Yesterday we gave you a brief introduction on Journey Builder. Today we are going to run through the steps of how our marketer Riley can create an automated campaign from scratch.
How to build a customer journey in Journey Builder
There are two types of journeys that can be built for Riley’s customer’s campaign:
Journey Builder offers you a choice of templates to use, or you may choose to custom-build your journey from scratch.
Building your journey from scratch
In Journey Builder in the “Activities” tab there are 5 activities to choose from. Each activity offers additional options that enables Riley to easily drag-and-drop onto her screen. Below is a table of the options available in Journey Builder.
||Update Contact Data||Update your contact record|
||SMS||Send your customer an SMS from inside Journey Builder as part of the journey|
|Send your customer an email from inside Journey Builder as part of the journey|
||Ad Audience||Add your customer to your Audience|
|Ad Campaign||Add your customer to your Campaign|
||Wait by Attribute||Specify a wait by date, i.e date of birth|
|Wait by Duration||Specify a length of time that your customer will wait before moving on to the next activity|
|Wait Until Date||Specify a wait until date, i.e an event start date such as Black Friday|
|Decision Split||Send your customer on a specific path determined by a contact attribute; eg: preferred method of communication is email|
|Engagement Split||Send your customer on a specific path determined by their input data; eg: Some customers prefer Digital cameras, whereas others prefer Film.|
|Random Split||Set different paths and contact percentage (50% go down one path and 50% go down the other) to determine which path performed better. (To have a clear indication of success or failure, set a goal for your journey)|
|Join||Send contacts from different paths in the journey down the same path.|
|Sales and Service Cloud
||Optional modules that can be added to Salesforce.
Various options available for both Service and Sales Cloud
Riley is now familiar with the options available to her to build her campaign. With a little bit of planning, she can begin to build it.
Tomorrow we will be sharing some helpful Tips & Tricks for Riley to remember when using Journey Builder.
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