Using Campaign Studio’s Stages feature can help marketers identify how contacts are moving through the lifecycle or funnel. Campaign Studio uses stages for segmentation and campaign conditions. There are also specific dashboard widgets for seeing the movement of stages and the number of contacts in each stage.
Navigate to the Stages section in the left side menu, and then click +New.
Publish at: Set the date and time you want the stage to publish.
To schedule a stage to publish at a specified date and time:
Set Published to Yes.
Campaign Studio marks the stage as Pending and publishes it at the scheduled date and time.
Unpublish at: Set the date and time you want a stage to unpublish.
To schedule a published stage to unpublish at a specified date and time:
Click the Unpublish at (date/time) box and select your preferred date and time from the Date and Time picker.
Campaign Studio unpublishes the stage at the scheduled date and time.
The Date and Time picker shows the date and time according to the default timezone set for your user’s profile in System Settings. Therefore, before scheduling a stage to publish or unpublish, you must check the default timezone.
Moving contacts between stages requires a campaign action. Depending on how you define your contact lifecycle and stages, there may be different triggers for a contact to move between stages. Examples include behaviors within a campaign, or moving between segments which have criteria set up for each stage. In any campaign where you want to have contacts move between new stages:
For more information on setting up campaigns, see Adding events.
The Campaign Studio dashboard features two widgets to help users see how contacts are moving between stages.
The stages in time widget shows how often contacts change stages. More change indicates more velocity through your funnel.
The lifecycle widget enables marketers to see the number of contacts within a specified segment in each stage. You may include multiple segments on the widget. It is possible to have more than one lifecycle widget to break down the information into separate graphs, but still display the data on the dashboard for multiple segments.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
Using Campaign Studio’s Stages feature can help marketers identify how contacts are moving through the lifecycle or funnel. Campaign Studio uses stages for segmentation and campaign conditions. There are also specific dashboard widgets for seeing the movement of stages and the number of contacts in each stage.
Navigate to the Stages section in the left side menu, and then click +New.
Publish at: Set the date and time you want the stage to publish.
To schedule a stage to publish at a specified date and time:
Set Published to Yes.
Campaign Studio marks the stage as Pending and publishes it at the scheduled date and time.
Unpublish at: Set the date and time you want a stage to unpublish.
To schedule a published stage to unpublish at a specified date and time:
Click the Unpublish at (date/time) box and select your preferred date and time from the Date and Time picker.
Campaign Studio unpublishes the stage at the scheduled date and time.
The Date and Time picker shows the date and time according to the default timezone set for your user’s profile in System Settings. Therefore, before scheduling a stage to publish or unpublish, you must check the default timezone.
Moving contacts between stages requires a campaign action. Depending on how you define your contact lifecycle and stages, there may be different triggers for a contact to move between stages. Examples include behaviors within a campaign, or moving between segments which have criteria set up for each stage. In any campaign where you want to have contacts move between new stages:
For more information on setting up campaigns, see Adding events.
The Campaign Studio dashboard features two widgets to help users see how contacts are moving between stages.
The stages in time widget shows how often contacts change stages. More change indicates more velocity through your funnel.
The lifecycle widget enables marketers to see the number of contacts within a specified segment in each stage. You may include multiple segments on the widget. It is possible to have more than one lifecycle widget to break down the information into separate graphs, but still display the data on the dashboard for multiple segments.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
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