You’ll need to be an Owner, Admin, or Staff to select and edit multiple customers. Read more about user roles and permissions.
Edit multiple customers in a customer list at the same time. Update their owner, status, lead and trial dates, custom attributes, and tags.
Here’s what we cover in this article:
Before you begin
- Learn how to work with customer lists.
- Understand how ChartMogul recognizes customer and subscription statuses.
- Familiarize yourself with the definitions of leads and trials.
- Learn more about tags and custom attributes.
Selecting multiple customers
ChartMogul allows a maximum of 1,000 customers to be selected at one time.
Navigate to Customers and select or create a customer list.
Use the checkboxes in customer rows to select multiple customers.
Editing customers in bulk
Once you’ve selected multiple customers, click EDIT SELECTED.
Adjust the owner, status, lead and trial dates, custom attributes, or tags:
- Click the Edit icon to begin editing a field.
- Click the Confirm icon to confirm your edit.
- Click the Delete icon to cancel your edit.
- Set a field to blank and click the Confirm icon to clear its value for the selected customers. ChartMogul doesn’t allow clearing the Owner, Lead created at, or Trial started at fields during a bulk edit.
Updating the owner
Use the Owner drop-down to choose the owner from your account users.
Updating the status
ChartMogul doesn’t allow manually assigning or updating the status of Active Subscribers, Past-due Subscribers, or Cancelled Subscribers. Learn more.
Use the Status drop-down to select one of the following statuses:
Updating the lead and trial dates
Select the Lead created at and Trial started at dates using the date picker in each field. Selected dates must be the current date or in the past.
The Lead created at date must always precede the Trial started at date. ChartMogul retains a customer’s existing lead or trial dates when bulk edited dates are not in this order.
For example, a customer’s Lead created at date is May 5, 2023. During a bulk edit, a user adds March 1, 2023 as the Trial started at date. ChartMogul doesn’t update the trial start date for this customer as it is before their lead created date.
When bulk editing customers with blank Lead created at fields, ChartMogul adds the Trial started at date as their Lead created at date.
For example, a customer’s Trial started at and Lead created at fields are blank. During a bulk edit, a user adds September 1, 2023 as the trial start date. Since the lead created field is blank, September 1, 2023 also becomes the customer’s Lead created at date.
Adding tags
Click + and enter tags in the field.
When a tag you’ve entered is present in some of the selected customers, ChartMogul only adds the tag to those who don’t have it.
Updating custom attributes
ChartMogul allows a maximum of three custom attributes to be edited at one time. Repeat the bulk edit to update more attributes.
ChartMogul lists each custom attribute as a separate field under Custom Attributes:
- For numbers, enter a value in the field.
- For strings, select an existing value or enter a new one.
- For booleans, select True or False from the drop-down.
- For timestamps, use the date picker to select a date and enter a time.
Confirming your edits
Once you’ve made your edits, click UPDATE.
Review the changes you’re about to make and click CONFIRM.
ChartMogul will apply your edits to the selected customers. Allow up to one minute for your edits to display in customer records.