Segments as Customer Lifecycles

Introduction:

With Akita, Lifecycle Stages are represented as Segments. This makes sense as a Segment is just set set of conditions that apply at a given time. In the case of Lifecycle Stages these conditions may relate to e.g. Contract dates or Customer Start Dates.

Creating a Lifecycle Stage/Segment:

E.g. We could create a Lifecycle Stage: Enterprise Onboarding, where we expect our Enterprise Customers to complete their Onboarding process within 30 days. In the image [below] you will see we have 2 filters that ensure we have a segment identifying all such customers...

Once you have applied the filters you just need to SAVE and TAG the Segment so you always know who is in this Segment/Lifecycle stage...

Anytime you need to know who is in the Onboarding Stage you can just click into the relevant Segment, each of the Account Records in the Stage will also be Tagged as being an Onboarding Account.

Tracking Failed/Successful Onboardings:

You will probably also want to know which customers have exceeded your 30 day optimum Onboarding period and HAVE NOT completed their onboarding. [Below] is an example of how to build a Segment to identify these customers...

You may also want to be notified when a customer (Account OR Contact) has Successfully Completed their Onboarding.

Be Notified Automatically when a Customer Enters a Lifecycle Stage:

Once you have created your Segment(s) you activate a notification to be made aware when an Account enters one of the above Segments. You can also can pin its list of accounts and/or related metrics to a dashboard if required. It will also be available as a Trigger when creating Playbooks.