It’s that time of year when students are back in school, the grown-ups are back to work (I hope everyone had a good summer!) and we are excited to announce key new features as part of this September release.

Configurable Journeys and Dash updates will be live on September 16th and Segments will be live by the end of September.

To learn more about this release, please sign up for the September 2019 Product Release Webinar that will take place on September 26th, at 10AM (Pacific).

If there is a theme to this release it’s all about “Configurability.” We’re making the Engagio platform even more configurable to how you do business and what’s important to you.

Configurable Account Journey

Configurable Journey enables you to go beyond the account funnel Engagio currently has by letting you customize each stage with your own criteria and add stages like “Customer”, “Meeting”, “Recycled” or “Disqualified”:


With Configurable Journey you can:

  • Customize account journey stages to align with your business needs
  • Compare multiple account lists across stages in a single view
  • Understand how accounts in each list are trending over time
  • Calculate advanced metrics like Stage Velocity and Stage Conversion (%) Rates.

What Existing Features are Impacted?

Configurable Journey brings lots of new analytics to Engagio, but also replaces some existing functionality.

ABM Scorecard

The ABM Scorecard has been re-designed to allow for configurable stages, but should still be very familiar if you’re used this page in the past:


MQA Page

The existing MQA Page is retired entirely, and is replaced by a new section in Engage called “Journey” which in turn has 3 more new pages:


Where and How MQA Rules Are Defined

Existing Engagio functionality allows you to configure the rules for the MQA Stage only. The new Journey Builder allows you to configure ALL stages of the Journey, including the MQA Stage.


The new Journey Builder is powered by Engagio’s Selectors – which were built for maximum customizability.

The Journey Builder will have the existing Engagio stages by default:

  • No Engagement
  • Aware
  • MQA
  • Open Opportunity

So you don’t have to define a new stage to make this feature work. If you choose to not define any new stage in Journey Builder, Engagio will automatically configure the Configurable Journey to use your existing Engagio account funnel.

Account List Snapshots

The Account List Snapshots feature has been replaced with an automatically historical Journey data instead. This means that you no longer have to add Account Lists to Snapshots and instead the historical Account data will be generated by Engagio.

Journey Summary Page

Shows which journey stage the accounts in account list are in right now.

Example Question: “How many Accounts are in stage MQA right now?”

chart stage select

New Volume Page

Shows the historical trends in how many accounts moved to which stages which a period of time.  Example Question: “How many Accounts moved to MQA last Quarter?”

New Velocity Page:

Shows how long Accounts spent in each stage historically (in # of days). Example Question: “How long do Accounts spend in stage MQA?”

New Conversion Page:

Shows how Accounts are moving from one stage to the next in terms of their (%) conversion rates.
Example Questions: “What % of Accounts moved from MQA to next stage last year?”


While other systems can look at Account, Opportunity, or Activity information to pull a list of People our Segments can be configured to return groups of Accounts, Opportunities or Activities as well as People.

Configured in Engagio: Customizable groupings that leverage selectors instead of assistance from an SFDC Admin.

Activity Fields: Segments provide a more flexible way of categorizing activities in Engagio.

  • Create and manage all of your existing Account, People and Opportunity Lists.
  • Create new Dynamic Lists that no longer rely on a Salesforce report or view as the source.
  • Refine your target account lists to discover new cohorts of audiences based on member attributes and activities with filters
  • Create best practice Reports for your Marketing and Sales teams, e.g., VP-level activity from accounts with open opportunities scheduled to close within 90 days
  • Set up subscriptions to automatically receive digests of key insights, e.g., account has just become marketing qualified

Dash Updates

Our latest version of Dash has improved performance, new functionality and new reports and dashboards.
If you upgrade, must be on “engagement minutes” version of Dash for the dashboards to work. Contact CSM on how to upgrade.
New Out of the Box Attribution Dashboards
  • Closed Won Attribution – Lightning/Classic
Closed Won Attribution (Minutes) - LIGHTNING _ Salesforce
Closed Won Attribution Dashboard in Dash
  • MQA Impact – Lightning/Classic
    *If you upgrade, must be on “engagement minutes” version of Dash for the dashboards to work. Contact CSM on how to upgrade.
MQA Impact Dashboard - LIGHTNING _ Salesforce
MQA Impact Dashboard in Dash
  • ROI analysis weighted by engagement minutes is now available.
Campaign Cost ROI - LIGHTNING _ Salesforce
Campaign ROI Attribution Dashboard in Dash
Performance and other Improvements
Batch API for Account Batch Job
  • Ability to update up to 100 accounts with Engagio activities in one API call
Renamed objects and fields in Dash to be consistent with Configurable Journey
  • Customer Path = Journeys
  • Campaign Attribution = Attribution
  • Lifecycle Stage = Journey Stage
  • To Lifecycle Stage = To Journey Stage
  • From Lifecycle Stage = From Journey Stage
Other Minor Enhancements:
  • Increase field character limit for “Activity Details”
  • Fixed null reference error for engagement minutes recalculation
  • Fixed error where opportunity updates were adjusting account lifecycle stages
  • Updated attribution to now calculate based on engagement activities for the person journey
  • Created a “read only” permission set for non-Dash admins

We hope you like it!

Any other questions or concerns? Share it in our Slack Channel or reach out to your Customer Success Manager.