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Tips & Tricks: How to group your plans for better segmentation

Tips & Tricks part two: We look at plan groups in ChartMogul – a simple feature that unlocks some powerful insights when segmenting your data. Many subscription businesses have a complex structure of payment plans, and it can be useful to use plan groups to simplify this.

Note: You can use Segmentation in ChartMogul if you’re on the Scale, MOGUL (deprecated) or PRO (deprecated) plans.

If you have plans that are related in some way, e.g. all monthly plans, it can be useful to group them into a single plan group.

Creating a plan group

To create a plan group follow these steps:

  1. Go to the Data Settings page in your ChartMogul account.
  2. Click ‘Add plan group’ to create a new plan group, and then select the plans you would like to include in the new group.
  3. Define a name for the new plan group and click Save.

Once you have completed these steps you will be able to select your new plan group from the Plans drop-down menu.


Removing and hiding plan groups

To hide or show a plan group, click the ‘eye’ next to the plan group name.

To delete a plan group, click ‘Delete’ next to a plan group name.

Renaming a plan group

To rename a plan group, click the group you would like to rename in the table, change the name in the input box, then click ‘Save’.

Comparing plan group segments

You can compare plan groups using Segmentation. To compare two plan groups, navigate to a chart and click New Segment.

This will add a new segment to the chart. Next, select a plan group for each segment.

Once you have created and selected two plan groups, you can compare them in the chart.

In the example below we can see that the MRR for the Ruby plan group has grown steadily over the past year, while the MRR for Sapphire lagged between October 2016 and February 2017, but has since grown more rapidly:

Bill Franklin

chartmogul product segmentation tips & tricks