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.

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Benefits

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.

 

Data signals

Journey Events has the following data signals available:

 

Who can access

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

To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.

 

Use Journey Events

Journey Events are accessible anywhere on the platform from Journey Stages, to Adversiting Reports to 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.

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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.

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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.

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Troubleshooting

For these events to appear, the appropriate integrations need to be in place.  Please see the list below to enable all events for Journey Events:

 

FAQ

Can I see Journey Events in my CRM?

At this time RollWorks does not push Journey Events data to any CRM.

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