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Using Consumer Filters Follow

If you'd like full details on the consumer page, make sure you review our Managing Consumers article.

If you're ready to learn about and use consumer filters, select Make Money from the Zype navigation menu:

make-money-consumers-edited.png

You can filter by subscription status, subscription sign up date, and subscription cancel date. This is a quick way for you to see all your consumers in a particular group e.g. all consumers that have an active subscription, or search for specific consumers in a segment, e.g. find consumer X in the "cancelled subscription" segment. 

Don't forget you can always us CTRL + F to find a specific consumer within a filtered view. You can also select multiple filters at once for a more pared down view. consumer-dash-main-filters.png

Subscription Status

The subscription status filter let's you filter by the following statuses: 

  • All = shows all consumers with any subscription status (this is the default view for this report)
  • Active = shows only consumers with active subscriptions
  • Trialing = shows only consumers with trialing subscriptions (note: does NOT show native iOS or Android trial users today)
  • Past Due = shows only consumers who's payment did not go through properly (note: this only captures consumers paying with Stripe or Braintree)
  • Canceled = shows only consumers with canceled subscriptions (i.e. consumers who had a subscription or trial at one point, but canceled that subscription)
  • Not Subscribed = shows only consumers who have never had a subscription

Simply select the dropdown to view the filter options and select. The view will automatically update to show the filtered selection. 

sub-status-dropdown.pngsub-status-ALL-selected.png

Subscription Sign Up Date

The subscription sign up date filter let's you filter by a selected time period and will return all subscription sign ups from that time frame. Simply select the dropdown to view the filter options and select. The view will automatically update to show the filtered selection. sub-sign-up-date-dropdown.png

Subscription Canceled Date

The subscription canceled date filter let's you filter by a selected time period and will return all subscription cancelations from that time frame. Simply select the dropdown to view the filter options and select. The view will automatically update to show the filtered selection.sub-canceled-date-dropdown.png

To search the entire consumer page for a single consumer, you won't need to utilize the filters. Simply enter the consumer name on the Search box, then click Search.

consumer-dash-main-search-by-consumer.png

 

Save and Export Your Filtered Views

You can also save and export filtered views for future use. After you’ve filtered your consumers to your desired view, you simply select Copy Link to Report to copy your filtered view link and bookmark! Visit anytime for quick access to your filtered list. 

To easily export a filtered view of consumers, simply select Export CSV. This can be particularly helpful if you want to export all your canceled consumers and import them into an email marketing tool like MailChimp or Constant Contact to target for a win back campaign.

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