Create and Manage Multiple Journeys

You can create and manage multiple Journey Funnels to track account progression for different products or business units in your organization. Each Journey Funnel has its own stages, allowing you to track accounts through different customer journeys.

See Understanding Multiple Journeys.

Prerequisites to Create and Manage Journey Funnels

You must have Administrative privileges.

Create a New Journey Funnel

1. From the left navigation bar, go to Settings > Journey > Account Journey Builder.
2. Click + Create New Journey.
   Tip: You can also duplicate an existing Journey Funnel. See Manage Journey Funnels.
   

3. Enter a name for the Journey Funnel.

4. Click Submit.

Demandbase creates a new Journey Funnel with standard stages. You can customize these stages to match your business needs. See Edit and Publish Journey Stages.

Manage Existing Journey Funnels

1. From the left navigation bar, go to Settings > Journey > Account Journey Builder.

2. Hover over a Journey Funnel name and click the gear icon.

3. Select one of the following options:

   • Edit Journey: Add, edit, reorder, or hide Journey Stages.

     • To edit stage criteria, click the Journey Stage name.

     • To add a stage, click Add New Stage. 
     • To reorder stages, click Reorder.

     • To hide a stage from the Journeys dashboard in Analytics, toggle off Show in Analytics.

     • To save your changes, click Publish. To exit without publishing, click Cancel.

   • Rename Journey: Change the Journey Funnel name.
     Important: You can only rename non-global Journey Funnels. 
   • Designate Stages: Designate the MQA, Pipeline, and Customer stages for the Journey Funnel. See Designate Benchmark Journey Stages.
   • Duplicate Journey: Create a copy of an existing Journey Funnel.
   • Delete: Delete a Journey Funnel. To confirm deletion, select Delete this Journey, enter 1 in the How many journeys will be deleted? field, and click Delete.
     Important: You can only delete non-global Journey Funnels.

View Journey Funnel Stages and Updates

The Account Journey Builder page shows your Journey Funnels and information about their latest updates.

To view the stages in a Journey Funnel, click the down arrow next to its name.

The following columns provide information about each Journey Funnel:

• Last Refresh: Date Demandbase last processed the Journey Funnel data.
• Last Updated: Date the Journey Funnel was last edited.
• Last Updated By: User who last edited the Journey Funnel.

Important: Demandbase refreshes Journey Funnel and stage data nightly.