How are exit reasons collected?
Customer's reasons for leaving are self-reported during the process of cancelling their account - if you haven't done so already, you can set up how we collect exit reasons from your customers in the cancellation and retention section of Configuration in the Billsby portal.
Can I run an exit reasons report for a specific product or date?
Yes, simply use the filter bar function at the top of the report which allows you to limit the report to one product, all of your products, or to pick a date range for the report, enabling easier access to select information.
How do I download a report?
Below the chart is a table which displays the data from the exit survey, including each user's verbatim comments, the date of their cancellation, alongside the plan they were on. You can download this by clicking the 'CSV' button in the top right corner of the table.
Updated about 2 years ago