Journey Events Guide

What are Journey Events

RollWorks Journey Events pulls timestamped events from Salesforce, HubSpot, Marketo, and G2, combining those events with data offered through RollWorks like Keyword Intent, Bombora Company surge, events like Intent, Website and Ad activity, Account Spikes, and Journey Stage.

Watch this 3-minute product snapshot to learn the main benefits of this feature.

Journey Events includes two main views:

• 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. Learn more about Journey Stages.

• Event Timeline.  View activity data like SDR emails sent and opened, meetings booked, opportunities opened/progressed, and deals closed from Salesforce, Hubspot, Marketo, and G2 activities alongside RollWorks Web and Ad engagement data in a single timeline to see a complete picture of ABM program events.

Who can access

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

To access this feature from RollWorks you only need to log in. You can add additional users to your RollWorks account at no cost.

To access this feature directly in your CRM you need to grant a Sales Insights seat to any sales rep that needs access and complete the additional configuration steps in the guides below:

• Grant a Sales Insights seat to Salesforce reps
• Grant a Sales Insights seats to HubSpot reps

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 drives accounts from Unaware to Closed-Won.

Data range selection

The look-back window for these date selections starts at the most recent day we have data for in this view, which is 48 hours ago.

If you want to see data for the current day check back in 2 days to see journey data from today.

You can see Journey Events for an Account for the last 7, 14, 30, 90 days, or the Current Quarter. At this time you cannot see Journey Events for a specific account for more than 90 days.

Data sources included in Event Timeline

The Journey Event Timeline includes the following events:

View Journey Events in RollWorks

To access Journey Events you can click anywhere in the RollWorks platform where you can see an Account Name displayed - from an Account List, from Trending Accounts, from Journey Stages, etc.

A common navigation approach we recommend is to open 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.

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.

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.

Use Journey Events in your CRM

You can access Journey Events direct from your CRM.

To enable access to Journey Events in your CRM you will need:

1. Connect RollWorks to one of our supported CRM:
   • • For Salesforce learn how to set up the integration here.
     • For HubSpot learn how to set up the integration here.
2. Assign Sales Insights seats to each CRM user that needs access to view Journey Events directly in your CRM. Follow the instructions in this guide to assign Sales Insights seats.
3. Open your CRM and follow the instructions to find Journey Events:
   • • For Salesforce: Go to an Account record, click the RollWorks Sales Insights tab, and select the Journey tab. You will be able to see the Journey Stage visualization and Journey Event Timeline.

• For HubSpot: Go to a Company record, click on the RollWorks Sales Insights CRM card on the right, click the button View Journey Events and choose the Journey tab in the window that pops up. You will be able to see the Journey Stage visualization and Journey Event Timeline.

Missing event troubleshooting

For non-RollWorks activities to appear under the Journey Events Timeline, the initial onboarding technical setup and integrations must be completed. Please see the list of integrations below to enable all supported account activities: