There are five types of statuses in Tolt: active, trial, lead, canceled, and suspended.
Each customer is assigned a status based on their journey in your program. Understanding these statuses helps you manage referrals and track their progress.
Here’s what each status means.
Status | Description |
Lead | The customer has signed up but hasn't made a purchase or started a trial or subscription. Leads are users who have shown interest but haven't yet committed. |
Active | The customer made a purchase and their subscription has begun. This typically happens after they’ve moved past a trial or immediately upon purchase. |
Trial | The customer has signed up through your payment provider and begun a free trial period. Once their trial ends and the payment is successfully processed, they will automatically be converted to Active. |
Canceled | The customer has canceled their subscription. Tolt will no longer track the referral unless the subscription is reactivated. As an admin, you can also manually cancel referrals if they are fraudulent. |
Suspended | The customer's subscription is temporarily paused, either due to non-payment or for another reason. Once resolved, the customer can be reactivated or moved to Canceled if the issue persists. |
Want to manually change customer statuses?
Tolt allows you to manually change customer statuses at any time.
For step-by-step instructions, see Update a Customer’s Status or watch the video tutorial below.