How do I view a contact's journey

Understanding what caused a lead to purchase is one of the most important aspects of your marketing funnels.
Now, there’s an easy way to see which ads, emails or webinars brought in new leads. And which ones turned leads into customers. Introducing SegMetrics Customer Journeys.
We now automatically track your leads across every site, every email and every sales ad. Giving you a full view of your customer’s journey.

Filter and report on which of your marketing assets caused people to opt in vs purchase. See every touchpoint that a contact makes, and learn what makes you money, and what doesn’t.


Accessing your Contact Journey

1. From the Contacts or Revenue reports, select Table and choose Contacts.

2. Click on the name of the contact you want to view the journey for

3. You can filter by tag, page view and more to see only the values you want to track

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