Track accounts with Account journey

Account journey tracks how your targeted or engaged accounts move toward pipeline: ad impressions, website visits, touchpoints and milestones on one timeline. Click Account journey in the left rail.

Three views

• Overview: All accounts on one timeline, with your segments below. Zoom in for detail, and click an account to open it.
• Segments: each segment's accounts on its own timeline.
• Accounts: one card per account.

Browse accounts

1. Open the Accounts view.
2. Use Show: to list the top 10, 20 or 50 accounts.
3. Use Sort: to order them by Funnel progress, Pipeline value, Most touchpoints or Most recent.
4. Use Segment: to narrow the list to one segment, or choose All accounts.
5. Page through with Prev and Next.

Each card shows the account's milestones and, where data is available, ad impressions, identified visitors, anonymous visits, total touchpoints and high-intent signals. Click View touchpoints to see every touchpoint with its date. Click a campaign name to preview the campaign.

Create a segment

1. Click Create segment.
2. Name it and add rules, for example Region, Industry, Revenue (ARR), Company size, Funnel stage, Milestones reached, Touchpoints, Engagement score (1–10) or Latest touchpoint.
3. Click Create.

To change or remove a segment, open Segment: and click its edit or delete icon. Segments Metadata provides can't be edited or deleted.

Ask in chat

Open the chat with Talk to your agent while you're on the page and ask about the accounts on screen. For example:

• "Which accounts moved furthest down the funnel this month?"
• "Show the top 20 accounts in my enterprise segment by pipeline value."

If the page says No account journeys to show yet., accounts haven't engaged yet. Their journeys appear once they do.