Documentation

Integration built by Ortto

Best for subscription payments

Superpower is subscription and recurring payment management

Pricing based on revenue 

These leading brands are growing with Ortto

Brand banner: These leading brands are growing with Ortto

mobile-logos

Brand block - Customers - Generic

Chargebee coming soon

GS Review - Adityaa S

Adityaa S - (Ecomm / SaaS / B2C / B2B / NFP)

G2 Review - Alexi D

Alexi - (Ecomm / SaaS / B2C / B2B)

G2 Review - Alexandra W

Alexandra W - (Ecomm / SaaS / B2C / B2B/ NFP)

Chargebee Integration

See the exact MRR contribution of every email you send from onboarding to retention.


Visualize your impact on MRR

See revenue attribution and conversion rates for every campaign.

Discover which UTM campaigns lead to the most revenue

Zendesk

Pipedrive

Zapier

With our Chargebee integration you can...

Sync, analyze, segment and activate your Chargebee data in Ortto. Free plan available, paid plans start from $29/month.

Chargebee Integration | Ortto

SaaS marketing

This dashboard template allows you to track key SaaS metrics from Chargebee including:

This dashboard template allows you to track key SaaS metrics from Chargebee including:New business MRRExpansion MRRContraction MRRNet MRRSubscription breakdown by MRRTrial growth over timeTrial to paid conversion rate

🐝 Chargebee metrics

This ledger shows Chargebee plan movements in MRR by account. Movements are categorized into the SaaS standard and shown by change in MRR:

This ledger shows Chargebee plan movements in MRR by account. Movements are categorized into the SaaS standard and shown by change in MRR:NewExpansionContractionChurnReactivation

Chargebee subscription change ledger

This metric shows the average sale price in Chargbee (ASP) over a given period of time.

Chargebee average sale price (ASP) in MRR

This SMS customer journey template will help B2C SaaS businesses to win back churned customers by collecting feedback and offering a 1-month free subscription to the premium plan. 

The SMS with the cancellation survey will be sent to people who cancel their subscription to your product or service. When people respond to the survey, the deal stage and cancellation reason will be automatically updated in your CRM system. Later, they will receive another SMS notification with coupon. 

To help you see the impact of this journey, this template also shows you an example of how to track the re-activation rate.

This template uses Chargebee and Hubspot data. You can configure it to your needs or replace Hubspot and Chargebee with whatever CRM and Payment system you use.

This SMS customer journey template will help B2C SaaS businesses to win back churned customers by collecting feedback and offering a 1-month free subscription to the premium plan. The SMS with the cancellation survey will be sent to people who cancel their subscription to your product or service. When people respond to the survey, the deal stage and cancellation reason will be automatically updated in your CRM system. Later, they will receive another SMS notification with coupon. To help you see the impact of this journey, this template also shows you an example of how to track the re-activation rate.This template uses Chargebee and Hubspot data. You can configure it to your needs or replace Hubspot and Chargebee with whatever CRM and Payment system you use.

SMS win-back series for B2C SaaS

Send a thank you message and offer a 1-month free subscription to one of your services or products to show a customer you value them. This template contains a Chargebee coupon.

SMS loyal customers thank you

Convert expiring trials into paying customers with this SMS template. This trial notification will help create a sense of urgency and let a person know that you value them as a customer. You can also configure default message responses when they reply to your message.

SMS trial expiration notification

Take customer experience with your product or service to the next level by sending this SMS and offering a coupon to upgrade.

SMS upsell

This funnel shows how many trials convert into paid subscriptions in Chargebee over a given time period using a 30 day conversion window.

Chargebee trial to paid conversion funnel

This chart shows the total new business monthly recurring revenue (MRR) broken down by plan.

Chargebee New Business MRR by plan name

This area chart shows the cumulative net MRR (new business + expansion - churn + contraction) for a given time period and compares it using a trend line to the previous period. This is a great chart for comparing the growth in net MRR subscriptions to the previous period visually.

Chargebee Net MRR trend

This metric shows the total amount of contracted monthly recurring revenue (MRR) for a given time period. It shows the MRR dollar value of subscriptions that are shrinking from downgrades.

Chargebee Contraction MRR

This metric calculates the total churned monthly recurring revenue (MRR) for a given period.

Chargebee Churned MRR

This metric shows the total expansion monthly recurring revenue added for a given period.

Chargebee Expansion MRR

This metric shows the total new business MRR for a given time period. You can modify the goal to set a monthly or quarterly target. 

Chargebee New Business MRR

This metric shows the net MRR from Chargebee subscriptions over a given time period. Net MRR is calculated as the SUM of all New business, expansion, reactivation, churn and contraction.

Chargebee Net MRR metric

This report shows an Monthly Recurring Revenue (MRR) summary by month of MRR movements from Chargebee.

This report shows an Monthly Recurring Revenue (MRR) summary by month of MRR movements from Chargebee.Movements include:New Business MRRExpansion MRRReactivation MRRContraction MRRChurn MRR

Chargebee MRR summary by month

This chart shows total new Chargebee trials per day. 

Chargebee integration

Templates for Chargebee

🐝 Chargebee metrics

Dashboard template

Chargebee subscription change ledger

Report template

Chargebee average sale price (ASP) in MRR

Report template

SMS win-back series for B2C SaaS

Journey template

About Chargebee

What is Ortto?

Try Ortto today

Product

Pricing

Templates

Integrations

About

Resources