All Categories ​>​ ​Retain

Retain

Stopping Retain's outreach for a specific user

Navigate to the Retain Interventions Tab. Search for the the specific user you want to stop Retain for and open up their profile. Expand the current month and you'll see a "Stop Retain" button. You c…

Updated 2 years ago

How does Retain retreive user information?

Retain uses FullContact to for retrieving user metadata. For more context, Full Contact uses a user's email address to ascertain other information about them by linking it to social media profiles li…

Updated 5 years ago by Neel Desai

How often does Retain send emails?

The schedule of the Retain emails is going to depend on some algorithmic work that we do behind the scenes. In general, here's the cadence of the emails: Payment Recovery. First email is sent 2 hours…

Updated 2 months ago by Richard Ding

Can I edit and customize Retain's emails?

In general, we handle everything for you. We've AB tested thousands of emails and their cadence to optimize recovery rates. However, many customers would like to inform their customers in the last em…

Updated 2 years ago by Neel Desai

Understanding Delinquent Churn

As a good SaaS founder or executive, you know that high churn will decimate your growth, and slowly over time - your entire business. If you can't keep customers, you have no chance of success. So yo…

Updated 2 years ago by Neel Desai

Setting up Retain for Chargify

Chargify customers can use our Retain product! Here's how you can get started: Email us with details for your Retain email setup preferences: Who you would like the emails to come from (eg. "John fro…

Updated 3 years ago by Hannah Wei

Conditionally loading the marketing snippet

When you install the Retain marketing site snippet, we will asynchronously load customer data to determine the user on the site and automatically host that site for the marketing snippet. However, if…

Updated 1 year ago by Barakah

Installing the ProfitWell in-app snippet on Shopify

Login to your Shopify admin. On the left side, select Online Store under Sales Channels. Choose Themes. On your Live template, click Actions and select Edit Code. Select your main *.liquid Layout. Ad…

Updated 2 years ago by Franco Costantini

Retain Multi-User Support

You might have multiple users mapped to a single billing contact in your billing system. If their payment fails, you might want to alert each user that their subscription is past due. i.e. Joe@spotif…

Updated 2 years ago by Neel Desai

How to install the ProfitWell.js Snippet with Google Tag Manager

Overview. The snippet installation is different based on the site you're installing it. Marketing sites : users can't sign in to these sites, e.g. landing pages, blogs, marketing sites, promotional p…

Updated 2 years ago by Esteban Galiano

Rollback Recovery

By intelligently identifying customer card failure reasons and adjusting customer plans, Retain can: Prevent more of your customers from churning. Help more of your customers convert from free trials…

Updated 2 years ago by Allissa Chan

Retain and Secure Customer Authentication (SCA) for Stripe

What ProfitWell needs from you: If you're interested in how Retain actually works with SCA, keep reading. We will need the following information for Retain to work with SCA: Your Stripe standard publ…

Updated 2 years ago by Neel Desai

Retain and Secure Customer Authentication (SCA) for Braintree

What ProfitWell needs from you: Nothing! If you'd like us to turn on SCA for your account, just let us know at product@profitwell.com. How Retain works with Secure Customer Authentication: There are…

Updated 2 years ago by Neel Desai

Connecting Braintree to your ProfitWell Account (outside USA)

Unfortunately, Braintree’s OAuth system is only offered in the US. Not to worry, there’s another way we can get you hooked up. You will have to create a ProfitWell specific-user in your Braintree Das…

Updated 5 months ago by Eric Stresen-Reuter

Retain In-App Messaging

Retain has the capability to deploy in app messages inside of your web app to drive various customer actions. These are particularly effective in driving subscription changes since the user is alread…

Updated 2 years ago by Neel Desai

Setting up Retain Term Optimization

Annual plans drastically reduce churn. Here's the data. Term Optimization can either upgrade your customers from monthly > quarterly plans or monthly > annual plans. Instructions: 1. Duplicate the te…

Updated 3 months ago by Eric Stresen-Reuter

Localization

We have the capability to localize Retain's communication with your customers - both emails and in-app notifications. The best part is that you don't have to do anything since we know the customers'…

Updated 2 years ago by Hannah Wei

Retain Cancellation Flows Configuration

Retain's Cancellation Flows can help you save more customers via dynamic salvage attempts, as well as provide robust cancellation insights.

Updated 6 months ago by Allissa Chan

Lockout

When all Retain Payment Recovery attempts fail, Retain can lock delinquent churn customers out of your app. Locked out customers will not be able to use your platform until they update their payment…

Updated 10 months ago by Sebastian Zimmermann

Setting up Apple Pay and Google Pay with Retain [Recharge]

Adding Apple Pay and Google Pay as options on Retain's payment forms will greatly reduce the friction of having customers manually enter in payment information, leading to higher recovery rates. Sett…

Updated 1 year ago by Barakah

Term Optimization Targeting

There are three ways we can optimize Retain's Term Optimization for you depending on what your company goals are. LESS CHURN. If you want to optimize for decreasing churn, we recommend targeting your…

Updated 2 years ago by Allissa Chan

Retain Metrics

We've designed the Retain ™ metrics dashboard to be radically transparent in showing you Retain's ™ performance. To understand Retain's ™ effectiveness in recovering past due users, we will first est…

Updated 5 years ago by Neel Desai

How to install the Profitwell snippet using Google Tag Manager with two containers

Overview. For this installation path, we expect you to have two different GTM containers, one for your marketing site , and another one for your web-app site. Marketing sites : users can't sign in to…

Updated 2 years ago by Sebastian Zimmermann

Installing the ProfitWell in-app snippet on Thinkific

Inside your Thinkific admin dashboard, go to Settings -> Code & analytics -> Site footer code. Add the following snippet, replacing PUBLIC_API_TOKEN_HERE with your public API token, and click on Save…

Updated 2 years ago by Esteban Galiano

SMS for Retain

Email us: 1. A mapping of which email/customer id correlates to which phone number using this template. Note: Please format your phone numbers with the "+" included 2. Where most of your customers ar…

Updated 2 years ago by Neel Desai

Installing the ProfitWell in-app snippet with Kajabi

Go to the Kajabi admin. Open the Website tab. Choose Manage themes. On your Live template, click... and select Edit Code. Select your main *.liquid Layout. Append the following snippet to the body el…

Updated 2 years ago by Esteban Galiano

How to install the Cancellation Flow snippets

Overview. To use Retain's Cancellation Flow/Salvage Offers, we need you to add a bit of Javascript to your web-app so that we can display our widget to your users any time they click the "cancel butt…

Updated 2 months ago by Eric Stresen-Reuter

SMS for Retain - Stripe

Email us which countries your users are in- this helps us optimize SMS. If you are a US based company or have users in the US , email us at support@profitwell.zendesk.com with: 1. Official company na…

Updated 2 years ago by Allissa Chan

Implementing Retain with Braintree a payment gateway

If you are managing subscriptions on Braintree , implementing Retain is pretty turn key. However, if Braintree is simply your payment gateway and you are managing subscriptions elsewhere, then we rec…

Updated 7 months ago by Neel Desai

Installing the ProfitWell Snippet with Segment

ProfitWell's Segment integration lets you deploy the ProfitWell.js in seconds. You'll be up and running with ProfitWell Engagement and Retain in just a few minutes. This cannot be run in a staging en…

Updated 1 year ago by Neel Desai

Setting up Apple Pay and Google Pay with Retain [Stripe]

Adding Apple Pay and Google Pay as options on Retain's payment forms will greatly reduce the friction of having customers manually enter in payment information, leading to higher recovery rates. How…

Updated 2 years ago by Neel Desai

Installing the ProfitWell Snippet on Single Page Applications (SPAs)

Load the snippet on the index.html page. <script id="profitwell-js" data-pw-auth="PUBLIC_API_TOKEN_HERE"> /* DO NOT DELETE - this code is used to accept our payments or send data to ProfitWell*/ (fun…

Updated 2 years ago by Allissa Chan

How to install the Profitwell snippet using Google Tag Manager with one container

Overview. For this installation path, we expect you to have only one GTM container for both your Marketing site and Web-app site. In this case, we recommend you install the snippet once but start wit…

Updated 2 years ago by Sebastian Zimmermann

Setting up Retain Reactivations

Retain can help win back your churned customers with reactivations.. Target already churned customers with variable discounts to have them reactivate their subscriptions in 1-click. Email us: How muc…

Updated 2 weeks ago by Eric Stresen-Reuter

How to install the ProfitWell Retain Snippets

Overview. ProfitWell Retain needs you to add bit of JavaScript to your application so that it can display in-app notifications to your users, as well as overlay our payment forms on-top of your marke…

Updated 1 year ago by Allissa Chan

Installing the ProfitWell .js snippet with Wordpress and Memberpress

Follow the instructions below to install the ProfitWell.js snippet. You will need to install the snippet twice - once on your marketing site, and once within your web-app (a page your customer lands…

Updated 5 months ago by Eric Stresen-Reuter

Powered by HelpDocs (opens in a new tab)