Journey Overview For Leads
See every Customer Insights - Journeys interaction for a Lead in one place
When Sales or Marketing are viewing a Lead, one of the first questions is often: "What marketing communications have they received?" Unfortunately, the answer isn't easy to find. This is the information that the Journey Overview For Leads aims to deliver.
Journey Overview Summary
When Sales or Marketing are viewing a Lead, one of the first questions is often: "What marketing communications have they received?"
Unfortunately, the answer isn't easy to find.
Out of the box, Customer Insights - Journeys doesn't provide a simple way to view all of the journeys a Lead has participated in directly from their record. Users are left navigating between multiple areas, searching for journey names, or trying to piece together a customer's marketing history.
The Journey Overview for Leads custom page solves that problem.
With the ability to embedded directly within any of your model-driven app, it provides a clear, chronological view of every journey associated with a Lead, allowing your users to instantly understand where someone is in their overall marketing journey.
Key Benefits
- View all journeys for a Lead from a single screen.
- See active, completed and stopped journeys at a glance.
- Quickly understand their marketing history before making contact.
- Reduce time spent searching across Customer Insights - Journeys.
- Give Sales and Marketing teams greater context.
- Improve collaboration between marketing and customer-facing teams.
- Enhance user adoption by making journey information easy to find
The custom page can be opened from a Lead to find out the journey history for the audience member. Users can see the following:
- List of all Journeys with most recent first
- Filters to show info based on Lead or Journey info
- Journey name along with last updated date
- Each Journey can be selected to see more details
- Find out when the Lead entered or exited a Journey
- If Journey uses triggers, that information will also be shown
Why Would We Need This?
Having marketing data available where users already work removes friction from everyday tasks.
Instead of asking Marketing whether someone has been through a campaign, or spending several minutes searching for the information, users have immediate visibility directly from the Lead or Contact record.
It's a simple enhancement that saves time, improves customer conversations, and helps teams make better-informed decisions.
Whether you're supporting Sales, Customer Service or Marketing, the Journey Timeline brings valuable Customer Insights - Journeys data to exactly where your users expect to find it.
Perfect for...
- Sales teams preparing for conversations.
- Marketing users validating journey participation.
- Anyone who needs visibility of marketing engagement without navigating through multiple screens.
What's included?
After purchasing the custom page, you'll have everything needed for a System Administrator to add it to the Lead record.
It can be added to all model driven apps, or just one or two, it's entirely up to you! Instructions are provided with step by step on how to get it set up in 15 minutes. It's easy to do.
The solution does not modify your existing model-driven apps, command bars, or site maps. This keeps installation clean and allows you to choose exactly where the Journey Overview page appears.
You will be notified of any changes or updates to the solution, which will then be provided free of charge.
DOWNLOAD CONTENTS
One time cost
- Instructions on how to add the custom page to a model-driven app
- The Journey Overview for Leads custom page
- Web resource script to use with any model-drive app