Configurable Journey

Configurable Journey

Go beyond your current account funnel by adding in customizable stages that match your organization's business needs.

About this course

What You’ll Learn:

  • Engagio’s out-of-the-box configurable journey, the stages, and what criteria defines each
  • Understand how to customize your configurable journey stages to fit your business needs using Engagio suggested stages
  • Compare multiple account lists across stages in a single view
  • Understand how accounts in each list are trending over time
  • Calculate advanced stage metics like velocity and conversion (%) rates

Who Should Take This Course:

This course is designed for specifically for Engagio admins who are configuring the overall Engagio instance for their organization; however, anyone utilizing Engagio can benefit from knowing about engagement minutes. 

 

Time Expectations:

5  video tutorials that are roughly 12 mins, and 3 quick reads.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

 

Curriculum12 min

  • Introduction to Configurable Journey
  • Message for Dash Customers
  • How to Build Your Journey
  • Something to Keep in Mind
  • Journey Builder 2 min
  • Out of the Box Journey 2 min
  • Engagio Stage Suggestions 3 min
  • Journey Dashboard
  • Dashboard Overview 2 min
  • Journey Analytics
  • Journey Summary, Volume, Velocity, and Conversion 2 min
  • Understanding Your Journey
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Engagio’s out-of-the-box configurable journey, the stages, and what criteria defines each
  • Understand how to customize your configurable journey stages to fit your business needs using Engagio suggested stages
  • Compare multiple account lists across stages in a single view
  • Understand how accounts in each list are trending over time
  • Calculate advanced stage metics like velocity and conversion (%) rates

Who Should Take This Course:

This course is designed for specifically for Engagio admins who are configuring the overall Engagio instance for their organization; however, anyone utilizing Engagio can benefit from knowing about engagement minutes. 

 

Time Expectations:

5  video tutorials that are roughly 12 mins, and 3 quick reads.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

 

Curriculum12 min

  • Introduction to Configurable Journey
  • Message for Dash Customers
  • How to Build Your Journey
  • Something to Keep in Mind
  • Journey Builder 2 min
  • Out of the Box Journey 2 min
  • Engagio Stage Suggestions 3 min
  • Journey Dashboard
  • Dashboard Overview 2 min
  • Journey Analytics
  • Journey Summary, Volume, Velocity, and Conversion 2 min
  • Understanding Your Journey
  • Tell Us What You Think