Journey Stages Data not available for some dates
We compute a Journey Stage for each account each day. Sometimes, we cannot assign a reliable stage for a particular Account. This can be due to various reasons, such as the account not falling into any of your defined stages, insufficient data, ingestion issues, issues with your Journey Stages definitions, etc.
If we can't display Journey Stage data for certain dates, you'll see the message: "Journey Stage Data for some dates may not be available."
Some CRM/MAP values are not available
When customizing your Journey Stages using Salesforce, HubSpot, or Marketo you may encounter an issue when you are not able to select the specific field values you want to use. The example below depicts this issue - the value 60% Probability for the field Deal Stage is missing from the RollWorks Journey Stage logic builder.
This will happen when:
- Your CRM/MAP field values are not defined as a picklist.
- No records exist for a value in your CRM/MAP.
In the example above, RollWorks does not show 60% Probability because the Deal Stage field values in HubSpot have not been defined as a picklist and there are no records with a Deal Stage equal to 60% Probability currently.
When you are missing a value when customizing Journey Stages you can adjust your logic by adding a new block with OR logic. Add the filter using 'contains' instead of 'equals'.
Same Account meets criteria for multiple Stages
If the same Account meets the criteria for multiple Journey Stages the account will be only added to the stage closer to the bottom of your funnel. The stages at the bottom of your funnel are closer to conversion and further down the sales pipeline.
Some Accounts are missing a Stage
In order to view Journey Stage progression for an account the following must be true:
- The Account must be part of an existing Account List. If you do not see a specific account in Journey Stages the most common reason is that you may not have added that specific Account to any of your Account Lists. If you want to see accounts in a specific Journey Stage that are not yet part of an Account List, go to the Command Center and create an Account List from the Command Center directly.
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The Account must meet the criteria of at least one of your Journey Stages. If a specific Account is part of your Account Lists but doesn't meet the criteria for any of your Journey Stages:
- The account will not be added to any Journey Stage.
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In your CRM (Salesforce or HubSpot) the Journey Stage will be blank.
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In RollWorks we will flag these accounts as 'excluded' from Journey Stages:
Having a large number of accounts in your Account List that does not meet the criteria for any of your defined Journey Stages has the following downstream implications:
- You will not be able to track and measure journey stage progression for these accounts.
- The account will not be available if you use the Contact List Builder or the Account List Builder using Journey Stage filters.
- The accounts may not be targeted if you launch advertising campaigns or playbooks based on Journey Stages.
- Journey stage data will not be synced to Salesforce or HubSpot for these accounts.
Below are the most common Stage definition issues:
The unaware stage acts as a default catch-all stage for accounts.
If the Unaware logic includes specific URL conditions it is possible that none of the page views actually occur in that specific URL and therefore none of the accounts that are really qualifying for the unaware stage are being captured in this stage.
Action: Review the Unaware stage to ensure it does not contact logic that is too restrictive, like specific URLs. Remove specific URL rules from your Unaware stage logic.
Some of your stages should be customized using Salesforce/HubSpot data, especially the Open Opportunity, Won Opportunity, and any Post Sales stages.
If you are using Salesforce data to customize all of your stages, that may present an issue: if there are many accounts that are part of Account Lists that do not exist in Salesforce/HubSpot, then they will qualify for any journey stage.
Action: Review the logic for each stage and determine if too many stages depend on Salesforce/HubSpot data. Adjust any Salesforce/HubSpot rules that are too restrictive for top-of-the-funnel stages (unaware, aware, engaged, sales-ready)
You may be using AND logic to combine multiple data sources as your stage rule.
For example, if an account is only having Website Activity or only Salesforce Activity, then the account will not fall under this stage. Using OR could resolve the issue, or also changing the rule in a way that is not too specific resulting in hardly any accounts meeting this rule.