Launchpad phase one: Review & resources
Review and verify your completed subscription billing setup with Recurly’s Launchpad Phase 1 summary. Ensure your production testing, automated dunning windows, account updater settings, and gateway failover routing are fully configured to secure revenue before moving to Phase 2 metrics.
Launch · Launchpad Phase One
Review & resources
You've set the foundation for a resilient, optimized Recurly setup. Here's everything you accomplished — and everything you need to carry it forward.
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Review & resourcesWhat you built in phase one
Each step in Phase 1 addresses a specific revenue risk. Together, they form a complete optimization layer around your Recurly setup — working automatically, around the clock, without manual intervention.
Final production testing
You validated the full subscriber checkout experience, confirmed payment processing, and checked PSD2 and 3DS compliance — catching issues before real subscribers ever saw them.
← Review this stepDunning optimization
You configured your dunning campaign — window length, email sequence, and expiration behavior. Recurly's built-in Intelligent Retry logic runs automatically to maximize every recovery opportunity.
← Review this stepAccount Updater
You enabled proactive card update checks so expired or replaced cards are refreshed before renewal — preventing payment failures from occurring in the first place.
← Review this stepBranding emails & invoices
Every email and invoice your subscribers receive is now on-brand — building trust, reducing support confusion, and making your Recurly communications feel native to your product.
← Review this stepGateway Failover
You've eliminated the single point of payment failure. If your primary gateway goes down, transactions automatically route to your backup — your revenue stream stays uninterrupted.
← Review this stepThese optimizations don't stop working when you close this page. Dunning runs every billing cycle. Account Updater refreshes cards before every renewal. Gateway Failover monitors every transaction. You've built a system — now let it run.
Reflect before you move on
Which Phase 1 step felt like the biggest gap in your current setup — and have you confirmed it's now fully configured?
Think through each of the five steps. If any feel incomplete or uncertain, return to that page and work through the checklist before moving to Phase 2.
Is your dunning window aligned with your billing cycle length — and do you know how to find out if it isn't?
A common misconfiguration is setting the dunning window too long or too short for the plan type. Navigate to Configuration → Dunning Management and verify the window against your shortest billing cycle.
When did you last test your checkout flow end-to-end in production — and what would it take to make that a regular practice?
Most issues surface between releases, not during them. A brief monthly test with Recurly's test card values takes under 10 minutes and catches regressions early.
Ready for phase two?
Now that your setup is optimized, it's time to understand the data. Phase two teaches you the six core benchmark metrics every subscription business should track — and how to use them to grow smarter.
Start Launchpad phase two: Mastering metrics →Phase one reference resources
Everything referenced across Phase one, in one place.