Categorizing your churn

Auto-categorize your churn

To enable auto-categorization of your churn, navigate to Lifecycle Tracking -> Churn in your Account Settings (or get there via Quick Jump). There, you'll see a handful of options you'll need to configure in order to correctly categorize your churn.

Churn Configuration

Option 1 - define conditions that identify churn

Create a filter on the trait(s) that determine if a customer is churned - e.g. the isChurned trait equals true.

Viewing Churned Accounts

Once an account churns, we move that account out of the default view of accounts so you can better focus your efforts on active accounts. However, you can easily view your churned accounts by clicking the switch next in the Data Views section of the UI.