Design Consideration: Account Contract Status

Overview

Totango defines a standard attribute called Contract Status, which you must set for every account in your system. Totango uses it to distinguish between:

• Paying and Trial accounts
• Real accounts vs. demo / sandbox or other ‘non customer’ tenants
• Active vs. Cancelled (Churned) accounts
• Accounts on different plan types (e.g. Personal vs. Pro vs. Enterprise) 

NOTES:

• Setting the Status attribute is mandatory. Without it, Totango will not know if an account is an active customer and will therefore not measure the customer’s health or maintain other key metrics.
• Be sure to explicitly define the possible values for the Status attributes (see below). 
• Totango accounts that do not have their Status attribute set correctly will be classified as “Unknown” and will not take part in daily health calculation.

Defining Account Contract Status Values

You need to define the different account status values supported by your application. These represent the valid set of values for the attribute. To configure the possible values, login to Totango and go to Global Settings>Data Modeler>Contract Status.

For each Status value you define, you need to associate it with a status-type of one of the following

• Free- Means this is a non-paying account.
• Paying- Paying account on an active subscription
• Cancel - Churned or disabled account.

Here are some common example values for the Status attribute. Replace the plan types with the values used in your application.

• Free
• Trial - Assuming your application has a free-trial accounts which you are managing with Totango
• Internal-use - For non-production accounts such as demos or testing tenants
• Paying
• Personal
• Pro
• Enterprise - Each plan should have a separate status. In this example Personal, Pro & Enterprise
• Cancelled
• Cancelled - For any account that has churned

Updating Account Contract Status

Setting Account Contract Status is usually done by associating it with a SFDC field but it can also be updated by setting the Status attribute from your web-app using the Totango API or via a CSV file.