Stripe: list customers whose free trial is expiring in the next 3 days

The process

Try It for Yourself

What do I get out of it?

Improve your conversion from free trial to paying customer.

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How does it work?

In the subscriptions Stripe table, you have a column "Status" that will tell you if a subscription is cancelled, active, trial, etc. You also have a column "trial end (UTC)" that will tell you when is the end of the trial for customers who are in the status "trial".

Import the Subscriptions table. See how to import your data in Actiondesk here.
Add a calculated column called "Trial expires in 1-3 days" with the following formula: =IF(AND(#trial end (UTC)-TODAY()>0,#trial end (UTC)-TODAY()
Then you just have to filter on records where the column "Trial expires within 3 days" is true.

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That's it, you now have a dynamic list of the subscriptions about to end their trial, and you can try to action on them!

What do I get out of it?

Improve your conversion from free trial to paying customer.

‍

How does it work?

Import the Subscriptions table. See how to import your data in Actiondesk here.
Add a calculated column called "Trial expires in 1-3 days" with the following formula: =IF(AND(#trial end (UTC)-TODAY()>0,#trial end (UTC)-TODAY()
Then you just have to filter on records where the column "Trial expires within 3 days" is true.

‍

That's it, you now have a dynamic list of the subscriptions about to end their trial, and you can try to action on them!

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The Advantages

Key Benefits

Eliminate the need for expensive third-party connectors and laborious copy-pasting.

Seamlessly import, organize, filter, and manipulate your Stripe data. Analyze it alongside data from other sources, and build custom Stripe dashboards and reports.

View and organize your Stripe data within a familiar spreadsheet interface.

Seamlessly import, organize, filter, and manipulate your Stripe data. Analyze it alongside data from other sources, and build custom Stripe dashboards and reports.