New and Improved Revenue KPI dashboard

All Recharge Pro merchants now have access to the updated Revenue KPIs dashboard. This update adds more filters and detailed insights to the dashboard and addresses bugs.

What’s new?

  • Redesigned dashboard for additional data clarity
  • Redefined Customer Categories that compare Onetime Only customers with Subscription customers
  • Filter for date granularity, customer created date, custom date ranges and to “Include Onetimes”
  • Order Sequence metric now includes the first 6 orders, updated label for “Churned” and additional Drill Down capability
  • Added “Active (No Order)” status for active subscriptions with orders at a future date after the report was run
  • Bug fix to address duplicate records in Gross Sales for some merchants

To learn more about the Revenue KPI dashboard, check out our product support documentation

RechargeSMS: Redesigned Onboarding Experience!

RechargeSMS has a completely redesigned onboarding experience, featuring a streamlined walkthrough process, SMS status indicators, and UI elements built to make activation guided, friendly and fast.

What’s new?

  • Short and sweet — We’ve reduced the process to 2 main stages + one-click activation
    • Enable Features, Format Products, & Activation
  • New UI Element — A guiding companion to get merchants through onboarding (and more - coming soon 😉)
    • Explains each step and reinforces with feedback
  • New Status Indicator (red, yellow, green)
    The new Messaging Limited (yellow) status will inform merchants that they only have a test segment on - they need to turn on their opt-in to activate, offering more clarity on service status.

How does it work?

  • When a merchant installs RechargeSMS, they will be greeted by a new UI element that sits at the bottom left of the screen, inside the sidenav. They can move through onboarding by clicking the CTA at the bottom.
  • They can enable our recommended features with just a click or explore on their own.
  • Merchants will be prompted to import their products and format titles.
  • Lastly, they can either turn on their opt-in to activate SMS or start with a test segment first.
    • RCS and SCI stores at this stage see slightly different UI

Please visit our documentation to learn more: Support Article

RechargeSMS: Cart Opt-in for Shopify Checkout

RechargeSMS is now available for Shopify Checkout! Merchants using Shopify Checkout can now deploy a fully customizable opt-in widget on their cart page, allowing subscribers to opt-in to transactional SMS messages in the purchasing journey.

What's new?

  • A cart opt-in card has been added to the RechargeSMS dashboard for merchants on Shopify Checkout. 
  • After clicking, the cart opt-in card will prompt merchants to enable the cart opt-in and customize the tool. 
  • Once the opt-in has been enabled, RechargeSMS will automatically inject the widget into the merchant’s Shopify theme based on the default placement and colors chosen in the customization phase. 
  • Should a merchant wish to manually change the placement or coloring, a walkthrough video has been created to provide instruction on implementation.

Please note: Merchants who have converted, or are in the process of converting from Recharge Checkout to Shopify Checkout will no longer be able to display the SMS opt-in on their checkout page, and will have to deploy the cart opt-in for their store. 

Current subscribers and tool functionality will not be affected with this launch. The only functionality changing will be where customers can opt-in, in the purchase journey.

Be sure to visit our documentation to learn more: Support Article

RechargeSMS: New Landing Page Opt-in Widget

RechargeSMS now has the ability to generate a landing page for customer opt-in! Creating a landing page easily allows for existing subscribers to opt-in to transactional messages outside of the checkout flow and via email & SMS.   

What’s new?

  • A landing page opt-in card has been added to the RechargeSMS dashboard.
  • Once clicked, the landing page card will prompt merchants to customize their branding information (Shop Name / Logo / Primary Color). 
  • The card also provides an interactive UI for merchants to preview and customize.

How does it work?


  • Once branding information has been finalized, the customizations produce a dynamic code snippet (HTML/CSS/JS) generated after the merchant clicks “Save”.
  • Merchants are then directed to create a new page in the Shopify store settings where the custom script is pasted after selecting the 'Show HTML' button.
  • After saving, the widget is then displayed for subscribers to interact with.


  • On the widget page, subscriber’s can enter the email associated with their subscription as well as a phone number.
  • Completing the form will prompt:

    • A text message with a validation code to ensure the number belongs to them.
    • An email (the one entered) an authorization URL to authenticate the changes.

Be sure to visit our documentation to learn more: Support Article

Update to ‘Charges - processed’ export

All merchants using Recharge can now proactively capture unexpected charges within a selected date range when using the ‘charges - processed’ export, available within the Recharge merchant portal.

With this update, once the merchant enters the appropriate date range for the ‘charges - processed’ export, Recharge will automatically
  • remove charges that failed to process within the selected period. This includes charges that got rescheduled to a future date due to reasons such as card declines or order errors
  • include any charges that got processed within the selected time range despite being originally scheduled for a different date
Merchants can still identify the original queued date of the charge within the exported file under the column charge.charge-date.

To learn more about exports, visit support documentation here.

RechargeSMS: Now available as an exclusive Recharge integration

We’re home folks

We are excited to announce the launch of the official RechargeSMS integration! Now merchants can easily enable this transactional SMS service for their store without the need to authorize with Shopify or Recharge.

What’s new?
  • All previous installations of RechargeSMS will continue to be accessible via the Apps view in their Shopify store.
  • All new instances of RechargeSMS will be enabled from the store’s Recharge Integrations page.
  • Merchants no longer need to enter their Shopify store URL into an installation page to authorize with Shopify or with Recharge.
How does it work?
  • By visiting the Recharge Integrations page, a merchant can simply click “Enable” and add RechargeSMS to their store.
  • After enabling SMS, the store owner can visit the enabled integrations page and click “Open” to re-open RechargeSMS
  • they can also revisit the application via the /sms URL structure.

Please visit our documentation to learn more: Support Article

New Industry Benchmarks LIVE

All merchants using Recharge now have access to new Industry Benchmarks.

What’s new?
On the Industry Benchmarks dashboard there are now benchmarks for 6 metrics, each with their own percentile ranking:
  1. Total Net Sales
  2. Avg Customer Value (ACV)
  3. Avg Order Value (AOV)
  4. Avg Active Days  
  5. Monthly Recurring Revenue (MRR)
  6. Avg Monthly Churn Rate

Avg Active Days is a new metric that measures the average number of days customers are active on the merchant store, and how that compares with other stores within that same industry.

The bar chart side of the dashboard now shows what decile a store ranks in and how that compares with other merchants in the decile preceding and proceeding that store. In each of these bars, there are also new additional insights including:
  • Average decile value for each metric on top of each bar
  • Percentile range below each bar, as well as the min and max values within each decile
Note: A merchant must have at least 20 active customers to be among the comparison cohort.

To learn more, check out our product support documentation.

Analytics: Updated product SKU & product variant dashboards

All Recharge Pro merchants now have access to updated product SKU & product variant dashboards.

What’s new?
  • High-level tiles for Gross Sales, Quantity, Orders, and Customers. 
  • See metrics for all SKUs - not just the Top 15. 
  • Ranking by top performing (Gross Sales) SKUs/Variants.
  • Revenue and Customer KPI tables now work with SKU/Variant filters.
  • Separate and filter SKUs/Variants by purchase type (ie. Subscription, Onetime). 
  • See Average Customer Value (ACV), Average Order Value (AOV), and charges per customer for all customers - not just customers with a specified signup date.
  • ACV and AOV now based on both active and churned customers - not just active.
  • Average Active Days by SKU/Variant. 
  • Retention % by SKU/Variant.
  • Bar graph now shows data for Top 10 SKUs/Variants, with all others grouping in an other category. SKUs/Variants can be filtered out of other.

To learn more, visit our product support documentation here.

Redesigned dashboards + expanded analytics for all merchants!

All merchants using Recharge now have access to an expanded set of analytics dashboards. Navigation has been streamlined, existing dashboards are redesigned for faster insight generation and more dashboards are now available for merchants on our 'Standard' plan. 

Streamlined navigation through grouping - All dashboards are now grouped into 4 intuitive tabs (see image below). 

Additionally, the tabs for Revenue, Customers, and Subscriptions now each have a new 'Overview' dashboard that visually breakdown with key 'positive' metrics on top with key 'negative' metrics below.

Redesigned 'Revenue Trends' dashboard - Based on merchant feedback, the 'Revenue Trends' dashboard is now expanded into 4 new dashboards that will replace the original dashboard. The new dashboards are built to improve discovery across the new tabbed navigation and speed up insight generation, especially for new admins/merchants. 

'Standard' plan now offers even more dashboards - In addition to the 4 new dashboards, merchants on Recharge 'Standard' plan will now have access to the Actions and Industry Benchmarks at no additional cost. These two dashboards were previously only available on the 'Pro' plan. 

To learn more, please visit our support documentation here

Improved performance for charge/upcoming webhook

All integrations with Recharge that rely on the charge/upcoming webhook can now benefit from the following improvements: 

  • Enhanced monitoring mechanisms to deliver a superior support experience to our merchants. 
  • ReCharge will send the webhook irrespective of when the charge is created as long as the charge date has not passed. 
  • ReCharge will send the webhook even if the charge is in error status prior to the actual charge date.

To learn more about Recharge webhooks, visit our support documentation here.

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