It is now possible to apply customer coupons directly in the Hubspot UI, allowing customer-facing teams greater flexibility and management options. This update to the Chargify Hubspot integration allows customer-facing teams to easily add or remove coupons and service credits without requiring access to Chargify, or leaving the interface they manage the rest of their customer activities in - Hubspot!

To learn more about the Chargify Hubspot two-way integration, see our documentation > 

Customer churn happens to the best companies. To help close out churned or canceled customers quickly, it is now possible to apply coupons to subscriptions and have them be applied when the subscription is canceled. This new capability will allow you to clear any usage-based outstanding balances on subscriptions that are scheduled to cancel, removing the need to process a service credit after cancelation. 

For more information on applying coupons, see our documentation >

Over the past 2 years, we released Events-Based Billing, an out-of-the-box rating engine for multi-attribute pricing, and Business Intelligence, a custom analytics suite for Chargify and third-party data. These products empower our customers to price like the industry titans (Think: Snowflake, Twilio, Datadog) and make data-driven business decisions.

Now, we’re thrilled to announce that streaming data to Chargify from your product database and favorite SaaS applications just got a whole lot easier! Airbyte.io, a no-code data integration platform, offers hundreds of source connectors that allow you to quickly and easily sync your data to Chargify. 

See this new capability in action by watching the 6-minute video below and learn how to easily deploy highly-tailored pricing models used by fast growing companies like Snowflake and AWS. 

For more information on the Airbyte integration, head to our documentation here >

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! 

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! 

Managing your subscriptions in Chargify should be as easy and seamless as possible, from the sign-up to look-up of information on your customer base. As we look to continually enhance our UI look and feel, many of our customers recently sat down with our Product Design Team to provide feedback on how we can improve the Subscription Index UI. 

Today, we are excited to announce that we have made several enhancements that will delight our users through a more simplistic design. We have added new filtering options with an improved search capability in addition to a new 'Product' column. 

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

It’s easier than ever to send data from your application to Chargify Business Intelligence for custom analysis. With this information, you can hone in on how your users are consuming your product and identify key value metrics. Then, leverage this data to build complex, multi-attribute pricing models that charge your customers for the exact value they receive. 

Take a Data Ingestion Tool for example, with Events-Based Billing, they can charge different rates based on: Cloud Provider, Data Center Region, Cluster Type, and Availability.

Data Read Event Rate per GB:

To start streaming your data to Chargify, head to Business Intelligence and select ‘Manage Data Sources’. From there, you will be asked to define your new data source. You can follow this guide to start streaming your data in. 

For more information on Chargify Business Intelligence, see our documentation here>

Dashboards that are easy to understand and consistent with your branding allow you to seamlessly convey the value you provide to your end users. We are thrilled to announce the release of advanced theming capabilities for your dashboards, allowing you to easily control the look and feel of your dashboards.Whether you are running business reviews with key clients or embedding metrics for a strategic partner, you can now provide a more cohesive experience for dashboards that are shared or embedded  outside of Chargify BI. 

Our Dashboard Theming feature has three main categories: General, Chart Elements and Visualization Types. You can access this functionality in Dashboard Edit mode from the top, right ‘Theming’ button. 

Dashboard Theming 

• The General tab  allows you to select the overall data color palette that you want to apply to your dashboard. Here, you are also  able to set the background color, fonts, and space between your chart elements.
• On the Chart Elements tab you can set the text font, color, and size for your chart titles, subtitles, legends, labels, grids, X- and Y-Axis, as well as tooltips. 
• The look and feel of each Visualization Type (Line & Aera, Pie & Donut, Funnel, Metric, Table) can be defined on the last Theming tab. This includes things like line thickness, values style, labels, and colors. 

Dashboard Theming - General

Dashboard Theming - Chart Elements

Dashboard Theming - Visualization Types

Business Intelligence is included on all 2021 public plans. To request access or discuss adding BI to your plan, please reach out to us at support@chargify.com 

For more information on Business Intelligence Dashboards, see our documentation here>

The enhanced Transactions Report is now live and available for all Chargify users. The updated transactions page allows you to select a variety of filters and column selections, displaying the following items in a single page: 

• Invoices
• Payments
• Credits
• Refunds

This page has a user-friendly design offering the ability to customize your view, in addition to a separate tab for each transaction type, enabling you to segment and focus on specific transactions. In addition, the page offers an export of the transactional data with additional attributes if needed. 

For more information on the Transactions Report, see our documentation here>

Subscription businesses are prone to failed customer payments from time to time. Having an effective dunning strategy can help prevent churn and is important in resolving customer's failed payments swiftly. Within Chargify, you have the flexibility in tailoring your communication approach, in addition to the pre-built templates, for your customers entering the dunning process.  

Today we are excited to announce a new feature added to our dunning functionality. Introducing mid-period component dunning! This new feature allows for failed mid-period component allocations payment to move a subscription into dunning. This allows your customer and team to be alerted to any issues with a mid-period allocation payment. 

For more information on dunning strategies, see our documentation here>