Journey Builder - Introduction
In this article, we will give you an introduction on how to navigate within Journey Builder. The purpose of Journey Builder is to allow you to communicate more efficiently with fewer send-outs. When setting up a Journey, you will be able to build multiple flows, called "lanes", with both email and SMS send-outs. If a subscriber or customer matches with multiple segments in your Journey, for example if you have set up communication about "News", "Back-in-stock", and an "Offer", this will be sent as one long email to the subscriber/customer instead of three separate send-outs. We also recommend that you read our Journey Builder - Getting Started guide before you begin.
We will cover:
- How to navigate within Journey Builder
- Tips before getting started
- How our editor works
How to navigate within Journey Builder
Everything within the highlighted area is called "Journeys"
In your "Journey", you have something called "Lanes", or flows, and you can have unlimited lanes in your Journey.
Inside your "Journey", you add a "Header" and "Footer". Also called "Header" or "Footer". You only do this here and never within the actual emails.
- Here you can find the "Header"
- Here you can find the "Footer"
Here you choose the "Trigger"
When you click on the "Trigger", you will get different options. If you choose the highlighted options, namely "Relative date" and "Annual", you need to select custom fields.
- Here you can see the "Last send-out" and when the "Next send-out" will be
- Here you can see "Sent", "Opened", and "Opened links"
- Preview
- Click on "+" if you want to add more emails or SMS in your lane
- Here you can clearly see that this is an SMS send-out
- Here you can clearly see that this is an email
- This whole section is called "Content-set"
- Choose "Segment"
- Preview only one email
- Statistics for only this email
- Choose after how many days this email should be triggered, in this case after 21 days
- Activate/Deactivate specific emails in your lane
- Activate/Deactivate the entire Journey
- Click there to go to statistics
- Delete entire Journey
- "Switch", for example you can choose segment "Gender: Female"
- "Switch", for example you can choose segment "Gender: Male". Then you can make the same email but change images to be tailored for product images for women vs men
- Editor
- Here you can see which "Widgets", or blocks, are in the email
- Here you can see all "Widgets", there are "Standard" or if you have any custom Widgets
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