Engagement Statuses
Track the health of each customer relationship with customizable engagement statuses, and connect them to Caska's automated follow-up system.
Engagement statuses let you track where each customer stands in your relationship — whether they're active, at risk, lapsed, or anywhere in between. You define the statuses and what they mean for your business.
Setting up statuses
Go to Settings → Customers
Find the Customers section in your account settings.
Add a status
Under Engagement Statuses, click Add Status. Give it a name (e.g. Active, At Risk, Lapsed, New Lead) and choose a color.
Save
The status is now available in the customer form and visible as a color-coded indicator in the customer list.
You can create as many statuses as you need.
Assigning a status to a customer
When creating or editing a customer, select their current engagement status from the dropdown. You can update this at any time.
Connection to Follow-Up
Caska's Follow-Up system uses engagement data to trigger automated re-engagement emails to customers who haven't ordered in a while. See How Follow-Up Works for full details.
Dashboard snapshot
Your Dashboard shows a weekly summary of customer counts by engagement status — useful for spotting shifts in your account health at a glance.
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