Extract new trial customers contact details on a daily basis

Modified on: Fri, 26 Aug, 2022 at 4:10 PM

Scope

Our goal is to know when someone has entered a trial and what their contact details and this should be a daily extract.

How to run reports and also be notified of new trial subscribers?

Extract new trial customers contact details on a daily basis

Generate daily reports on a new trial customer details


Summary

At this moment, you can export the list of trial subscriptions from the Subscription Index Page and save this filter for frequent exports. For daily notifications, you can add your email address as CC or BCC along with the trial notification emails to keep you notified. Also, you can also export this using List subscriptions API.


Solution

Navigate to the Subscription Index Page:

Use a filter for Trial Status as ‘Subscription status’ > ‘is’ > ‘in Trial’

Use a filter for Period as ‘Subscription Created’ > ‘At’ > ‘This Month’


Then click on Save Filter to use it in the future. This filter can also be used for Email Segments if you prefer to send emails to this list of subscribers.



The same can be achieved from Settings > Import & Export Data > Export Data > Subscriptions > Select criteria to export

Add condition for Trial Status as ‘Subscription status’ > ‘is’ > ‘in Trial’

Add conditionfor Period as ‘Subscription Created’ > ‘At’ > ‘This Month’


You can 'Preview' and 'Export' reports from here.




Note: Reports created from Export Data will be available for 14 days at Settings > Import & Export Data > Export History


Please refer to this link on how to set up email notifications when a customer signs up for a trial.


Related Articles

How to export the billing periods associated to the subscriptions?

How to export customers data of all active subscribers?

Is it possible to build a report to show all the customers and the total amount of usage (units)?

Where can I export non-recurring addons or charges in Chargebee?



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