Customer statuses

This article details the different types of customer statuses in ChartMogul and the differences between them.

Definitions

There are four types of ChartMogul customer statuses: Lead, Active, Past due and Cancelled.

Lead - The default status. It describes any non-paying business or consumer who might become an active customer in the future. Any customer who is not "Active" or "Cancelled" will have the status of "Lead". It also includes those who have made only non-recurring payments and do not have any subscriptions.

Customers that don't have any "Lead created at" and "Free trial started at" date set, and also don't have any payments made, will also have the default Lead status. However, they will not be included in the Leads and Average Sales Cycle Length charts until they are given a value for "Lead created at".

Active - Any customer who has at least one "Active" subscription will have the subscription status of "Active".  

A subscription will be active if the customer has been charged over $0.00 for the current subscription billing period. A subscription will remain active in ChartMogul until it is cancelled in your billing system or enters dunning after a failed payment which will move the subscription status to past due.

Please note that the subscriptions of customers imported via the Google Sheets app or Import API must be cancelled using the Cancel a customer's subscription endpoint or with a subscription_cancellation row in Google Sheets.

Past due - Any customer whose subscription payments are past their due date with have the subscription status "Past Due". 

Cancelled - Any customer who has at least one subscription, and all their subscriptions are "Cancelled" will have the subscription status "Cancelled".

 

Where can you see subscription statuses?

 

  •  On the customer's profile page:

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  • In filters when filtering by Status:

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Customer statuses play an important role in our charts for leads and trials. If you are interested in leveraging these charts, learn more about what they offer and how you can set them up in this article.