Context
The Designate Stages feature categorizes your journey stages into three milestones: MQA (Marketing Qualified Account), Pipeline, and Customer. Designated Stages are used for metrics such as Pipeline Predict scores.
Example of Designated Stages
The following is an example of Designated Stages:
| Milestone Stage | Criteria | Journey Stage(s) to Assign |
|
MQA Important: For MQA stage, only one journey stage can be designated. |
Accounts that are MQA | If you don’t have a stage named MQA, select the equivalent Stage. |
| Pipeline | Accounts in pipeline | Scoping, Pipeline Opportunity, Negotiation, and Pending Contract. |
| Customer | Accounts that are customers | Customer, Closed-Won, and Renewal-Won. |
Tip: Only bottom funnel stages such as MQA and after should be designated stages. Don’t designate stages that are at the top of the funnel.
Prerequisites/Preparation
You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Complete setting up journey stages. See Edit and Publish Account Journey Stages.
Steps
- From the left navigation bar, go to
Settings > Journey > Account Journey Builder.
-
Hover over a journey funnel, click the settings icon, and click Designate Stages.
- Use the drop-down menus to add stages to each of the three designated stages. You can also remove stages by clicking the X.
- Click Save.
Outcome
The Account Journey Builder page shows your designations after the stage name. For example, see (MQA), (Pipeline), and (Customer) in the following screenshot: