Lifecycle Tracking
An overview of the customer lifecycle in Vitally
In Vitally, every Account/Organzation is categorized into 1 of 4 buckets.
- 1.
- 2.
- 3.
- 4.
As Accounts/Orgs match a bucket, it will be moved to that status. Additionally, you can set up User Churn rules as well (more below on User Churn)
Subscribed Accounts/Organizations are your paying customers - those with a recurring subscription (and thus revenue) with your business.
Subscribed Accounts/Organizations count towards your total number of billable tracked accounts
Trials are Accounts/Organizations with access to your product that are not yet subscribed to your business. These should include accounts on a time-constrained trial (e.g. 7-day access) or accounts on a free plan.
Trials count towards your total number of billable tracked accounts
Churned Accounts/Organizations are Accounts/Organizations that formerly had access to your product but have since canceled their subscription or failed to convert a time-constrained trial.
If your Vitally plan limits the number of accounts you can track in Vitally, note that you are not charged for churned accounts. However, because we don't charge for churn, that also means we don't store any product events sent by churned accounts.
If a churned account later returns and satisfies your subscribed configuration, we will auto-categorize them as a subscribed customer and will then start tracking their product activity.
Ignored Accounts/Organizations are simply Accounts/Organizations you do not want to track in Vitally. They can be low-value accounts/orgs, test accounts/orgs, or anything else.
If your Vitally plan limits the number of accounts/organization you can track in Vitally, note that you are not charged for ignored accounts. However, because we don't charge for ignored accounts, that also means we don't store any product events sent by them.
Auto-identify users that have an active login (i.e. license) to your product vs those that have a deactivated one (and thus can no longer access your product).
Last modified 8d ago