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Beginner’s Guide: 4 Tips for using Journey Builder

  • May 5, 2022

Before Riley starts using Journey Builder we have a few little tips to help her through the process. 

1: Map out your journey on paper or a whiteboard first

 Mapping your journey out will help you to have a clear idea of what you want to achieve and how exactly you are going to achieve it. This is helpful to avoid getting overwhelmed and sidetracked by all the options available in Journey Builder. This is also ideal for documenting so your team can understand what is happening in Marketing Cloud Journey Builder without needing login details or having a lot of Marketing Cloud knowledge.

2: Save, Save, Save!

Journey Builder does not have autosave. Save your journey as you build it to avoid losing any progress due to technical difficulties. If you encounter a power outage and you did not save your progress prior to the power outage your progress will be lost.

3: Copy Activity

Use the copy activity when you need to build a large or repetitive journey fast, this will save you a lot of time.

4: Remove people from a journey

If you would like to remove a person from your journey before the journey ends you can set up exit criteria, as soon as a person meets the set criteria they will exit the journey, e.g. if a prospect’s status changes from “prospect” to “customer” they will then exit the journey.

With these tricks in mind Riley can begin the exciting part of building her customer journey with Journey Builder.

Tomorrow we will be discussing goal-setting and measurable outcomes.



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