Guide to Customer Journey Stages and How to Track Them

Laura Caveney
14th June 2021
Content Marketing

Not sure what customer journey stages there are or how to track them? We walk you through all you need to know about customer journeys and how to track them.

We found in a recent report that 37% of marketers found high-quality leads was one of their biggest challenges. And with difficulties around tracking lead source, as well as tying revenue back to marketing in long customer journeys, we can’t say we’re surprised.

So, we thought we’d share a blog on customer journeys and how you can work to better track them on a holistic and individual basis.

This blog will go through:

So, let’s begin!

 

What is a customer journey?

When we say customer journey, we simply mean the interactions a user has on their journey from first finding you to becoming a customer. Instead of focusing just on when or how a user closed into a sale, the customer journey looks at the full experience of a customer.

This is helpful to marketers as they can properly understand the role each channel and piece of content plays in driving users throughout their journey.

Editor’s Note: Want to learn more about tracking users through their full customer journey? Download our eBook to find out how you can track each touchpoint.

 

What are the stages of a customer journey?

It’s pretty much agreed that there are three key stages in the customer journey: the awareness stage, the consideration stage and the decision stage.

customer journey stages

P.S. Some marketers include retention and advocacy as later stages of the customer journey. And when you’re using Ruler, that works great as you can track repeat customers and the lifetime value of a customer.

Breaking down the customer journey allows you to understand what feelings a customer is having at a particular stage.

 

Related: The ultimate guide to customer journey mapping

 

Let’s explore each stage to better understand what this means:

 

Awareness stage 

The awareness stage is where a user first encounters their brand. The thing to remember with the awareness stage is that the user is not looking to buy here.

In fact, they’re actually just looking for a solution to a problem they’re having.

Let’s use Ruler Analytics as an example:

Rebecca works in marketing. Each month, she pulls a report to prove her impact. However, a few times in these meetings, senior leaders have asked her to prove the impact of marketing on sales.

Rebecca has struggled with this. She drives leads via different channels, who convert through form fills, live chat and phone call. While she can count a rough number of how many leads she gets thanks to tracking on her forms, she can’t see the impact of live chat or phone calls.

And worse still, she can’t track those leads through their full cycle and understand what revenue was driven by her marketing efforts.

So, she goes to a search engine and types, “How to track lead source”.

She’s served a SERP with lots of helpful blogs. But she finds one, from Ruler Analytics, on ‘how to track marketing lead source data’. She clicks on it, and now, she’s in the awareness stage.

awareness stage customer journey

 

As you can see, this stage is all about understanding what problem she actually has and how she can fix it. She reads the blog and realises that a marketing attribution tool could help her close the gap between her sales and her marketing.

 

Consideration stage

The second customer journey stage is the consideration stage. Here, the user knows what the solution is to their problem, but they don’t know where to go to solve it.

Let’s go back to our example.

Rebecca now knows that she needs a marketing attribution tool. As such, she heads back to Google and types “marketing attribution tool”.

Again, she finds a lot of helpful entries. She sees Ruler Analytics again and remembers she read their first blog. So, she clicks on their blog “top marketing attribution software and tools”.

consideration stage customer journey

 

Here, she’s presented with a full list of attribution tools and software that she can look at. She reads about each of them and picks a few that suit her budget and needs. On each of these, she fills in a form to request a demo. Ruler Analytics is one of them.

Now, she’s in the consideration stage as she’s considering Ruler as her chosen service. But there’s work to be done, yet!

 

Decision stage 

Rebecca requested a demo for the following week. In the meantime, she receives helpful email communications from Ruler with blogs and guides that she can read to better understand how Ruler can support her.

She sits her demo, along with other demos for other tools. Now, she could choose one she preferred and convert right away.

Or, she could wait a few days and search “best marketing attribution tool”. Here, she might find reviews on sites like Capterra and G2. Or, she could see a paid ad from Ruler with an offer that convinces her to convert.

decision stage customer journey

 

However she converts, this is her moving into the decision stage.

 

Related: Learn more about customer journeys and how you can track them by signing up to Attribution Academy, our free e-learning platform for marketers.

 

Why customer journey stages are important

As you saw from the example, Rebecca wanted very different things in each stage of her journey. In the awareness stage, she wanted to solve a specific issue. In the consideration stage, she wanted to learn what tools were available to her. And, in the decision stage, she was looking for what others recommended.

Each stage is vital as it helps move your customers along their journey and hopefully work to drive more sales.

So, what do you need to know when it comes to tracking the customer journey stages? We broke it down into bitesize chunks.

 

Decide how your content funnel will work

Content should be a funnel. It should drive high traffic at the top of the funnel, and work to convert that traffic down into leads and sales.

But that’s not a linear path. And now, with more channels to try out than ever, it can be tricky to know how your content works in accordance with your funnel.

With proper tracking, you can understand your customer journey stages and solidify how your content fits into each of these stages. Once you know this, you can amplify what’s working at each stage, and what needs work. It results in a better marketing funnel for you.

 

Learn which marketing activities have the greatest impact (and which don’t)

Some campaigns work better than others. And sadly, those ones further down the journey often get all the credit. When analytics tools operate with last-click attribution models, then you can see why this happens. But, we think that’s unfair!

We know that all journeys are different – and more importantly, that they’re getting longer.

As journeys get longer, it gets harder to understand how those channels and campaigns more usually seen in the awareness stage, are impacting our leads and sales.

 

Related: What are sales cycles and tips on how to close deals faster

 

Segmenting by customer journey stage (and properly tracking each) means you can see what’s working to drive sales at the beginning, middle and end of the journey.

 

Attribute to all influencing channels and campaigns 

If we use a different example, we can better explain this point. Let’s take John.

example customer journey

 

John first found your business via an organic search online. He revisits a few days later via a PPC ad where he converts into a lead over live chat.

Later, he searches directly and calls you, where he converts into a sale.

Now, the sales rep taking that call would have a hard time attributing his call without call tracking software. And, even with call tracking software, the phone call source would be down as ‘direct’.

 

P.S. Do you have to battle tracking phone calls and how leads that call convert into sales? Download our guide to offline conversion tracking to see how you can make it simple.

 

As marketers, we know direct sessions don’t convert first time. This is the case with John. Without understanding his full customer journey, you can’t attribute all the other steps that supported his conversion.

 

How to track the full customer journey

Ironically enough, the easiest way to track a full customer journey is by using a tool like Ruler Analytics.

Let’s go back to our customer journey of John.

If you were using Ruler Analytics, here’s how that process would have gone.

John visits you for the first time via an organic search.

Ruler tracks him and his source, as well as his interactions on your website.

A few days later, he revisits via a PPC ad. Again, Ruler tracks his source and interactions on your site. It would also track which ad he clicked on, and what keyword he had searched for.

John converts into a lead during this session. At this point, Ruler would send all of the data held on John to your CRM. There, you’d be able to see his original source plus up to 60 more variables than you would normally get from your CRM.

Later, John searches directly for your business and calls you.

Here, Ruler would track his direct search and his phone call. But even better, as he closes into revenue, that data is scraped and sent back to your marketing analytics tools.

So, you could log into your PPC ad platform and see revenue accurately attributed.

Meanwhile, direct in Ruler, you can see John’s full customer journey. And, even better, you can change the attribution model type to get a good idea of how different channels have worked together to drive leads and sales.

how to track full customer journeys marketing attribution

 

P.S. Want to learn more about closing the loop on your offline sales and online leads? Download our guide to closed-loop marketing attribution to learn how you can make lead tracking easy.

 

Wrapping up

Hopefully, this has helped you better understand customer journey stages, why they’re important and how you can track them.

Remember, to better understand what’s working across full customer journeys requires a tool like Ruler Analytics. You can track and monitor every lead, plus attribute closed revenue back to all influencing marketing channels.

Find out more about how Ruler attributes revenue to your marketing here, or book a demo with our team to see the data in action.

Book a demo Ruler Analytics