Lifecycle: Historical stage transitions (lifecycle log)
complete
L
Luis Gerardo Peña
Business Problem
Teams need visibility into which contacts moved through specific Lifecycle stages during a defined time period. Currently, exports only reflect a contact’s current stage, not their historical stage transitions.
This makes it difficult to analyze performance over time or evaluate process effectiveness.
Current Limitation
- Contacts can only be exported based on their current Lifecycle stage.
- There is no way to export contacts based on historical stage changes.
- Stage transition data is not available as a downloadable log.
Desired Outcome
Provide an exportable Lifecycle update log that includes:
- Contact ID / Name
- Lifecycle stage
- Date entered stage
- (Optional) Date exited stage
- (Optional) Duration in stage
Users should be able to filter by:
- One or multiple Lifecycle stages
- A defined date range
Impact
- Analyze stage performance over time
- Measure conversion effectiveness by period
- Cross-reference stage transitions with billing, CRM, or BI tools
- Enable deeper operational and campaign analysis
N
Nabilah Binti Salleh
updated the status to
complete
This is now live! 🎉 Reports > Lifecycle now includes a Lifecycle Transitions Log with every stage change for each Contact: the from and to stages, the date, and who or what made the change. You can filter the log and export it to CSV.
Learn more
N
Nabilah Binti Salleh
Merged in a post:
Data Export: Lifecycle Log
N
Nabilah Binti Salleh
Business Problem
The new Lifecycle Transitions Log in Reports lets businesses see every lifecycle stage change, with who or what made it and the source of the change. But the table can only export 100 rows at a time. For businesses with many contacts or a long reporting period, getting the full history means many small exports, or isn't practical at all.
Without a full export:
- Businesses can't easily analyze lifecycle transitions in their own tools, such as BI dashboards, spreadsheets or a CRM.
- Comparing agent performance by stage over a long period is slow and easy to get wrong.
- It's hard to keep a complete audit trail of lifecycle activity for compliance or for checking past records.
- Campaign and ad analysis, for example "which ad produces contacts that convert fastest", stays limited to small samples.
Desired Outcome
Add Lifecycle Log as a data set in Workspace Settings > Data Export, next to Contacts, Conversations, Messages and Failed Messages.
N
Nabilah Binti Salleh
updated the status to
in progress