Configure and track your journey metric success-metrics
Journey metrics are essential tools for evaluating the effectiveness of customer journeys. Tracking key performance indicators (KPIs) helps measure how well activities align with business goals, identify opportunities for optimization, and make data-driven decisions to enhance customer engagement.
Prerequisites prerequisites
To use journey metrics, ensure that a dataset includes the Commerce Details
, Web
, and Mobile
field groups.
These field groups connect metrics to relevant data sources. For example, the Web field group enables tracking page views, while the Commerce Details field group supports metrics for purchases and cart interactions.
Available metrics metrics
The metrics available for tracking depend on the field groups included in the dataset. If the dataset is not configured, only basic metrics such as Click, Unique Click, Clickthrough Rate, and Open Rate are accessible.
For example, measuring actions within a mobile app鈥攕uch as app launches or installs鈥攔equires the Mobile field group. Similarly, tracking e-commerce actions like purchases or cart activity relies on the Commerce Details field group.
Additionally, a Customer Journey Analytics license allows creating custom success metrics tailored to specific needs. Learn more.
Attribution attribution
Attribution identifies which touchpoints or interactions contribute to a specific metric outcome, helping analyze the impact of customer journeys on conversions.
Metrics attribution with Journey Optimizer license
A Journey Optimizer license limits the lookback window for any selected metric to 7 days. The default attribution model is Last Touch, which credits the most recent interaction before conversion.
For example, if a customer makes a purchase, you can determine whether the action occurred after engaging with the journey鈥攕uch as clicking an email link鈥攚ithin the last 7 days.
Metrics attribution with customer Journey Analytics license
Using both Journey Optimizer and Customer Journey Analytics licenses enables customizing metrics with advanced attribution settings or modifying attribution models for built-in metrics. This flexibility supports detailed analysis of customer interactions.
Learn more about Attribution Models.
Assign your journey metric assign
Follow these steps to track journey metrics:
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From the Journeys menu, click Create Journey.
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Edit the journey configuration pane to define the journey name and set its properties. Learn how to set journey properties on this page.
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Choose the Journey Metrics that measure the effectiveness of the journey.
Metrics apply to the entire journey and provide insights into the performance of all components. For example, tracking 鈥淧urchases鈥 reveals how well the journey drives conversions.
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Click Save.
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Design the journey using the required Activities.
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Test and publish the journey.
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Open the journey report to monitor the performance of the assigned success metric.
The selected metric appears in the report鈥檚 KPIs and Journey Stats table, providing a clear view of journey performance.