Chargify gives you two options for searching for subscriptions:
1) Use the quick find feature to quickly search across all your sites with just a few keystrokes. Please follow the link to the documentation to learn more.
2) Search within the Billing section to locate subscriptions/customers within your current site.
- Search Term
In the search term box, Chargify gives you a number of options of how to locate a subscription. In addition to filtering by date, you may search by the following items:
- First name
- Last name
- Product name
- Customer ID
- Search by “Subscriptions”
Within the Billing section of an individual site, use the following search methods to locate a particular subscription.
Period Ends: When you enter dates in the period ends “From Date” & “To Date”, you are targeting the search by the next billing date.
Period Started: Search by the date the current billing period begins
Created: Search by the date the subscription was created on
Activated at: Search by the date the subscription was activated on
Canceled: Search by the date the subscription was canceled
Trial Started: Search by the date the trial started
Trial Ends: Search by the date the trial ended
Updated at: Dates during which a subscription’s attributes were updated
- Search by “Products”
Locate subscribers by product by using the dropdown option labeled “Products”.
- Search by “Product Price Points”
If a product has multiple price points, you will be given the option to narrow down your subscriptions by the current price point they are subscribed to in Chargify.
- Search by “Status”
Search by current subscription status. For more information on Chargify states/statuses, please see the following article here.
Other available options that are not proper subscription states are: pending cancellation, expired cards, pending renewal, and prepaid dunning.
- Search by “Custom Fields”
Locate subscribers by Custom Fields by first choosing one using the “Custom Field” dropdown and then putting the value in “Custom Field Value” field/selecting one from the “Custom Field Value” dropdown, depending on the type of the Field.
You might want to add additional Custom Fields filters by clicking on the plus sign button or remove them using the corresponding minus sign button.
For more information on Custom Fields, please see the following article here.
In the subscription tab, you may not search by the following attributes:
- Credit card name
- Billing address
- Address information (city, state, zip, etc)
Additionally, you may not search for multiple products, or multiple status at one time.
Feel free to combine filters to obtain the correct set of subscriptions. You’ll easily be able to combine filters such as:
- Period ends & products
- Products & status
- Period ends & status
- Period ends & products & status