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.


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