2025
Explore the updates and enhancements we made to our platform in 2025.
2025
Added
AnalyticsAcquisition Dashboard Now Available in SCM Business Review
The Acquisition dashboard is now available in the Business review section in SCM. Use it to analyze traffic trends, understand how effectively visits convert into paid purchases, and optimize for Revenue per Visit (RpV).
To learn more, see Acquisition dashboard
Why this is important: This dashboard helps teams monitor top-of-funnel performance and conversion efficiency over time, making it easier to identify trends and improve RpV using consistent, session-based metrics.
Added
AnalyticsOverview Dashboard Added
We’ve introduced the first part of the new Business Review experience — the Overview Dashboard. It gives you a high-level view of your key monthly subscription metrics and highlights the top contributors driving your current performance.
To learn more, see Overview dashboard
Why this is important: The Overview Dashboard makes it easier to run monthly business reviews, share a clear picture of performance with stakeholders, and quickly understand where to focus next. Acquisition and Retention dashboards will follow as the next steps in completing the full Business Review.
Added
CheckoutCheckout 2.0 — now available
As of October 2025, Checkout 2.0 is available for new and existing clients, delivering a faster, more flexible, and more modern purchase flow, while Checkout 1.0 remains available for specialized needs as we continue feature expansion. For more details, see Checkout 1.0 and 2.0.
Why this is important: Checkout 2.0 improves performance and scalability, shortens load times, modernizes the buyer experience across devices, speeds up experimentation and time-to-market via a stronger configuration engine, and unlocks the latest payment integrations and flows.
Added
Clearing & PayoutsDocumentationClearing documents available in SCM
Clearing documents are now accessible directly in Subscription Commerce Manager, giving you a modern, web-based way to obtain your payout docs. For more details see Download clearing documents
What’s different in SCM
- Per-currency documents: One self-billing invoice and one clearing report per payout currency (instead of mixed-currency PDFs).
- Streamlined reports: Optimized to under 30 essential accounting fields (vs. ~145 in legacy CA), focused on reconciliation.
- Privacy by default: PII fields are excluded by default to strengthen compliance (for example, with GDPR and similar regulations).
Why this is important: Per-currency documents align with accounting best practices, the leaner field set speeds reconciliation, and default PII exclusion supports stronger data protection, while the ability to access documents from SCM is a safe and convenient way to manage your clearing and payouts.
Updated
DocumentationNew network IP ranges now live
New public IP ranges have been added to the Cleverbridge network. If your environment restricts traffic by IP, add the new ranges to your allowlists to prevent connection issues. For the full list, see IPs to add to your allowlist.
Why this is important: Requests from Cleverbridge may be blocked until you add the new ranges. This can lead to failed webhooks/API callbacks, problems with SFTP transfer issues, and other problems.
Added
PaymentsNet Banking Payments Enabled for India
We are excited to announce our 30th supported payment method: Net Banking for India!
- One-time payments: Instant and secure transactions through a simple online bank login. Supported by 85+ banks.
- Subscriptions: Long-term, high-value eNACH mandates that let merchants seamlessly debit recurring payments without customer intervention. Supported by 55 banks.
Check out the Net Banking article for more details.
Why this is important: For customers, Net Banking is a trusted, familiar, and secure local payment method that delivers a fast, hassle-free checkout experience. For merchants, it expands reach, boosts conversion, and reduces payment failures, while long-term, high-value mandates ensure consistent and reliable recurring revenue.
Added
SubscriptionsSelf-service and Configurable Cancellation Flow
We’ve introduced a configurable cancellation flow for subscribers who turn off Automatic renewal.
Instead of a simple confirm dialog, customers see a customizable modal and an optional short exit survey. Based on their response, you can automatically present targeted next steps—offer a coupon, highlight renewal benefits, link to support, let them change plan, or proceed without an incentive.
- This feature is available with Subscription Management 2.0
- Managers set it up in SCM (SCM) at Configure → Churn prevention → Add cancellation flow
- Customers experience it in the Subscription Management Portal.
To learn more, see Reduce churn with Cancellation Flows.
Why this is important: It helps reduce active churn, learn why customers leave (including optional free-text comments), and end the process on good terms—making it easier for customers to return later. It also complements our Cancellation Flow Report, which helps teams analyze how well each retention tactic performs.
AnalyticsChurn Prevention Report Now Available in SCM
We’ve introduced the Cancellation Flow Report, a new analytics tool designed to help subscription businesses understand how customers interact with cancellation flows and evaluate the effectiveness of retention efforts.
To learn more, see Churn Prevention Report
Why this is important: This report gives teams visibility into how many subscribers initiate cancellation, which retention tactics are most effective, and what reasons customers give for leaving. It complements the Configurable Cancellation Flow feature by helping you protect revenue and reduce active churn.
Added
AnalyticsRenewal Type Report Now Available in SCM
We’ve added a Renewal Type report to Subscriptions analytics under Analyze → Subscriptions in SCM. It shows how each subscription was renewed. This includes the method or channel used to extend billing after the original term expired. The report recognizes such renewal types as automatic, manual, managed via API.
For more details, see Renewal Type.
Why this is important: Understanding renewal methods helps you track adoption of automation, pinpoint process-driven churn risks, and target operational improvements.
AnalyticsRenewal Rate Report Now Available in SCM
We’ve added a Renewal Rate report to Subscriptions analytics under Analyze → Subscriptions in SCM. It shows the percentage of eligible subscription items that were successfully renewed, so that you can measure true retention.
For more details, see Renewal Rate.
Why this is important: Renewal Rate is a core retention KPI that helps you understand how well you’re maintaining existing customers and where to improve.
AnalyticsChurn Rate Report Now Available in SCM
We’ve added a Churn Rate report to Subscriptions analytics under Analyze → Subscriptions in SCM. It shows the percentage of items not renewed among those eligible in the selected period to highlight potential revenue loss.
For more details, see Churn Rate
Why this is important: Monitoring Churn Rate helps you spot attrition trends and prioritize proactive retention actions by segment and over time.
ApplicationsProductsProduct Files: Centralized Asset Management in SCM
We’ve introduced Product Files, a dedicated page under Configure → Tools → Product Files in SCM to upload, replace, and track product-related assets (data sheets, images, licenses, PDFs, and more). You can manage table columns, filter and sort the data, compare a stored file to a local version, see where a file is referenced before changing it, and safely prevent deletion when dependencies exist.
For more details, see Product file management
Why this is important: Product Files consolidates asset management, reduces broken references by preserving file IDs on replace, and improves governance with integrity checks and full visibility into where each file is used—speeding up updates while protecting live experiences.
MVT Campaigns Analytics
We’ve introduced MVT Campaigns Analytics report under Analyze → MVT Campaigns in SCM. This report helps you measure and optimize the performance of your multivariate testing campaigns. It includes two modes:
- Routing: Lets you track live campaign routing performance with a trends chart and a candidate breakdown table.
- Tests: Enables comparing Control vs. Test candidates, drill down with Explore view, and visualize results in a candidate comparison chart.
For more details, see MVT Campaigns analytics.
Why this is important: This analytics view gives you actionable insights across variations and dimensions so you can identify what drives results, diagnose underperformance, and make data-driven decisions to improve conversion, revenue, and AoV."
ApplicationsWeb Files Management Interface in SCM
We’ve introduced Web Files Management—a new feature in SCM that allows teams to centrally manage web assets such as images, stylesheets, and JavaScript files with full visibility and control.
The tool includes file previewing, version control, file comparison, and linking to relevant customer-facing entities to streamline asset maintenance and avoid breaking changes.
To learn more, see Web Files Management Documentation.
Why this is important: This feature empowers teams to maintain a consistent and localized customer experience across product pages and checkout flows. By enabling direct uploads, file replacement, dependency tracking, and detailed metadata filtering, businesses can improve operational efficiency and ensure brand consistency.
Added
ApplicationsSAML-Based SSO Support
Cleverbridge now supports SAML 2.0 Single Sign-On (SSO), allowing client teams to log into SCM and the Cleverbridge Documentation using their corporate identity provider (for example, Entra ID, Okta).
To learn more, see Single Sign-On (SSO) setup
Why this is important: This enhancement strengthens security through centralized authentication and simplifies onboarding for large teams.
ApplicationsNew User Privilege Management in SCM
We have introduced a fully integrated user privilege management feature in SCM, allowing administrators to manage user access directly within the platform.
To learn more, see Manage user privileges.
Why this is important: This update gives administrators full control to define, update, duplicate, or remove user privileges per client—including predefined sets and granular feature access, simplifying administrative workflows and ensuring secure, role-based access throughout the system.
ApplicationsUniversal “Search by” Panel for Instant Entity Lookup
We’ve introduced a global Search by panel to the Cleverbridge SCM. This feature enables users to instantly locate and open detail pages for key platform entities—such as Customer IDs, Subscription IDs, Purchase IDs, and more—simply by entering the corresponding ID from anywhere in the interface.
To learn more, see Universal "Search by" panel.
Why this is important: This addition dramatically reduces navigation time for customer support, QA, and operations teams. It delivers a consistent and fast-access experience across all admin pages, helping users handle transactional and platform data with greater speed and accuracy.
APIsRefund Quantity Supported for Item-Level Partial Refunds
We’ve introduced support for item-level partial refunds, enabling customer service agents and the API to issue refunds based on item quantity—not just the total transaction amount.
To learn more, see Handle refunds.
Why this is important: This solves a key limitation in subscription operations where customers reduce their number of licenses during an active billing interval.
AnalyticsNew Return Metrics in Report Builder
To provide more transparency into customer-initiated returns, we’ve added two new metrics to Report Builder:
- Returned Subscription Items: Shows the number of subscription items returned due to chargebacks or refunds.
- Returned Revenue: Captures the total refunded revenue specifically due to returns. The metrics are described in the newly added Understand Report Builder metrics section.
Why this is important:
These updates improve data accuracy and transparency, helping teams measure real subscription performance and better understand the financial impact of returns.
Updated
AnalyticsSubscription Metrics Logic Refined
We’ve improved how subscription metrics reflect real customer retention by refining the logic behind New Subscription Items, Renewed Subscription Items, and Renewal Rate.
Returned items due to refunds or chargebacks are now excluded from all relevant counts. Renewal Rate continues to use the same formula, but only successfully retained (non-returned) renewals are counted, ensuring the metric reflects true customer retention.
For more details, see the updated Subscription analytics topic.
Why this is important:
This way we ensure that subscription analytics reflect only successfully retained customers. This provides a more accurate view of subscription performance and helps businesses make better-informed decisions.
Updated Checkout
Tip on GST Refund Information Added for B2B Customers in India
We’ve added a contextual tooltip to the checkout experience for business customers located in India to let customers know about our GST refund process and how to request it.
Why this is important: This update is part of our ongoing efforts to optimize checkout experiences for key regions. By making our GST refund process more transparent, we reduce friction and increase confidence for B2B customers in India—helping to improve conversion rates.
Added
SubscriptionsScheduled and Dynamic Mid-Term Subscription Upgrades
A quote can now be created to schedule mid-term subscription upgrades for a future date, with custom product configurations and pricing options for each customer. No payment is taken until the scheduled upgrade is activated, providing flexibility to align with onboarding timelines, growth plans, or negotiated agreements.
To learn more, see Subscription Upgrade Quotes and Subscription Quotes API.
Why this is important: This release introduces two key capabilities that enhance subscription upgrade flows:
- Scheduled upgrades: Define the exact date when a subscription upgrade should take effect—without immediate changes to billing or service.
- Dynamic Products: Create upgrade quotes with flexible product bundles, pricing, and renewal terms to reflect customer-specific agreements.
These enhancements offer sales teams a more powerful way to support dynamic B2B upgrade scenarios while maintaining transparency and control.
Cancellation Flow Report Now Available in SCM
We’ve introduced the Cancellation Flow Report, a new analytics tool designed to help subscription businesses understand how customers interact with cancellation flows and evaluate the effectiveness of retention efforts.
To learn more, see Cancellation Flow Report
Why this is important: This report gives teams visibility into how many subscribers initiate cancellation, which retention tactics are most effective, and what reasons customers give for leaving. The report complements the Cancellation Flow feature by helping you protect revenue and reduce active churn—retaining more customers at the moment they’re most at risk of leaving.
APIsNew Notification Type: SubscriptionPaidNotification
We've introduced SubscriptionPaidNotification type that alerts businesses when a customer successfully completes a payment for an active subscription—whether it's an upgrade or renewal. This notification is sent for both online and offline payments, ensuring accurate tracking of all subscription transactions.
To learn more, see SubscriptionPaidNotification.
Why this is important: This new notification enhances transparency and automation in subscription management. By providing real-time payment updates, it helps businesses streamline financial tracking, improve customer communication, and ensure seamless subscription operations.
Added
ApplicationsBookmarks for Reusable Search Patterns in SCM
We’ve enhanced SCM with Bookmarks—a new way to save and reuse predefined search parameters across key areas such as customer support, analytics, and billing.
For more details, see Bookmarks: save advanced search results.
Why this is important: By allowing users to save their most-used search configurations, Bookmarks reduce repetitive work, speed up access to critical information, and support more consistent workflows across teams handling high-volume operational tasks.
Added
APIsOAuth 2.0 Authentication Now Available for All Back-End APIs
We’ve expanded support for OAuth 2.0 via OpenID Connect, allowing for more secure and scalable authentication across all back-end REST APIs in addition to GraphQL APIs. For more details, see Authentication.
Why this is important: This update ensures a more secure, scalable, and future-proof authentication mechanism, making it easier for businesses to integrate Cleverbridge APIs while maintaining high security and compliance standards.
Updated
CheckoutCheckout Currency Symbols Aligned with Local Market Standards
As part of an ongoing effort to optimize our checkouts locally in each region based on market standards, we’ve updated the currency display in checkout to use local currency symbols for Chinese yuan (CNY), Indian rupee (INR), and South Korean won (KRW) instead of their three-letter codes.
For full list of all supported currencies, see Supported currencies.
Why this is important: Using recognizable local currency symbols reduces friction during checkout, helping customers quickly understand pricing and improving their confidence in the purchasing process. This update is part of our commitment to continuously refining our checkout experience to meet local user expectations.
ApplicationsCheckoutEnhanced Self-Serve Checkout Setup Private Preview
We’ve made significant improvements to the Self-Serve Checkout Setup in compliance with our latest platform updates. These enhancements streamline the checkout creation process, improve usability, and ensure clients have full access to advanced customization options. For more details, see Self-Serve Checkout Setup Documentation.
Why this is important: These updates provide greater control over checkout customization, improve clarity in the setup process, and align documentation with the latest UI enhancements. Clients can now configure their checkouts more efficiently, leveraging an improved interface and comprehensive documentation.
Updated Report Builder
We have enhanced Report Builder to provide a more intuitive and seamless user experience. The improvements include a streamlined report creation process, new time-range definition capabilities, and expanded analytics with 19 dimensions and 27 core subscription business metrics. These upgrades enable deeper insights, more accurate data analysis, and smarter decision-making.
To learn more, see Create reports with Report Builder. To access the functionality in SCM, go to Report Builder and log in with your Cleverbridge credentials.
Why this is important: With these enhancements, Report Builder reduces reliance on manual report generation, boosting efficiency and allowing teams to focus on higher-value tasks. The new time-range settings enable users to quickly generate reports aligned with specific periods, ensuring a smoother and more effective reporting experience.