Engagement Path

Engagement Path allows you to see a complete view of lead, contact, account, and opportunity engagements from first touch all the way to close.

Tile Description

Event Type: The type of touchpoint (Session, CRM Campaign, CRM Event, CRM Task, Impression)

Bizible Touchpoint Position: Touchpoint Position of the lead/contact

Bizible Attribution Touchpoint Position: Bizible Attribution Touchpoint Position of the Opportunity

Touchpoint Date: For online sources: date & time the engagement occurred. For offline events: date & time set in the Salesforce Campaign. For activities touchpoint: touchpoint date field being referenced in the activities configuration

Email: The email associated to the engagement

Marketing Touch Type: Type of engagement (Web Visit, Web Form, Web Chat, CRM, Activity Types)

Channel: Marketing channel which drove the engagement

Medium: Medium of engagement

  • If the engagement comes from an API connected platform (Adwords/BingAds) medium will be CPC
  • If the engagement’s landing page contains utm_medium, we will parse
  • If the engagement comes from CRM campaign, the medium comes from the ‘Type’ field from the CRM campaign

Web Source: This column will display the source of the engagement

  • If the engagement comes from an API connected platform, web source will display the name of the ad platform
  • If the touchpoint came from organic search, this field will display the name of the search engine
  • If not #1 or #2, and the utm_source value is present in the landing page URL for the touchpoint, that value will be displayed here
  • If not #1 or #2 and there is no utm_source value present, the root domain of the referring URL will be displayed here.
  • If none of the above, this will display Web Direct or Web

First Interaction with the Person: This column will display Yes or No if that touchpoint was the individuals first interaction

Attributed Revenue: This column will display the revenue attributed to that touchpoint based on the selected attribution model selected

Filter Description

Filter Name Description

Account Name/ID

Allows for multiple values by adding filters through the plus sign "+" on the right. Multiple filter values will have "either or" relationship, meaning tile will show results for both filter values. If any of the filter values are not valid, the dashboard will not produce results for the invalid value, but will still filter to the valid filter values. Not case sensitive.

Opportunity Name/ID

Allows for multiple values by adding filters through the plus sign "+" on the right. Multiple filter values will have "either or" relationship, meaning tile will show results for both filter values. If any of the filter values are not valid, the dashboard will not produce results for the invalid value, but will still filter to the valid filter values. Not case sensitive.

Lead ID/Email

Allows for multiple values by adding filters through the plus sign "+" on the right. Multiple filter values will have "either or" relationship, meaning tile will show results for both filter values. If any of the filter values are not valid, the dashboard will not produce results for the invalid value, but will still filter to the valid filter values. Not case sensitive.

Contact ID/Email

Allows for multiple values by adding filters through the plus sign "+" on the right. Multiple filter values will have "either or" relationship, meaning tile will show results for both filter values. If any of the filter values are not valid, the dashboard will not produce results for the invalid value, but will still filter to the valid filter values. Not case sensitive.

Account Name/ID, Lead ID/Email, Contact ID/Email filter are "either or" relationship, meaning if both lead filter and contact filter has value, it will show all records for either of the IDs.

Attribution Model

Specify which model the attributed revenue should be calculated against. Allowed values: "Full Path Attribution", "First Touch Attribution", "Custom Model Attribution", "Lead Creation Attribution", "U Shaped Attribution", "W Shaped Attribution".

Event Type

Filter journey by type of event the user touchpoint is based on. Allows for multiple values by adding filters through the plus sign "+" on the right. Allowed values: "Session", "CRM Campaign", "CRM Event", "CRM Task", "Impression".

Lead Stages

Filter journey by lead stage the user touchpoint is based on. Allows for multiple values by adding filters through the plus sign "+" on the right. Filter default to "is equal to" will show suggestions to choose from, but recommend using "contains" as filter criteria for multiple filters on stages.

Opportunity Stages

Filter journey by opportunity stage the user touchpoint is based on. Allows for multiple values by adding filters through the plus sign "+" on the right. Filter default to "is equal to" will show suggestions to choose from, but recommend using "contains" as filter criteria for multiple filters on stages.

Touchpoint Date

Filter journey by touchpoint date/time.

User Touchpoint Email

Filter journey by email on user touchpoint. This allows for filtering emails that are not associated with a lead/contact/account.

Marketing Touch Type

Filter journey by marketing touch type.

Channel

Filter journey by channel.

Medium

Filter journey by medium.

Web Source

Filter journey by web source.

First Interaction with the Person

Filter journey by "Is First Touch" column on user touchpoints table.

Attributed Revenue

Filter journey by attributed revenue value.

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