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The Inactive status in a customer account
The Inactive status in a customer account

What does the Inactive status do to a customer account?

Ned Creed avatar
Written by Ned Creed
Updated over a week ago

On the right side of a customer details page there are a couple boxes in the margin, which provide both additional features and data sets called “Actions”, “Contact Info”, and “Source Information”.

Under the “Contact Info” section you click the Edit button. In the window that appears, all the way down at the bottom, the “Active/Inactive” status can be used to designate customers that have not responded to several email campaigns or have gone silent after several years. 

Do not create a group on the Groups page for Inactive customers. You would  just uncheck the customer from all groups, mark their account as “Inactive”, and let them float in the Figure app. You can always see an “Active/Inactive” status in your main customer data export spreadsheet.

The "Inactive" status is more of an overall customer account status. It doesn't change anything in their account when it comes to updating information or processing orders. It is more of a marker that can be used when exporting your complete customer list to Excel and then performing data analysis on buyers, groups, and allocations. 

It is a feature that comes into play as your customer list grows and your allocations get tighter.

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