FAQs: Journey Stages

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How does Demandbase decide which Stage an account should be in?

When accounts are updated, uploaded, or imported, Demandbase calculates which Journey Selector criteria that each account meets. Rather than the the top-to-bottom movement of the marketing-to-sales funnel, Demandbase assesses accounts in a a bottom-to-top direction of the Journeys funnel. Demandbase compares the account's latest information to the Selector criteria of the last Journey Stage. If any activity on the account matches the criteria of the Stage, then it's assigned that Stage. If not, then Demandbase compares the account to the next-to-last Stage, and so on upwards, until there is a match.

For example, if you have the out-of-the-box Journey Stages, Demandbase first calculates if the account shows any traits that match the Selector criteria of Customer to determine if this is the account's Stage. If not, then the account is compared to the Opportunity Stage criteria. In effect, Demandbase filters the account through the Journey Stage backwards. If no match is made along the way, the account lands in the All Other bucket.

How does Demandbase define the All Other Accounts Stage in the out-of-the-box version?

If the account doesn't qualify for Stages 2 through 7, it will be pushed to the All Other Stage.

Why can't I change the Selector criteria for the All Other Stage?

All accounts that don't meet the Selector criteria for any of the other Journey Stages land in the All Other Stage. If we allowed you to edit the Selector criteria, your restrictions could potentially prevent accounts that don't fit into other Stages from landing in All Other.

Why should a Demandbase Admin hide some Stages from appearing in the Journeys view of Analytics?

A Demandbase Admin can "hide” selected Journey Stages from display in the Analytics view of Journeys. The reason to do this is to reduce clutter on the page for easier analysis. Most people don’t need account data for every single Stage on the Analytics page. For example, it's reasonable to hide a Stage like Recycled or any other Stage where users aren’t tracking Journey progression.

If any Journey Stages are hidden from display in Analytics, is there a way to make them appear on the page?

Yes. When you are on the Journeys page of Analytics, change the Hidden Stages field on the top right from Hide to Show.

Can accounts go from All Other Stage to the Aware Stage if they have a Qualification Score of 30?

Accounts can skip stages depending on how the Selector logic is set up. For example, if the Aware Stage has logic to include any accounts with a Qualification Score greater than or equal to 30, that account would qualify for that Stage first.

Do accounts always progress through the Journey Stages funnel in a linear path?

No, accounts can skip Stages or even go backwards. For example, an account might initially show interest in your product, then become disengaged, and later exhibit their interest by jumping to a Stage that's more than one level away from the Stage they originally reached (or put in the Recycled Stage).

Can there be different Journey Stages set up for different lists?

No, Journey Stages are platform-wide, so all Journey Stage logic will be applied to every account and account list.

If you want to use additional stages to support multiple business units, consider the Multiple Journey add-on. Reach out to your CSM for more information.

Can I use Demandbase Analytics to gain insights to how my Journey Stages are performing?

Yes, you can view data about most of your Journey Stages. See Understanding the Journey Summary.

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