How do I create a journey in Journey Builder in Marketing Cloud?
Setting up a new journey is easy. Before starting prepare your emails and the segment you want to reach. To create a campaign in Journey Builder, follow these steps:
- Log in to Marketing Cloud and select Journey Builder from the main navigation menu.
- Click on the “Create a Journey” button.
- Determine the type of journey you want to create.
- Choose a starting audience or event for your journey. This can be a list, a data extension, a Salesforce report, or a custom object.
- Configure the entry settings for your journey, including entry criteria and entry schedule.
- Add activities to your journey by dragging and dropping them onto the canvas. Activities can include email sends, SMS messages, mobile push notifications, advertising campaigns, and more. It’s also possible to create your own custom activities.
- Configure the settings for each activity, such as the message content, recipient list, timing, and frequency.
- Connect activities together using paths to create a flowchart that defines the journey’s logic by using flow control activities.
- Test and validate your journey using the Journey Validation feature.
- Configure the entry criteria. Should contacts be added to journey always or only after exiting?
- Activate your journey to start running it.
Different pillars
Entry Sources: This is where a customer journey in Journey Builder begins. A list, data extension, Salesforce report, or custom object that specifies the audience for the journey is referred to as an entry source. The trip for that person begins when a fresh record is added to the entry source.
Flow Control: The Journey Builder’s Flow Control activities assist in controlling the journey’s course. These actions can assist in transferring contacts from one branch of a trip to another or in waiting until a particular time before sending a message or carrying out another action. For instance, “wait till the contact opens an email” or “wait for a specified date before sending a message.”
Activities: Activities in Journey Builder are the building blocks that create the journey. There are many different types of activities available in Journey Builder, including:
- Email Sends: This activity sends an email to the contact.
- SMS Sends: This action sends an SMS text message to the contact.
- Wait: This action causes the voyage to stop for a predetermined period of time.
- Decision Splits: This activity divides the journey into various directions based on factors you specify, such as contact information or previous interactions.
- Update Contact: This procedure adds new information to a contact record in the Marketing Cloud database.
- Salesforce Object: A Salesforce record is created, updated, or deleted during this activity.
Activities may be combined to design intricate journeys that include contacts in several channels and touch points.
The combination of Entry Sources, Flow Control, and Activities in Journey Builder provides marketers with a versatile and powerful digital marketing platform to build tailored, automated journeys across a variety of channels and touch points.
What are the benefits of Salesforce Journey Builder?
Salesforce Journey Builder is a tool for developing and managing customer journeys that may lead to improved engagement, loyalty, and income. Here are some of the primary advantages of utilizing Journey Builder:
- Customized customer journeys: Journey Builder enables you to create tailored experiences for your consumers based on their behavior, preferences, and other data. This may help you produce relevant information, offers, and experiences that resonate with your consumers and drive conversions.
- Multi-channel communication: With Journey Builder, you can communicate with consumers via email, SMS, social media, mobile applications, and more. This allows you to meet consumers where they are and provide a consistent, unified experience across all touch points.
- Automated workflows: Journey Builder automates many of the processes involved in developing and managing customer journeys, such as delivering messages, updating customer data, and triggering actions depending on customer behavior. This saves time and money while ensuring that your travels are carried out effectively and consistently.
- Real-time tracking and optimization: Journey Builder delivers real-time tracking and reporting on consumer behavior and journey performance. This enables you to find optimization possibilities and make data-driven decisions to enhance the client experience and generate outcomes.
- Connection with other Salesforce products: Journey Builder interfaces with other Salesforce products, such as Sales Cloud, Service Cloud, and Marketing Cloud, to produce a seamless customer experience throughout the whole customer journey. This enables you to fully utilize the Salesforce platform’s capabilities to promote engagement and revenue.
- Seamless integration with Activation Studio. Create and manage your segment within Segment Designer and compare results.
Journey Builder & Activation Studio
When creating segments in Activation Studio, you can directly start you journey with on click. Activation Studio also measure the results and will compare this with the benchmark statistics. Learn more about journey tracking here. Activation Studio will increase the efficiency of your marketing team by offering a more marketer friendly workflow.