Engagement Statuses
Track the health of each customer relationship with customizable engagement statuses.
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. There are default statuses set for you and you edit to suit your business. Give them a name (e.g. Active, At Risk, Lapsed, New Lead) and choose a color.
Save
The status is now visible as a color-coded indicator in the customer list and on the customer details page.
You can create as many statuses as you need.
Connection to Follow-Up
Caska's Follow-Up system uses order dates to trigger automated follow-up 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.