Use the Designate Stages feature in the Account Journey Builder to assign Journey Stages to three milestones: MQA (Marketing Qualified Account), Pipeline, and Customer.
Designated Stages help Demandbase track account progression through the buying journey and calculate metrics such as Pipeline Predict scores.
Example of Designated Stages
Designate only Journey Stages that represent the bottom of your funnel, starting with MQA. Do not designate stages at the top of your funnel.
The following table shows examples of Journey Stages to assign to each milestone.
| Milestone Stage | Description |
Example Journey Stages |
|---|---|---|
| MQA | Accounts that qualify as Marketing Qualified Accounts. |
MQA. Important: You can designate only one Journey Stage as MQA. If you don't have a stage named MQA, select the equivalent Journey Stage |
| Pipeline | Accounts with pipeline opportunities. | Scoping, Pipeline Opportunity, Negotiation, Pending Contract. |
| Customer | Accounts that are customers. | Customer, Closed-Won, Renewal-Won. |
Prerequisites to Designate Journey Stages
- You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
You must have configured and published your Journey Stages. See Edit and Publish Account Journey Stages.
Designate Journey Stages
- From the left navigation bar, go to
Settings > Journey > Account Journey Builder.
- Hover over a Journey Funnel, click the gear icon, and click Designate Stages.
- Scroll to the Stage Designations section.
Use the drop-downs to select the Journey Stages for each milestone. To remove a stage, click the X next to its name.
- Click Save.
Outcome of Designating Journey Stages
After you save your changes, the Account Journey Builder displays the designated milestone in parentheses after each applicable Journey Stage name, such as (MQA), (Pipeline), or (Customer).