Filter contacts by an active subscription product aka line item

[JohnCode]

Hi, I'm new to HubSpot and am just getting started.

TL;DR can you filter a 1-1 association from contact to paid product using on-board tools?

The task is to filter contacts in relation to line items (a product) of an active paid subscription. A subscription can contain one or more products. A contact should always be related to a single product.

The aim is to export the addresses associated with a product in order to give them to the printer for shipping. With a bundle subscription, a contact can appear multiple times in different lists.

If a subscription is not paid or cancelled, the contact should not appear in the list.

My first attempt was to create a new object "Shippings" with Contact-Product Association. This is updated via workflows when the event subscription status changes.

That works so far. The question: Is there an easier way or the possibility of a custom filter add-on to filter the contacts without additional objects?

I would be happy to receive any helpful suggestions.

[danmoyle · Accepted solution]

Welcome to the community @JohnCode! I think a custom object probably makes the most sense since there are some limitations as you're finding in directly associating and filtering with line items. 

If it's a single product, you could also create a custom property on the Contact object (like "Active Subscription Product") to store the associated product. Then you could set up a workflow triggered by subscription status changes ("Subscription Active" or "Cancelled"). The action would be to update the "Active Subscription Product" property on the contact record when the subscription is active. Then you'd clear the property if the subscription is canceled or unpaid. Finally, you'd filter contacts using this custom property in lists you could export for shipping.

Another alternative might be to creat a custom report (Contacts + Products) to export shipping addresses. You would filter by subscription status and product, then export the report’s CSV/Excel file for the printer.

Just a couple of options in addition to what you're doing. 

[JohnCode]

Hi @danmoyle, thanks for the warm welcome and the helpful options.

The object workflow solution works so far. I'll take another look at your second option with the custom report. So far I've tried to put unrelated(?) filters on the list.

Here's the screenshot. For the subscription filter, I would like to filter by a line item that is directly related to the subscription. Right now it's any product and any subscription, or invoice. The test subscription contains products with SKU "devprod_one" and "devprod_two". This is the list for "devprod_two".

Product-Contacts-Filter

Or does the contact-product association in the second condition take active paid subscriptions into account? If that's not possible, we can use the workflow variant. 👍

[danmoyle]

@JohnCode if I'm understanding, the filters you show in the screenshot essentially all have to be true for the contact to make the list. So a contact has an active subscription (plus product - I think that's been added), is accoiated to devprod_two, and has a paid invoice (plus the product). 

So if a contact is NOT associated to devprod_two in any way, then they wouldnt make this list.

Am I understanding your scenario and question? 

[JohnCode]

@danmoyle exactly. However, the filters are independent of each other, so they are valid for any subscription, any product and any invoice.

This may or may not apply to the respective product. The contact may have paid for product A, but not for product B. The filter would still apply to the unpaid product B.

My expectation was something like this: you can reference a line item of a subscription in the subscription filter. I tried to illustrate the filter:

Filter contacts by active product subscription

[BérangèreL]

Hi @JohnCode and welcome, we are so glad to have you here! 🎉

Great question, that's exactly what the Community is here for, thanks for asking!

Well done on starting the workflow, that's a great idea!

I have found a post "I would like a filter for Deals based on Product Line Items" where the solutions from @ChristinaKay, @Edyta7510, @LouiseGlover, @noahmckeon might help you!

Also, I'd love to ask some of our Top Experts: Hi @danmoyle, @Phil_Vallender and @ScottPennwood do you have other suggestions to help @JohnCode, please?

Have a wonderful day and thanks so much! ❤️

Best,
Bérangère