Set up Paddle Retain
Set up Paddle Retain to start automatically reducing churn and increasing customer lifetime value. Get started in minutes with Paddle Billing, or integrate with other billing platforms.
Paddle Retain combines world-class subscription expertise with algorithms that use billions of data points to automatically reduce churn. Paddle Billing is fully integrated with Retain, meaning it automatically handles dunning and retention for you.
Set up in minutes with Paddle Billing, or integrate with other billing platforms.
Connect to your billing platform
If you use Paddle Billing, you can turn on Paddle Retain to take care of payment recovery for you.
Paddle Billing automatically integrates with Paddle Retain, so you don't need to do anything to connect — just click the Paddle > Retain link to start setup.
Any team member with the admin, technical, or subscription KPIs roles in Paddle Billing can access Retain.
Once you've completed setup, you can configure advanced payment recovery features, Cancellation Flows, and Term Optimization.
Complete setup checklist
Set up emails
Enter a sender name and email address for the email.
Enter a name and title for the signature, and upload a logo.
Click Save and continue when you're done.
Emails sent from Paddle Retain are designed to look like they come from you or someone on your team.
Verify your Retain emails
Click Send verification email.
Open your inbox, find the email from Postmark, and click the link to verify.
Click Confirm your email verification, then click Continue when you're done.
We use a service called Postmark to send emails on your behalf.
Install JavaScript snippets
Follow the instructions to install the JavaScript snippets, or email instructions to an engineer on your team. Use Paddle Billing? Retain integrates with Paddle.js.
Once installed, enter the URL of a page where the snippet is installed and click Test. This should be a publicly accessible page that doesn't have any form of redirect. We recommend a homepage or landing page.
Click Continue when you're done.
The Retain snippets power in-app payment recovery notifications and engagement tracking.
Wait for QA
You're done. Wait for a Retain specialist to review your account. You'll get an email if there's any issues.
Click Let me explore to start exploring.
Configure Paddle Retain interventions
Now you've finished setup, configure and turn on:
Fully automated dunning, powered by algorithms that use billions of datapoints to reduce churn.
Personalized offboarding workflows designed to deflect cancellations and gather valuable product insights.
Seamless one-click upgrades for customers identified as ready to move to a longer-term plan.