Planning and Setup: Defining your subscription model, pricing plans, and payment gateway integrations.
Configuration: Configuring your Recurly account with your business information, payment gateways, and tax settings.
Integration: Integrating Recurly with your website or application using Recurly's API, client libraries, or pre-built integrations.
Data Migration (if applicable): Migrating existing subscriber data from your previous system to Recurly.
Testing: Thoroughly testing the integration to ensure that subscriptions, payments, and other processes are working correctly.
Deployment: Launching Recurly and starting to process live transactions.
Customisation
Subscription Plans: Create a variety of subscription plans with different billing frequencies, pricing models (fixed, tiered, usage-based), and trial periods.
Add-ons and Discounts: Offer add-ons and discounts to your subscribers to increase revenue and customer loyalty.
Custom Fields: Add custom fields to your customer and subscription records to store additional information relevant to your business.
API and Webhooks: Use Recurly's API and webhooks to integrate with other systems and automate tasks.
Branding: Customize the look and feel of Recurly's hosted pages (e.g., signup forms, account management pages) to match your brand.
Custom Email Templates: Create custom email templates for subscription notifications, invoices, and other communications.
Integrations: Integrate with various third-party services for CRM, accounting, marketing automation, and more.
Custom Reporting: While Recurly offers robust reporting, you can also export data and create custom reports using your own tools.
Recurly uses a subscription-based pricing model. Pricing depends on your revenue. You can find detailed pricing information on their website.
Setup Fees: Recurly might charge a setup fee depending on the plan.
Maintenance: Software maintenance is included in the subscription cost.
Support: Recurly offers different support tiers depending on your plan. Higher-tier plans typically include more comprehensive support.
Transaction Fees: In addition to Recurly's fees, you'll also need to factor in transaction fees charged by your payment gateway (e.g., Stripe, Braintree).
Custom Development: If you require extensive customization or custom integrations, you may need to engage with Recurly's professional services team or a third-party developer, which would incur additional costs.
Training
Documentation: Comprehensive documentation, including API references, tutorials, and best practices.
Knowledge Base: A searchable knowledge base with answers to frequently asked questions.
Support Tickets: The ability to submit support tickets to Recurly's support team.
Email Support: Direct email support.
Phone Support: Phone support is available on some plans.
Onboarding: Recurly may offer onboarding assistance to help you get started with the platform.
Community Forum: A community forum where you can connect with other Recurly users and ask questions.
Security Measures
Data Encryption: Recurly encrypts sensitive data both in transit (using TLS/SSL) and at rest (using industry-standard encryption algorithms).
Payment Card Industry Data Security Standard (PCI DSS) Compliance: Recurly is PCI DSS Level 1 certified, which means they meet the highest standards for handling credit card information securely.
SOC 1 and SOC 2 Compliance: Recurly undergoes regular SOC 1 and SOC 2 audits to ensure the security, availability, and confidentiality of their systems.
Vulnerability Scanning and Penetration Testing: Recurly conducts regular vulnerability scans and penetration tests to identify and address potential security weaknesses.
Intrusion Detection and Prevention Systems: Recurly uses intrusion detection and prevention systems to monitor their network for malicious activity.
Access Controls: Recurly implements strict access controls to limit access to sensitive data to authorized personnel only.
Background Checks: Recurly performs background checks on all employees to ensure their trustworthiness.
Data Backups and Disaster Recovery: Recurly maintains regular data backups and has a disaster recovery plan in place to ensure business continuity in the event of a disaster.
Two-Factor Authentication: Recurly supports two-factor authentication for user accounts, adding an extra layer of security.
Updates
Release Frequency: Recurly typically releases updates on a regular basis, including both major feature releases and minor bug fixes/security patches. While they don't publish a specific schedule, updates are generally rolled out every few weeks or months.
Release Management: Recurly manages updates in a way that minimizes disruption to users. They typically announce upcoming releases in advance and provide detailed release notes outlining the changes included in each update.
Automatic Updates: Recurly's platform is cloud-based, so updates are typically applied automatically without requiring any manual intervention from users.
Backward Compatibility: Recurly strives to maintain backward compatibility with existing integrations whenever possible. However, in some cases, changes may require developers to update their code.
Data Ownership and Portability
Data Ownership: Recurly clearly states that you own your data. You retain all rights, title, and interest in your customer and subscription data stored in Recurly.
Data Portability: Recurly provides tools and mechanisms to export your data from their system. You can typically export your data in common formats like CSV or JSON.
API Access: Recurly's API allows you to programmatically access and retrieve your data, enabling you to integrate it with other systems or migrate it to another platform if needed.
Data Retention: Recurly has a data retention policy that outlines how long they retain your data after you terminate your account. You can typically request that your data be deleted from their systems upon termination.
Scaling Up / Down
Plan Flexibility: Recurly typically offers a tiered pricing structure with different plans based on your revenue, number of subscribers, or features required.
Upgrading: You can usually upgrade to a higher-tier plan at any time if your business needs change. The upgrade process is generally straightforward and can be done through your Recurly account settings. You'll typically be charged a pro-rated amount for the remainder of the billing cycle.
Downgrading: Downgrading to a lower-tier plan is also usually possible, but there may be some restrictions. For example, you may need to remove some features or reduce your subscriber count to meet the requirements of the lower-tier plan. Downgrades may take effect at the end of your current billing cycle.
Overage Fees: Some plans may have limits on certain metrics (e.g., number of transactions). If you exceed these limits, you may be charged overage fees.
Custom Plans: If your needs are beyond the standard plans, Recurly may offer custom plans with tailored pricing and features.
The terms & conditions for contract renewal and cancellation
Renewal:
Recurly contracts typically have a defined term (e.g., monthly, annual).
Unless you cancel your contract, it will usually automatically renew for the same term.
Recurly will typically send you a notification before your contract is due to renew, giving you the option to cancel.
The renewal price may be subject to change, so be sure to review the terms of your contract carefully.
Cancellation:
You can usually cancel your Recurly contract at any time, but there may be penalties for early termination, especially for annual contracts.
Cancellation policies vary depending on your specific contract, so it's essential to review the terms and conditions.
You may need to provide written notice of your intent to cancel within a certain timeframe before the end of your contract term.
Upon cancellation, you'll typically lose access to Recurly's platform and your data may be subject to deletion.
Some contracts may require you to pay a cancellation fee or the remaining balance of your contract.
Compliance
PCI DSS (Payment Card Industry Data Security Standard): Recurly is PCI DSS Level 1 certified, which is the highest level of certification.
SOC 1 and SOC 2: Recurly undergoes regular SOC 1 and SOC 2 audits to ensure the security, availability, and confidentiality of their systems.
GDPR (General Data Protection Regulation): Recurly is GDPR compliant, which means they adhere to the regulations governing the processing of personal data of individuals within the European Union.
CCPA (California Consumer Privacy Act): Recurly is CCPA compliant, which means they adhere to the regulations governing the processing of personal data of California residents.
Privacy Shield: Recurly complies with the EU-U.S. and Swiss-U.S. Privacy Shield Frameworks as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal information transferred from the European Union and Switzerland to the United States, respectively. (Note: The validity of Privacy Shield has been challenged, so it's important to confirm Recurly's current data transfer mechanisms).
Other Standards: Recurly may also comply with other industry-specific standards or regulations depending on the markets they serve.