The Blog

Improved segmenting & filtering in Metorik

I remember when I started my first WooCommerce store, a monthly candy subscription, every month I wanted to send out an email to the active subscribers with a bit more information about the package they were about to receive.

It was difficult, to say the least. I tried several different techniques, often ending up with mistakes like subscribers that had cancelled getting the email, new customers getting emails for deliveries they'd missed (since they subscribed after the package got sent out. Frustrating.

When I tried to filter subscriptions to just those who should get the email, I failed. There simply weren't filters available. I eventually found a solution that involved a completely separate WordPress plugin, one that wasn't even for WooCommerce, that let me filter by dates. But it was just filtering it by the date the subscription started. I couldn't filter by the date of the next payment, the last payment, or even when cancelled ones would expire.

But even if I did manage to filter it and had a list of the matching subscriptions, I had to way to automate getting the emails of each customer. I'd have to go open them one by one to get the email. Fortunately my subscriber numbers were in the double-digets. If I had 100+, I'm not sure if this would have been an option.

What I ended up doing most of the time, was using one of the various 'exporting' plugins available to just get the data out of my store and into a spreadsheet. Only then was I able to actually filter through and sort the data, but that involved having a lot of experience with Excel and spreadsheets (and a lot more google-ing for help).

If I'd had Metorik back then, well, there'd have been a lot less google-ing and a lot more happy customers.

Over the last couple weeks, Metorik's new robust, powerful, attractive (in the way apps can be) filter system went live. It allows you segment your data by anything and everything (seriously), export that segmented data to a CSV, and even save the filters you used for next time.

Want to watch a video of it in action?

So what 'resources' can be filtered? Well, everything.

  • Orders
  • Customers
  • Products
  • Categories
  • Refunds
  • Coupons
  • Subscriptions

The filters available for each resource vary, but it's possible to filter on pretty much everything you could want. Some of the highlights for each resource include:

Orders

  • Filter orders by value, item count
  • Filter orders by status and when they happened
  • Filter orders by the products purchased
  • Filter by the site (source) that referred the order to you (eg. all orders from links on Facebook, or searches in Google)
  • Filter orders by details about the customer like orders from certain cities
  • Filter by the coupons used in orders
  • Filter by any custom meta you have

Customers

  • Filter by LTV, total orders, items
  • Filter by when they made their first and last orders
  • Filter by their names, addresses, emails
  • Filter by products purchased

Products

  • Filter by the gross sales and number sold during a certain time period
  • Filter by SKU and category, or the current price

Categories

  • Filter by the name or even the description

Coupons

  • Filter by when the coupon was created or when it expires
  • Filter by the coupon type or discount amount
  • Filter by coupon usage during a certain time period, and how much they've discounted
  • Filter by the coupon code and ID

Subscriptions

  • Filter by the subscription's recurring value or what items are in it
  • Filter by the subscription status
  • Filter by the date the subscription started, when it's trial ended, when the last payment was made or next payment will be, or even when it will expire
  • Filter by the subscription's billing period or interval
  • Filter by the details of each subscription's customer
  • Filter by the coupon used for the subscription

Please take note, I've left quite a few of the possible filters out. Those are just some of the cool ones that came to mind while writing this.

Some of the magic here is that the filters aren't just used once and forgotten. You can save a filter in one click so it's always available, and optionally share it with your whole team.

Once you're done filtering, it's one more click to export everything to a CSV. Even if you're exporting 100,000 matching customers, it's quick and painless.

I waited a couple weeks to post about it as I thought it'd be interesting to see how the new system actually got used before telling everyone about it. I heard some amazing stories of how it's letting stores access data in a way they've never been able to before. Especially some of the stores with a lot of data, like 100,000's of orders, they're now able to sift through it and find exactly what they're looking for in seconds. Seriously exciting stuff.

One of the best filters I heard about was for customers. They put together a filter that found all customers that had registered within the last year (so relatively recent), spend over $100 but made just 1 order and their last order was over 6 months ago. Once they had the list, it was exported, upoaded to their email marketing app (Mailchimp in this case), and an email with a coupon code was sent out to every customer.

These were already customers that had spent a large amount of money with them, but hadn't gone on to make a second order since. It was super clever to target them in such a way because they didn't need to be converted - they were already customers. They just needed a reminder. That quick filter & export alone probably make them over $10,000.

I'm genuinely excited to hear more about how you end up using Metorik's new filter system. If you're an existing Metorik store, reach out! If you're yet to get started, well, what are you waiting for?

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