The Customer Actions dashboard highlights trends in the actions your customers are take within their Customer Portal, SMS, Quick Actions, as well as actions taken by an admin.
The Actions dashboard provides you with the option to filter by:
- Date Range
- Customer Signup
- Action Source
Action source types
You may need to filter per Action Source depending on the data required. You can use the following options as an Action Source:
|API||Your developer used the API to bulk update the charge dates for over 1000 customers.|
|API: Quick Actions||A customer interacted with a Quick Actions email to add a one-time product to their order.|
|API: ReCharge SMS||A customer responded to an SMS to swap their upcoming subscription product.|
|Customer Portal||A customer canceled their subscription through their Customer Portal hosted on ReCharge.|
|Store Admin||You added an additional product to the customer's subscription.|
|ReCharge Admin||A ReCharge employee updated the charge date for an individual customer's subscription.|
|Other||Any action that does not belong in one of the above methods.|
Subscriptions by Action
The Subscriptions by Action dashboard provides high-level insights into common actions based on the filters configured.
|Metric||Action definition||Metric definition|
|Swaps||Customers can swap an existing subscription product with another product available on your store.||The total number of times all customers swapped to a new subscription product.|
|Skips||Customers can skip an upcoming order, which sets the order date to the next available charge date depending on the subscription frequency (ie. if a customer skipped their monthly charge queued for April 2, 2021, the next charge would be scheduled for May 2, 2021).||The total number of times all customers skipped their upcoming orders.|
|Reactivations||Customers can reactivate and continue their subscriptions if they previously churned.||The total number of times all customers reactivated a previously canceled subscription.|
|Add Onetime||Customers can add individual products as one-time orders to their upcoming subscription orders.||The total number of times all customers added a one-time product to their subscription.|
|Apply Discount||Customers can apply price or percentage-based discounts to their upcoming orders.||The total number of times all customers applied a discount to their subscription.|
|Change Order Date||
Customers can modify their order dates to receive shipments based on their needs.
Changing the order date works differently to skipping an upcoming order, as customers can set the specific date they wish to receive their next subscription order.
|The total number of times all customers changed the order date on their upcoming subscription.|
|Change Quantity||Customers can increase or decrease the number of subscription products they receive.||The total number of times all customers changed the quantity of their subscription.|
|Change Frequency||Depending on your frequency settings, customers can modify how often they receive their subscriptions.||The total number of times all customers adjusted their subscription frequencies.|
Subscriptions by Source
These tables separate customers by active and canceled and examine the source used to perform an action on a subscription.
These dashboards provide information on effective source methods, giving you an insight into where your customers are most often interacting with their subscriptions. This information can be used to ensure that you're investing your resources into the right areas.
Customers by Action
The Customers by Action table provides insights into customer actions per total customer count. This data provides helpful insights into your business, allowing you to determine if customer actions impact both your Average Order Value and your Average Customer Value.
Customer Count - Created / Cancelled
This table examines customers by two specific actions:
- Subscription Created: The number of subscriptions that were created within the filters set.
- Subscription Cancelled: The number of subscriptions that were canceled within the filters set.
The Customer Count - Overview displays an overview of your customers who performed an action, versus the number of customers who did not interact with their subscription.
The Customer Count - Breakdown provides insights into how many customers performed each different action based on the filters configured.
The # of Customers with Actions column represents the number of customers who performed the specific action out of all the possible customers in your store. The # of customers without Actions column represents the total number of customers who did not perform an action in the store.
Reach out to the ReCharge support team if you have any questions about how to interpret the data, or join our weekly office hours on Mondays at 12 PM PDT for a demo by visiting Enhanced Analytics Weekly.