Creating Journeys
About this task
To create Journeys, complete the following steps.
Procedure
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In the Journeys menu, click + Journey.
The Create new journey page appears.
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Provide appropriate values for the following fields.
- Name - Mandatory field.
- Description - Optional field
- Click Browse and select the required Folder in which you want to save the Journey. If you want to save the Journey in a new folder, create a folder. For more information, see Creating a folder.
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Select the required Timezone.
You can create Journeys for a different time zone and have them executed on that time zone. For example, you can be a user in India and schedule a Journey, for US PST customers, to execute on Dec 25th 00:00.
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Select an appropriate Marketing Stage. The available
values are:
- Referral
- Retention
- Conversion
- Activation
- Acquisition
- Awareness
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To add milestone to a Journey, select the checkbox I want to add milestones.
After checking the checkbox, on canvas page configure deduplication settings for
update contact by selecting dont allow duplicate contacts and radio button
Update existing contact. To save the settings, click Save &
Close. Journey designed with milestones will not get published
without configuring this deduplication setting.
Note: From V12.1 Fixpack3 onwards we can add milestones while creating Journey.
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To select an Entry Source, click Browse.
You can select up to 10 Entry Sources. For more information on Entry Sources, see Entry Sources.
To create an Entry Source, see Creating Entry sources.
Note: If the checkbox I want to add milestones is checked, then section select entry sources is not available. Select entry source option will be available in the next page. -
To select a Data Definition, click Browse.
You can add only one Data Definition to a Journey. For more information on Data Definitions, see Data Definitions.
To create a Data Definition, see Creating Data definitions.
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To add milestones, enter milestone name click Add
You can add maximum 7 milestones to a Journey.
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Click Next
Milestone Details page appears.Note: Option Next is available only when milestones are added to a Journey.
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On Milestone Details page, you can add entry source to the added milestone. To
select an entry source, click Browse
You can add maximum 10 entry sources to a milestone. Milestone condition can be configured on data definition fields associated with journey. Based on the datatype of the field, the operators will be displayed.
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Click Save & Proceed.
The Journey creation is successful and the Canvas page appears.