The Success Path Analyzer is a powerful tool in Marketo that helps you understand the journey of your leads through the revenue stages. However, to get the most out of this tool, it's essential to understand where it gets its numbers and how it works. In this article, we'll dive into the basics of the Success Path Analyzer and explore how to use it effectively.
The Success Path Analyzer looks at the actual transitions that leads go through from one stage to another. It's not just looking at the total number of leads currently in each "bucket" or stage. This means that the analyzer takes into account the movement of leads through the revenue stages, providing a more accurate picture of the lead lifecycle.
The Success Path Analyzer gets its numbers from the Revenue Cycle Model (RCM) and the transitions that occur between stages. However, it's essential to note that the RCM itself may not correctly push people through the stages, and trigger campaigns may be needed to ensure accurate movement. This is why it's crucial to set up trigger campaigns outside of the model to make sure everyone is moving through the stages correctly.
To get the most out of the Success Path Analyzer, you'll need to set up trigger campaigns to move leads through the revenue stages. This can be done in addition to the RCM transitions. It's recommended to use both RCM transitions and triggered Smart Campaigns to ensure accurate movement of leads.
When setting up the Success Path Analyzer, it's essential to understand how stage entry and exit work. The analyzer will show the total number of leads currently in each stage, but it may not accurately reflect the historical data. This is because the analyzer only refreshes once a day, and there could be small variations in the number of leads in each stage.
To get the most out of the Success Path Analyzer, follow these best practices:
Some common issues with the Success Path Analyzer include:
To solve these issues, make sure to:
The Success Path Analyzer is a powerful tool in Marketo that helps you understand the journey of your leads through the revenue stages. By understanding where it gets its numbers and how it works, you can use it effectively to optimize your lead lifecycle and improve your marketing efforts. Remember to set up trigger campaigns, use both RCM transitions and triggered Smart Campaigns, and wait for several months for the data to normalize before making decisions.
Learn more about Marketo's Revenue Cycle Model and how to set up trigger campaigns. For more information on the Success Path Analyzer, check out Marketo's documentation and Adobe's support page.
