This page describes the various filter options that you have available on the Journey page. These filters and options work with each other to help you analyse your customer journeys, drill down into the details of the journeys, and answer questions related to them.
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Filters
This filter allows the user to choose the dimensions related to leads, accounts, and opportunities as filters. This is based on various dimensions that are configured.
You can add the desired dimensions to this filter by clicking the three-dot menu on the top-right of the page and selecting the ‘Edit Page’ option. Then add the dimensions you want in the ‘Filters’ section of the ‘Edit Page’. When you go back to the main page, the selected dimension and its options will now appear in the ‘Filter’ dropdown.
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Analysis Type
You can perform the journey analysis based on:
the creation in a stage (‘Created’)
leads that progress ('Progressed’) from one stage to another in the funnel
all the leads that have entered the funnel (across the lead stages)
If you decide on the ‘Progressed’ option, two more dropdowns are enabled to choose the ‘Progressed Time Period’ and the ‘Progressed Stage’.
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Created Time Period and Created Stage
Here, you can select the stage in which the lead/opp was created in the funnel, and the analysis will be based on this as one of the parameters.
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Progressed Time Period and Stage
This is enabled only for the ‘Progressed’ option of the ‘Analysis Type’. Decide a preset or custom period within which the lead/opp should have progressed from the ‘Created Stage’ to the ‘Progressed Stage’.
Select the progressed stage for the analysis. Only the leads/opportunities that have moved from ‘Created Stage’ to ‘Progressed Stage’ will be considered for the journey analysis..png)
Contacts Considered
For Journeys to Opportunity stages, this dropdown helps you decide which of the associated contacts’ journeys should be tracked to the Opportunity stage.
All Contacts in Account — All the Contacts’ Journeys belonging to the same account as the Opportunity will be considered
Primary Contact in opportunity — Only the Opportunity’s primary contact’s journey will be considered
All Contacts in Opportunity — All the Contacts’ Journeys associated with the Opportunity, primary or not, will be considered
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Top 'X'
Use this option to choose how many results you want to see. This filter is applied last on the result of the application of all other filters. You can also enter a custom value for this option.
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Engagement
Use this option to select what type of engagement you want to include in the journey analysis. The three options are:
Activity
Campaign Touch
Funnel movement
Applying this filter will refresh the values for the ‘Start With’, ‘End With’ and ‘Has Any’ filters.
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View Journeys By
Use this option to view the journey by their ‘Engagement Type’ or ‘Engagement Name’. The analysis will also show the results based on this selection.
Applying this filter will refresh the values for the ‘Start With’, ‘End With’, and ‘Has Any’ filters.
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Sequence Filters
Engagement By
This is to decide which dimension the sequence filters should work on. This could be different from Journeys by. For example, you could view the Journeys by ‘Engagement Name’, but could filter them by ‘Engagement type’ or ‘Engagement Channel’
First Engagement
This option allows you to only include those journeys in the analysis that start with the selections from this drop-down.
Last Engagement
This option allows you to only include those journeys in the analysis that end with the selections from this drop-down.
Any Engagement
This option allows you to only include those journeys in the analysis that contain the selection anywhere in the journey.
Find a Sequence
This option allows you to further specify a sequence of engagements, and only the journeys that have this sequence will be considered for analysis. You can add up to 5 engagements per sequence.
If the “Strictly immediate” option is unchecked, then the sequence may have other engagements between them in the journeys. E.g., if the sequence pattern to look for is “Email → Website trial → Meeting”, then even journeys that have “Email → Call → Call → Website trial → Demo → Meeting” will be considered.
If the “Strictly immediate” option is checked, then only the journeys containing the exact sequence will be considered. E.g., if the sequence pattern to look for is “Email → Website trial → Meeting”, then a journey that has “Page visit → Email → Website trial → Meeting” will be considered. However, another journey that has a sequence of engagements as “Email → Call → Call → Website trial → Demo → Meeting” will not be considered.
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You can have multiple sequences with ‘Any’ or ‘All’ conditions applied between them. The ‘Any’ option between sequences acts as a logical OR (union) condition. The ‘All’ option between the sequences acts as a logical AND (intersection) condition.
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