Creating and managing plan groups

Plan Groups in ChartMogul let you filter and segment your data by grouping related plans together—for example, all monthly plans or all enterprise-tier plans. You can create them manually by selecting individual plans, or as smart plan groups that update automatically when new plans match criteria you define. You can also create and manage Plan Groups via the API.

Here's what we cover in this article:

• Creating a plan group
  • Creating a manual plan group
  • Creating a smart plan group
• Managing plan groups
  • Editing a plan group
  • Deleting a plan group
• Comparing plan group segments

Before you begin

• Learn how to create and manage plans.
• Learn how to work with filters in ChartMogul.
• Learn more about segmentation.

Creating a plan group

To create a plan group from the plan group manager:

1. Go to Settings > Manage > Plans.

2. Select the Plan groups tab.

   

   
   
3. Click ADD PLAN GROUP.

To create a plan group when applying a plan filter:

1. Go to any report, customer list or dashboard and click the Apply a filter or saved segment button.

   

2. Select Plan as a filter.

3. Click ADD PLAN GROUP.

   

Follow the instructions below to create a manual or smart plan group.

Creating a manual plan group

Manual plan groups are collections of plans you select manually. Unlike smart plan groups, they don’t update automatically based on set criteria.

To create a plan group manually:

1. Go to Settings > Manage > Plans and click ADD PLAN GROUP.
2. Make sure Manual Selection is selected.
3. Define a Name for the new plan group, then select the plans you want to include. Use the search box to search for plans. Select Use regex to use regular expressions.
4. Click SAVE.

ChartMogul adds your new plan group to the plan group manager and Plans filter drop-down.

Creating a smart plan group

Smart plan groups update automatically based on criteria you define—for example, any plan whose name contains "monthly". When a new plan matches the criteria, ChartMogul adds it to the group automatically. ChartMogul includes three default smart plan groups: monthly, quarterly, and annual.

To create your own smart plan group:

1. Go to Settings > Manage > Plans and click ADD PLAN GROUP.
2. Select SMART Selection.
3. Under Plan Name or ID contains the following text, enter text that must be present in the plan name or ID.  Select Use regex to use regular expressions.
4. Optionally, select one of the following under Plan Billing Interval is:
   • Any
   • Daily
   • Weekly
   • Monthly
   • Quarterly
   • Annually
5. The dialog will show a list of plans matching your criteria. Click SAVE.

ChartMogul only shows a smart plan group in the drop-down when at least one plan matches its criteria. For example, if you have no quarterly plans, All quarterly plans won't appear. Smart plan groups aren't included in API responses, and you can't edit or delete the default ones.

How to use regular expressions in plan groups

Regular expressions (regex) are patterns used to match text based on specific sequences of characters or rules. They make your searches more flexible.

Let’s say you want to create a manual plan group of Platinum and Gold plans. Without regular expressions, you must first look for plans containing the word "Platinum" and then repeat this process for the word "Gold."

With Use regex selected, simply type "(Platinum|Gold)", and ChartMogul will return all plans whose name or ID contain either "Platinum" or "Gold."

It’s not possible to create a similar smart plan group without regex. You can only create two separate groups: one for "Platinum" plans and one for "Gold" plans. Selecting Use regex allows you to match plans that have either of these words.

Regex searches are case-sensitive.

Here are example regular expressions to use when creating manual and smart plan groups:

Learn more about regular expressions or test them in action.

How to manage plan groups

View all plan groups by navigating to Settings > Manage > Plans and selecting the Plan groups tab.

Plan groups appear in a table with two columns: Name and UUID (a unique identifier ChartMogul assigns to each plan group). Smart plan groups are marked with a lightning bolt symbol.

Editing a plan group

To edit a plan group, click the :edit~gray: Edit icon next to the group you want to change.

1. Change the name or selection type (manual or smart).
2. For a manual plan group, adjust the selected plans. For a smart plan group, update the criteria.
3. Click SAVE.

Deleting a plan group

1. Click the :trash-stroke~gray: Delete icon next to the plan group.
2. Click OK to confirm.

How to compare plan group segments

You can compare plan groups using segmentation. To compare two plan groups, navigate to a report and click the Apply a filter or saved segment button.

Select Plan > is one of and one of the plan groups listed at the top. Click Add to add a segment to the report.

Repeat the steps to add a segment for a second plan group.

With both segments applied to the report, you can compare the two plan groups. In the example below, the MRR from annual plans is larger than the MRR from monthly plans.