🎢 Journey Funnel Setup
Step-by-step guide to configure your customer journey funnel.
Overview
This guide walks you through the complete process of setting up a Journey Funnel in Meza AI. A well-configured funnel helps you track how accounts progress through their lifecycle and identify where they get stuck.
Before You Begin
Make sure you have:
- Configured the Accounts Model
- Set up Product Activity tracking (recommended)
- Admin or Manager permissions in Meza AI
Step-by-Step Setup
Navigate to Journey Funnel
Go to Configuration → Journey Funnel in the left sidebar.
Create New Funnel
Click Create Funnel and enter a name for your funnel.
Examples: "Customer Lifecycle", "Trial Conversion", "Enterprise Journey"
Add Your First Stage
Click Add Stage and configure:
- Stage Name — e.g., "Onboarding"
- Stage Color — For visual identification
- Entry Criteria — Conditions to enter this stage
Define Stage Criteria
For each stage, set the criteria that moves an account into it:
Example Onboarding Criteria:
Account created (automatic for first stage)
Example Activated Criteria:
Completed activity "first_project_created"
Add Additional Stages
Repeat to add more stages. Typical B2B funnels have 4-6 stages:
Configure Stage Order
Drag and drop stages to reorder them. Accounts progress from top to bottom.
Set Backward Movement (Optional)
Enable "Allow Backward Movement" if accounts should regress when they no longer meet criteria.
Save and Activate
Click Save Funnel then toggle the funnel to Active.
Stage Criteria Options
| Criteria Type | Description | Example |
|---|---|---|
| Activity Completed | Account completed a specific activity | Completed "integration_connected" |
| Activity Count | Number of activities in time period | 20+ activities in last 7 days |
| Feature Usage | Used specific features | Used reporting feature |
| Time in Stage | Duration in current stage | In "Onboarding" for 14+ days |
| Account Property | Based on account attributes | Plan type = "Enterprise" |
| Health Score | Based on health score range | Health score > 70 |
Example Funnel Configuration
Stage 1: Onboarding
Criteria: Default first stage (all new accounts)
Stage 2: Activated
Criteria: Completed "first_project_created" AND 3+ users invited
Stage 3: Engaged
Criteria: 50+ activities in last 14 days AND 3+ features used
Stage 4: Power User
Criteria: 100+ activities per week AND health score > 80
✅ Tip