Edit and Publish Account Journey Stages

  • Updated

Context 

Demandbase provides Journey Stages for you to use out-of-the-box. From the Account Journey Builder, you can edit and publish changes to Journey Stages. The Account Journey Builder opens to read-only mode by default, so you can review each Journey Stage and its Selector criteria.

For guidelines to consider when you set up your Journey Stages, see Best Practices for Customizing the Account Journey.

There are several ways you can edit Journey Stages. You can:

Editing Journey Stages can impact Journey Analytics and other Demandbase functionality. Therefore, you should consider the ramifications of changing Journey Stage criteria after you've had the Journey up-and-running.

To watch a video about Journey Stages, see Working with Journey Stages (Video). 

Important:

After you change Stages related to Marketing Qualified Account (MQA), Pipeline, or Customer activity, you might need to reset the benchmarks that affect dashboards and reports in Demandbase. See Designate Benchmark Journey Stages.

Tips: 

  • You can't edit the Selector logic of the All Other stage. Accounts that don't meet the criteria for any other Journey Stage fall into this category. If we allowed Selector criteria for All Other, your edits could potentially block accounts from being placed in this Stage
  • Perform minor tweaks (for example, changing the threshold for becoming MQA) to Journey Stage selectors as needed—on average, once per quarter. Don't rebuild journey history after minor tweaks. 
  • Only add Journey Stages when it's necessary. You want the Journey Stages to be broad enough so that they track key milestones and aren't so detailed with nuances that make it difficult to recognize the transitions.
  • Perform major rework of Journey Stages rarely—maybe once every two years. Do Journey Stage rework in conjunction with a re-examination of how prospects and customers are segmented when going to market. Rebuild journey history if a significant change in the meanings of Stages has occurred. (See Rebuild Account Journey History.)

Prerequisites/Preparation

You must have Admin privileges. 

Steps: Update an Existing Journey Stage

  1. From the left navigation bar, go to Settings_icon_cogwheel.png Settings > Journey > Account Journey Builder and click Edit.
  2. Click the name of the Journey Stage to edit.
    a. In the Selector tab, update the Selector criteria that defines the stage. See Working with Selectors.
    b. Click Queue.
    c. (Optional) Click the Details tab to update the Stage name or Description fields and to show or hide the stage in the default Journeys dashboard view.
    d. (Optional) Click the Accounts tab to see an updated list of accounts belonging to the stage.
    e. Click Back to List in the prompt at the top of the screen. 
    Back_to_List_button_on_Journey_Builder.png
  3. Click Publish.
    Important: Queued Journey Stage changes are not saved if you leave the page without publishing. 
    Publish_button_for_modifying_Selector.png
  4. In the window that opens, take note of the number of records Demandbase expects to impact when you publish the Journey update. Demandbase wants you to confirm that you understand existing records may be impacted.
  5. Enter the number of records potentially impacted and click Publish.

Steps: Add a Journey Stage

  1. From the left navigation bar, go to Settings_icon_cogwheel.png Settings > Journey > Account Journey Builder and click Edit.
  2. Click Add New Stage.
    a. In the New Journey Stage window, enter the following:
       - Name: Enter a name for the stage.
       - Description: Enter a description of the stage.
       - Order: Select the stage’s order in the account journey.
       - Display in Analytics: Toggle on to show the stage in the default Journeys dashboard view.
    b. Click Create.
    New_Journey_Stage.png
    c. Click Back to List in the prompt.
    Back_to_list_button.png
  3. Click Publish.
  4. In the window that opens, take note of the number of records Demandbase expects to impact when you publish the Journey update. Demandbase wants you to confirm that you understand existing records may be impacted.
  5. Enter the number of records potentially impacted and click Publish.
    Publish_button_on_Account_Journey_Builder.png

Steps: Reorder Journey Stages

  1. From the left navigation bar, go to Settings_icon_cogwheel.png Settings > Journey > Account Journey Builder, and click Edit.
  2. Click Reorder.
    a. In the Reordering Journey Stages window, grab the drag icon for a stage to reorder it.
    Reordering_Journey_Stages_window.png
    b. Click Reorder after you finish reordering stages.
  3. Click Publish.
    Publish_button_on_Acct_Journey_Builder.png
  4. In the window that opens, take note of the number of records Demandbase expects to impact when you publish the Journey update. Demandbase wants you to confirm that you understand existing records may be impacted.
  5. Enter the number of records potentially impacted and click Publish.

Steps: Delete a Journey Stage

  1. From the left navigation bar, go to Settings_icon_cogwheel.png Settings > Journey > Account Journey Builder and click Edit.
  2. Click the name of the Journey Stage to delete.
    a. Click the three dots in the top right corner and click Delete Stage.
    Delete_Stage.png
    b. Take note of the number of accounts that currently qualify for the stage and click Delete.
  3. Click Publish.
    Publish_button_on_Acct_Journey_Builder.png
  4. In the window that opens, take note of the number of records Demandbase expects to impact when you publish the Journey update. Demandbase wants you to confirm that you understand existing records may be impacted.
  5. Enter the number of records potentially impacted and click Publish.

Outcome

From the left navigation bar, go to JourneyIcon.png Journeys to see the changes in the Journeys dashboard.

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