dashboards page, select Chargebee from the drop-down menu to view a performance dashboard populated with reports on Chargebee metrics.

Or, create a SaaS metrics dashboard using Chargebee data by creating a new dashboard.

Learn more about data source dashboards under Default data source dashboards.

Coupons

Default coupons are added to your Ortto account upon integration with Chargebee.

You can also create a new coupon for Chargebee. Creating a coupon in Ortto syncs the coupon and its attributes to your Chargebee account. Any coupons you create in your Chargbee account will also sync to Ortto.

To create a coupon:

1. In the left-hand navigation drawer, click More  Coupons.
2. On the Coupons page, click New coupon.
3. Choose your Chargebee account then configure the coupon as required.
4. Click Create.

Using Chargebee coupons

Any coupons you create, or the default coupons added to your account, can be added to email and SMS campaigns.

• Add a coupon to an email message on the Design page by clicking and dragging the coupon widget into your message.
  • Click Configure in the coupon row and select Chargebee and the coupon you wish to use.
• Add a coupon to an SMS message on the Design page by clicking Add content  Coupon.
  • Once you have added the coupon element, the Coupon section will appear for you to select the coupon you wish to use.