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.
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:
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
- 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?”
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
Closed Won Attribution – Lightning/Classic
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.
ROI analysis weighted by engagement minutes is now available.
Ability to update up to 100 accounts with Engagio activities in one API call
Customer Path = Journeys
Campaign Attribution = Attribution
Lifecycle Stage = Journey Stage
To Lifecycle Stage = To Journey Stage
From Lifecycle Stage = From Journey Stage
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.