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GETTING STARTED

Recurly's overview
Go live checklist
Sandbox features to discover
Recurly release notes/Changelog
Help & support
Frequently asked questions (FAQs)
Do you need help?
Professional services
Customer success manager
Technical account manager

PLANS, PRICING & PROMOTIONS

Overview: Plans, pricing & promotions
Plan structure
Pricing models
Promotions

SUBSCRIBER MANAGEMENT

Overview: Subscriber management
Accounts
Subscription lifecycle
Lifecycle communications
Transactions
- Transactions dashboard
- MOTO transactions

HOSTED PAGES

Hosted pages
Checkout
- Checkout analytics dashboard
Hosted payment page
Account management

PAYMENT ORCHESTRATION

Overview: Payment orchestration
Payment settings
Payment gateways
Payment methods
Gateway configuration and features

RECURRING BILLING

Overview: Recurring billing
Invoices
Invoice configuration
Billing preferences
Taxes

CHURN MANAGEMENT

Overview: Churn management
Involuntary churn
Voluntary churn
- Pause subscriptions

RECURLY COMPASS

Overview: Recurly Compass

RECURLY REVENUE RECOGNITION

Overview: Revenue Recognition
- Credits
Recurly Revenue Recognition Advanced
Recurly Revenue Recognition Standard
Recurly Revenue Recognition Standalone
Recurly Revenue Recognition Legacy

RECURLY COMMERCE

Overview: Recurly Commerce
Getting started in Recurly Commerce
- Installing and onboarding to Recurly Commerce
- Migrating to Recurly Commerce
Revenue recovery
- Intelligent retries
Subscription management
Storefront
Customer portal
- Customer portal management
- Cancellation and churn prevention flows
Notifications
- Transactional emails
- Transactional SMS
Shopify settings
Recurly Commerce analytics
Recurly Commerce integrations
Advanced features
Settings
- Dunning management in Recurly Commerce
- Change your Recurly Commerce plan

RECURLY ENGAGE

Getting started with Recurly Engage
Prompts management
Guides
Performance
Segments
Pipelines
Live
Live Now - Preview tool
Use cases
- Popular use cases
Partner Integrations
SDK
Platform settings
About
FAQs

APP MANAGEMENT

Overview: App Management
App Management
Sell and manage Apple subscriptions through Recurly

SITE MANAGEMENT

Business Entity
- Multiple business entities
Site settings
Profile
Custom fields
- Custom fields - API
Account activities export
Site activities export
Users export
Recurly account

INTEGRATION METHODS

Implementing Recurly
REST API keys
Recurly.js
Third Party Checkout: Stripe and Adyen
- Stripe Payment Elements
- Adyen Web Components
Webhooks (JSON & XML)
Native Mobile SDKs

REPORTING & ANALYTICS

Analytics overview
Explore overview
Business entities overview
Subscriber management analytics
Recurring billing analytics
- Monthly recurring revenue
- Billings
Plans, pricing and promotions analytics
Churn management analytics
Dunning campaigns overview
Data imports and exports
- Customer data imports
- Data exports

PARTNER INTEGRATIONS

Integration partners
Accounting, fraud and taxes
Sales, marketing and services
Data and analytics
- Snowflake integration
Merchant of record
- Reach integration
Workflow automation
- Zapier integration
- Tray.io integration

SECURITY & COMPLIANCE

Security
Compliance

ABOUT

Open source attribution

Email prompts

Triggered send of email to targeted segment

Email

The Email prompt simply sends an email to an individual user, it must be triggered from inside your application.

Setup

Updated 9 days ago

Invisible prompts