Journey Stages FAQ

What data sources are available to use in Journey Stages?

RollWorks offers RollWorks Website Data, RollWorks Advertising Data, Salesforce Account, Opportunity and Activity data, HubSpot Account, Deals and Engagement data, and Marketo Activity data.

 

How can Accounts regress?  How can a won opportunity regress? 

An account can regress on a TAL by no longer meeting the conditions of the stage it is in. In the first example, perhaps you’re interpreting the term unaware too literally. What it means here is that the account went from having at least 1 person visit your website in the last 30 days to having no one from the company visit your website in the last 30 days. 

 

Is intent data available for Journey Stage definitions? e.g. "Unaware AND Intent/in-market"? 

Account Intent data is not available for stage definitions to start because Intent is a filter, like Fit, that could be layered on the accounts in any stage as an additional attribute for prioritization.

 

How can I leverage the accounts in a Journey Stage to define an Account Group?

Step 1. Navigate to Target Accounts in Identify.

Step2. Click into the Account List.

Step 3. If you do not have any Account Groups, click "Create Groups".  If you already have Account Groups, click "Manage List" and select "Edit Groups".

Step 4. If you do not have any Groups, use the Suggested Groups feature which will create one Account Group for each Journey Stage that you have.  If you have Account Groups, you can find the "Journey Stage" attribute under "RollWorks Company Attributes".

 

How should I use Journey Stages vs the Campaign Analytics dashboard?

Journey Stages is used to compare the progression of accounts on a Target Account List regardless of what programs or advertising efforts have been activated against that Target Account List.  

The Campaign Analytics dashboard goal is to specifically showcase the influence of RollWorks advertising on accounts in a Target Account List.  The campaign analytics dash tells you the % of the TAL reached by advertising, % of TAL that was shown ads and then visited the advertiser website etc.

 

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