In Tolt, 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:

This status means the customer has signed up but hasn't made a purchase or started a trial/subscription. Leads are users who have shown interest but haven't yet committed.

When a customer has the Active status, it means they have made a purchase and their subscription has begun. This typically happens after they’ve moved past a trial or immediately upon purchase.

Customers in Trial have 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.

If a customer has canceled their subscription, their status will change to Canceled. 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 status indicates that 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?

Check out the video tutorial below for a step-by-step guide on how to manually update statuses in Tolt!