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 journey stages in Designated Stages:
| Designate 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: