Adopt Customer Filters

Easily filter trial prospects by time or opportunity so you can focus your efforts.

Filters section: This allows you to filter your customers by:

1. All - View all without any filters applied.

2. New - Subscriptions appeared in the Adopt module in the last 7 days.

3. At Risk - Subscriptions with low conversion probability levels indicate potential churn risk.

4. Engagement Decreased - Subscriptions where customer engagement dropped last week compared to the previous week.

5. Engagement Increased - Subscriptions where customer engagement improved last week compared to the previous week.

6. Live - they were in the app in the last 0-8 hours. These are Customers with "live" indicators

Technical details:

• New: Subscriptions that AdoptStartDate (entered Adopt phase) has within the last 7 days

• At Risk: Subscriptions that have CustomerEngagementLevel is Very low or None

• Engagement Decreased: Subscriptions where CustomerEngagementLevel decreased last week compared to the week before.

• Engagement Increased: Subscriptions where CustomerEngagementLevel increased last week compared to the week before.