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. 


Stripe: Improved Accuracy in Subscription Trial Status

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!

Improved Revenue Churn Calculation

We've updated our revenue churn calculation to enhance its accuracy. Our previous calculation could lead to inaccurately high churn percentages, occasionally exceeding 100%. 
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%.

Improved LTV Calculation for Segments

We’ve fine-tuned how we calculate Lifetime Value (LTV) for segmented queries to give you even more accurate insights and consistent data.

We've also fixed a rounding issue for cases with lower ARPU values, so your financial metrics now reflect even more precise figures, helping you make smarter decisions with confidence.

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