This article only applies to your community if your Firstup contract includes this functionality. Please contact your Customer Success Manager with any questions about feature availability for your community.

In this example, you'll create a journey that targets a specific member on a specific day - their work anniversary. 

You'll create an automated journey that only targets members on their specific work anniversary date by using audience attributes and date operators.

Tailor personalized messages and campaigns to specific members using the Personalized Attributes. 

Before You Start

For this example, we want to celebrate our members' work anniversaries, so you'll need an anniversary campaign. You can create the campaign while creating your journey, or have one ready to select. For our example, we're selecting a pre-made campaign template. 

In addition, you'll need to ensure your members have the custom attribute Start Date or Anniversary in their user profile.

Creating the automated journey can be split into three parts:

• Start the journey
• Creating the communication
• Publishing the journey

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Start the Journey

Start the journey by selecting the template type, its schedule, and who receives its communication. 

1. In Creator Studio, go to the Journeys tab, then select Create Journey in the top right corner. 
   
2. Select the Employment Anniversary template.
   
3. This opens the journey workflow page. You can rename your journey if necessary by selecting Employment Anniversary at the top of the workflow page or begin creating your workflow. 
   
4. Select the Start Journey step.
5. Configure your audience and settings. For this example:
   • Start type set to Daily.
   • Journey Start Date set to today's date.
   • Daily Run Time is set at 15:00 in Europe/London.
   • Trigger is set to Audience > All Users.
   • Filter Members is set to Start Date > In Time Frame > Today. 

Start Type

Setting the Start Type to Daily means every day this journey will run. This does mean that if your member's anniversary falls on a day they do not typically work, for example, on a weekend or a public holiday, the communication is still published to their feed.

If you want to avoid sending members a communication when they are not scheduled to work, you could create an audience for specific shifts. Refer to our audience article for more information. 

Daily Run Time

You can only set the Daily Run Time to one instance. Therefore, if you have members across multiple time zones, it may be a good idea to create a journey for each time zone to save communications from being sent out at antisocial hours. 

Trigger

Here is where you can control your audience and who receives your daily communication schedule. You can select all users, or a defined audience to, for example, avoid sending to members on non-work days. Or, you may want to split your employees by department if specific job titles or departments are entitled to different benefits.

Filter Members

Filter the members who receive the communication on the time specified. This example filters members who have their start date today, and starts their anniversary journey so they'll receive their anniversary communications a year from now. 

Alternatively, for this example, the Anniversary attribute set to In Time Frame to Today would also work. 

Create the Communication

1. Select the Communication step.
   
2. Here, you have a choice:
   • Create a new campaign.
   • Select an existing campaign.
   • Select an existing template. For our example, we've got a predefined Anniversary template.
     IMG
     This template includes a message, and a personalized attribute variable to put the member's first name in the campaign automatically.
3. Now that your campaign has been added, you need to configure the communication delivery. Here, you have a choice:
   • Send by email - edit the email alias, subject line, preview text, and add personalized attributes. 

Additional Resources

Check out the articles below for detailed guidance on creating and managing journeys:

Journey Automation
Starting a Journey
Adding Journey Steps
Journey Management
Journey Member Visibility
Journey Reporting
Journey Insights
Journey Use Cases