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.
Activity | Options | Description |
Customer Update
|
Update Contact Data | Update your contact record |
Messaging
|
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 | ||
Advertising
|
Ad Audience | Add your customer to your Audience |
Ad Campaign | Add your customer to your Campaign | |
Flow Control
|
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.
Sources:
https://email.uplers.com/blog/sfmc-journey-builder-everything-you-should-know/
https://help.salesforce.com/s/articleView?id=sf.mc_jb_salesforce_data_event.htm&type=5
https://www.salesforce.com/eu/products/marketing-cloud/overview/
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