What are statuses?

A Status represents the current subscription state of a customer:

Trial: the customer is trying the product for free for a limited period of time.

Not converted: the trial is over and the customer did not convert into a paying customer

Paying: the customer is currently paying

Churned: the customer has unsubscribed from your product

Why configuring statuses?

Besides helping you segmenting your customer base, Salesmachine allows you to manage your customers differently based on their status:

Convert module

Salesmachine will automatically score your customers with a trial status by calculating dedicated scores to help you convert them into paying customers. The following attributes appear in the customer with a trial status:

  • Customer fit score (score between 0 and 100)
  • Product adoption score (score between 0 and 100)
  • Qualified (true/false)

Salesmachine also calculates also the average conversion rate (and other conversion metrics) by measuring the number of trial converted into paying customers. So these metrics are calculated based on status: Trial, Paying (and Not Converted).

Retain module

Salesmachine scores the health of customers with a paying status to help you automatically identify risks of churn and upsell opportunities across the customer lifecycle. The following attributes appear in the customer with a paying status:

  • Health (Good, Bad or Average)
  • Stage (Example: Onboarding, Adoption, Renewal, etc..)

Salesmachine also calculates the average churn rate by measuring the number of paying customers that have churned. These metrics are calculated based on status: Paying and Churned.

How to configure statuses?

Add conditions for each status you would like to activate.

Note that, if you don't offer a trial, only add conditions for Paying and Churned statuses and ignore Trial and Not Converted status.

Default status

If a customer doesn't match any status, it will be considered as a paying customer but feel free to change this to make it relevant to your own model.

Only one current status

If customers match will several status, only one status is applied, the lowest in the list (with the highest number).


Once you added statuses' conditions, don't forget to save the settings. Salesmachine will then process all your customers to define their status. Be patient, as it can take some time, especially if you have a lot of customers in Salesmachine. Results can be found on the Home page.

What are the difference between Status and Lifecycle stages?

Lifecycle stages are the different steps that a paying customer go through: Onboarding, Adoption, Renewals, etc. Statuses depends on the subscription's state: trial, not converted, paying, churned.

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