Edit and Publish Journey Stages

Use the Account Journey Builder to edit, add, reorder, or delete Journey Stages in your Global Journey. After making changes, you must publish them for Demandbase to apply the updates.

You can make the following changes:

• Update an Existing Journey Stage
• Add a Journey Stage
• Reorder Journey Stages
• Delete a Journey Stage

Important:

• Changes to Journey Stages can affect Journey Analytics and other Demandbase functionality. Review the potential impact before modifying an active journey.

• After updating Journey Stages, you may also need to update the designated Marketing Qualified Account (MQA), Pipeline, or Customer stages. See Designate Stages in Journey Builder.

Prerequisites to Edit and Publish Journey Stages

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
• Read Best Practices for Customizing Journey Stages.

Update an Existing Journey Stage

Update an existing Journey Stage to change its selector criteria, name, description, or visibility in Analytics.

Important: You cannot edit the selector logic for the All Other stage.

1. From the left navigation bar, go to Settings > Journey > Account Journey Builder. 
2. Hover over Global Journey, click the gear icon, and click Edit Journey.

3. Click the name of the Journey Stage you want to edit.

4. On the Selector tab, update the criteria that define the stage. See Working with Selectors.
5. Click Queue.
   Important: You must queue your changes before leaving the page to save them.
6. (Optional) Click the Details tab to update the Stage name, Description fields, and show or hide the stage in the Journeys dashboard in Analytics.
7. (Optional) On the Details tab, update the stage name, description, or visibility in the Journeys dashboard in Analytics.
8. (Optional) On the Accounts tab, review the updated list of accounts that qualify for the stage.
9. Click Back to List.
10. Click Publish.
11. Enter the number of impacted records and click Publish.

Add a Journey Stage

Add a Journey Stage to define a new phase in your account journey.

1. From the left navigation bar, go to Settings > Journey > Account Journey Builder. 
2. Hover over Global Journey, click the gear icon, and click Edit Journey.
3. Click Add New Stage.
4. In the New Journey Stage window, configure the following:
   • Name: Enter a name for the stage.
   • Description: Enter a description of the stage.
   • Order: Select the stage's position in the account journey.
   • Display in Analytics: Toggle on to show the stage in the Journeys Summary page.
5. Click Create.

6. On the Selector tab, configure the criteria that define the stage. See Working with Selectors.

7. Click Queue.
   Important: You must queue your changes before leaving the page to save them.
8. Click Back to List.
9. Click Publish.
10. Enter the number of impacted records and click Publish.

Reorder Journey Stages

Reorder Journey Stages to change their sequence in the account journey.

1. From the left navigation bar, go to Settings > Journey > Account Journey Builder. 
2. Hover over Global Journey, click the gear icon, and click Edit Journey.
3. Click Reorder.

4. Drag and drop the Journey Stages into the desired order.

5. Click Reorder.
6. Click Publish.
7. Enter the number of impacted records and click Publish.

Delete a Journey Stage

Delete a Journey Stage that is no longer needed in your account journey.

1. From the left navigation bar, go to Settings > Journey > Account Journey Builder. 
2. Hover over Global Journey, click the gear icon, and click Edit Journey.

3. Click the name of the Journey Stage you want to delete.

4. Click the top right three dots and click Delete Stage.
5. Click Delete.
6. Click Publish.
7. Enter the number of impacted records and click Publish.

Outcome of Editing and Publishing Journey Stages