Currency Conversion Improvements for Stripe

We’ve shipped an improvement to our Stripe integration that improves currency conversions in Other Revenue. Previously, amounts and discounts weren’t always correctly converted to your account's currency, which could lead to inaccurate data. Now, one-time invoice charges from Stripe will be processed in your account’s selected currency.

This update ensures greater accuracy in your records when collecting one-time charges in multiple currencies—so your revenue and discounts are always reflected in your business's currency.

New Recurly Cancellation Handling Setting

We’ve rolled out a new setting for you to choose when you want customers to be considered canceled for our Recurly integration! Now, if you cancel your customer's subscriptions at the term's end, you can opt in to let subscriptions stay active until the end of their billing period instead of canceling immediately. This means your customers will contribute to MRR and be active until their terms end—making things much smoother if you have a majority of annual subscriptions.

To enable this setting, you'll need to ask in chat!

Goal Setting Improvements

We’ve made goal-setting even better! You can now enter decimals in the goal modal, allowing you to set more precise start and end amounts. It’s all about giving you more control over your business targets—down to the decimal point!

New Attributes for Charges

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.


Introducing Automated Segmentation

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! 😉

New: Stripe Metadata & Customer Properties - Synced, Searchable, & Segmentable! 🎉

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!

New: Expired Charges Visibility

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':

Recurly: Improved Handling of Backdated Subscriptions

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!

Improvement: Account Currency Setting

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. 


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