Creating Journeys

About this task

To create Journeys, complete the following steps.

Procedure

  1. In the Journeys menu, click + Journey.
    The Create new journey page appears.
  2. Provide appropriate values for the following fields.
    • Name - Mandatory field.
    • Description - Optional field
  3. 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.
  4. 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.
  5. Select an appropriate Marketing Stage. The available values are:
    • Referral
    • Retention
    • Conversion
    • Activation
    • Acquisition
    • Awareness
  6. 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.
  7. 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.
  8. 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.

  9. To add milestones, enter milestone name click Add

    You can add maximum 7 milestones to a Journey.

  10. Click Next
    Milestone Details page appears.
    Note: Option Next is available only when milestones are added to a Journey.
  11. 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.

  12. Click Save & Proceed.
    The Journey creation is successful and the Canvas page appears.

What to do next

Design the Journey behavior using the Canvas feature. For more information, see Designing the canvas.