Filter by segment
Go to Contacts → My Contacts and click Filter to choose a segment, or enter the client's name or email directly in the search bar.
Available segments:
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Invited — Someone you have invited via email but hasn't made a purchase yet.
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Lead — Someone who created an account on your website, but hasn't made a purchase yet and doesn't have scheduled plans either.
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Pay as you go (PAYGO) — A client who has made a PAYGO purchase.
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Trialing subscriber — A client who signed up for a subscription and is currently on its trial period. Applies to unlimited memberships or pack subscriptions.
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Active subscriber — A client who has an active subscription. Applies to unlimited memberships or pack subscriptions.
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Active one-time plan — A client with an active one-time payment pack.
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Overdue subscriber — A client who has a subscription with a retrying invoice status. This segment is only assigned to a client who has paid with a card online.
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Scheduled subscriber — A client to whom you have scheduled a subscription on a future date. Applies to subscriptions with or without trial days.
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Scheduled one-time plan — A client to whom you have scheduled a one-time payment pack on a future date.
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Scheduled cancellation — A client who has a cancellation scheduled on a future date. They will still have access to what's included in the plan until the cancellation date arrives.
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Unpaid subscriber — A client who has one or more unpaid subscription invoices. This segment is only assigned to clients with an offline payment method. Plans managed with a card online will move from Overdue Subscriber to Ex-subscriber once all payment attempts are exhausted.
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Unpaid one-time plan — A client who has one or more unpaid one-time payment pack invoices.
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Ex-subscriber — A client who has canceled a subscription and no longer has access to what's included. This also applies to clients who canceled during the free trial period.
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Ex-one-time plan — A client whose one-time payment pack credits have run out or whose pack's end date has passed.
Filter by contact category
You can also filter your contacts by the following categories:
All — The total list of all your contacts.
Clients — Every contact that has made at least one purchase. Divided into:
- All: every contact that has made a purchase.
- Active subscribers: contacts with an active subscription.
- 1x purchases: contacts with an active one-time purchase.
- Lost: clients who canceled their subscription or whose one-time purchase expired with no further purchases.
Leads — Contacts who have only created an account but have not made a purchase. Divided into:
- All: every contact who has never made a purchase (Invited and Lead).
- New: every lead who has signed up in the last 30 days.
- Trial Period: a lead doing a trial, committed to converting to a subscriber unless canceled before.
