Getting Started with Journeys

Remarkety’s Journey editor helps you create unique, automated omni-channel marketing workflows for your subscribers.

A “journey” is a set of interactions that your customer has with your brand in order to remove obstacles and create a seamless marketing experience. Each sequence starts with either a time-based or event-based trigger that enrolls subscribers into the flow, and can have as many succeeding steps added as you'd like.

In this article, you’ll learn how to create a journey from scratch.

Create a new journey

Create and manage your journeys on the Journeys homepage. You can build a new one from scratch, or choose from a selection of pre-built journey templates.

In this tutorial, we'll show you how to create a new journey from scratch.

To create a journey from scratch, follow these steps:

Click Journeys in the left hand menu.
Click Create Journey.
Click Create from Scratch.
Choose which trigger will start your journey.
Enter a Journey Name, and then enter a Description.
Press Create Journey in the bottom right corner to save these settings and begin!

Now that you’ve created your journey, add trigger filters, actions, and conditions that will determine each contact’s unique path.

Keep in mind that a journey can be as simple or complex as you want it to be. Review your options, and choose only the steps that best suit your marketing needs.

Define the trigger

A journey first starts with a trigger. This is the activity or event that adds a contact to a journey and acts as an initial “gate” to enter. You’ve already chosen your journey's trigger at the outset.

There are event-based triggers, which are activated by a specific customer behavior (like completing a purchase), and there are also date-based triggers, which fire before or after a specifically defined date (like a birthdate).

Examples of triggers:

Abandoned Cart
Order Placed
Order Fulfilled
Birthday
Added to/removed from segment

Trigger filters

Certain journey triggers will allow you to add a filter. For example, an Order Placed trigger will allow you to filter which orders trigger the journey based on certain conditions; for example, trigger the journey only if the order placed is has more than 2 items.

To add a trigger filter, follow these steps:

Click on the trigger that begins your journey to open up the filter modal.
In the Filter tab, open the Select Trigger Filters drop-down menu and select your desired filter.

Click here for a complete list of our trigger filters.

Re-entry

In addition to adding trigger filters, define the journey's “Re-enter” behavior. This specifies if customers can re-enter this journey while already in the middle of it.

To choose your journey's Re-entry settings follow these steps.

Click on the journey's beginning trigger.
Select the Re-enter tab.
Specify if re-entry is enabled or disabled using the on / off toggle. If it is enabled, choose the desired behavior.
Click Save in the bottom right corner.

Nice job! You finished setting up the trigger for your journey.

Add journey steps

After your trigger is set, think about your goals for the journey, and plot the combination of actions and conditions accordingly. Create a unique customer workflow that meets your marketing needs!

Your journeys can be built out of the following steps:

If / Else split
Wait
Send email
Send SMS
Create coupon

To add a step, click your cursor on the plus icon () on the step where you want the branch to occur. Birthdaycampaign1-ezgif.com-video-to-gif-converter.gif