How Journey Stages Are Defined

Configurable Journeys are defined by two things:

  1. Stage Criteria
  2. Stage Order

The Journey stage criteria is defined using Selectors.

The Account Journey Builder uses the stage order to decide which account should be in which stage.

When deciding which journey stage an account should belong to, Engagio will evaluate each of the stages starting with the highest order and going to the lowest.

In example above, Engagio will first check whether an account qualifies for the Customer stage. 

If the account qualifies for the Customer stage, then we're done. If the account doesn't qualify for the Customer stage, then we'll check the next stage, Open Opportunity, and so on.

An account can only belong to one stage at a time.

Engagio Out-Of-The-Box Stages

Here are the out-of-the-box stages, and the selector criteria for each:

No Engagement

This is the catch-all stage for accounts that don't qualify for any of the other stages. You can't add selector criteria to this stage.

Aware

The Aware stage indicates that there is some engagement for the account in the last 3 months.

MQA

The MQA stage indicates the account has 100 or more engagement minutes for "Marketing Engagement" activities in the past 3 months, and at least 2 people have 20 or more engagement minutes for "Marketing Engagement" activities in the past 3 months.

Recycle

The Recycle stage indicates the account had a lost opportunity in the past 3 months.

By default, this stage is hidden on the Configurable Journeys Dashboard and in Journey Analytics.

Remove the example card and modify the stage criteria to activate it.

Meeting

The Meeting stage indicates the account had a meeting in the past month.


By default, this stage is hidden on the Configurable Journeys Dashboard and in Journey Analytics.

Remove the example card and modify the stage criteria to activate it.

Open Opportunity

The Open Opportunity stage indicates the account has open opportunities.

Qualified Opportunity

The Qualified Opportunity stage indicates the account has qualified opportunities.

By default, this stage is hidden on the Configurable Journeys Dashboard and in Journey Analytics.

Remove the example card and modify the stage criteria to activate it.

Customer

The Customer stage indicates the account has won opportunities.

Disqualified

The Disqualified stage indicates the account type is disqualified. 

By default, this stage is hidden on the Configurable Journeys Dashboard and in Journey Analytics.

Remove the example card and modify the stage criteria to activate it.