From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows.

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1 GROWING with From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows. Our features, tools, and support help you effectively and efficiently manage your subscription billing regardless of your company s stage of development. And as you continue to scale, our advanced capabilities unlock more powerful functionality to help take your business to the next level.

2 Built for Subscriptions, Designed to Scale Recurly s subscription billing platform is built from the ground up to help businesses grow. Critically, our platform ensures that your subscription billing remains simple and easy to manage regardless of your company s size, integration needs, or number of customers. From our experience helping such companies as DishDigital, Vocus, HubSpot, Groupon, Twitch, and BarkBox, we understand that no two subscription billing businesses are the same. With this in mind, we designed Recurly s subscription billing management platform to offer both the simplicity and the sophistication to meet the needs of any business. This is the beauty of Recurly. It includes readymade components that help resource-constrained businesses quickly and easily set up a highly secure subscription billing system in a matter of days. At the same time, Recurly offers a wide range of comprehensive integration options and powerful capabilities that support the needs of large, high-volume subscription businesses. Our advanced features and capabilities make it possible for rapidly growing companies to seamlessly move to more advanced and powerful features to meet their quickly evolving requirements. Our sophisticated features can help businesses more closely tie their Recurly subscription billing platform into their other sales, finance, and operational systems. Check out the topics on the next page to find out how Recurly can support your subscription billing business as it grows. Growing with Recurly page 1

3 Recurly Features Payment Pages 3 Start your customer experience the best way possible Account Management 7 Keep up-to-date on your customers Customer Relationship Management 10 Bring a full perspective to how you attract and retain your subscription customers Reporting and Analysis 13 Know more about how your subscription management relates to sales, finance, and operations Management 17 Make the most of your customer communications Growing with Recurly page 2

4 PAYMENT PAGES Customers begin their relationship with your company as a paid subscriber on the payment pages, signing up for your service and providing their credit card information. Growing with Recurly page 3

5 PAYMENT PAGES Customers begin their relationship with your company as a paid subscriber on the payment pages, signing up for your service and providing their credit card information. Recurly provides a continuum of options for companies in how they create their payment pages. + Bootstrapping entrepreneur or small company just starting out? Use our administrative console and hosted payment pages. + Need more control over the look and flow of your payment pages? We offer a rich JavaScript library for forms, as well as well-crafted API integration support. GET STARTED QUICKLY, EASILY, AND SECURELY Hosted Payment Pages These are simple form pages hosted on Recurly s servers that support secure subscription signups on your website. Features include: + Basic design options: include your company logo, custom background color, and custom text on Submit button + Supports multiple languages, automatically displayed based on a customer s browser language settings + Minimal coding required + Provides means for customers to subscribe online + Greatly reduce efforts for PCI compliance Technical Requirement: Low + Support for credit card and PayPal payments Growing with Recurly page 4

6 PAYMENT PAGES UNLOCK ADVANCED FEATURES Recurly.js Library and API Integration Fully own the checkout experience. Recurly offers a library of pre-designed but fully customizable JavaScript forms that work in conjunction with our API integration for a more customized subscription sign-up page. The Recurly.js library helps to ease and speed up custom page design and functionality, while our refined API gives merchants full freedom to configure their pages as best meets their marketing and operational needs. + Easily add more advanced CSS, wording, and functionality + Supports subscription sign-ups, one-time payments, and updates to billing information + All card information passed directly to Recurly to ensure compliance + The design, forms, and errors are all customizable by your developers + Add additional features to payment pages, such as custom start dates usage-based fees + Provides easy, very safe way to collect credit card data in customizable forms + Requires only 1-2 days to embed in website + Total control of look, feel, and functionality of checkout process + Offers flexibility to support any type of subscription plan or custom offers + Can help customers set up their accounts Implementation Difficulty: Moderate to High Growing with Recurly page 5

7 PAYMENT PAGES API Integration With this option, you fully own the checkout experience. The design, forms, and errors are all customizable by your developers. Use it in conjunction with Reculy.js library to add additional features to payment pages, such as custom start dates or usage-based fees. + Total control of look, feel, and functionality of checkout process + Offers flexibility to support any type of subscription plan or custom offers + Can help customers set up their accounts + Advanced functionality allows account management as well Implementation Difficulty: High Growing with Recurly page 6

8 ACCOUNT MANAGEMENT Customers can view their invoices, change their subscription plans, and update their billing information on the account management pages. Growing with Recurly page 7

9 ACCOUNT MANAGEMENT Customers can view their invoices, change their subscription plans, and update their billing information on the account management pages. As with our support for payment pages, Recurly offers a spectrum of options for companies to chose the simplicity and sophistication they prefer in setting up their account management pages. With our hosted account portal combined with our API integration option, an organization can control any aspect of its subscription account management. GETTING STARTED FAST AND EASY Administrative Console Provides tools for in-house sales and customer support personnel to modify customer accounts. This is strictly for back office operations and does not offer any integration with a customer s website. + No setup required + Offers easy visibility and direct management of customer accounts + Provides key customer support tool Technical Requirements: None Growing with Recurly page 8

10 ACCOUNT MANAGEMENT UNLOCK ADVANCED FUNCTIONALITY Hosted Account Portal Accessible by customers via your-account.recurly.com, this built-in feature provides your customers an online portal for updating their billing information, managing their subscriptions, or viewing invoices. API Integration Our API integration allows your team to create a custom account management experience on your website. Use our well-crafted, flexible API to whitelabel the entire subscription experience. + Supports multiple languages, automatically displayed based on customer s browser language settings + Limited design and account management features + Invoices available in PDF format which can also be iframed into your website + No coding required + Quick implementation, less than one hour + Security of customer information ensured by Recurly + Gives customers visibility into their account Implementation Difficulty: Low + Pick and choose elements to modify + When used in conjunction with Recurly.js, all card information passes directly to Recurly to ensure compliance + Requires custom development + Works with Recurly.js to provide secure billing collection forms while maintaining API flexibility + Increases customer satisfaction with more comprehensive account management options + Provides greater flexibility; expanded feature options + Allows custom look-and-feel + Integrates with other back office systems + Boosts sales by provide greater subscription management for upgrades and cross-selling + Reduces customer service demands with more advanced self-service functionality Implementation Difficulty: High Growing with Recurly page 9

11 CUSTOMER RELATIONSHIP MANAGEMENT Recurly recognizes that your interactions with your customers extend well beyond when they subscribe to your service. With this in mind, we offer options for how companies integrate customer relationship management with their subscription billing. Growing with Recurly page 10

12 CUSTOMER RELATIONSHIP MANAGEMENT Recurly recognizes that your interactions with your customers extend well beyond when they subscribe to your service. With this in mind, we offer options for how companies integrate customer relationship management with their subscription billing. + To get up and running quickly: Recurly provides native capabilities within our platform to help keep you in touch with your customers. + For more sophisticated customer relationship management (CRM): Recurly provides advanced integration support for directly linking your Salesforce CRM system with your subscription billing activities. GET STARTED FAST AND EASY Recurly s Native CRM Tools Recurly comes ready-made with a set of tools for giving you full insights into your customers subscription activities. Our account dashboard makes it easy to pull up customer profiles and their account records, helping keep your key customer information at your fingertips. Whether setting up a new customer account or updating billing information for an existing one, Recurly s intuitive interface makes customer management easy. + Integral feature of subscription platform + Full visibility into customer s subscription status and activities + Easy to check on basic account information Implementation Difficulty: Easy Growing with Recurly page 11

13 CUSTOMER RELATIONSHIP MANAGEMENT UNLOCK ADVANCED FUNCTIONALITY Salesforce Integration With Recurly s Salesforce integration, you can bring robust, enterprise-grade CRM to your subscription billing management. Recurly directly integrates to Salesforce and automatically updates subscriptions, invoices, transactions, and account data. Recurly can also integrate with Salesforce Person Accounts. + Synchronizes data every two hours + Available in the Developer, Enterprise, and Unlimited editions of Salesforce + Available in Recurly s Enterprise Edition + Official Salesforce AppExchange app + Automate critical communications, triggered by customer actions, such as a subscription cancellation or past due payment + Gain greater visibility into customer churn patterns + Connect customer account info with invoices, which will provide view into value of each customer + Receive automatic notification of customer upgrade/downgrade subscription activity + Create customize reports linking Implementation Difficulty: Moderate Growing with Recurly page 12

14 REPORTING & ANALYSIS Reporting and analysis is at the heart of how your organization continually learns and improves its subscription billing strategy and tactics. Growing with Recurly page 13

15 REPORTING & ANALYSIS Reporting and analysis is at the heart of how your organization continually learns and improves its subscription billing strategy and tactics. The Recurly subscription billing platform collects a rich array of data that can provide endless ways to gain greater insights into your operations, finances, and customers. Recurly provides a variety of data exports that can be used for accounting, reporting, auditing, or customer service purposes. GET STARTED FAST AND EASY Recurly Reports For an instant snapshot of your basic subscription data, Recurly reports provide easy access to such information as: number of accounts, number of subscriptions, and amount of revenue from subscriptions. + Integral to Recurly platform + Easy to access Technical Requirement: None Growing with Recurly page 14

16 REPORTING & ANALYSIS UNLOCK ADVANCED FUNCTIONALITY Data Export With our data export option, your organization can extract a wide range of information from the Recurly platform and view it in spreadsheets such as Microsoft Excel or other analysis tools. This approach offers broad flexibility in the way you view and analyze your subscription data. Exports can be pre-filtered by date range. Exportable data includes: + Account + Account Notes + Billing Info + Coupon Info + Coupon Redemptions + Invoices + Subscriptions + Transactions + Easily customize data and analysis + Low-cost, with little set-up demands + Quickly start mining subscriber activity patterns with familiar tools + Join data from multiple data categories for more advanced analysis Importing into 3rd parties Whether you re working with QuickBooks, NetSuite, or your own internal systems, our robust exports make it easy to sync this data with your systems. Simply download the exports you need, remove unnecessary columns, and join any exports where you need data from different parts of the Recurly system. Regardless of what content you need, our exports will provide you with necessary data to keep 3rd party systems up to date. Implementation Difficulty: Moderate Growing with Recurly page 15

17 REPORTING & ANALYSIS Webhooks Webhooks provide real-time updates about events in Recurly. Your company can use webhooks to set up alerts, update your data warehouse, or access dashboard reporting to see exactly where things stand at any moment. You can also use push notifications to trigger automated, responsive actions within your web pages or via , such as alerting customers about failed payments or terminated accounts. Also known as webhooks, push notifications are sent from Recurly s platform to a merchant s server. + Increases customer retention with real-time account alerts or automate feedback on payment, subscription, invoice, and account activities + Supports real-time dashboard reporting for instant visibility into subscription activities + Enables responsive websites for improved user experience + Reduces costs through automated response mechanisms Implementation Difficulty: Medium, requires engineering resources Growing with Recurly page 16

18 MANAGEMENT is your primary communications channel with your customers. Carrying out consistent and timely communications is crucial to ensuring customer satisfaction and reducing churn. Growing with Recurly page 17

19 MANAGEMENT is your primary communications channel with your customers. Carrying out consistent and timely communications is crucial to ensuring customer satisfaction and reducing churn. Recurly offers a rich set of tools to help merchants manage their customer communications in the way that best suits their business. Our integration with MailChimp gives your company a best-inclass management tool with flexible segmentation, refined targeting, rich analytics, and extensive testing capabilities. GETTING STARTED FAST AND EASY Recurly Templates Ensure your customers are always informed with Recurly s built-in support with customizable templates. Use these templates to set up automated communications tied to key subscription account management events, such as: + Subscription changes + Trial expiration + Renewal reminder + Streamline customer support with automated, timely s + Increase customer trust with proactive communications + Nurture customer loyalty with ongoing engagement Implementation Difficulty: Low + Past due notices + Payment status Growing with Recurly page 18

20 MANAGEMENT UNLOCK ADVANCED FUNCTIONALITY MailChimp Integration Recurly makes it simple to connect with MailChimp so that your subscriber lists are automatically kept up to date. Once your MailChimp account is connected with Recurly, you can easily segment your campaigns in MailChimp and target your communications based on a variety of attributes passed from Recurly. + Keeps your customer lists up to date + Segment your customer lists for targeted communication Design and Send Your Own s Leverage Recurly s API and webhooks to trigger your own communications from another provider. + Maintain full control of brand, design and language + Generate custom event triggers for segmented list communication Implementation Difficulty: Difficult Implementation Difficulty: Moderate ABOUT RECURLY Recurly provides enterprise-class recurring billing management for thousands of subscription-based businesses worldwide. recurly.com Recurly, Inc. All Rights Reserved.

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