We just added four new attributes to use within segments to provide visibility into customer payment activity. Until now, segmenting customers based on revenue behavior was limited to broad metrics like total LTV. But we know that not all revenue is created equal. By distinguishing between subscription payments and one-time charges, you can unlock a much richer view of customer behavior.

With these new attributes, you can:

📈 Discover Loyal Subscribers — See which customers have been active for 12+ months.

📈 Spot High-Value Customers — Identify which customers contribute significantly to recurring or one-time revenue.

📈 Target Add-On Buyers — See who’s purchasing extra add-ons or upgrades.

📈 Pinpoint Dormant Customers — Find customers who made a single purchase but didn’t convert to a subscription.

Here’s what’s new:

• Count: Recurring Charges 📅
  Tracks the total number of recurring payments (subscriptions) a customer has made.
• Count: One-Time Charges 🛒
  Tracks the total number of one-time payments a customer has made.
• Value: Recurring Charges 💰
  Calculates the total value of all recurring payments made by a customer. (Note: This value is shown in your account's default currency, with no specific currency symbol applied.)
• Value: One-Time Charges 💵
  Calculates the total value of all one-time payments made by a customer. (Note: This value is shown in your account's default currency, with no specific currency symbol applied.)

Here are a few idea for segments you can create right away:

Loyal Subscribers
Find customers who have stayed subscribed for a significant period.
Filter: Count of Recurring Charges ≥ 12

High-Value Subscribers
Identify subscribers who contribute significantly to recurring revenue.
Filter: Value of Recurring Charges ≥ $10,000

Add-On Enthusiasts
Spot customers who frequently purchase one-time add-ons or usage overages.
Filter: Count of One-Time Charges ≥ 3

High-Value One-Time Purchasers
Focus on customers who make large one-time purchases, like premium add-ons or services.
Filter: Value of One-Time Charges ≥ $500

Mixed Revenue Contributors
These customers contribute to both recurring and one-time revenue, indicating a well-rounded engagement with your offerings.
Filter: Count of Recurring Charges ≥ 6 AND Value of One-Time Charges ≥ $300

Subscription Loyalists (No Add-Ons)
These subscribers have stuck to a subscription plan but haven't made any one-time purchases.
Filter: Count of Recurring Charges ≥ 12 AND Count of One-Time Charges = 0

Dormant One-Time Buyers
These customers made a one-time purchase but did not subscribe.
Filter: Count of Recurring Charges = 0 AND Count of One-Time Charges ≥ 1

These new filters are ready for you to explore now! 

Have questions or feedback? Drop us a line—we’re always happy to help you get the most out of your data.

We’ve just rolled out a handy new feature to make gaining insights into your subscription data even easier—say hello to auto-segmentation! 🎉

We'll now automatically group your customers based on which platform manages their subscriptions. Whenever you connect a new data source, we’ll handle the grouping for you. This simplifies spotting trends across platforms, understanding customer behavior, and fine-tuning your strategies.

This also lays the groundwork for future updates, bringing even more flexibility and ease of use to customer segmentation. Stay tuned for exciting enhancements ahead! 😉

We’re pumped to bring you a new update that takes segmentation to the next level! Customer details like addresses, shipping info, and all that custom metadata you've added in Stripe will automatically turn into attributes in Baremetrics. 🧙‍♂️✨

What does this mean? In a nutshell, finding and analyzing your customer data just got way easier. Want to see which customers are in California? Or maybe check who has a shipping address listed in Canada? Done and done. Plus, removing any attribute in Stripe vanishes in Baremetrics, keeping your data fresh and clutter-free. 

What’s included? Here's what we'll automatically convert into handy attributes for you (if available):

• Customer basics: description, phone, default currency, currency, city, country, postal code, and state.
• Shipping details: shipping name, shipping phone, shipping city, shipping country, shipping postal code, and shipping state.
• And every bit of Stripe metadata you create!

Give It a Spin! Start creating segments with these fields, and watch how much more connected you feel to your customers. From super-specific geo campaigns to VIP segments and personal outreach, this feature is here to make your data-driven dreams come true. Try it out, and let us know what cool segments you come up with!

You can now easily view expired charges right within your customers' timelines. This update introduces a new event specifically for expired charges, giving you a comprehensive view of your customers' financial activities at a glance.

The expired charges will appear with a clear and concise label, 'Expired Charge':

We've added a 7th email to the Recovery flow! This will allow you another chance to recover failed payments from your customers, especially if you lock customers out of your app after 15 days delinquent. As with all of our Recover emails, these are fully customizable. You can check it out here: 

We've improved how Baremetrics manages new subscriptions with backdated dates in our Recurly integration. Now, any subscription created with a past timestamp will be flagged for recalculation, ensuring that it is correctly processed and included in your analytics with the backdated date. 

This ensures that your analytics accurately reflect all subscription activity, giving you complete confidence in the reliability of your data—no matter when a subscription starts. Keep focusing on growth while Baremetrics keeps your numbers precise!

We've refined the account currency switching process within Baremetrics. The expected completion time has been updated to "several hours" instead of "30 minutes," allowing for a more reliable transition. During this period, certain features may be temporarily restricted to ensure accuracy and a smooth switch. 

We’ve updated how we identify trial periods in our Stripe integration. Now, we’ll double-check that the plan amount is actually zero before marking a subscription as trialing. This helps us keep your subscription analytics spot-on, so you’re not left guessing about trial statuses based on invoice descriptions alone.

With this change, you’ll get even more accurate insights into your customers’ trial periods, making it easier to understand where they’re at. And don’t worry—this update has been thoroughly tested to work smoothly with your existing data. You can count on us to keep things clear and reliable!

This issue primarily impacted new companies or newly added plans, where adjustments in MRR were more likely to produce inflated churn percentages. For established companies or longer-standing plans,  this issue was less impactful.

Previously, when a customer upgraded their plan mid-period and then churns, the churn was calculated based on the most recent (higher) MRR, divided by the MRR base from 30 days prior. This inflated the churn percentage disproportionately.

Now, the Churn percentage will not exceed 100%.

Example

• Scenario: A customer upgraded from a $500 plan to $1,379 and subsequently churned.
• Previous Calculation: The churn percentage was calculated as $1,379 (new MRR) / $500 (initial MRR), yielding a 275.8% churn rate.
• Improved Calculation: It is now calculated based on the initial MRR base, capping the churn at 100% where relevant. In this example, churn should be $500 / $500 = 100%.

We have improved our QuickBooks integration to handle payments without line items. We'll now handle this scenario automatically, whereas previously, it may have required manual intervention.