Recurring Revenue Waterfall shows you where expected recurring revenue moves throughout any given month to help you understand the difference between expected vs. actual revenue. Look across cancellations, moves or skips, additional upsells, and payment retries, and finally get the details needed to build action plans grounded in data.

Here's what's new:

• Waterfall view: See scheduled revenue and every movement bucket at a glance (red = revenue lost, green = revenue gained)
• "Not Captured" view: Pinpoint your largest churn sources– whether from involuntary churn like payment rejections or out-of-stock, or from cancellations– to prioritize the right fix first
• Month-by-month table view: Compare revenue values and success rates across time periods, side by side

The result? A complete picture of recurring revenue performance: detailed enough to spot leaks early, prioritize the highest-impact fixes, and align stakeholders around a single source of truth.

Get started now

This update is now live in your analytics by visiting Data > Revenue Waterfall.

👉 Learn more here.

Failed payments cost the average subscription business close to 10% of ARR every year, and closing that gap has been one of our biggest pushes this year. You may have already spotted some of these as they shipped, but here's the full roundup of features to recover more revenue, make card updates effortless for your subscribers, and give you clearer visibility into what's actually driving rejections.

You can read more in our latest blog, and sign up for the waitlist for any early access features here.

Payments Roundup

• Payment Agent (Early Access) recovers more revenue from failed payments by continuously A/B testing retry strategies against your baseline- scaling the winners automatically, then starting the next test from that smarter place.
• Frictionless Card Updates (Early Access) gives subscribers a secure, one-tap link to update their card with no login required, and their failed order retries automatically once it's fixed.
• At-Risk Payment Banner (Early Access) flags at-risk payment methods with a banner the moment a logged-in subscriber lands anywhere on your site.
• The Subscribers-at-Risk API (Early Access) surfaces those same risk signals so merchants on headless or custom storefronts can build their own version of the at-risk experience.
• Auto Retry on Card Update automatically retries any orders stuck in retry the moment a subscriber updates their card, so there's no more waiting for the next scheduled sweep, or requiring customers to manually click "Send Now”. This will be rolled out as a new standard to all merchants starting July 22nd, and you can read more about the feature and how to opt out here.
• Rejection by Payment Method Mix (Early Access) breaks down your rejection rate by payment method in a bubble chart weighted by share of your subscription business on each one, so you can tell a real revenue threat from noise at the margins.
  
• Card Update Visibility (Early Access) helps you quantify the impact of your recovery efforts, with every payment update tracked across your subscriber base, broken down by channel and by decline reason.

Interested in getting early access to any of these features? Fill out this form to share your interest with our team, and they'll reach out when next steps are ready. 

The brands winning in subscriptions aren't the ones with the biggest teams. They're the ones moving fastest: running more tests, catching more churn signals, and acting on data before the moment passes. Ordergroove Agents (in Early Access) are purpose-built AI specialists that give your team that velocity: running continuously alongside you, experimenting autonomously, and getting smarter with every outcome. The first three are in Early Access today as part of our Summer Groove Launch.

Here's what's new:

• Payment Agent: Recovers more revenue from failed payments by continuously A/B testing retry strategies against your baseline —scaling the winners automatically, then starting the next test from that smarter place.
• Retention Agent: Identifies where subscribers are dropping off across product and frequency cohorts, then hands you a ready-to-launch workflow built as an A/B test against your baseline — for that exact group. You add the incentive and approve; nothing goes live without your sign-off.
• Analytics Agent: Monitors your performance data around the clock and proactively flags the shifts worth your attention. Coming to the Ordergroove admin soon — in the meantime, you can start tapping into your analytics by using the Ordergroove MCP to ask questions of your data.
• Plus, Ordergroove MCP: Connect your own AI client — like Claude or ChatGPT — directly to your Ordergroove data. Ask questions about your program in plain language and get instant answers, tables, and visualizations, all inside the tools your team already uses.

Spend less time on the manual, behind-the-scenes work that eats your team's time — Ordergroove Agents test, learn, and recover revenue automatically.

Get Started: Request access now, or learn more with Ordergroove Agents in the Knowledge Center.

When a subscriber's payment method is about to fail, every day without an update is a day closer to involuntary churn. The At-Risk Payment Banner (in Early Access) surfaces a gentle on-site alert the moment an at-risk subscriber returns to your site, giving them an easy path to update their card before their next order fails.

Here's what's new:

• On-site alert for at-risk subscribers: A non-intrusive banner displays automatically when a subscriber with a flagged payment method visits your site, prompting them to update their card before a rejection occurs.
• Proactive, not reactive: Rather than waiting for a failed order, this banner meets subscribers while they're already engaged on your site, before the problem happens.
• Complements your existing recovery stack: Adds a high-visibility on-site touchpoint alongside your email and SMS flows.

By catching at-risk subscribers earlier in the lifecycle, the At-Risk Payment Banner reduces involuntary churn before it starts, reaching subscribers at a moment when they're already paying attention.

Get started: Please reach out via this form if you are interested in participating in the Early Access for this feature.

With Workflow Canvas (in Early Access), you bring the strategy and we give you one unified, drag-and-drop canvas with 30+ triggers and 50+ actions to build anything you can dream up.

Here's what's new:

• One canvas for every subscriber moment: Build retention flows, winback campaigns, and more all from a single automation builder– with flexible triggers and actions to customize to your use case
• 30+ triggers, 50+ actions: Fire off workflows from anything like inventory events, payment failures, subscription milestones, external webhooks, and more–  then act with emails, gifts, discounts, product swaps, or whatever your strategy requires.
• A/B test any workflow and scale winners effortlessly: Run experiments on timing, actions, and incentives directly on the canvas. Pick a winner and it rolls forward automatically– no lag between insight and execution.
• Start fast with out-of-the-box templates: Pre-built milestone templates come ready-to-use on day one, with more coming

By putting every subscriber moment on one intuitive canvas, Workflow Canvas lets your team build and launch strategies that weren't possible before, without waiting on an engineering sprint.

Get started: Please reach out via the Workflow Canvas form if you are interested in participating in the Early Access for this feature.

Until now, a subscription discount showed up as a single number, ex: $6 off, with no explanation of where it came from. Discount Transparency (in Early Access) breaks that total into its parts, so you and your subscribers can see exactly which incentives are applied, how much each one contributed, and what each applied to.

Here's what's new:

• Every incentive, itemized: A discount total is now broken into the individual incentives behind it. A $6 discount becomes "$4 from free shipping, $2 from your 10% subscriber discount" — so the savings are never a mystery.
• The full context behind each discount: Every line shows the incentive's name, how much it took off, what it applied to (an item, the whole order, or shipping), and the order in which incentives were applied.
• Available across the Subscription Manager and your APIs: The same breakdown is accessible in the Subscription Manager and through the API, including GraphQL.

By replacing a single lumped-together number with a clear, itemized breakdown, Discount Transparency answers the question subscribers ask most — why am I getting this discount? — while giving your team the incentive-level data it's long asked for, whether that's reassuring a subscriber before they enroll or reconciling discounts downstream.

Get started: Please reach out via the Discount Transparency form if you are interested in participating in the Early Access for this feature.

Display every incentive a subscriber earns directly on the PDP, not just the headline offer. PDP Benefits Messaging (in Early Access) surfaces the full set of benefits on the enrollment widget, so subscribers see everything they're getting before they enroll.

Here's what's new:

• Surface the full value upfront: Display every incentive a subscriber earns directly on the PDP, not just the headline offer. For example: "Save 10% on your first order, 10% on all future orders, every 5th order free, and an extra 10% when you have at least 4 items in your order."
• Configure once, control everywhere: Write your own benefits copy per incentive type (Nth order, threshold, prepaid, customer group, and more), per locale, and per offer profile — with full control over what displays. Messaging is off by default and fully opt-in.
• Convert more subscribers: Conversion tests consistently show that subscribers convert better when they understand the complete value they're getting before they enroll.

By surfacing every subscription benefit on the PDP, PDP Benefits Messaging lifts subscriber conversion and grows recurring revenue — showing shoppers the full picture right where they decide whether to subscribe.

Get started: Please reach out via the PDP Benefits form if you are interested in participating in the Early Access for this feature.

Every extra step in updating their card is a chance for a subscriber to walk away. Frictionless Card Updates (in Early Access) let customers update their payment method directly from an email via authenticated link: meaning no login, and no friction. Just a click, and they're back on subscription.

Here's what's new:

• Secure no-login link sent on payment failure: As soon as an order is rejected, your subscriber receives an email with a unique, tokenized link to update their card.
• One-tap card entry in a hosted modal: Subscribers tap the link, enter their new card in a secure modal, and they're done. No navigating their portal or Shopify to update information.
• Applied across all active subscriptions instantly: The new card replaces the old one on every active subscription the subscriber has — not just the one that failed — so you're not solving the same problem twice next month.
• Failed order retried automatically: The rejected order is immediately retried with the new payment method, so the subscriber gets the product they were expecting without ever having to ask.

What this means for you:

• Recover revenue you're losing today to subscribers who would've stayed if updating their card took five seconds instead of five minutes
• Shrink the window between payment failure and churn — the longer the gap, the more subscribers reconsider the subscription itself
• Free your CX team from the manual card-update tickets that pile up every billing cycle

Get started: Please reach out via this form if you are interested in participating in the Early Access for this feature.

Card Update Visibility in Customer Actions (in Early Access) shows you every payment update happening across your subscriber base — where they're coming from, how many are recovering rejected orders, and which decline reasons are actually recoverable. So when you invest in payment recovery, you can see the clear revenue impact.

Here's what's new:

• Payment Updates by channel, over time: See total payment updates broken down by where they came from
• Payment Updates on Rejected Orders: A dedicated view of what % of rejected orders were followed by a successful payment update, with a view of rate and raw count
• Recovery rate by rejection code: A breakdown showing rejected orders, payment updates, and update rate for each individual decline reason— so you can tell which rejections end up being most recoverable 

What this means for you:

• Easily quantify the impact of your payment recovery efforts
• Spot downward trends in subscriber card updates before they show up as churn
• Make the case internally for further investment in payment recovery with data your finance team will recognize

Get started: Please reach out via this form if you are interested in participating in the Early Access for this feature.

Ordergroove GraphQL– an API designed for building high-performance, customer-facing subscription experiences – is in Early Access. With GraphQL, developers can query subscriptions, orders, and related data like items, product details, payment methods, addresses, and more in a single structured request, replacing the need to stitch together multiple REST calls. This is purpose-built for headless architectures and latency-sensitive customer journeys. Early adopters are already seeing 30–50% improvements in page load times, with Subscription Manager loading in as few as 1–2 queries.

Here's what's new:

• Single-query data fetching: Query subscriptions, orders, and related data like items, products, payment methods, and addresses in one request.
• Dramatically reduced API calls: Replace 10+ REST calls with a single, UI-tailored query to load Subscription Manager.
• No new auth model: Uses the same authentication as your existing REST integration.
• Typed, discoverable schema: Production-ready and compatible with modern tooling and headless frontend frameworks.

What this means for you:

• Faster customer-facing experiences.
• Less backend API orchestration complexity.
• Simpler, more maintainable frontend code.

Get started: Please reach out via this form if you are interested in participating in the Early Access for this feature. You can also visit our Developer Documentation to learn more.