Create a sequence

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 Sequence, then click Start from scratch. Enter a name for your sequence and click Continue.

You will now configure each component from the Journey MapA visualization of messaging components 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 Settings, and you can also set up all Outcomes except those continuing to an existing sequence or creating a new sequence using a template. You can streamline creating your sequence by configuring all three sections before saving.

Trigger

Configure a trigger that will initiate your sequence. For details, see: Sequence triggers.

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

To add another trigger, click   below a configured trigger.

Trigger options

Define when the sequence can deliver messages to your audience, and control the frequency of sending messages and of triggering the sequence.

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

You will return to the Sequence ManagerA preview of the messages in a sequence, 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 sequence.

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

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

You will return to the Sequence ManagerA preview of the messages in a sequence, 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 sequence. If you just saved and exited Settings, you will already be on the Manage screen and can skip to step 3.

  1. Click the sequence card.
  2. Click Edit.
  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 sequence.

You will return to the Sequence ManagerA preview of the messages in a sequence, 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 sequence. Click Exit   » Save and exit to return to the map.

Outcomes

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

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

Start sequence

When all required components are configured, you can: