Contact Lifecycle Stages: Managing Your Customer Journey

Lifecycle stages help you understand where each contact is in their journey with your business. Here's how to use them effectively.

Default Lifecycle Stages

UnifyBox provides standard stages: Lead, Prospect, Customer, and Churned. You can customize these to fit your business.

Why Stages Matter

Targeted Messaging

Send relevant messages based on where contacts are in their journey.

Better Segmentation

Create segments by lifecycle stage for broadcasts and automation.

Performance Tracking

Monitor how contacts move through stages over time.

Setting Up Stages

Go to Settings > Contacts > Lifecycle Stages to customize your stages. Add, remove, or rename stages to match your process.

Automation with Stages

Use workflows to automatically change stages based on actions: purchase made? Move to Customer. No activity for 90 days? Move to At Risk.

Best Practices

• Keep the number of stages manageable (5-7 max)
• Define clear criteria for each stage
• Review and update stages regularly
• Train your team on stage definitions