What to Look for in a Payment Gateway

Once your subscription business is off the ground, you’d probably like to get paid for the service or product you’re providing. To do that, you’ll need a payment gateway – and choosing which one is one of the most critical decisions you can make. (In fact, we recommend that you set up more than one, but we’ll talk more about that later.) Or perhaps your current payment gateway isn’t cutting it, and you’re looking for a new solution. What should you look for when selecting a payment gateway? What is a payment gateway, actually? Why are they important? How can you set them up so that you can process payments without any interruption to your business? Read on to find […]

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Timelines: View and Comment on Transactions, Orders, and More

We’ve been hard at work on adding new features to Rebilly, and we’re happy to share our progress on Timelines. Timelines let your customer service team quickly view a timeline of activity (including customer activity, charges, and renewals). In addition to viewing that information, they can also view and add internal notes on the timeline. The goal? Help your customer service team provide a better experience to customers and clients. Here’s what a customer timeline looks like: To view a customer’s timeline, you’ll find that customer through the “Customers” screen. After clicking on a customer’s name, you’ll be able to see the timeline underneath “Recent Orders.” While you’re on a timeline, you can leave comments on it, with notes for […]

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Onboarding: It’s Not Just for SaaS Companies

Beyond the initial win of getting your customer to sign up, keeping them is the real test. Without a good onboarding process, it doesn’t matter how many people you get to sign up if they don’t stay. Client retention depends on how much value they receive and how positive their experience is, especially during those first weeks as a customer. That means a good onboarding process is a crucial piece of your business strategy. And while most onboarding advice is tailored specifically to SaaS companies, the truth is that no matter what kind of product you have, the tenets of onboarding are the same. So, how do you create an onboarding process that gets your customer to stick around? Read on […]

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