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A
Anonymous
June 11, 2015
Question

Success Path Analyzer Basics

  • June 11, 2015
  • 1 reply
  • 4329 views

Update: I'm still trying to find where the Success Path Analyzer gets its numbers? Is it looking at the actual transitions that literally go through one stage to the other? Or is it just looking at the total number of lead currently in each "bucket" or stage?

Original question:

What is Success Path Analyzer looking for? In other words, from where is it pulling its numbers? Is it looking at the actual transitions that literally go through one stage to the other? Or is it just looking at the total number of lead currently in each "bucket" or stage?

This is important to me because our most of our transitions in the Revenue Model don't work. Therefore, we set up normal trigger campaigns to push people from one stage to another. It's crazy that this works since we set up the trigger campaigns identically to the ones currently in the Model, but anyway...

I've searched and searched for some basic documentation of the Success Path Analyzer with no luck. Maybe I just don't know my way around the new Community yet. Any help answering the question of where the SPAnalyzer gets its numbers would be greatly appreciated!

Allison

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    1 reply

    Josh_Hill13
    Josh_Hill13
    Level 10
    June 11, 2015

    Please see my presentation with Jeff Coveney on this issue. You must use campaigns to push Revenue Stage Transitions. Success Path relies on RCM working right.

    How to Build a Lead LifecycleMarketing Rockstar Guides

    A
    Anonymous
    June 11, 2015

    Thanks so much, Josh. I signed up and downloaded the presentation and read through the entire thing - your part and Jeff's part.

    If I understand correctly, the Model in and of itself does NOT correctly push people through the stages? I MUST also (in addition to) set up trigger campaigns outside of the model in order to make sure everyone is moving through the stages? But I must keep the non-working triggers in the model too b/c they might do something? I think I am getting that right, and am fine with it as we've already done double the work and set up trigger campaigns inside and outside of the model.

    Then, to check my interpretation again, once I have those two sets of trigger campaigns set up, my Success Path should be working right? I understand it only refreshes once a day, so there could be small variation in the number of leads in each stage.

    Then the Success Path analyzer will be showing the total number of leads currently (at the time the daily snapshot was taken) are in that stage? Or is it looking for something else?

    If a lead skips a stage or two (like we manually change someone's lead record), do they still get included in the correct stage of the Success Path Analyzer - or does something get messed up since they didn't go through each transition in order. I saw the skipping ahead mentioned on Jeff's slides, but didn't see the conclusion.

    Thanks to anyone who can help me wrap my mind around this! Or point me to any Marketo docs that explain about the basics of the analyzer - what it is looking for.

    Thank you, thank you!!

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