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.
Create a filter on the trait(s) that determine if a customer is churned - e.g. the
isChurned trait equals true.
Q: If an editable field is edited in Vitally for a churned account, do we push that data to integration platforms? Or only for subscribed accounts?
A: We push all non-ignored accounts so it should include churned
Last modified 10mo ago