Customer Transfer
SMB Event
Multi Record
Model the movement of Customers from one cohort to another
In most Customer models, it is common to estimate the movement of Customers from one cohort to another, over time. For example, in a SaaS company, users may first visit a website. A percentage of those will convert from website visitors to a trial account. From there, a percentage will convert from trial to paid, etc
Use the Customer Transfer Event to create these conversion funnels.
Can be used for ...
This Event can be used to model the movement of customers from one revenue stream to another. For example, every month 10% of customers upgrade to a more expensive gym membership
Common Connections
Customer Transfer only needs to be downstream of the Customer Events being modified
Example Files
Event States
Edit Details Pane
Event Fields
