Edit and Publish Journey Stages

  • Updated

Context 

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 before editing. See Best Practices for Customizing the Account Journey.

You can edit Journey Stages using the following options:

Important:

  • Editing Journey Stages can impact Journey Analytics and other Demandbase functionality. You should consider the ramifications of editing Journey Stages if the journey funnel is already up-and-running. 
  • You can't edit the selector logic for the All Other stage. 
  • Once you update Journey Stages, you may also need to update the Marketing Qualified Account (MQA), Pipeline, or Customer designated stages. See Designate Stages in Journey Builder

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.
  2. Hover over Global Journey, click the gear icon that appears, and click Edit Journey.
  3. Click the name of the Journey Stage to edit.
  4. In the Selector tab, update the Selector criteria that defines the stage. See Working with Selectors.
  5. Click Queue.
    Important: Changes are not saved if you leave the page without queueing. 
  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) Click the Accounts tab to see an updated list of accounts that qualify for the stage.
  8. Click Back to List
    Back_to_list_button.png
  9. Click Publish.
    Publish_button_for_modifying_Selector.png
  10. Enter the number of records impacted and click Publish.
    Publish Journey.png

Steps: Add a Journey Stage

  1. From the left navigation bar, go to Settings_icon_cogwheel.png Settings > Journey > Account Journey Builder. 
  2. Hover over Global Journey, click the gear icon that appears, and click Edit Journey.
  3. Click Add New Stage. 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 Journeys Summary page.
  4. Click Create.
    New_Journey_Stage.png
  5. In the Selector tab, update the Selector criteria that defines the stage. See Working with Selectors.
  6. Click Queue.
    Important: Changes are not saved if you leave the page without queueing. 
  7. Click Back to List.
    Back_to_list_button.png
  8. Click Publish.
    Publish_button_for_modifying_Selector.png
  9. Enter the number of records impacted and click Publish.
    Publish Journey.png

Steps: Reorder Journey Stages

  1. From the left navigation bar, go to Settings_icon_cogwheel.png Settings > Journey > Account Journey Builder. 
  2. Hover over Global Journey, click the gear icon that appears, and click Edit Journey.
  3. Click Reorder.
  4. Drag and drop Journey Stages to desired positions.
    Reordering_Journey_Stages_window.png
  5. Click Reorder.
  6. Click Publish.
    Publish_button_for_modifying_Selector.png
  7. Enter the number of records impacted and click Publish.
    Publish Journey.png

Steps: Delete a Journey Stage

  1. From the left navigation bar, go to Settings_icon_cogwheel.png Settings > Journey > Account Journey Builder. 
  2. Hover over Global Journey, click the gear icon that appears, and click Edit Journey.
  3. Click the name of the Journey Stage to delete.
  4. Click the top right three dots and click Delete Stage.
    Delete_Stage.png
  5. Click Delete.
  6. Click Publish.
    Publish_button_for_modifying_Selector.png
  7. Enter the number of records impacted and click Publish.
    Publish Journey.png

Outcome

It may take up to 48 hours to update Journey Stages. 

From the left navigation bar, go to Journeys N.png Journeys to see the changes in the Journeys Summary and Dashboards in Analytics.

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