RollWorks Account Journey Stages: Overview and Getting Started

What is Journey Stages and Who is Eligible to Access?

RollWorks Journey Stages tracks progression of target accounts along their buying journey and helps you plan and measure the impact of marketing and sales program investments.


Journey Stages base functionality is available at no additional cost to all RollWorks’ Starter, Standard, Professional and Ultimate package customers. Some features require integration with Salesforce and some are available only in higher packages e.g. stage additions, deletions & cloning.


Please speak to your RollWorks Account manager for more details, or if you are not currently on a RollWorks package please reach out to set up a demo with our team. 


Getting Started with Journey Stages

Before beginning to use Journey Stages, there are a few required and a few optional onboarding steps:



  1. Create a Target Account List
  2. Connect the RollWorks Pixel to your website

Optional but Recommended

  1. Integrate your CRM -- either Salesforce or HubSpot -- and opt in to data sharing
  2. Integrate your MA (Marketing Automation) -- Marketo or HubSpot -- and opt in to data sharing

Once these onboarding steps are complete, you’re ready to utilize Journey Stages.


To get started with Journey Stages, the first step is to navigate to Journey Stages. Journey Stages is located within the "Measure" section of the navigation sidebar:



After navigating to Journey Stages, you should customize your stages to match a funnel that would apply to your entire business by selecting "Customize Stages" and following the prompts.



Once you’ve clicked Customize Stages you have several options to consider. First, if you’re on Starter then your main approach should be customizing your existing five default stages. If you’re on Standard, Professional, or Ultimate then the sky's the limit. Consult with your team to consider adding new stages or editing existing stages based on your measurement needs.


Once you’ve customized your Journey Stages funnel, you’re ready to pursue the main use cases of Journey Stages: measuring the impact of your account based marketing efforts on your Target Account List. Learn more about using Journey Stages and some best practices to keep in mind here.






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