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Recharge

ProsperStack integrates with Recharge and Shopify to import customer and subscription data, personalize retention experiences and apply supported subscription changes. This page explains how to connect and integrate Recharge and summarizes the features and properties supported by the platform integration.

Connecting Recharge​

To connect Recharge, you'll need to create a Recharge API token.

Connect Recurly

API token — You can create a Recharge API token by navigating to Apps → API Tokens in your Recharge account.

Required permissions​

The permissions required for the ProsperStack integration to work properly are:

  • Orders — Read and Write access
  • Discounts — Read and Write access
  • Subscriptions — Read and Write access
  • Customers — Read and Write access
  • Products — Read access
  • Store Information — Read access

For more information on creating Recharge API tokens, see the Recharge documentation.

After entering your API token and clicking Connect, you'll be prompted to begin the next step by connecting your Shopify account.

Connecting Shopify​

Connect Shopify

After clicking Continue, you'll be redirected to your Shopify account to approve access. Once that's done, the import process will begin automatically.

Integrating Recharge​

To activate the ProsperStack cancellation flow in your Recharge customer portal, you'll need to install the ProsperStack snippet in Recharge.

Getting your snippet​

To find your snippet, click the gear icon in the main header of ProsperStack and then the Integrations tab. Click Configure in the Recharge section. You'll find your snippet in the Customer portal snippet section.

Shopify snippet

Click the copy button in the top right of the text area to copy the snippet to your clipboard.

Installing your snippet​

To begin, navigate to the Themes page in your Shopify store dashboard. Find the dropdown button next to your active theme and click Edit code in the menu.

Shopify edit code

Next, select the theme.liquid file in the navigation on the left side of your screen.

Shopify select theme

In the code editor, locate the closing </head> tag and paste your snippet just before this closing tag.

Shopify paste snippet

Click the Save button to save your changes and activate the ProsperStack cancellation flow.

Feature support reference​

Solutions

Overall support for ProsperStack solutions.

Full Partial None
Cancellation flows
Winback campaigns
Revenue recovery
Conversion incentives
Customer portal
Autopilot offers

Features

Subscription platform dependent capabilities. Features supported on every platform are not listed.

Coupons

  • Coupon offer
  • Create new coupon
  • Percentage-based coupon
  • Fixed amount coupon
  • One-time coupon
  • Indefinite coupon
  • Monthly duration coupon
  • Billing cycle coupon
  • Custom duration coupon
  • Use existing coupon
  • Apply coupon to customer
  • Replace existing coupon
  • End trial (conversion)

Plan changes

  • Plan change offer

Upgrade

  • Upgrade offer

Downgrade

  • Downgrade offer

Modify subscription

  • Modify subscription offer

Pause subscription

  • Pause subscription offer
  • Specify pause length
  • Pause for a period of time
  • Pause for a number of billing cycles
  • Pause indefinitely
  • Pause at end of billing period
  • Reset billing date after pause
  • Specify pause end date

Trial extension

  • Trial extension offer

Product swap

  • Product swap offer
  • Apply coupon with product swap

Other offers

  • Payment recovery offer
  • Free gift offer
  • One-time purchase offer
  • Reactivation offer
  • Reschedule order offer

Subscription cancellation

  • Subscription cancellation
  • Cancel at end of billing period
  • Cancel unpaid invoices

Customer portal

  • Customer portal

Properties

Properties available for customer segmentation.

Subscriber22

  • Active offer ID
  • ARR
  • Cancel reason
  • Cancel reason code
  • Days since saved
  • Email address
  • First name
  • Last name
  • LTV
  • MRR
  • Paid invoices
  • Saved date
  • Session date
  • Session domain
  • Session start date
  • Session URL
  • Shipping location
  • SKU count
  • SKUs
  • Status
  • Subscription plan IDs
  • Tags

Subscription19

  • Active coupon ID
  • ARR
  • Cancel reason
  • Cancel reason code
  • Discount fixed amount
  • Discount percentage
  • Duration (days)
  • LTV
  • MRR
  • Next billing date
  • Paid invoices
  • Session date
  • Session domain
  • Session start date
  • Session URL
  • Shipping location
  • SKU count
  • SKUs
  • Status

Plans5

  • Plan IDs
  • Plan interval counts
  • Plan intervals
  • Plan names
  • Plan quantities