Season's greetings from the entire team at Chargify and SaaSOptics! As the holiday season is upon us, we would like to announce that Chargify and SaaSOptics will be observing a company-wide Winter Break from December 24th through December 31st. Standard hours of operation will resume on January 3, 2022. 

Our support team will be monitoring for urgent system availability issues only during this time. If you believe you will need to connect with a member of our customer success and support teams, please contact us before our winter break. 

We wish you a peaceful and prosperous New Year and look forward to serving you refreshed and renewed in 2022. 

Over the past several months our Product Design Team has released enhancements to the Subscription Index UI so that your customer-facing teams can navigate and search for subscriptions with ease. These have included new filtering options that includes subscription groups in addition to enhanced search capabilities. 

Today we are excited to announce we have added the ability to customize columns! We understand workflows can vary from department to department or even between sites within your Chargify environment. This customization feature allows you to quickly see the information you need with pick and choose columns such as 'Signup Date', 'Period Start', 'Collection Method' and more!  

Head over to the Subscription Index UI and check it out! 

Having access to stellar product documentation is key to how you and your teams gain the most out of using Chargify day-in and day-out. Finding answers quickly when questions arise enables autonomy to quickly troubleshoot, giving our users full control. 

Today, we are very excited to announce that we have given our Help Documentation a complete refresh! The new site was reorganized to display a cleaner look with updated content, allowing for a more intuitive browsing experience. 

This is the first step in making sweeping improvements to our self-service educational resources. In the coming months, you can expect further improvements to our content as well as easier and faster ways to find the answers to your questions.

You can find the new Chargify help site here>

Consolidated invoices are a win-win for both you and your end-customer. For you, consolidated invoicing presents less processing fees when one customer pays for their multiple subscriptions all-in-one. For your end-customers, they get a single invoice for all subscriptions that they can pay for in one transaction. 

Adding to our consolidated invoicing functionality, we are excited to announce some additions to the invoice history you can call via the API. These consolidated invoices now include prepayments automatically applied to member subscriptions. When member subscriptions renew, any prepayments would apply directly to the child invoice. 

Please note that since this action was not directly on the parent subscription, the history/event for automatically applied prepayments was not previously shown on the consolidated invoice. This event can now be found for the consolidated invoice in the Read Invoice Events endpoint under the event name "link_child_payment".

For more information on consolidated invoices, see our documentation here>

Integrating Chagify with thousands of the most popular applications is made possible through our Zapier Connector. Many of our customers today leverage Zapier to automate workflows with no code required, so your teams can focus on getting the most important work done. 

We are excited to announce that we have new supported actions that have similar behavior when updating a subscription using the Zapier Connector. Those new triggers are:

• expires_at
• next_billing_at
• Quantity Based Components 

These additional attributes will allow for further customization with your Zaps to enable streamlined operational processes. This is in early access stages, so anyone interested should contact their CSM or our support team (support@chargify.com) for an invitation to our 1.0.4 Zapier Connector. It will become generally available In the coming weeks. 

For more information on our Zapier Connector, see Zapier's App Documentation>

Last week we announced that our native HubSpot integration is now listed on the HubSpot App Marketplace. For your customer-facing teams (Sales, Customer Success, Marketing and Support), this integration creates a whirlwind of efficiencies by providing them the features and functionality to easily manage subscriptions and gain insights from your Chargify data all within the tool they know the most: HubSpot. 

For sales managers who are using more than the 'Sales' pipeline in HubSpot, we understand that Deal pipelines help visualize your sales process to predict revenue and identify selling roadblocks. Our Product Team continues to enhance this integration to better serve your use cases and today we are excited to announce that we have extended the functionality to your HubSpot Custom Deal Pipelines.

Interested in integrating your Chargify and HubSpot environments today? Head on over to the HubSpot App Marketplace to download and install, or turn on via the configuration wizard within Chargify's 'Integrations' page. Need some help? Reach out to your CSM or contact us at support@chargify.com. 

For more information on our HubSpot integration, see our documentation here>

An integrated tech stack built with your Salesforce CRM can provide a customized experience to your clients and prospects. The Chargify + Salesforce integration is a flexible one-stop-shop for your customer-facing teams to effectively serve your current and future client base.

New to our native integration is the ability to use Chargify's product catalog to add line items to a Salesforce Quote. When creating a quote in Salesforce, you can now use Chargify's wizard to create subscriptions that will be added to the quote. 

This new functionality allows users to create multiple subscriptions on a quote with products, components, and coupons. Once the deal is won, the subscription(s) will be created in Chargify. 

For more information on how to setup the CPQ wizard, see our documentation here>

We are very excited to announce that Chargify is now listed on the HubSpot App Marketplace! The listing provides another method for easily integrating HubSpot and Chargify. 

Updated in real-time, this bi-directional sync between Chargify and HubSpot is a game changer for those looking to gain efficiencies for their customer-facing teams while simultaneously breaking down data silos. Integrating your Chargify and HubSpot environment allows you to leverage all of your rich billing data in one application, bringing together sales, customer success, support and marketing teams. 

Many of our customers today are realizing the value of integrating their HubSpot and Chargify environments, as use cases span further than billing, finance, and accounting. Your sales team can easily sell, upgrade, downgrade and manage subscriptions through deals or quotes. Your customer success and support teams will have visibility to the wide array of billing data so they can seamlessly provide top-notice service to your customers quickly. Furthermore, your marketing team will reap benefits from having your billing data synced over to HubSpot where they can easily identify insightful growth churn trends that can drive data-based marketing campaigns.

Interested in integrating your Chargify and HubSpot environments today? Head on over to the HubSpot App Marketplace to download and install, or turn on via the configuration wizard within Chargify's 'Integrations' page. Need some help? Reach out to your CSM or contact us at support@chargify.com. 

For more information on our HubSpot integration, see our documentation here>

Many of our customers today are leveraging the use of Subscription Groups to consolidate invoicing for their customers with multiple subscriptions. In using the Subscription Index within the UI, we are excited to announce an added filter for this subscription type!

Our Product Team has added the ability to filter between Subscription Type, now supporting three types under the 'More Filters' dropdown:

• All
• Individual Subscription
• Subscription Groups

This added filter will provide your customer-facing teams a quick glance on the health of your subscription groups leading to faster turnaround time on decisions and inquiries. 

Head over to the Subscription Index UI and check it out!