Set Default Journey Funnel for Multiple Journeys in Workspaces

Context

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 are configured in the View Management page. See Create and Manage User Views (View Management).

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 > Quick Cards, 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

Tip: If you have the Workspaces feature, you can also set default journey funnels by Workspace. See Workspaces: Set Default Journey Funnel for Multiple Journeys.

Prerequisites/Preparation

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 5 of Create Workspaces.

Steps

Create and Assign Users to a Workspace

1. Create a Workspace. See Create Workspaces.
2. Assign users to the Workspace. See step 5 of Create Workspaces. 
   Important: Make sure the admin is an assigned user to the Workspace.
   

Create Multiple Journey Funnels

1. From the drop-down list for selecting workspaces in the top 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 drop-down list for selecting workspaces in the top navigation bar, select a Workspace.
2. From the left navigation bar, go to Settings > User Management > View Management and click Create New.
3. In the Create New View window, enter a Name for the view and click Create View.
4. Go to Configuration > General tab. Scroll down to Platform-Wide Settings > Default Journey, and from the drop-down list, choose a default journey funnel.
   
   
5. (Optional) In View Management > Configuration, you can also use specific journey funnels in the following tabs. See steps 4-5 of Create and Manage User Views (View Management).
   • Analytics Detail Fields
   • Columns
   • Heatmaps
   • Quick FIlters
   • Database Fields
     
6. Assign users to the view. See step 6 of Create and Manage User Views (View Management).
7. Click Save.