We’ve just rolled out a powerful update to how churned accounts are handled in GoCSM — helping you keep your system clean and your automations accurate.
🆕 What’s New
When a SaaS Company is marked as “Churned” (i.e., canceled their subscription):
- ✅ All users under that company are now automatically tagged as Churned
- 🚫 Churned users are also removed from all active Workflows and Pipelines
💡 Why This Matters
- 🧹Cleaner Automation Flows:Prevent churned users from receiving irrelevant emails or offers.
- 📊 Better Reporting:Ensure segmentation and metrics reflect actual customer status.
- 🔄 Streamlined Retention Strategy:Focus your CSM efforts only on active users while optionally creating separate win-back workflows for churned ones.
This logic is now live and requires no setup.
Churned Companies
= SaaS customers who’ve canceled→ All associated users =
Tagged
Churned
+ Removed from Pipelines & Workflows