Setting up lifecycles

Define lifecycle phases with start and end conditions.

Updated October 2026 · 1 min read

A lifecycle tracks a phase of the customer journey, such as onboarding, from a start condition to an end condition.

  1. Open Life Cycle.
  2. Select Add life cycle.
  3. Enter a Name and Description.
  4. Under Life cycle start conditions, choose a condition type, the attribute, an operator and a value.
  5. Under Life cycle end conditions, do the same for the end of the phase.
  6. Select Add.

The Life Cycle list shows each lifecycle's name, description and minimum days.

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