Create a Journey
This article will help understand how you can create journeys on Growlytics.
Creating a journey involves four steps, watch this video for a detailed tutorial or follow the instructions mentioned below.
Set Trigger: Define how a customer will enter the journey. For instance, it can be when a customer performs an activity, enters a segment, etc.
Add Actions & Conditions: Once the customer enters the journey via a trigger, you can define the messages that you want to send, wait for a given period of time before sending the message, and put conditions to personalize the campaigns. For example, if you don't want to send a discount coupon to loyal customers, you can enable the 'Block' condition for this purpose.
Configure Journey Settings: Once you are done with the journey actions, save the journey with the required settings like the name of the journey, whether you want to track conversion for the journey, etc.
Publish Journey: Once you are done with the configuration, you can publish the journey.
Feature Update!
Journey Draft will not get autosaved every time you click on 'Save Changes' after completing each step when creating a journey.
In this article, we will create a sample abandoned cart journey to better understand how basic journey creation works.
Step 1: Navigate To Journey
Login to your Growlytics Dashboard.
From the sidebar, select Campaigns => Journeys. A Journey List page will open.
On the Journey List page, click on the 'Create Journey' button.
A new journey draft will be created and you will be prompted to use any existing templates for a quick start. You can select a suitable template or design your journey from scratch.
Step 2: Set Journey Trigger
Determining when the journey will get triggered for a customer is very important. The event for this trigger can be specified and when the customer performs said event the designated journey will begin. In addition to specifying the event to start the journey, you can also enable event filters in case you want to run the journey only when the event's property values are matching.
Learn more about setting journey triggers here: Journey Entry Points
Example: For our Abandoned Cart Example, the customer will be added to a journey when they add a product to their cart. In the above screenshot, the 'Add To Cart' event has been selected for the same.
Step 3: Add Wait Block
After defining the entry point, you can add a 'Wait For Event' step. This step is used to wait for a given time period to track whether the customer is performing any activity in that time frame. Based on whether an activity is performed or not, we can take further actions.
Example: For our abandoned cart journey, we will add the 'Wait For Event' step, and the event to wait for will be 'Purchased'. The 'Purchased, event represents a customer placing an order on your site. We will keep the wait time to 2 hours. If the customer makes a purchase within 2 hours, we will do nothing. But if the customer doesn't make a purchase we will send an email in the next step.
Step 4: Add Action Block
After adding the Wait Block, we will add the Action Block, i.e., the 'Send Email' step. With this step, you can send an email to the customer containing details of the items in their abandoned cart.
Learn more about sending messages in a journey: Journey Action Steps
Step 5: Publish Journey
Now that all the steps of the journey have been configured, it is ready to be published. Before publishing the journey, you can also set configuration parameters like conversion tracking, restricting customers in segments, etc.
Once you have finalized the journey steps and journey campaign content, you can publish the journey. Please note, you can not edit a journey once it is published. So make sure, you thoroughly review the journey before you publish it.
Learn more about journey settings: Basic Journey Settings Learn more about publishing a journey: Publish Journey
Last updated
