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Select More > Import Blueprint
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Import the Blueprint Attached.
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Your Atlassian vendor data
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You can check progress of execution anytime by clicking on History tab
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Final configuration in journy.io
Check out a rich feature set of journy.io
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blah blah
Suggestion on Business Settings
blah blah
Suggestion on Stages Configuration
blah blah at Features.
Below we will show some quick gains that are also specific to Atlassian Marketplace Business.
Suggestion on Business Settings
Click on Settings > Business Settings and scroll to Account.
Select Website to pull client logo from
Select Maintenance End Date as renewal date
Shortlist Key Properties you want to see at overview tab (you still can see all of them at properties tab)
Setup Custom Links to access client Website, Licences and Transactions for client at Atlassian Marketplace
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Suggestion on Stages Configuration
Click on Settings > Stages and select to Account.
Here’s the way we configured stages for ourselves …
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Read more on how journy.io treat Stages and how you can define Stages at Stages.
Note that I crossed out Health score in our configuration of the stages - you might need it from Day 1. Check more on Custom Scores for future needs.
What’s Next?
What else you can pull from Atlassian Marketplace?
We have not pulled all from the below, but here’s more or less a full menu what you can get from Atlassian Marketplace in addition. Feel free to reach to us if you need support with it.
What? | Why? | How? |
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Technical, Billing and Reseller Contacts | You might want to propagate it to your CRM via journy.io as journy has very good integration with most popular CRMs and might power your switch from one CRM to another one | Two options:
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Transactions History | You might want to see all the purchases for clients as events - New, Upgrades, Renewals, Refunds |
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| Info |
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We might update this section if we here feedback from you to make step-by-step guides for the 2 above. |
What are the next steps with journy.io?
You have done a lot but this is just the beginning of the journey to have the full potential of journy.io and full value out of it.
What? | Why? |
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How? | ||
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In-App Analytics | ||
Scores and Health Profiles | ||
Playbooks | ||
Intercom in your App | ||
Proper CRM / change CRM |
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Tip: Need help with your Connectors?
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