Account Engagement Stages

Account Engagement Stages:    

The Account Engagement Stage page in Hushly allows users to configure an engagement funnel at an account level.

Viewing the  Account Engagement Stages:

To view Account Engagement Stages:

1. From the Left Nav Menu, click ABM > Account Engagement Stages.   
2. On the Account Engagement Stages page, you can view the Account Engagement Stages Table.   
3. The Account Engagement Stages Table provides the following information:
   • Activity:
     • The number of Unique Visitors at Stage New.
       
       
     • The number of Unique Visitors at Stage Browser.
       
       
     • The number of Unique Visitors at Stage Clicker.
       
       
     • The number of Unique Visitors at Stage Engaged.
       
       
     • The Number of Unique Visitors at Stage Highly Engaged.
       
       
   • Engagement Stage:  Different Stages that are assigned to the Account 
     • New: Assigned to a newly created Account.
       
       
     • Aware: Assigned when the visitor of the Account fulfil the defined Aware rule.
       
       
     • Interested: Assigned when the visitor of the Account fulfil the defined Interested rule.
       
       
     • Engaged: Assigned when the visitor of the Account fulfil the defined Engaged rule.
       
       
     • Highly Engaged: Assigned when the visitor of the Account fulfil the defined Highly Engaged rule.
       
       

Customization of the Account Engagement Stages:

You can customize the rules by following the below steps.

1. Click Customize on the Account Engagement Stages. Note: If you click the customize button on the Visitor's Engagement Stage page, then the Account Engagement is already cloned to be customized and the customize button will not be displayed.
   
   
2. The Engagement Stage names are hyperlinked.   
3. Click the Stage Name to update the rule.   
4. The Account  Engagement Stage pop-up window is displayed with the Stage name and rules. You can add rules in the pop-up window by clicking the Add Rule button. Note: One rule is mandatory to define an Account Engagement Stage.
   
   
5. Click Update to save the changes.