How to create groups of subscription plans for better segmentation

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'.