Journeys are a great new way to set up and manage your automated email marketing.
Journeys allow you to send a sequence of emails and to visualise your customer’s journey as a flowchart. This makes your automations quicker to set up, simpler to manage and easier to visualise. With a handful of templates to get you started, automating your emails has never been easier.
Journeys are currently in beta. This means they are fully operational but are not yet fully featured. We will continue to add new features and act on user feedback during this beta period. Stay tuned for future releases that will allow you to set up decisions for more personalised Journeys.
Where to find Journeys
Navigate to Automations then use the dropdown to select Journeys.
Getting started with Journeys
The first page you will see when you start using Journeys will be the ‘Getting started with your journeys’ page. From here you will see any Journeys that you have already set up or you will be guided to your templates page so you are able to create a new Journey.
There are several templates in this beta version but more are already on their way. The templates are grouped under Acquisition; Growth and Retention:
Automated education/nurture series: Educate and nurture contacts to encourage them to take action e.g. Send content to subscribers introducing your brand and follow up with an incentive to buy
On birthday/anniversary automation: Send contacts an email on the anniversary of a date such as their birthday e.g. Wish them a happy birthday with an offer to purchase
Lapsed email re-engage – not opened: Target non-engaged contacts that have not opened emails for a number of days e.g. Send an email to a contact that hasn’t opened for 90 days with an offer
Lapsed email re-engage – not clicked: Re-engage contacts contacts that have not clicked emails for a number of days e.g. send an email to a contact that hasn’t clicked for 90 days with an offer
The Journey editor
You can rename your Journey at any time by clicking on the pen icon by the title of the Journey.
Choosing who the Journey applies to and when it starts
To choose which contacts your Journey should apply to, click on the Start step shown on the Journey editing canvas, then Choose list from the side panel. You can also alter the start time for the Journey within the side panel.
Choose a message
Click on a Send message to contact step to open the side panel and then Choose message. From here you can search for, select and preview the message you want. When you’ve chosen the one you want, click Use this message. Your chosen message will now be shown on the send step.
Changing the wait time
Click on a Wait step to open the side panel and then enter the number of days you want the Journey to wait before sending the next message. You can also optionally set a time to end the wait.
Adding and removing steps
Saving your Journey
Your Journey will automatically save every time you rename it, use undo or redo, add or remove a step or confirm changes from the sidebar.
Undo or redo changes
You can undo and redo changes made to your Journey by using the undo / redo buttons in the top bar of the editor.
Undo and redo work for the duration of an editing session. When you leave the editor, your change history will be reset. Your Journey will automatically save every time you undo or redo a change.
Activating and deactivating a Journey
Once you are ready with your Journey and the editor shows the You’re all set message, you will be able to activate your Journey. Simply press the Activate button to start and the Deactivate button to stop the automation.
Once a Journey is activated, you cannot edit it even if you deactivate it.
Managing your Journeys
When you have a Journey set up it will appear in your Journeys page. You will be able to find all of your Journeys here with their current status shown on the right hand side:
In each of the Journeys you will see the date that it was last edited and by whom. In addition, the dropdown on the right side will allow you to duplicate a Journey. Note that all duplicates will default to the Draft state.
Q: What is the difference between Journeys and the existing Automations?
A: Journeys have a very useful flowchart interface allowing you to have a clear order of messages each contact will receive as time goes by. A contact can only enter a journey by meeting the start rule criteria and each subsequent step will only send to contacts who received the previous step.
Each step in a date automation builds its audience from the entire list based on its own rules, without taking into account who received emails from other rules which may have sent to them before or which order they might have sent to contacts.
Q: Can I copy a Journey?
A: Sure, just head to the Journeys page and find the automation you wish to copy. There will be a dropdown to the right of the automation. Within the dropdown is a Duplicate option.