Create a journey

Create a series of messages that are initiated by a trigger. Messages are delivered according to your timing settings, and you can also set conditions that determine the continuation of the series.

To get started, click   in the dashboard header, select Journey, then click Start from scratch. Enter a name for your journey and click Continue.

You will now configure each component from the Journey MapA visualization of journeys and in-app experiences that can be connected to create a continuous user experience. You can also create and edit from the map. . You can configure components in any order.

 Tip

Trigger options and Channels are configured in Journey Settings, and you can also set up all Outcomes except those continuing to an existing journey or creating a new journey using a template. You can streamline creating your journey by configuring all three sections before saving.

Trigger

Configure a trigger that will initiate your journey. For details, see: Journey triggers.

  1. Click the trigger card.
  2. Click Configure.
  3. Select and configure a trigger.

To add another trigger, click   below a configured trigger.

Trigger options

Define when the journey can deliver messages to your audience, and control the frequency of sending messages and of triggering the journey. Options do not appear if using the Manual Entry trigger. For details, see: Journey triggers: Trigger options.

  1. Click the journey card.
  2. Click Manage.
  3. Click Journey Settings in the header.
  4. Select the Target tab.
  5. (Optional) Set the dates and times when the journey is active and/or ends.
  6. (Optional) Enable ignoring channel message limits for the journey.
  7. (Optional) Set Journey Rule LimitsLimits that cap the number of times any member of your audience can trigger a journey, helping prevent you from over-notifying your audience, e.g., a maximum of 1 per day. Rule limits are set per journey and apply at the named user level. .
  8. Click Next, then Save & Continue.

You will return to the Journey ManagerA preview of the messages in a journey, with options for editing and testing, and for running experiments. . You can start adding messages, or click Exit   » Save and exit to return to the map.

Channels

 Note

If your account includes Channel CoordinationA group of strategies you can use to target users where they are most likely to receive your message. , skip this step — the section does not appear for you in the dashboard. You will instead configure channels when you add each message to the journey.

Enable the channels you want to send the message to. Available channels are based on your selected trigger.

  1. Click the journey card.
  2. Click Manage.
  3. Click Journey Settings in the header.
  4. Select the Target tab.
  5. Enable channels.
  6. Click Next, then Save & Continue.

You will return to the Journey ManagerA preview of the messages in a journey, with options for editing and testing, and for running experiments. . You can start adding messages, or click Exit   » Save and exit to return to the map.

Messages

Configure the message conditions and content. For details, see: Add messages to a journey. If you just saved and exited Journey Settings, you will already be on the Manage screen and can skip to step 3.

  1. Click the journey card.
  2. Click Manage.
  3. Set the message conditions.
  4. Set the delay period.
  5. Add the message content and configure its delivery settings.
  6. Click Save & Continue to complete adding the message to your journey.

You will return to the Journey ManagerA preview of the messages in a journey, with options for editing and testing, and for running experiments. after adding a message. From there, click Add message and repeat these steps for each message you want to add to the journey. Click Exit   » Save and exit to return to the map.

Outcomes

You can configure outcomes in the Journey MapA visualization of journeys and in-app experiences that can be connected to create a continuous user experience. You can also create and edit from the map. or in Journey Settings. If using the Inactivity trigger, the outcome is preconfigured and cannot be edited.

For details about setting up each option, see: Journey outcomes.

Start journey

When all required components are configured, you can: