Feature of the week: Customer filters on plans and products

We’ve been working on a little something to make your life easier: customer filters on plans and products. Whether you're running a campaign, checking in on subscriber stats, or just need a clearer view of your customer data, these filters have got you covered.
Deidre Olsen
October 30, 2024

We’ve been working on a little something to make your life easier: customer filters on plans and products.

Whether you're running a campaign, checking in on subscriber stats, or just need a clearer view of your customer data, these filters have got you covered.

What's new? 👀

We’ve added a fresh way to filter subscriptions. Now, in addition to filtering by status, you can search by customer plans and products. 

This means you can choose specific products and instantly pull a list of customers subscribed to any of those options. 

So, if you select three products, you’ll see all subscriptions that include any one of them. It’s like having an "or" function across product types, helping you zoom in on the exact data you need.

This functionality is enabled by default for all projects, so you don’t need to do anything to start using it.

What are the benefits? 🤔

This filter brings you a ton of advantages, like:

  1. Targeted data: With this level of filtering, you can create targeted lists for follow-up campaigns, helping you focus on specific customer segments.
  2. Efficient workflow: By setting filters for different products and plans, you’ll find it easier to pinpoint the right subscribers for your needs without having to dig through extensive data manually.
  3. Easy export: Once you have your results, you can export them with one click using the new "Export to CSV" button—perfect for sharing insights or setting up email lists.
  4. Improved responsiveness: This feature is designed with performance in mind, making it quicker to access data with even faster load times.

How it works ⚒️

The process is super simple. Here’s a quick breakdown:

  1. Choose your filters: Select the products and plans you’re interested in.
  2. View results: The filter works as an "or" function across your selected options, meaning it’ll pull up any subscription that matches at least one of the selected products.
  3. Export with ease: Need to take the data with you? Just click Export to CSV and you’re ready to go.

What is the setup process? 🔨

No complicated setup here. The subscription filter is on by default for every Firmhouse project.

These filters are just another step towards making your data work harder (and smarter) for you. 

If you have questions or feedback, drop us a note—we’re always happy to hear your thoughts. Otherwise, check out our Changelog to keep up with more product features and updates.

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