Create and Manage Multiple Journeys

  • Updated

You can create and manage multiple Journey Funnels for different products and business units at your company. See Understanding Multiple Journeys.

Prerequisites

You must have Administrative privileges. 

Create New Journey Funnel

  1. From the left navigation bar, go to Settings N.png Settings > Journey > Account Journey Builder.
  2. Click + Create New Journey.
    Tip: You can also duplicate an existing Journey Funnel. See Manage Journey Funnels.
    MultipleJourneys.jpg
  3. Enter a Journey Funnel name.  
  4. Click Submit.

Manage Journey Funnels

  1. From the left navigation bar, go to Settings N.png Settings > Journey > Account Journey Builder.
  2. Hover over a Journey Funnel name, click the gear icon that appears, and select one of the following options: 
    • Edit Journey: Edit, add, or reorder stages. See Edit and Publish Journey Stages.
      • To edit the selectors used for the stage, click on a Journey Stage name.
      • To add a Stage, click Add New Stage
      • To reorder the Stages, click Reorder
      • To exit the edit module, click Cancel
      • To publish edits, click Publish
      • To hide a stage from the Journeys dashboard in Analytics, toggle off Show in Analytics.
    • Rename Journey: Edit Journey Funnel name.
      Important: You can only rename a non-global Journey Funnel.  
    • Designate Stages: Designate MQA, Pipeline Stage, and Customer Stage stages. See Designate Benchmark Journey Stages.
    • Duplicate Journey: Duplicate Journey Funnel.
    • Delete: Delete Journey Funnel.
      Important: You can only delete a non-global Journey Funnel.  
      • Check the box next to Delete this Journey. In the box How many journeys will be deleted?, enter the number 1, and click Delete.

Outcome

Demandbase creates a Journey Funnel with standard stages. All Journey Funnels and stages are updated nightly.

To see the Journey Stages, click the down arrow next to the funnel name. To edit the Journey Stages, see Edit and Publish Journey Stages.

You can also see updates to the Journey Funnel in the following columns:

  • Last Refresh: Last date the Journey Funnel data was processed in Demandbase. 
  • Last Updated: Last date edits were made to the Journey Funnel. 
  • Last Updated By: Last user that made edits to the Journey Funnel. 
Multiple Journey Table.jpg

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