Managing a recurring product requires keeping a close eye on new subscriptions, the status of your customers, and plan changes. At Hotmart, you can view all these data in one place quickly and in detail, as well as schedule the automatic delivery of reports to your email.
How to check the sales history of subscription products
To view the status of your subscriptions and track your customers' activities, use the Subscriptions screen:
- Access your Hotmart account via the link https://app.hotmart.com/.
- On the left side menu, click Subscription Management and then Subscriptions.
- On the Subscriptions screen, you will find two main tabs:
- Subscription details: to check the current status and history of each subscriber.
- Plan change: to view customers who have changed their subscription plan.
- Use the Filters button to search for specific periods or refine your search.
Exporting report
If you wish to download the filtered information to your computer, click the Export button in the upper right corner and choose the desired format (.XLS or .CSV).
How to schedule automatic report delivery
You don't need to manually access the platform every time you want to analyze your recurrences. It is possible to schedule the automatic delivery of the report directly on the Subscriptions screen:
- On the Subscriptions screen, click the Schedule button.
- In Scheduling details, choose the file Format:
- CSV: Recommended for automated queries.
- XLS: Recommended for manual queries.
- Choose the Frequency at which you want to receive the reports:
- Daily: The daily report will be sent starting tomorrow.
- Weekly: The weekly report will be sent starting next Monday.
- Monthly: The monthly report will be sent starting the next 1st day of the month.
- Click the Schedule button to confirm.
From that moment on, the reports will be automatically sent to the email registered in your account.