Customize how you view Lifecycle Stages & Activity Types

You can customize how you view lifecycle Stages and Activity Types in the Journey View using the Settings tool. You can:

  • customize the order in which MXO displays specific Lifecycle Stages and/or Activity Types. This enables you to better reflect the order in which you believe customers actually undertake activities on their journey.

  • show and hide specific Lifecycle Stages and/or Activity Types. This enables you to focus on the specific parts of the of the customer journey that are of most interest to you, removing the surrounding "noise".

As you build up more and more data about your customers journeys you can continue to fine tune your settings.

Customize Lifecycle Stage Order

  1. Navigate to Settings > Activities.
  2. Drag and drop your Lifecycle Stages into your preferred order.
  3. Do one of the following:
  • Click Save, to save the changes to the Lifecycle Stage sort order.
  • Click Revert, to return to the original Lifecycle Stage sort order.

Example - Before

TB - JV Summary Custom Order before

Example - After

TB - JV Summary Custom Order after

Customize Activity Type Order

  1. Navigate to Settings > Activities.
  2. Expand the Lifecycle Stage for which you want to re-order your Activity Types.
  3. Drag and drop your Activity Types into your preferred order.
  4. Do one of the following:
  • Click Save, to save the changes to the Activity Types sort order.
  • Click Revert, to return to the original Activity Type sort order.

Example - Before

JV - Custom Order before

Example - After

JV - Custom Order after

Show and hide specific Lifecycle Stages

  1. Navigate to Settings > Activities.
  2. Locate the Lifecycle Stage you wish to remove from the Journey View and click Show/Hide. Hiding a Lifecycle Stage also hides all associated Activity Types for that stage.
  3. Click Show/Hide again, to return to the original Journey View.

Example - Before

TB - JV show LS before

Example - After

TB - JV show LS after

Show and hide specific Activity Types

  1. Navigate to Settings > Activities.
  2. Locate the Activity Type you wish to remove from the Journey View and click Show/Hide.
  3. Click Show/Hide again, to return to the original Journey View.

Example - Before

TB - JV show AT before

Example - After

TB - JV show AT after