As customers move through your marketing lifecycles, BlueConic tracks their progress so you can determine how customers respond to your marketing touchpoints throughout their journey.
You can use the Lifecycle Stage Transition Table insight to understand precisely how customer profiles move through your marketing lifecycles. You can see, for example, how profiles move between the different stages, to help you understand user behavior (for example, are customers taking shortcuts? or skipping stages?) and to identify possible pain points where customers typically drop out of the lifecycle.
The Lifecycle Stage Transition Table and its controls
This insight enables you to analyze user behavior for a range of lifecycle events:
Profiles in stage: Total number of profiles in the stage at the start of the time period chosen at the top left corner of the insight dashboard.
Entries: Number of profiles entering the stage during the time period.
Transitions to and from lifecycle stages: Transitions data show both progressions of profiles moving from stage-to-stage, as well as profiles dropping back to earlier stages.
Transition ratio: Percent of profiles present in the stage progressing or moving forward from stage to stage.
Completions: Number of profiles that have successfully met the completion criteria set for the lifecycle and have experienced at least one lifecycle stage touchpoint.
Dropouts: Number of profiles that have moved backward from stage-to-stage. Profile dropouts count the number of profiles that drop out of a specific stage and total dropouts count the number of profiles that drop out of the entire lifecycle.
Total moved: Total number (or percent) of profiles moving forward in the lifecycle, moving backward, and dropping out.
Note: To learn about the various metrics for measuring your Lifecycles and their stages, see the BlueConic Lifecycles Glossary.
As you examine your results, you'll notice various intensities of color gradations. Darker green shading signifies a relatively higher number of profiles transitioning to a higher lifecycle stage or to completion. Darker shades of red show where the highest number of profiles drop out of the lifecycle.
Configuring the Lifecycle Stage Transition Table Insight
Start by adding a Lifecycle Stage Transition Table insight to a BlueConic dashboard (see the detailed instructions). Click the cogwheel icon to configure the insight.
Lifecycle (required): Select a BlueConic lifecycle from the dropdown menu.
Metrics type (required): Choose which metric to display in the insight:
- Transition count: Measures the number of profiles transitioning between stages in the lifecycle
- Transition ratio compared to profiles in stage: Measures the ratio of profiles moving forward or backward compared to the number of profiles in the stage
Time period setting for the current dashboard
The Lifecycle Stage Transition Table presents metrics for the timeframe selected for the current Dashboard. (The insight shows a clock icon in the top-left corner.) Changing the time period for the dashboard will update the insight's display to show metrics for the chosen time period.
Learn more about the time period setting for BlueConic dashboards and insights.