Journey Events Guide

What are Journey Events?

RollWorks Journey Events pulls timestamped events from Salesforce and HubSpot CRM,Marketing automation platforms like Marketo and HubSpot, and partnership integrations like G2, combining those events with intent, engagement, and journey stage data contained within the Rollworks platform.

 

Journey Events include two main features:

  • Event Timeline.  View activity data like SDR emails sent and opened, meetings booked, opportunities opened/progressed, and deals closed from Salesforce, Marketo, and Hubspot alongside RollWorks Web and Ad engagement data in a single timeline to see a complete picture of ABM program events.
  • Journey Stage Visualization.  View an account’s stage progression or regression next to account engagement and activity to understand what activities are more efficient at driving accounts through the buying journey.

journey stages HC image.png

What are the Benefits of implementing Journey Events?

Journey Events help you understand how marketing and sales activities are driving account progression by creating a single visualization of all account events from within and outside RollWorks.

Seeing how an account is influenced while moving through the buying journey allows you to understand what is working and what needs refinement in your ABM program.

  • Turn Activity Data Into Actionable Insight. Get a better understanding of what is working and what can be further improved across all channels.
      • Digital Advertising
      • Website
      • Sales Outreach
      • Events
      • Email Campaigns
      • Direct Mail Advertising
  • Make Marketing and Sales Events More Efficient at driving engagement and funnel motion. Ultimately, more efficiency drive accounts from Unaware through Closed-Won.

 

Who is eligible to access Journey Events?

All RollWorks customers on a Starter, Standard, Professional, and Ultimate package can use the Journey Events Feature at no additional cost.

To find out what subscription package you have, login to the RollWorks platform and visit the Plan and Usage page under Settings.

 

What data signals are available for Journey Events?

Journey Events has the following data signals available:

  • Website Activity
  • Ad Engagement
  • Account Spikes
  • Salesforce Activities
  • Salesforce Opportunities
  • HubSpot Deals
  • HubSpot Engagement
  • Marketo Activities
  • G2 Activities

To enable all these data signals so that they appear in Journey Events, the RollWorks Pixel and the appropriate CRM, MAP, and partnership integrations must be in place:

How to use Journey Events?

Journey Events is accessible anywhere in the platform from Journey Stages, to Campaign Analytics to Target Accounts pages.  Anywhere there is a list of accounts, users can click into the account and see their Journey Events.

 

View Journey Events from Journey Stages:

To access Journey Events from Journey Stages in order to see what events progressed an account down the funnel, users should click into Journey Stages and select a comparison date.

journey events in journey stages HC.png

 

To see a list of accounts that progressed through the funnel users should click the ‘Progressed’ icon.   Once clicked, a list of all the progressed accounts will appear on the right.

Journey Events HC 3.png

To see all Journey Events for a particular account, users can click the account of interest.  Once clicked, that account’s journey events will appear on the right-hand side of the screen.

Journey Events HC 4.png

 

 

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