Braintree

Braintree

Braintree

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Integrate Churnkey with your Braintree account

How to Connect Your Braintree Account

After you register for a Churnkey account, you can connect it to your Braintree account(s) on our Settings | Billing Provider page. You can enter both production and sandbox credentials. The sandbox credentials are optional, but great to add if you want to test your cancel flow in a staging environment before going live with Churnkey.

Manage Braintree Connection

Step 1. Braintree User with sufficient permissions

Braintree API credentials belong to a specific user, and each user has a role. You can view all users associated with your Braintree account on the Team page of the Braintree web app.

Login to Braintree

The API key that you associate with Churnkey must have sufficient user and role permissions.

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Option A: Use an Account Admin

Ensure that you are logged in with a user which has Account Admin and API Access permissions, as pictured below

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Account Admin user example (you can use an existing user, or create a new one for this purpose)
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Option B: Create a new User and Role for Churnkey

If you would rather create a new role and associated user, we’ve listed the required permissions below:

Required User/Role Permissions

Step 2. Generate an API Key

  1. Head to the API settings - click the gear icon in the top right → API.
  2. Click “+ Generate New API Key”
  3. Click “View” on the newly generated API key to reveal the private key

Step 3. Add Webhook Notifications

In order for Churnkey to track reactivation rates (after pauses and discounts), and keep track of total boosted revenue from your cancel flow, you need to add a webhook in your Braintree account.

Under the Webhooks tab of the API management settings page in Braintree, add a webhook at URL https://billing.churnkey.co/e/src_3owuSFmHG965?appId=YOUR_CHURNKEY_APP_ID (please note to replace YOUR_CHURNKEY_APP_ID with your App ID - your account specific URL can be found on your Churnkey settings page)

You must enable notifications for all subscription events.

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Example Webhook
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Step 4. Add API Credentials to Churnkey

The API credentials (merchant ID, public key, private key) can be linked to your Churnkey account on the Billing Provider Settings page:

Manage Braintree Connection

How is the Braintree connection used?

I. Add discounts to your cancel flow

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Discounts in Test Mode If you want to test discounts in your flow in test mode, please create discounts in your Braintree Sandbox account with IDs that match the discounts that you’ve selected to be part of your cancel flow. For instance, if you have added a discount with id 40_off_2_months in Braintree production mode, this discount will also need to exist in your Braintree sandbox account to use in Churnkey’s test mode.

After you connect Braintree (production mode), you’ll be able to offer your customers temporary discounts as part of your cancel flow. Please note that you will only see your Braintree discounts after you’ve connected your production Braintree account. We only pull in discount from the productionaccount, not your Braintree sandbox account.

  1. In the “Offers” tab of the flow builder, choose “Apply Braintree Discount”
  2. Choose the discount you’d like to offer customers in the dropdown labeled “Braintree Discount”
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II. Personalize cancel flows with customer attributes and segmentation

Use customer segmentation to reduce voluntary churn with targeted cancel flows. With segmentation, you can target specific customers based on subscription attributes and serve up unique cancel flows for each of them. After all, someone who signed up yesterday should be spoken to differently from a customer who’s been a paying subscriber for years.

🚀 Customer Segmentation Launch Details

Available attributes for segmentation

  • Plan
  • Price
  • Subscription age
  • Subscription creation date
  • Billing interval (monthly, annual, etc.)
  • Trial vs Active subscription

III. Updating customer subscriptions on your behalf

When a customer goes through your cancel flow and (hopefully) accepts a pause or discount offer, Churnkey takes care of the billing updates for you.

Churnkey is able to perform the following actions on your behalf

1. Pause a subscription 2. Apply a discount 3. Cancel a subscription

We'll look at each one of these in a little bit more detail.

Pause Subscription

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Braintree does not offer a “pause” feature out-of-the-box. Instead, Churnkey can emulate a billing pause on your behalf by temporarily applying a 100% discount. In order to do this, you will need to create a discount with id CHURNKEY_PAUSE. This discount can be for any amount.

If a customer selects to pause their account through your cancellation flow, Churnkey will match the discount amount to the price of the subscription, in effect creating a temporary 100% discount on the subscription for the selected duration.

If you would like to implement a customer function for applying pauses, you can do so using the handlePause callback (see Custom Callbacks).

Apply a Discount

In the Churnkey offer builder, you can offer specific discounts to customers. These discounts are populated based on the discounts that you have created in your Braintree account.

When a customer accepts a discount, if a subscription ID was provided when initializing the Churnkey embed, the discount will be applied to that subscription. If just a customer ID is provided, that discount is applied directly to every active subscription under that customer’s ID.

If you would like to implement a customer function for applying discounts, you can do so using the handleDiscount callback (see Custom Callbacks).

Cancel Subscription

Churnkey can handle canceling your customer's subscription for you. By default, a customer's subscription will be set to cancel at the end of the current period.

Under the hood, Churnkey uses Braintree’s built-in subscription cancellation method.

If you would like to implement a customer function for canceling subscriptions, you can do so using the handleCancel callback (see Custom Callbacks).

IV. Calculating boosted revenue

Once you’ve connected your Braintree account, you’ll be able to track customer reactivations and boosted revenue - that’s all the extra revenue you receive from customers who stayed on instead of canceling.

You can track boosted revenue on your Churnkey dashboard.

Appendix

Required User/Role Permissions

If you decide to create a new role and user for connecting Churnkey to your Braintree account, please ensure it has sufficient permissions, as outlined below.

Required Role Permissions

The following Braintree API role credentials are necessary:

  • Transactions
    • For reactivation analytics (boosted revenue) that you’ll see on your Churnkey dashboard; and dunning
  • Customer Management
    • For dunning
  • Recurring Billing
    • To take care of subscription billing actions on your behalf (discounts, pauses, cancellations)
  • Webhooks
    • For reactivation and subscription analytics that you’ll see on your Churnkey dashboard
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Screenshot of example role with sufficient permissions
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Required User Permissions

If you are creating a new user, associate it with the Account Admin role, or with a newly created Churnkey role, as described above.

  • ☑️ API Access
  • ☑️ Roles
    • ☑️ Account Admin; or
    • ☑️ Churnkey (as created above)
  • ☑️ Merchant Accounts
    • ☑️ All
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Screenshot of user with newly created Churnkey role user
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