Launchpad phase one: Optimize
Master your subscription billing lifecycle with Launchpad Phase One: Optimize. Discover how to configure automated dunning retry strategies, enable automatic card account updaters, and set up payment gateway failover routing to eliminate involuntary churn and secure post-launch subscription revenue from day one.
Launch · Launchpad Phase One
Welcome to Launchpad
Your step-by-step guide to optimizing Recurly, mastering your metrics, and building a thriving subscription business — starting right now.
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Path overview
You're live — now let's optimize
Going live is just the beginning. Launchpad is your guided program to make sure Recurly is working as hard as possible for your business from day one.
Navigate Launchpad is Recurly's self-paced optimization program for new merchants. It's designed to be completed after going live in production — walking you through the most impactful configurations, best practices, and data insights one step at a time. You don't need to rush. Each path module builds on the last — work through them at your own pace and come back anytime.
If you get stuck or have any questions, we are online to help! Join Customer Success Office Hours for live support from a CSM.
Trail guide: welcome & UI walkthrough
Welcome & UI walkthrough
~5 minYour two-phase journey
Launchpad is structured in two phases. Phase 1 locks in the configurations that protect your revenue. Phase 2 builds your fluency with key KPIs that show how your subscription business is performing.
Optimization
Lock in the configurations that protect your revenue and deliver a polished subscriber experience.
- 1Final production testing
- 2Optimize your dunning strategy
- 3Enable Account Updater
- 4Brand your emails & invoices
- 5Set up gateway failover
Mastering metrics
Understand the six core KPIs that drive subscription growth, retention, and revenue recovery.
- 1Benchmarks dashboard & reporting tools
- 2Subscriber acquisition & sign-up decline rate
- 3Voluntary & involuntary churn
- 4Renewal invoice paid rate & recovered revenue
What's in this path
Launchpad covers the configurations that protect your revenue from day one, then builds your fluency with the metrics that show how it's performing. Each module is self-contained — work through them in order for the full picture, or jump to whichever topic is most relevant right now.
Final production testing
Verify your integration is processing live transactions correctly before your first real subscribers arrive.
Dunning optimization
Configure your retry logic and dunning emails so failed payments are recovered automatically instead of becoming involuntary churn.
Account Updater
Enable automatic card refresh so expired or replaced cards don't silently break subscriber renewals.
Branding your emails & invoices
Apply your logo, colors, and messaging to every transactional email and invoice your subscribers receive.
Gateway failover
Set up backup gateway routing so a single gateway outage doesn't interrupt payment processing.
Review & resources
Check your understanding, reflect on what you've set up, and access all resources from across the path in one place.
Each module includes a trail guide video, step-by-step setup guidance, best practices, and a completion checklist. Use the navigation menu to move between modules — you can return to any step at any time.
Support & resources
Your customer support team
Need technical support? Recurly Support is available. Reach us at [email protected].
Customer success office hours
Have questions as you work through Launchpad? Our CSMs are here to help you live. Choose a session that works for you.
Download your resource guide
A quick-reference guide to all Recurly support links, documentation, and program resources. Navigate Resource Guide ↗
Navigate resource library
A one-stop location for all links to Recurly support offerings, documentation, updates, events, and more. Go to the Resource library