Attribution Person Journey Builder: Out-of-the-Box Stages

  • Updated

Attribution comes with a default set of out of the box Person Journey Stages:

  • Known
  • MQL
  • SAL
  • In Open Opportunity
  • In Customer Account
  • Recycled

To access these stages, from the left navigation bar, go to 1SettingsCropped.png Settings > Journey > Attribution Person Journey Builder. Click into each stage to see the selectors shown below for each stage.

AttributionPersonJourneyBuilder.png

Stage: Known

Known is a catch-all stage for people (leads & contacts) who don't qualify for any other stage. It should not have any filters.

AttributionPersonJourneyBuilderKnown.png

Stage: MQL

MQL stands for Marketing Qualified Lead. It's meant to capture people that are ready for sales review. MQL is typically controlled through a lead score criteria (for example, 100). In our example criteria, we use Lead Status = MQL. If you use a different field to capture this transition (or a different term than MQL), update the criteria here. You can also change the stage name.

MQL.png

Stage: SAL

SAL stands for Sales Accepted Lead. It's meant to capture people that sales is trying to book a meeting or demo with in order to open an Opportunity. Most of the time, SAL is a status that is controlled through Salesforce either through a field like Lead Status or Contact Status, or potentially by a task or meeting completion with the lead or contact. In our example criteria, we use the criteria of Lead Status = SAL. If you use a different field to capture this movement (or a different term than SAL), update the criteria here.

SAL.png

Stage: In Open Opportunity

Open Opportunity is meant to capture people that are in contact roles on any non-closed opportunity. You can update the criteria to include specific types of opportunities or record types. You can also filter for Account type(s) in the criteria.

InOpenOpportunity.png

Stage: Recycled

Recycled is meant to capture people that are not ready for sales yet. In our example criteria, we use the criteria of Lead Status = Recycled. If you use a different field to capture this movement (or a different term than Recycled), update the criteria here.

Recycled.png

If you need help editing the stage criteria, see Edit and Publish Account Journey Stages.

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