Onboard and engage customers

Quick start guides to setting up your application

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6 articles in this collection
Written by Emma Barry

Manage your attributes and events with Data Management

Learn how to use Data Management

Written by Emma Barry
Updated over a week ago

How to configure statuses

Learn how to segment customers by status (Trial, Paying, Not Converted, Churned)

Written by Emma Barry
Updated over a week ago

Monitor customer health and behavior

Configuring Health Scoring

Salesmachine allows you to understand if your customers are in good, average or bad health.

Written by Emma Barry
Updated over a week ago

Defining your lifecycle stages

Lifecycle management allows you to follow your customers across the customer journey.

Written by Emma Barry
Updated over a week ago

Monitoring key customer behaviour with Segments

Create segments to analyze key behavior in your customer base.

Written by Emma Barry
Updated over a week ago

Get alerted of risks and opportunities

Receive alerts on Slack

Slack integration allows you to get alerted on Slack when your customers need attention.

Written by Emma Barry
Updated over a week ago