Vindicia Retain User Guide Introduction

Vindicia Retain is a SaaS-based payment recovery solution for recurring billing and subscription businesses. It utilizes AI-driven data analysis and machine learning for Vindicia’s patented Advanced Retry Technology (ART) to recover failed payments, reduce involuntary churn, and optimize revenue. Vindicia Retain allows you to retain your customers and deliver a frictionless experience for your customers. Retaining each end user with clarity, intention, and focus, Vindicia Retain enables businesses to maintain connections in a highly competitive marketplace. Vindicia Retain focuses on your existing customer base and on the most common payment methods - credit cards, debit cards and prepaid cards, providing value by increasing a customer’s subscription length and lifetime value. It can operate with most billing platforms as it processes your failed Transactions outside of the existing billing system and then reports results back to your existing system. Your customer management approach remains unchanged. Vindicia is directly integrated with your Payment Provider and operates on your behalf using your merchant credentials for the submitted Transactions. The Retain Hub, Vindicia Retain’s Merchant Portal, provides a merchant-friendly, intuitive web-based interface that allows you to view transaction business data and insights in a safe and secure manner. The Retain API enables merchants to submit their transaction and business data to Retain directly.

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About this Guide

Retain Hub guide introduces you, the reader, to the capabilities of the Retain Merchant Portal. It covers the main tasks that can be performed in the Portal. This guide assumes you are not familiar with Retain terms and describes them, where appropriate. It is written primarily for merchants’ business, administrative and customer support users. Access and visibility of different areas of the Retain Portal is defined by user roles, therefore you may not be able to view or access all the activities described in the guide. For more details, see Retain Portal User Roles and Access.

• Getting Started with Retain Merchant Portal
• Retain Key Concepts
• Log in to Vindicia Subscribe Retain Portal with Vindicia IDP Vindicia products are built to keep data secure and compliant and meet Payment Card Industry (PCI) and ISO security requirements. Accordingly, Vindicia Retain Portal users sign in to the Portal via Vindicia’s IDP (Identity Provider) app. Vindicia IDP provides secure access, unique password requirements, complex password rules, and multi-factor authentication - all in a simple-to-use Identity Provider.
• Supported Browsers
• Retain Portal User Roles and Access During the Retain implementation phase, designate authorized users that can access the portal.