With Multiple Journeys, admins can assign a default Journey Funnel to users through View Management. The default Journey Funnel determines which journey data users see across supported areas of Demandbase One for Marketing.
Assigning a default Journey Funnel helps users focus on the most relevant journey data without manually selecting a funnel.
See Create and Manage User Views (View Management).
Where Default Journey Funnels Apply
The default Journey Funnel applies to journey-related data in the following areas:
Journey Analytics: Journey Summary, Volume, Velocity, and Conversion pages.
Important: If users select a Journey Funnel other than their default on a Journey Analytics page and navigate to another page, a message indicates that the data is still based on their default Journey Funnel.- Dashboards: Timeline (Deal Story), Total Accounts and MQA Accounts KPI cards, Journey Stage KPI cards, and Opportunity Dashboard Timeline.
- Engagement Heatmaps: Journey-related rows and columns.
- Analytics Tables: Journey-related columns.
- Quick Filters: Engagement, Site Analytics, Intent, Accounts, People, Opportunity, and Program Impact.
- Database: Journey-related fields.
Tip: If your organization uses Workspaces, you can also configure default Journey Funnels by Workspace. See Set Default Journey Funnel for Multiple Journeys in Workspaces.
Prerequisites to Set a Default Journey Funnel
- You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
- You must have created Multiple Journey Funnels you want to assign.
Users must exist in Demandbase before you can assign them to a view. See Create and Manage Users.
Set a Default Journey Funnel in View Management
See Create and Manage User Views (View Management) for more information.
- From the left navigation bar, go to
Settings > User Management > View Management.
- Click Create New.
- In the Create New View window, enter a name and click Create View.
- Go to Configuration > General tab.
Scroll to Platform-Wide Settings > Default Journey and select the Journey Funnel you want to assign.
- (Optional) Configure journey-related settings in the following Configuration tabs:
- Analytics Detail Fields
- Columns
- Heatmaps
- Quick FIlters
- Database Fields
- Assign users to the view.
- Click Save.