Welcome to Recurly,Vodafone

Welcome to Recurly
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Start Managing your company’s subscription billing. Here are a few tips to help get you familiar with Recurly’s tools and find your way around the software:

Account Home:
Manage subscriber accounts in one location

Features:
Review a detailed list of Recurly’s Capabilities

Documentation:
Dig into reference guides for further assistanceIf you have any questions, check out our documentationor email our support team [email removed]

For more immediate support, chat live with a Recurly expert M-F from 8:30 am to 4:00 pm PDT. Simply login to your Recurly account and look for the Chat Now tab in the lower right corner. We’re here to help!

Cheers,
The Recurly TeamHelpful Links
FAQs
Getting Started Guide
Documentation Site

Developer Tools
Recurly.js Library
API Credentials

Support
Contact Support [email removed]
Follow @recurly Cheers,
The Recurly Team

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Recurly Day 1: Configure Plans & Trials

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Day One** Configure Plans & Trials
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Dear Jon,

Welcome to the first of five emails designed to launch your Recurly integration successfully! Each day we’ll send you a topic to explore, and today we’ll address the top questions we see around subscription plans and trial periods.
1. What is a subscription plan?A subscription plan tells Recurly how often (bill cycle) and how much (unit amount) to charge your customers. Within a subscription plan you can also define upfront charges (setup fees), trial periods, and optional products (add-ons).
2. How many subscription plans do I need? Generally you need one plan for each bill cycle (ie daily, monthly, and yearly) as well as for the presence (or not!) of a trial. You do not need to create plans iterating through different price points, because with Recurly you can override pricing on a per-user basis – more on that later!
3. Can I create a plan that doesn’t require a credit card at signup? Even with a $0 subscription, free trial, or a subscription discounted 100%, Recurly requires payment information on file to better qualify your customers.
4. When should I use add-ons? Add-ons are great for optional products you want to include in a customer’s subscription bill. For example, if you sell website hosting services, you may want an add-on for additional domain names. Add-ons are billed with the subscription and recur so long as the subscription remains active.
5. Why should I send Trial Ending or Renewal Reminder emails? In some locations, sending these emails are legally required. Beyond that, Recurly recommends sending these emails to keep a solid relationship with your customers and prevent chargebacks or refund requests. They’re a great tool to keep in touch with your subscriber base!
6. Do you support one-time charges? Yes – and they don’t require a subscription plan! You can use adjustments in the Recurly app or API to trigger a one-time charge for a user.That’s it! If you have any questions, don’t hesitate to contact our support team, who is ready to guide you through any integration questions you may have. Tomorrow we’ll take a quick dive into PCI compliance and integration options.

Cheers,
Recurly Support

You are receiving this newsletter because you are a Recurly customer.

400 Alabama St Suite 202, San Francisco, CA 94110

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Recurly Day 2: Integration & PCI Compliance

Recurly Day 2: Integration & PCI Compliance
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Day Two

Implementation & PCI Compliance

DearJon,
Welcome to the second of five emails designed to launch your Recurly integration successfully! Each day, we’ll send you a topic to explore, and today we’ll address the questions we see around implementation and PCI compliance.

While Recurly makes the below recommendations, this is no replacement for working with a Qualified Security Assessor (QSA) or following the requirements of your merchant bank.

What is PCI Compliance?

PCI Compliance is a technical term for making sure that companies collecting credit/debit card information handle it securely. All merchants are required to be PCI compliant by their merchant bank. Depending on the integration path you choose with Recurly, you can reduce (but not remove) the scope of your PCI requirements dramatically. By implementing one of the below methods, most merchants using Recurly can qualify to fill out a “Self-Assessment Questionnaire (SAQ)” for their merchant bank rather than going through a full PCI audit.

Admin Console

For merchants with no user-facing experience, you can simply use Recurly’s admin console to enter data directly into Recurly. This makes you eligible for SAQ-A.

Hosted Pages

Hosted Pages are Recurly’s most basic integration method, and because of their lack of complexity areeligible for the minimal SAQ-A. We usually recommend Hosted Pages to merchants who have basic checkout needs or to merchants who need to launch quickly while they’re working on a more advanced implemention.

Recurly.js

If you’re looking for a custom checkout experience, using Recurly.js will allow you to work with SAQ-EP.

Recurly.js v4

Recurly.js v4 is our newest option, combining the customization of a basic Recurly.js integration while only requiring SAQ-A.

API

Recurly’s API can be used to pass credit card data to Recurly, but it requires the completion of a higher PCI compliance level. Recurly recommends using one of the above methods for sensitive transactions and the API for less sensitive information.

Have you made your decision yet? Most merchants use a combination of Recurly.js (for credit card gathering/updating) and the API (for other actions). If you want to discuss the optimum implementation for your company, don’t hesitate tocontact our support team . We also strongly encouragecontacting a QSA for PCI-specific questions.Tomorrow we’ll discuss all your options for receiving payments!

Cheers,

Recurly Support
You are receiving this newsletter because you are a Recurly customer.

400 Alabama St Suite 202, San Francisco, CA 94110

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Recurly Day 3: Payment Methods

Recurly Day 3: Payment Methods
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Day Three

Payment Methods

DearJon,
Welcome to the third of five emails designed to launch your Recurly integration successfully! Each day, we’ll send you a topic to explore, and today we’re talking about payment methods. If you’re tired of logging into multiple systems to serve your customers, centralizing those payments within Recurly is well worth it!

Credit Cards

For most companies, collecting credit cards is critical to their business. While we use the generic term “Credit Card,” Recurly supports credit, debit, prepaid, corporate, and gift cards, aslong as they are also supported by your merchant bank. Each card type has its own unique challenges and advantageswhich our team can help you identify within your particular audience.

PayPal Payments

PayPal Payments are a great way to drive adoption especially in markets where credit/debit cards are not commonly used. Recurly’s PayPal integration is an advanced one while it does require a higher level of approval from PayPal, it allows you to accommodate upgrades, downgrades, one-time charges, and pricing changes. If you already have PayPal users, Recurly can migrate certain types of PayPal customers into our system to make life easier for you!

Amazon

With millions of credit cards stored in Amazon, offering this payment method at checkout is a great option for many merchants.

ACH For merchants located in the United States, Recurly supports payment by bank account through a partnership with Check Commerce. Recurly will set up automated withdrawals from your customer’s bank account. This is great for larger invoices. Manual Payments

For all other payment methods, Recurly supports “Manual Payments,”which essentially allows you to record any type of external payment within Recurly. Just generate an invoice and Recurly will email it to your customer. When you receive payment for the invoice, that can be recorded within Recurly, keeping all your payments and user management centralized in one place.

Online Payments

For users that are sent a manual invoice, Recurly offers the option to pay online, either by credit card or ACH. At the time of purchse, the user has the option to store that information for all future payments, or to just use that payment method for one payment. It’s a great way to convert manually paying customers to automatic billings.
Centralize all your billing with Recurly by implementing some or all of these options! If you have any questions, don’t hesitate tocontact our support team , which is ready to guide you through these payment methods. Tomorrow we’ll discuss customizing emails and integrating webhooks!

Cheers,

Recurly Support
You are receiving this newsletter because you are a Recurly customer.

400 Alabama St Suite 202, San Francisco, CA 94110

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Recurly Day 4: Webhooks & Emails

Recurly Day 4: Webhooks & Emails
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Day Four

Webhooks & Emails

DearJon,
Welcome to the fourth of five emails designed to launch your Recurly integration successfully! Each day, we’ll send you a topic to explore, and today we’ll address the questions we see around customizing emails and integrating with webhooks.

How Recurly Uses Emails

Recurly is designed to sendtransactional emails (i.e., non-marketing emails) alerting your customers to an action they approved (whether automated or directly triggered). We offer a series of emails for every action, from receipts, payment failure notifications, and password resets.

Email Customization & Configuration

Emails can be fully branded, and while we offer template suggestions you can re-write the emails to match your company communication style. At a minimum, we recommend populating your header with your company logoand your footer with your company contact information. Emails can also be enabled and disabled on a per-email basis, and in the case of some emails (trial ending or renewal reminder), configured to be sent on a per-plan basis. You can also establish custom senders, BCC or CC addresses.

MailChimp

Recurly offers an integration with MailChimp to automate andtrigger additional email types. It’s a great partnership to allow a full compliment of email communication to your customers.

Why Doesn’t Recurly Send Notifications for Expiring Cards?

This is probably the top email question Recurly Support receives! Because Recurly doesso muchto recover expired cards, we find this email type isn’t necessary. For those few customers that can’t be caught by our expiration date logic, they’ll fall into the normal communication methods for payment problems.

Webhooks

We like to think of emails as the way Recurly communicates updates to your customers, and webhooks as the way Recurly communicates updates to your servers.An integration with Recurly webhooks allows you to automate actions internally for example, if a customer’s payment fails, Recurly will send them an email, but we’ll also let your system know so you can show a “past due” banner on your website.

Ready to communicate to your customers now? If you have any questions, don’t hesitate tocontact our support team , which is ready to help set up your emails.Tomorrow’s email is the last, so we’ll dive into ongoing support and training.
Cheers,

Recurly Support
You are receiving this newsletter because you are a Recurly customer.

400 Alabama St Suite 202, San Francisco, CA 94110

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Recurly Day 5: Ongoing Support & Training

Recurly Day 5: Ongoing Support & Training
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Day Five

Ongoing Support & Training

DearJon,
Today is the final email designed to launch your Recurly integration successfully! While every day we’ve discussed a specific Recurly topic, today we want to share resources available to you as part of your continued support and training.

Support Tools

Recurly handles support via email and LiveChat. A LiveChat widget will appear on the bottom of your screen when agents are available, but we’re also lightning fast at replying to email questions. No question is too small we’re here to help, so please contact us! We also encourage you to sign up for system status updates atstatus.recurly.com and follow@recurlystatus on Twitter.

Docs

Our docs site serves both product questions (references ) and integration assistance(developer ). Check here for code samples, best practices, and coming soon video tutorials.

Webinars

Signing up for a Recurly webinar is a great way to get ongoing product training and hear about the latest feature releases from Recurly. Learn more atinfo.recurly.com .
Our support team is here for you, so we hope this isn’t the last we hearfrom you. Best of luck integrating with Recurly, and pleasecontact us with any questions!

Cheers,

Recurly Support
You are receiving this newsletter because you are a Recurly customer.

400 Alabama St Suite 202, San Francisco, CA 94110

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