Set Default Journey Funnel for Multiple Journeys in Workspaces

With Multiple Journeys in Workspaces, you can assign a default Journey Funnel for each user, allowing them to automatically see data from the most relevant funnel. This simplifies navigation and eliminates the need for users to manually select their preferred Journey Funnel.

Default Journey Funnels can be seen in the following areas:

• Analytics > Journey Summary, Volume, Velocity, Conversion
  Important: If a user selects a Journey Funnel other than their default funnel on Journey pages, and navigates to another page, a message appears that the data is still based on their default Journey Funnel.
• Analytics > Dashboard > Timeline (Deal Story)
• Analytics > Dashboard > KPI Cards > Total Accounts and MQA Accounts, Journey Stage
• Analytics > Engagement > Heatmap (row and columns)
• Analytics > All tables (columns related to journeys)
• Analytics > Engagement, Site Analytics, Intent > Quick filters
• Analytics > Accounts, People, Opportunity, Program Impact > Quick filters
• Analytics > Opportunity Dashboard > Timeline
• Database fields

Prerequisites

• You must have a license for Workspaces.
• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
• Users must be created in Demandbase before you can assign them to views. See Create and Manage Users.
• Admin must be assigned to the desired Workspace. See step 2 of Create Workspaces.

Create and Assign Users to a Workspace

1. Create a Workspace.
2. Assign users to the Workspace. See step 2 of Create Workspaces.

Create Multiple Journey Funnels

1. From the top Workspaces navigation bar, select Global Workspace. See Understanding Workspace Navigation for more information about switching Workspaces.
2. From the left navigation bar, go to Settings > Journey > Account Journey Builder and create Journey Funnels. See Create and Manage Multiple Journeys.
   Tip: You can only create multiple Journey Funnels in the Global Workspace. Once you create a Journey Funnel, you can see it in any Workspace. 

Create View and Assign Default Journey Funnel

1. From the top Workspaces navigation bar, select a Workspace. 
2. From the left navigation bar, go to Settings > User Management > View Management.
3. Click Create New.
4. Enter a Name for the view and click Create View.
5. Go to Configuration > General tab.
6. Scroll down to Platform-Wide Settings > Default Journey, and from the drop-down, select a default Journey Funnel.
7. (Optional) You can also select specific Journey Funnels for the following tabs:
   • Analytics Detail Fields
   • Columns
   • Heatmaps
   • Quick Filters
   • Database Fields
8. Click Save.
9. Go to Assigned Users tab and click Assign Users.
10. Search for and add or remove users from the Assigned Users column.
11. Click Save.