Can a profile be part of more than one lifecycle?
Yes. A profile can be part of one or more lifecycles for which it meets the lifecycle criteria. For each profile, you can see the lifecycles (and stages) a profile is part of, on the Profile Overview panel of the BlueConic Profiles window.
Can profiles appear in multiple stages in a single lifecycle?
Not at the same time. Stages are mutually exclusive, meaning a profile, and therefore a person, cannot belong to two stages at the same time within the same lifecycle. Should a profile meet the criteria for more than one stage, they will be placed in the highest-numbered stage that is further along in the lifecycle. Note that a profile can be part of more than one lifecycle at a time (as shown above).
What are marketing touchpoints?
Touchpoints are associated with lifecycle stages. They can include both BlueConic dialogues and connections.
If I set a dialogue as a touchpoint, will it be seen by anyone outside of the lifecycle?
No. When you add a dialogue to a lifecycle, it will only appear to profiles included within that lifecycle (even if the dialogue criteria might otherwise include profiles outside of the lifecycle). For this reason, reusing existing dialogues is not recommended.
Can a connection goal appear in multiple stages in the same lifecycle?
Yes.
Can a connection goal be part of multiple lifecycles?
No. A connection goal that is placed in a lifecycle cannot be used in other lifecycles -- nor can it be used outside the lifecycle. To reuse a connection goal in multiple lifecycles, create a copy or duplicate the goal.
Which touchpoints count toward the stage threshold?
Dialogue touchpoints and most connection goals count toward the stage thresholds. Some connection touchpoints, because of how they work, do not count toward the threshold. (These exceptions are marked with the infinity icon.)
Is the threshold setting applicable only to a single lifecycle? Or is the setting used across lifecycles?
The threshold setting applies exclusively to a lifecycle and stage you set it in. It does not apply across lifecycles, or outside of the current lifecycle.
How is time counted for the 'per day' threshold cap?
You can set a stage threshold to a certain number of interactions per day. This day is counted as a rolling window of 24 hours (for example, measured as three interactions in a 24 hour period), not by a calendar day (not measured as three interactions on Wednesday, July 1).
If a touchpoint dialogue appears in two stages, and each stage has thresholds to cap frequency, is it possible for a profile to see the dialogue twice?
Yes, the stage threshold caps frequency only inside a stage, not over the whole lifecycle. So a profile could be exposed to the same touchpoint in stage 2 and again in stage 3, for example.
If I have multiple evergreen dialogues, how do I prevent a profile from seeing a dialogue more than once per day in a given stage?
You would need to set a daily threshold for that stage. To do this, click the No stage threshold link in that stage, check the Stage threshold box, input your maximum number of touchpoints, and set the dropdown to per day.
How do I test the Lifecycles feature?
Use the BlueConic Simulator to test how profiles move through stages, which dialogues are shown, and connection goals active in lifecycle stages. The Simulator helps you make sure the lifecycle is behaving the way you intend. Additionally, using the Simulator will show the reason why a certain dialogue is not showing for a profile if you expect it to, such as conflicting criteria.
How many stages can a lifecycle have? How many marketing touchpoints?
You can add up to 10 stages to a lifecycle (including the "Profiles not assigned" category). A lifecycle can have an unlimited number of touchpoints.
What statistics are available for Lifecycles?
Click the Lifecycle reporting icon at the top of the Lifecycle window to open reporting mode.
The Lifecycle reporting tab shows performance metrics that you can use to examine and analyze how customers move through the BlueConic Lifecycles and stages. You can see at a glance how profiles move through a customer lifecycle and which stages have the biggest impact on getting profiles to successfully complete the lifecycle.
To toggle between the edit and reporting modes, use the icons at the top of the Lifecycle window.
How can I create a dashboard with Lifecycle insights?
To create a Dashboard with reporting insights, choose Save > Create dashboard in the BlueConic Lifecycle window.
Each prebuilt Lifecycle Dashboard contains insights for the current lifecycle and its stages:
- Lifecycle Stage Transition Chart Insight
- Lifecycle Stage Transition Table Insight
- Lifecycle KPI Insight
- Lifecycle Performance Over Time Insight (one for each Lifecycle stage)
Note that once you've created the Lifecycle Dashboard, you can easily navigate there from the Related items on the right-hand side of the window. Learn more about Lifecycle reporting and Lifecycle performance metrics.