How to Use Customer Filters to Analyze Data and Take Faster Action
Estimated Reading Time: 5 minutes
Applies to: All plans
Quick Summary
The client overview in Trainin includes powerful filtering options that allow you to quickly identify specific groups of clients. By using filters, you can segment clients based on their activity, product status, or engagement.
This makes it easy to take targeted actions such as improving retention, following up with inactive clients, or identifying new opportunities.
Why This Matters
Managing a growing client base becomes much easier when you can quickly filter and analyze client data. Instead of manually reviewing each client, filters allow you to instantly identify the clients that require attention.
This helps you proactively follow up with clients who have not visited recently, monitor product usage, and improve overall client retention.
Step by Step Approach
Step 1: Open the client overview: Go to Clients
– The client overview shows all clients in your system and provides filtering options to segment them based on different criteria.
Step 2: Open the client filter menu: Go to Clients > Filter
– The filter menu allows you to select different client categories such as activity status, product status, and engagement indicators.
Step 3: Filter clients based on their activity status: Filter > Client status
– You can identify groups such as active clients, inactive clients, or clients without a login account.
Step 4: Identify retention risks:Filter > Client Retention
– Use filters like “Last visit over 2 weeks ago” or “No upcoming visit and active” to find clients who may be at risk of dropping off so you can follow up with them.
Step 5: Analyze product-related client segments: Filter > Product status
– Filters such as active products, paused products, or expired products help you understand which clients currently have valid access to your services.
Step 6: Identify opportunities for engagement: Filter > Product retention
– Filters such as “1 or 2 credits left” or “Expires or ends within 2 weeks” help you identify clients who may soon need to renew or purchase a new product.
Step 7: Take action based on your filtered list: Select a Client
– Once filtered, you can open client profiles, contact clients, or take other actions to improve engagement and retention.
Best Practice
Use filters regularly to monitor client engagement. Checking retention-related filters weekly helps you identify clients who may need attention before they stop attending completely.
Pro Tips
Combine filters with communication actions such as sending reminders, newsletters, or personal follow-ups to improve client retention.
You do not need to remember every filter available. Trainin offers many filtering options that allow you to quickly segment your clients and focus on the groups that matter most for your business.
Common Questions
Where can I find the client filters?
– Client filters are available in the Clients overview and can be opened using the middle filter button above the client list.
Can I combine different filters?
– Yes, you can combine multiple filters to create very specific client segments.
What are useful filters for retention?
– Filters such as “Last visit over 2 weeks ago”, “No upcoming visit and active”, or “Expires or ends within 2 weeks” are helpful for identifying clients who may need follow-up.
Do filters change my client data?
– No, filters only change how clients are displayed in the overview. They do not modify any client information.
Using client filters regularly helps you stay proactive, maintain engagement with your clients, and make smarter decisions based on real client data.
Next logical steps
– How to send newsletters to your customers
– How to activate automated follow up emails
– How to create client groups