Building a Journey begins with selecting an end goal that you would like to track. Most companies choose to set some kind of sales measurement as an end goal in order to tie the marketing and sales efforts with business outcomes. For example, opportunity creation, closed-won deals, etc.
- Click Select a goal... and select an option from the drop-down list. Options displayed depend on the data sources you connected to the platform.
- In this example, select Salesforce Opportunity.
- Upon selecting the goal, the Name field, the Select Time Dimension field (which is populated by a default selection), and the Date Range field appear. Modifying the pre-selected Time Dimension is detailed in the next few sections in this page.
- In the Name field, choose a name for your goal. In this example, we named the goal "Won Opps".
- Click + filter (1) found on the top right corner of the Select Goal box.
Note: You can use the Filter feature as many times as you want to refine your data.
- Click on the filter by field (2) to select a property.
- Select an option from the drop-down list. Options displayed depend on the goal that was selected.
Note: To search for a property in a long list, type in a few characters of the desired property name and it will populate so that you can easily select it.
- In this example, we select stagename (3).
Upon selecting a property, two more fields appear on the right. Select an operator by clicking on the middle field to display drop-down options.
Note: Drop-down options displayed in the middle and right fields depend on the property selected in the left field.
- In this example, we retain the default equals operator in the middle field...
- … and select Closed Won from the drop-down options in the right field.
When you select your goal (refer to Step 1), the Select Time Dimension field is automatically populated with a pre-selected Time Dimension. You can, however, modify the selection by clicking on it and selecting from the drop-down options.
In this example, we retain the pre-selected createdate Time Dimension. Alternatively, you can choose to look at the opportunity by closedate.
Click on Select... under Date Range and select an option from the drop-down list. In this example, we select Last 30 days.
To conclude, after refining the goal with filters and time dimensions, what we chose to track as an end result is all the closed-won opportunities which were created in the last 30 days.
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Updated about 2 months ago