Welcome: The full program
Maximize subscription growth with the full Recurly Navigate program. Access 1:1 expert customer success sessions, live optimization webinars, weekly drop-in Office Hours, and proactive subscription health metric monitoring.
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Recurly Navigate: The full program
Navigate is more than a hub — we’re a live team and your partner in success. Explore the curated support, best practices, updates, and resources you'll receive as part of this program.
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Navigate Home
The full program
Your "always-on" Customer Success program
Navigate is here to support you through every step of your customer journey in a wholistic way, providing digital, video, downloadable resources and more. We are growing alongside you and continuously adding to our library, ensuring you have access to the resources you need at optimal times in your subscription lifecycle.
How Navigate shows up for you
Explore the specific tools, expert guidance, and live sessions available to you through this program. We utilize self-driven resources, curated outreach and offerings, and live events to ensure you're able to access what you need, how you need it.
Navigate home & learning paths
Navigate home & learning paths
You're here. Navigate home will provide regularly updated learning paths and resources built directly from our Customer Success Team's knowledge base. You can access the site at any time, but we'll also reach out to you with recommendations based on your unique performance, interests, and more.
Be sure to add [email protected] to your safe contacts if you'd like to receive learning paths and outreach based on your performance.
Weekly Customer Success Office Hours
Weekly Customer Success Office Hours
Drop in and ask a Customer Success Manager anything. No appointment or agenda required.
Below is an example of what you can expect! Jaclyn, Customer Success Manager, walks one Recurly merchant through global payment gateway optimization.
Live & On-Demand Events
Live & On-Demand Events
Regular live sessions on new features, optimization strategies, and subscription trends, with Q&A and on-demand recordings for everything.
Navigate monthly scorecards
Navigate monthly scorecards
Every second Tuesday of the month, you'll receive your Navigate Monthly Scorecard: a snapshot of your most important subscription health metrics, benchmarked against your prior year and industry averages.
Note: You first scorecard will come 90-days post-production. Learn more here.
Monthly calendar, updates, and CS communications
Monthly calendar, updates, and CS communications
Your curated monthly briefing: new Recurly features, upcoming events, optimization tips, industry insights, and highlights from the Navigate community.
1:1 Expert Sessions
1:1 Expert Sessions
Dedicated 1:1 time with Santi, your Navigate Customer Success Manager. He'll review your setup, strategize on a goal, or work through a specific challenge, focused entirely on your priorities.
Expert sessions are 100% private and tailored to your needs. No need to reach out to us, we'll contact you! If you have questions or would like to schedule a session, feel free to jump into a Customer Success Office Hours session, and our CSMs will assist you.
Action required: Whitelist our email. All Navigate communications come from [email protected]. Add this address to your email whitelist to ensure scorecards, newsletters, and event invitations reach your inbox. If you're not seeing our emails, check your spam folder and mark us as a trusted sender.
Proactive monitoring & outreach
Your Navigate team monitors your subscription health metrics. If we spot an opportunity to improve your results — a gap in your dunning setup, an underutilized feature, or a benchmark that suggests room for improvement — we'll reach out and offer to help.
You can opt out of Navigate at any time by contacting [email protected]. Opting out means stepping away from your monthly scorecard, newsletter, proactive monitoring, live events, Office Hours, and Expert Sessions.
You're all set.
Head to Navigate Home and explore the learning path that matches your biggest priority right now. If you're not sure where to start, drop in at the next Office Hours session and ask.