5 ways to use your Ortto and Chargebee integration

In marketing, some of the most complicated questions to answer are also the most important to your overall business goals. Answering sticky questions like, ‘Which UTM campaign led to the most trials and MRR?’ or ‘Which product activity led my customers to upgrade?’ and being able to quickly act on those insights can unlock a whole new world of growth. 

If you’re a Chargebee user, generating these game-changing insights just got a whole lot easier with Ortto’s Chargebee integration. With your customer, trial, subscription, charge, and invoice data from Chargebee alongside data from product, marketing, and website activity, you can quickly get an accurate view of how behaviors and actions are contributing to revenue.

Here, we’ll show you how to connect your Chargebee and Ortto accounts and 5 powerful ways to start using the integration today. Let’s get into it.

How to integrate Chargebee and Ortto 

If you’re an Ortto customer, login to your account and follow these simple steps:

1. Go to Data sources

2. Click New data source

3. Select Chargebee (located under Payments) and click Get started

4. Enter your full-access API key (details on how to create one are viewable here)

5. Select your desired choice for Data retention

6. Click Next and follow the instructions here to configure your Chargebee data source and merge your customer's data

If you manage a subscription product or service and use Chargebee for your billing and revenue management, sign up for Ortto. You can then go to data sources to connect your Chargebee account.

5 ways to use your Ortto and Chargebee integration

With your new data source integrated with your Ortto account, it’s time to put the insights to work. These 5 use cases are really just the tip of the iceberg, they’ll help you learn while you grow. 

1. Learn which emails are contributing to MRR

From onboarding to retention, businesses send a lot of emails. Those email campaigns take a lot of time to build and maintain and, too often, marketers are relying on opens and clicks to guide their decisions about which emails to send to who, and how to optimize their content.

With your Chargebee and Ortto integration, you can use built-in revenue attribution to visualize the exact MRR contribution of every email you send across the customer lifecycle.

With this information, you can make better, more data-driven decisions about your emails. With all your data in one place, you can start to drill down to find out which campaigns and audience segments are the most likely to lead to conversion, expansion, or upgrades.

When data is easy to read, it’s easy to act on. Simple as that.

2. Create more powerful audience segments

Once you’ve connected Chargebee, a number of custom fields and activities will be created in your Ortto account in a dedicated Chargebee schema, including things like subscription change, subscription canceled, new trial, and trial expired. 

You can use these activities to filter your audience and layer on any other filters available in your account. This will allow you to create powerful audience segments for reports and campaigns. Plus, with integrations like Facebook, Google, and Twitter, you can automatically sync these segments with your ad accounts to build retargeting or lookalike audiences. 

For example, you could create an audience of people who have canceled their subscription in the last 30 days, and build a re-engagement campaign to entice them to come back. 

You could add an additional filter that helps you identify the high-value customers who have canceled their subscription to ensure your success teams are on deck to help solve their issues and bring them back. 

3. Connect with your customers with event-based journeys 

Personalized connections require context. With your Chargebee data available for marketing automation with Ortto, you can build event-based journeys that reduce churn, increase loyalty, and gather feedback. 

Here are just some of the ways you can use Chargebee activities in event-based journeys and playbooks. We’ve included a simple execution to start with and a level-up: 

• Create a simple playbook to thank customers when they begin a paid subscription

  • Level up by creating a zap with your Swag account to give new customers the opportunity to choose their merch and have it sent directly to them. 

• Create a journey where people enter based on the occurrence of a Chargebee activity. For example, if a user upgrades, you can enter them into a journey that helps them onboard at this new subscription level. This will allow you to clearly show users the value of their upgraded plan and prevent downward churn.  

  • Level up by sending your newly-upgraded customer an in-app message asking them to leave you a review on G2 to get a $25 Amazon voucher. 

• Build a simple journey that alerts your support team via Slack or email every time a customer’s engagement score drops. With this information, your team can get on top of churn before it happens.

  • Level up by automating a pop-up feedback form. If your at-risk customer completes it, your support team will have useful context as they enter the conversation. 
    

• Create a journey when a subscription cancelation occurs, triggering a message to gather intel from the customer who has churned. This will help understand why users churn and you can employ strategies to improve your churn metrics over time.

  • Level up by automating a Slack or email alert to your success team to reach out directly and see if they can help solve an issue. 
    

4. Easily add unique coupons to emails and SMS 

Generating unique coupons and keeping track of them can be a headache. Once your Chargebee integration is complete, coupons will be automatically added to your Ortto account and you can start using them immediately. 

Try creating an audience segment of newsletter subscribers who are not yet customers, and put them into a simple journey that offers them 30% off their first 12 months, and reminds them about the offer if they haven’t used the coupon within 14 days. 

If building an SMS list on your wishlist, encourage your customers to hand over their mobile number in exchange for a coupon, sent via SMS, that gives them 30% off their next month. 

5. See real-time subscription insights that empower growth 

With your Chargebee account connected you will get instant access to a number of dynamic reports in your Ortto account that will help you draw insights from your customers, trial, subscription, charge, and invoice data.

Our report templates will allow you to do things like: 

• 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. 

You can also use your subscription data to build custom reports and dashboards to prove your worth and answer once-unanswerable questions. 

The final word

With your subscription data alongside data from product, marketing, support, and more, you can take action on status changes, cancellations, and upgrades as they happen. Plus, revenue attribution will allow you to see which campaigns, messages, and activities are driving revenue both short and long term so you can make better decisions about your time and money. 

We'd love to get your feedback and suggestions on this feature or you can submit feature requests on our roadmap which is accessible when you log into your Ortto account.