If you create offers within Chargebee (Product Catalog 2.0), sometimes Chargebee will send the plan interval incorrectly. 

IE: If you offer an annual plan without a trial, with an introductory offer with a 50% discount. Chargebee presents the plan with a 12-month trial and daily billing. To address this issue, we have introduced a plan "lock" functionality that allows you to lock the previous interval. This will enable our system to accurately track and calculate your subscription charges, making sure that metrics are correct and reliable. Currently, this is a manual process that you will need to request from our Success team. In the future, however, this will be editable in your plan settings👀. If you encounter this issue, please reach out to success@baremetrics.com  to request the plan "lock" functionality and to help get started. 

When a goal is created and plans change, you may decide to head in a different direction. Having the ability to edit these goals becomes crucial. In the past, you would have needed to create a completely new goal to track improvements. However, we have changed this logic to provide you with the flexibility to edit goals as needed. Start creating goals for your team now:

Have you ever received an error when downloading customer data in our Customers Tab?  Now, when you download customer data, it will be sent directly to your email, which will eliminate the previous timeout error. Keep an eye out as we plan on releasing new customer reports in the near future👀

Shopify charges a credit card processing fee when charging users. Our logic now will subtract the net amount from the gross amount, which will include any of these credit card processing fees.

Checkout your fees from your payment provider here: Baremetrics 

We have added an improvement that allows you to edit plan names with manual subscriptions!

Manual subscriptions are a helpful tool for keeping track of your customers whom you manage outside of your payment provider. However, keeping track of your plans' names when using manual subscriptions could be difficult, as they could not be changed once added.

Now, you can easily edit plan names anytime with manual subscriptions so that your pricing structure is always up-to-date. To edit a plan name, go to the Plans tab in Baremetrics and click the Edit icon next to the plan you would like to change. Then, enter the new plan name in the box and click Save. It is that easy!

If you have any questions or feedback about this update, please do not hesitate to reach out to our support team.

We released a few improvements for our Apple App Store integration:

Improved recognition of trial lengths - We have decided to revise and deploy an improved version that allows the metric to produce more accurate conversion rates. Previously we were only creating two states (trialing or active.)  Now will include a canceled state which will create a more accurate picture of what is happening with the subscription.

Improved cancellation dates -   When we import data from Apple we create subscription states based on the information we receive from Apple. Previously cancellations would be identified by a lack of new information during the ds_state creation. We have revamped this to better help identify reactivations/cancelations of the subscription as soon as they happen.

Improved handling of refunds - If a converted customer has their first payment refunded, we'll now cancel the subscription. Previously we kept these customers active till the end of the billing period. 

These changes have given us the ability to be more proactive with cancelations and refunds which will better help identify churn and trial updates. 🎉

Check out your insights here!

When customer uninstalls your app, they are asked to provide a Relationship Uninstalled Reason. We have added these reasons to each customer's profile:

This field is also added as a column on the Customer's List export:

New graphs mean better insights! 🎉This update allows for easier visual understanding of how Recover is working for you in a given month over the past year.

Red is going to show the failed charges inside of a month, while blue will show what you've Recovered inside of a month:

You asked, we listened. Now when segmenting your customers, you can search by plan using "contains"! 🎉 No more needing to click through each individual plan. Saving you energy, one click at a time.

As part of the Custom Dashboard views, you can now create widgets for specific segments!

Just edit or create a new dashboard view and you'll see a "Segment" option to choose one of your pre-built segments, giving you faster access to the segments that impact your business.