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 specifically for Engagio admins who are configuring the overall Engagio instance for their organization; however, anyone utilizing Engagio can benefit from the last two lessons on how to read the Journey Dashboard and Journey Summary pages, which display analytics related to the journey.

 

Time Expectations:

5  video tutorials that are roughly 21 mins, and 1 quick read.

 

Supporting Documentation:

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

 

 

Curriculum21 min

  • Introduction to Configurable Journey
  • How to Build Your Journey
  • Best Practices 7 min
  • Account Journey Builder 2 min
  • Out of the Box Journey 4 min
  • Journey Dashboard
  • Dashboard Overview 3 min
  • Journey Analytics
  • Journey Summary, Volume, Conversion, and Velocity 4 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 specifically for Engagio admins who are configuring the overall Engagio instance for their organization; however, anyone utilizing Engagio can benefit from the last two lessons on how to read the Journey Dashboard and Journey Summary pages, which display analytics related to the journey.

 

Time Expectations:

5  video tutorials that are roughly 21 mins, and 1 quick read.

 

Supporting Documentation:

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

 

 

Curriculum21 min

  • Introduction to Configurable Journey
  • How to Build Your Journey
  • Best Practices 7 min
  • Account Journey Builder 2 min
  • Out of the Box Journey 4 min
  • Journey Dashboard
  • Dashboard Overview 3 min
  • Journey Analytics
  • Journey Summary, Volume, Conversion, and Velocity 4 min
  • Understanding Your Journey
  • Tell Us What You Think