More Zapier Automation Now Available

We’ve ramped up our Zapier capabilities to make it even easier to integrate Chargify with hundreds of other SaaS applications. Our new Zapier triggers, searches, and actions (TSAs) can be used to automate thousands of actions via Zaps, the automated workflows you can build and customize for your business. Our new TSAs include:

Triggers based on the following events in Chargify:

  • New Invoice
  • New Subscription
  • New Customer
  • Subscription Trial End
  • Subscription Pending Renewal

Searches in Chargify for:

  • Customers
  • Components
  • Products
  • Product Family’s

And Actions your Zaps can drive in Chargify including the creation of:

  • Coupons
  • Subscriptions
  • Price Points
  • Customers

To see how Zapier can help with your Chargify integrations, see Zapier's App Documentation >

API: Know When You Customers are Churning

It is now easier to know when your customers are about to churn with the introduction of the Pending Cancellation Webhook within our API. This additional webhook will trigger when a customers’ subscription is updated to cancel in the future (ie. at the end of the period). This update will allow you a better understanding of your upcoming customer cancellations. With this you are now able to:

  • Drive customer retention campaigns via your Customer Success tea, Support team or marketing software
  • Better integrate into external provisioning systems

For more information on how to structure your Pending Cancellation Webhook, see our documentation

Support for Visa’s New Free Trial Policy Updates

Visa new guidelines roll out April 18th 2020 with the goal of enhanced transaction disclosures, reduced chargebacks, and empowered customers' shopping experiences for subscription-based merchants. to support this, we have made a few updates to ensure you are staying compliant:

  • New T&C’s check-box on Chargify supplied sign-up pages
  • New email notification settings and the ability to provide direct cancellation links
  • New fully detailed transaction receipts available
  • Additional statement descriptions for trials and introductory promotion related subscriptions
  • Additional cancellation links

Please note: These updates are dependent on the gateways making updates as well, and will therefore be rolled out per gateway. Our current list of completed gateways is below. The rest of our gateway integration updates are in progress. As we work with our gateway partners to finalize their specific updates, this list will be updated within our product documentation.

Completed Gateways:

  • Adyen
  • Braintree
  • CyberSource
  • Stripe

For more information on staying compliant with Vias’s new policy, see our blog post

Introducing Multi-Attribute Rating

It is now possible to bill for consumption of your service at different rates based on the attributes in your events data. Multi-Attribute Rating allows you to dynamically create segments from your events and define targeted pricing for each segment, leading to increased price flexibility and invoice clarity while preventing catalog bloat.

Consumption-based services face unique pricing challenges around rating access to their service. Both the cost to the provider and the value to the consumer vary depending on many factors. Powerful compute servers cost more than standard ones. Text messages and phone calls to France cost more than ones to the United States. Historically, providers have needed to track these factors on their side and map them to a bloated pricing catalog on the billing system side. But now, with Chargify's Multi-Attribute Rating, providers simply tag their event data with these factors and define multiple rates — as many as needed — for their combinations of attributes. Chargify does the rest - we select the appropriate rate for every event and produce an invoice that is concise, accurate, and easy to read.

Imagine a ‘Cloud Server’ company that offers multiple sizes of servers to their customers. Each server is billed based on the hourly consumption, with higher rates for the larger servers. Previously, to charge for each size server at its own rate, Cloud Serve would need to create multiple components (one for each size) and report usage separately for each size. With Multi-Attribute Rating, Cloud Serve creates a single Events-Based Component, based on the ‘Server Hours’ data stream and metric, and varies the price based on the ‘Server Size’ attribute. Taking it a step further, Cloud Serve can even vary the price based on another attribute, such as location, time of day used, day of week used, etc. For example, a server in the EU may cost more than a server of the same size in the US. This is configured by simply adding a new rate for the attribute combination and not by creating a component for every size and location pair.

With Multi-Attribute Rating, your flexibility of rating based on the true value your product  provides is even easier. You can now provide very specific pricing, varying on attributes, while maintaining a consistent and easy-to-manage product catalog.

With this very powerful pricing model, it is equally as important to ensure your customers understand their invoices. When Multi-Attribute Based charges are included on an invoice, the invoice template has been updated to clearly outline how your customers are being charged and the value you are providing. A new “Usage Details” section will appear at the bottom of the invoice, clearly detailing both the amount consumed and the unique price for each applied rate. Your customers will clearly see what they were charged and why, even in complex billing scenarios.

To learn how to start using Multi-Attribute based rating, please contact Chargify Support your your Customer Success Manager.

Learn more in our documentation >

Preview your Customers' Charges Prior to Billing

It is now possible to preview a customer's charges before invoices are generated, giving you better insight into what your customers invoices will look like. This is especially useful when working with a high profile or important customer, or if you want to track a customer who is in a high growth phase with your product.

Once called, the Chargify API will return the customers current charges, based on the components they are subscribed to and the current usage and events data that has been submitted for the billing period.

With this functionality, it is also possible to submit your own quantities for a specific customer, to preview what their calculated charges would look like. This does not update their quantities but instead provides a view of what charges look like if they consume or sign up for those specific amounts. An example of where this preview functionality can be leveraged is within your self-service portals and shopping carts. With this API, it is now possible to easily display what an invoice may look like for specific consumption levels and subscriptions during your customers sign-up or account maintenance activities.

The use of this preview API does not impact your customers charges and is for investigative purposes only.

Unlock Value Based Pricing with Events-Based Billing

Chargify is excited to introduce Events-Based Billing to you! We’re empowering companies everywhere to bill like the biggest software companies in the world. Events-Based billing unlocks value-based pricing by linking the value your product provides to the invoice you send out.

Events-Based Billing lets you step beyond standard usage based billing by leveraging the massive amounts of events data you already collect. Feed this multifaceted data directly into Chargify, in real time, and bill on any aspect of those events.

Computations based on your data, called ‘Metrics’ allow you to track real time trends and their revenue impacts based on every aspect of your fully attributed data. From here, you can decide how to best link your value to your pricing by choosing which metric to bill on, leveraging the new Events-Based component type. As your fully attributed events data is already being fed into Chargify, billing changes become a simple update within Chargify, rather than a developer-draining integration project.

Data ingested via our new APIs becomes instantly queryable and trackable within the Chargify events data store, powered by Keen.. As a Chargify merchant, it is also possible to sign up for a direct relationship with Keen to support your overall events data management. With the Keen platform you can do even more: stream, store, query, visualize and integrate all of your events data.

For questions on how to gain access to Keen or how to take advantage of the Events-Based Billing functionality, please contact Chargify Support or your Customer Success Manager.

Enable Multiple Payment Gateways on a Single Site

It is now possible to assign more than one gateway to a site within Chargify!

Picking a gateway and supported payment methods are two important choices you make for your SaaS business. At Chargify, we currently support over 20 gateways that span across every geography, with varying features and payment methods.

The introduction of our multi-gateway functionality allows you to now choose any mix of gateways with any available payment method within a single Chargify site. This enhancement eliminates the previous requirement of one gateway per site, greatly reducing your site maintenance overhead and giving you more time to focus on growing your business. An example of leveraging multi-gateway is to connect Stripe and Braintree to facilitate credit card and PayPal transitions in a single site.

If you are interested in consolidating your Chargify sites to take advantage of the new multi-gateway functionality, please contact Chargify support or your CSM. If you currently have a site that you would like to add additional gateways to, please contact Chargify support to have multi-gateway and your selected gateway(s) turned on for your account.

Store Information Important to Your Business Directly on the Chargify Customer Record

It is now possible to store even more relevant business information at the Customer level directly within Chargify by leveraging our new custom field functionality. 

The same custom field logic that was previously only available at the Subscription record level is now also available at the Customer level. As is true for other custom field locations, there is no limit to the number of custom fields you can create; custom field naming is customizable by you; and custom fields can be represented as text, drop downs or radio buttons. 

The addition of custom fields at the Customer level, lets you store even more of the important information you use to run your business. Keeping this information directly within Chargify cuts down on your teams need to store it somewhere else and ensures your team has all the information they need, right at their fingertips.

Easily Import More of Your Data

Chargify has expanded our CSV import functionality to make initial onboarding and on-going maintenance easier for our merchants. These updates will allow you to:

  • Define product price points on import!
  • Define components and component price points on import!
  • Define custom fields on import!
  • Define if MMR is new business or ‘imported’ on import!
  • Define previous billing date on import!

Increased Flexibility in Your Billing Portal Communications & VAT Tracking

Ensuring your communications to your end customer are easy to understand, attractive and on brand is as important as the message that they deliver. Because of this, Chargify has made it easier to stay on brand with every communication by updating all billing portal email templates to be fully branded. With this enhancement, you can now easily reflect your brand standards in the communications sent out from the Chargify billing portal.

Also, the Chargify billing portal has been updated to allow end customers to add and update their VAT number directly. This enhancement gives your customers the power to manage their own VAT information - eliminating the need for your customer support teams to handle it for them! Simply drive your customers to the Chargify billing portal and allow them to update their VAT tax information themselves.

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