Summary View
The Summary view provides a high-level view of the flow of customers between Lifecycle Stages, across all Channels. This view provides information about customers entering or dropping off the journey lifecycle, forward and backward transitions between Lifecycle Stages, and the total volume of customers currently on each Lifecycle Stage.
Access the Summary View
To access the Summary view, select Summary from the Journey View drop-down menu.
Default Journey Visual
In the default journey visual, MXO displays all flows and volumes for customers included in the query results, across Lifecycle Stages, at the Activity Type level. This shows you:
- The volume of active and inactive customers on an activity.
- How many customers on an activity received personalized content from MXO .
- Entries, drop offs, forward, and backward flows for an activity.
This allows your organization to understand customer behavior as they perform different activities, identify bottlenecks or other issues they face during their particular journey, and assess the overall effectiveness of MXO in optimizing the customer experience on that journey.
Flow and Volume Numbers
You can view detailed information about flow and volume numbers by hovering over each element of the display. Tooltips are available for all elements when focusing on an individual node.
When viewing data at this level, tooltips display information relating to flow and volume numbers as a total per lifecycle stage.
Example - Flow
Example - Node
Node Selection
Selecting a node focuses the view on the flows and volumes related to that node. Tooltips, providing more detailed information, are available for all elements.
MXO also updates the Summary panel to show data relating only to the selected node.
BEFORE:
AFTER:
View Journey Data at the Activity Type level
By default, MXO displays journey data at the Lifecycle Stage level. For more detail, you can also view data at the Activity Type level.
- To view journey data at the Activity Type level either:
- click the name of the individual Lifecycle Stage for which you want to view activity types, or
- click the Expand all Lifecycle Stages icon to view all activity types.
To access the Lifecycle Stage view, click the name of the Lifecycle Stage for which you want to hide activities.
Flow and Volume Numbers
You can view detailed information about flow and volume numbers by moving the mouse cursor over each component of the display. Tooltips, providing more detailed information, are available for all elements.
When viewing data at this level, tooltips display information relating to flow and volume numbers as a total per lifecycle stage.
Node Selection
Selecting a node focuses the view on the flows and volumes related to that node. Tooltips, providing more detailed information, are available for all elements.
MXO also updates the Summary panel to show data relating only to the selected node.
BEFORE
AFTER
Change Activity Order
Use Settings to change the order in which Dynamic Audiences displays Lifecycle Stages or Activity Types in the Journey View, enabling you to better reflect the order in which you believe customers actually undertake activities on their journeys. Simply drag and drop Lifecycle Stages or individual Activity Types into your preferred order.
BEFORE:
AFTER:
