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

Chargebee New Business MRR by plan name

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

Chargebee average sale price (ASP) 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 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

Use this template for selling clothes or as a clean base template to highlight specific products from your store.

Clean ecommerce featured products

Use this email template to communicate important news to your customers or subscribers. 

Clean information email

This metrics shows the total number of closed conversations over a given period of time.

Closed conversations

This pie chart shows the total closed conversations by team member over a given time period.

Closed conversations by team member

Use this template to confirm a quotation request. This template could be used in a journey together with an internal email &amp; creating a record in your CRM system.

Confirm quotation request

This widget can be shown on specific pages to get feedback on the content. Visitors can give the content a thumbs up or thumbs down.

Content rating

A pie chart that shows the total open conversations for a given time period based on their origin channel. For example, chat, email and SMS.

Conversations opened by channel

This email template can be used to recap the growth, changes &amp; metrics over the past year in your business. This email could be used as an internal email or investor update.

Corporate annual recap

This report shows the total amount of new deals created in Hubspot CRM each week.

Created Hubspot deals by week

This template is ideal for updating people on their portfolio&#39;s performance, i.e. for forex, crypto or stock investments. This template should be combined with Dynamic Content.

Crypto portfolio update

This report shows the cumulative revenue over a given time period for deals won in Hubspot. It&#39;s based on &#34;won&#34; being in the deal stage and can be adjusted to suit your deal stages.

Cumulative revenue from won Hubspot deals

This template helps you customize Calendly confirmation emails. When an event is created this template sends a confirmation email that you can customize. A reminder is then sent 1 hour before the meeting starts with a join button. This entire template can be customized to suit your meeting process.

Custom Calendly confirmation

Ask a user how satisfied they are with your business. This template can be placed on specific pages on your website, store or app to gain valuable feedback.

Customer Satisfaction (CSAT) survey

Promote your stores Cyber Monday deals with a connection to your ecommerce store.

Cyber monday deals

Encourage users to sign up for a recurring class, group or program.

Daily meditation

Get users back into your app and exploring new features.

Design portfolio

Increase awareness of different features to drive a deeper level of engagement with your platform.

Did you know?

This spin to win discount wheel will convert anonymous traffic on your store into known subscribers and increase visitor conversion rates. You can set the prizes, coupons and win rate. When a user spins they opt into receive email and SMS from your store.

Discount spin wheel

This funnel shows whether customers who ordered in a given period went on to order again. You can add steps to your funnel to analyze store behavior.

Do your Shopify customers buy again?

Encourage visitors to make a donation to your chosen cause and find out how their support will make a positive impact.

Donation Page

This template could be used to sell beauty products, such as for hair, skin, etc. This template integrates with your ecommerce store.

Ecommerce beauty products

This ecommerce email template is a high impact design that includes the Shopify product widget. It&#39;s great for a holiday sale or for those wanting inspiration for beautiful pet or animal themed emails.Widgets used and to be configured in this email template:Shopify productsFooter

Ecommerce pet theme

Re-engage with customers that have browsed your ecommerce shop and encourage them to make a purchase. The customizable design allows you to share additional products, sale items, and collections

Ecommerce re-engagement

Thank attendees for registering for your upcoming event.

Event RSVP confirmation

Promote your event or conference with this event invitation email template. Promote key speakers and share the details of the event. 

Event invitation

Drive signups for a webinar, workshop, or virtual event.

Event/Webinar Registration

This journey will help you alert users of the fact their payment did not go through. You may use this journey in combination with a payment source such as Stripe or Recurly. When a failed payment occurs, the journey will do the following:Send a slack message to your internal teamSend an email requesting the user to update their payment detailsSend an SMS if they are subscribed to SMS with the failed payment notification.

Failed payment recovery

Introduce a new product, feature, or tier.

Feature Launch Page

This feature release email template is a good format for product companies to announce new features and changes to their product. 

Feature release

This template is designed to thank a customer for feedback. It&#39;s simple, and personal.

Feedback appreciation

Use this template to promote your financial loan offers to your customer / subscriber base.

OrttoTemplates

Templates by the Ortto team