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Customer Management
Shashank avatar
Written by Shashank
Updated over a month ago

Managing Customers with TrustSubscription's Customer Page

The Customer Page in TrustSubscription is a central hub for managing all your customers, both active and inactive subscribers. This section helps you view, filter, and manage your customer base efficiently, ensuring that you have full control over customer subscriptions and interactions.

By using the available filtering options, you can easily locate specific customers or review their subscription status, helping you deliver better customer service and streamline subscription management.

Key Filtering Options on the Customer Page

TrustSubscription offers a range of filtering options to help you quickly navigate through your customer list. Below are the key filtering terms and what they mean:

  1. Customer ID: This is the unique identifier assigned to each customer in your system. Filtering by Customer ID helps you quickly locate specific customer profiles without needing other details.

  2. Customer: This option allows you to filter by the customer's name. Whether you’re searching by first name or last name, this filter helps you locate individual customers for review or updates.

  3. Email: If you have the customer’s email address, you can use this filter to quickly access their profile. This is especially useful when handling email-based queries or support requests.

  4. Active Subscription: This filter allows you to search for customers who currently have an active subscription. It’s a helpful tool for managing ongoing subscribers, tracking engagement, or planning retention strategies.

  5. Inactive Subscription: Use this filter to find customers who once had a subscription but are no longer active. This is ideal for re-engagement campaigns or understanding why customers may have canceled their subscriptions.

How to Use Filters on the Customer Page

To make managing your customer base easy, TrustSubscription’s Customer Page allows you to filter customer data quickly. Here's how:

  1. Access the Customer Page: From the TrustSubscription app, navigate to the Customer Page in the dashboard.

  2. Choose a Filter Option: Select one of the available filtering options—Customer ID, Name, Email, Active Subscription, or Inactive Subscription.

  3. Enter the Relevant Information: Based on your selected filter, input the customer’s details (e.g., their email address or customer ID).

  4. Apply the Filter: Click on the filter button to view the matching customers.

  5. Manage Customer Profiles: Once filtered, you can review the customer’s profile, manage their subscriptions, or take necessary actions like renewing, canceling, or offering special deals.

Why Filtering on the Customer Page is Important

  • Quick Customer Lookup: Whether you’re assisting a customer or reviewing their subscription history, filtering helps you quickly locate customer profiles, making management more efficient.

  • Track Subscription Activity: With filters for both Active and Inactive Subscriptions, you can easily manage ongoing subscriptions or identify customers for potential re-engagement campaigns.

  • Improve Customer Support: If a customer reaches out with a query, filters like email or name allow you to quickly find their details, ensuring you provide timely and effective support.

  • Manage Customer Relationships: By filtering inactive customers, you can track potential churn patterns and create targeted offers or reactivation campaigns to win them back.


Conclusion

TrustSubscription's Customer Page makes it simple to manage and filter your customers based on their activity and subscription status. Whether you’re searching by customer ID, name, or subscription type, the filter options give you the flexibility to efficiently manage your customer base and maintain a healthy subscription model.

With these filters, you can stay on top of customer engagement and ensure that no subscriber slips through the cracks!


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