Stay Ai

Karin Brashears

Timothy Fraser

Ashley Kim

Step-by-step tutorials, FAQs, and all the info you need on your favorite Stay AI features

Features

The Stay.Ai merchant portal allows you to search your data base in a variety of ways!

How to Utilize the Customers, Subscriptions, and Orders Functionalities within Stay.Ai

Below is all the information you will need to know to set up your billing settings within the Stay.Ai Merchant Portal.

How to Set up your Billing / Inventory Settings

Gifting Subscriptions

Learn how to use Stay AI to alert your customers to out-of-stock products

Alert Customers to Out of Stock Products

Make changes quickly using the Stay Ai Bulk Update Tool!

Bulk Update Tool

Addressing the most frequently asked questions about payments and billing.

Billing FAQ

A quick guide to help your subscribers consolidate their subscriptions by enabling merging subscriptions

Merging Subscriptions

Enabling customers and teams to allow the separation of multi-item subscriptions into multiple subscriptions, each with their own frequency.

Splitting Subscriptions

Learn all about Prepaid Subscriptions and how to manage them.

Managing Prepaid Subscriptions

Instructions for your customers to update their cards in Shop Pay

Updating Cards in Shop Pay

This article shows you how and when to create shipping plans in Stay.

Creating Shipping Plans in Stay AI

Creating and Maintaining Workflows

Manage your customers' subscriptions using Stay AI's subscription management tools in the Merchant Portal.

Subscription Management in the Merchant Portal

Setting up and managing subscriptions using Stay Ai.

Subscriptions

Addressing the most frequently asked questions about the reports and analytics in Stay Ai.

Stay Dashboards FAQ

Learn how to leverage Stay's in-depth analytics to build better subscriptions!

Navigating the Executive Summary Dashboard

Stay Ai has a robust native reporting and analytics system. Learn how to navigate our new Churn Dashboard to get the most out of your data!

Churn Reporting Dashboard

Understand what is happening behind each payment failure with Stay AI's Payment Recovery Dashboard

Navigating the Payment Recovery Dashboard

Using the Billing Failures Report

The Churn Reporting Dashboard has some amazing analytics to help you make valuable and data driven decisions - let's start with definitions!

Churn Reporting Data Definitions

Understand what the metrics on your ExperiencEngine analytics page are telling you.

ExperienceEngine Analytics Explained

Use our new Product and Performance Graph to take control of your subscription products.

Product and Performance Graph

Quick reference on how to read through this dashboard for key insights

Product Performance Analytics Playbook

Cecilia Wilbur

Benjamin Paull

Smarter strategies begin with stronger analytics. 

Analytics

Setting up & maximizing the use of all the Tools available in the Stay AI Merchant Portal

Tools

Drive LTV, reduce churn, and delight customers with personalized subscription offers

Creating and Editing Promotions using ExperienceEngine

Addressing the most frequently asked questions about ExperienceEngine promotions

ExperienceEngine FAQ

Discover how promotions are communicated to customers and what they look like from the customer’s perspective.

Creating Promotions with ExperienceEngine: The Customer Experience

Get some examples and pro tips on how to use ExperienceEngine to make sure promotions reach their potential.

ExperienceEngine Promotions Best Practices & Examples

This guide has several rockstar examples on how to leverage ExperienceEngine to build cross-sells and upsells.

Creating Cross-Sells & Upsells with ExperienceEngine - Best Practices & Examples

ExperienceEngine is Stay Ai's promotions builder, supercharged with our trademarked machine learning model.

Managing ExperienceEngine Promotions and Reviewing ExperienceEngine Analytics

Consider this guide ExperienceEngine 101. How can you achieve your quickest ExperienceEngine win and boost AOV in 30 seconds? here's where we show you!

Increase AOV in 30 seconds - ExperienceEngine Playbook

ExperienceEngine

RetentionEngine Setup and Best Practices

RetentionEngine

Tap into Stay AI's revolutionary feature, WinbackEngine, to eliminate the guessing game of post-cancellation win-back communication!

Setting Up WinbackEngine

WinbackEngine

Answering your most frequently asked questions about Digital Punch Cards!

Digital Punch Cards FAQ

Tap in to Stay AI's first-to-market feature, Digital Punch Cards, and provide your subscribers with rewards that pack a punch!

Setting Up Digital Punch Cards

Digital Punch Cards

Make checkout even better with Stay AI's upsell extension!

Easy Upsells Powered by Stay AI

At Stay, we enable merchants to target subscription retention & acquisition at every point of the customer lifecycle. Enter, post purchase!

Post Purchase Upsells

Excited to get started using the Stay Post Purchase flows? Check out some best practice considerations before you get started

Post Purchase Upsells Best Practices & FAQ's

Learn how to use Stay AI's Upselling features like Easy Upsells and Post-Purchase Upsells.

Upselling Tools (Easy Upsells and Post-Purchase Upsells)

Learn how to add a parent product and edit your Shopify template to enable creating and managing bundles in Stay.

Setting Up a Custom Bundle Page

Learn what Bundles are and how to create a new bundle in Stay Ai.

Creating and Managing Bundles in Stay Ai

Addressing the most frequently asked questions about working with bundles and build-a-box bundles in Stay.

Bundles FAQ

Looking for a few great examples for building bundles? Look no further!

Bundles Best Practices & Examples

These articles will help you clearly understand what bundles are, how to get them set up, and see some examples.

Bundles

Understanding Failed Billing

Enabling Smart Dunning in Billing Settings

Billing

Welcome the next generation of URL Builder! You have even more at your fingertips, giving your customers experiences that convert quickly.

Using Stay's URL Builder

We've unearthed a new and improved flow for your users, giving your customers experiences that convert quickly.

Understanding the Customer Portal Quick Actions Flow

Learn how to turn retention moments into revenue with campaign-ready Quick Action strategies you can launch fast—no code, no friction.

Stay AI Quick Actions Playbook: Strategies to Boost Retention and AOV

Want to customize your email or SMS with a Stay login link? Here's how!

Setting Up Login URLs

Leverage URL Builder to find quick wins for stronger customer retention, increased AOV, and quick conversion from purchaser to subscriber.

URL Builder Quick Wins Playbook

Everything you need to know about building links in Stay's Universal URL Builder

URL Builder

Managing the Product Catalog and Product Carousel

Setting up your Product Catalog in Stay AI

Products

Find answers and get help from Intercom Support and Community Experts

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