In this example, you’ll create a journey that targets a specific audience or cohort of members, for instance, a country-specific holiday.
You'll build a wellness journey focused on helping members manage Thanksgiving holiday stress. By setting this up as a journey instead of a standalone campaign allows you to:
- Plan and send multiple campaigns within a single journey. You control when each campaign goes out, create a unified schedule, and view your full communication timeline in a clear, linear format.
- Measure results for the journey as a whole and drill into performance at each individual step.
- See how members interact with each part of the journey, giving you deeper insight into the content performance.
- You can automate your journey and its audience, allowing members to enter at regular intervals or to exclude members where necessary.
Before You Start
Before creating a journey, know how you’ll be reaching your members. In our example, we’ll be delivering existing content to predefined audiences. You can, however, create content and control who receives your communications in Journeys.
See our Audience Attributes for Journey Automation article for more information on how to reach your members in journeys.
Start the Journey
- From the Journeys tab, select Create Journey in the top right corner.
- Select Blank canvas.
- Name your journey in the top-left corner. In our example, we’ll name it Managing Thanksgiving Holiday Stress.
- Select the Start Journey step.
- For this example, select the One-Time Start Type. See our Journeys overview for guidance on the different start types.
- In our example, we’re ahead of time, so we’re going to select Scheduled and choose a time in the future for this campaign. As it’s geared up for Thanksgiving, we want to start dripping this content early, so we’ll select a date two weeks before the holiday.
- Under the Filter Members selection, we’re selecting a predefined audience from the dropdown under the Audience section. Our predefined audience is ‘US employees’. This means our journey won't include any colleagues from Europe.
See our Audience Attributes for Journey Automation article for more information on creating audiences. - Now we can add the content.
Add Content to the Journey
In our example, the content we want to use for this campaign is already created. However, you can create the content from Journeys if required. See our Journey Automation article for more information on content creation in Journeys.
- Select the Communication step.
- Name the communication.
- Select Ready for Publish.
- Select the channels for delivery. In our example, we’re going to send via email and notification center:
- Email:
- Select the email alias. This is the sender’s email address that appears to the receiver.
- Enter a subject line for the email.
- Select a preview from the dropdown.
- Notification Center:
- Select a message to appear in the notification center from the dropdown.
- For this example, we’re not going to select push notification or mark as important.
- Email:
- Select your channel delivery. For our example, we’re going to select all channels.
- Select your content settings. We’re going to leave the required acknowledgement field blank, as this first communication isn’t a must-know.
Schedule Your Next Communication
As this journey example involves multiple campaigns, we want to space out our communications so we don’t overload our members with content.
- Select the Delay step.
- As our start date is set for two weeks before Thanksgiving, we’re going to set this to 7 days and send out our follow-up a week before the holiday.
Add Another Campaign to Your Journey
Our example journey is an ongoing campaign. Our next communication is closer to the holiday, and we want to remind our employees to enjoy themselves.
This campaign is similar to our original, but with a slightly different tone and theme. Once again we have prepared our campaign and need to select it.
First, we need to add another communication tile.
- Hover between the Delay and End Journey steps.
- Select the + icon when it appears.
- Select Communication from the options.
Now we can add our second campaign.
- Select the Communication step.
- Follow the same steps in Add Content to the Journey.
Add a Decision (Optional)
For our example, we may want to include an additional communication to management, reminding them to check in with their staff before, during or after the holidays. Therefore, we want to create a tailored campaign specifically for management only.
Adding a decision will ensure that this added communication is only sent to management.
Before adding a decision, remember to add another delay to avoid overloading your members.
- Hover between the Communication and End Journey steps.
- Select the + icon when it appears.
- Select Delay from the options.
- Select the Delay step.
- For our example, I’m going to add 4 days, allowing two more working days until the holiday.
Once you’ve added the delay, add the decision:
- Hover between the Delay and End Journey steps.
- Select the + icon when it appears.
- Select Decision from the options.
- Select the Decision step.
- Add a Split Description. For our example, we’ll name the decision Split US Audience, and the split Management Comms Only.
- We have a predefined audience that holds every US-based manager, so we’re going to select this audience.
- Hover between our Management Comms Only and End Journey steps.
- Select the + icon when it appears, and select Communication.
- Follow the steps in Add Content to the Journey to add this tailored campaign for management only.
Make sure your tailored content follows the correct decision path.
For the other path in our decision, “everyone else”, we want to send a simple happy holidays message. Therefore once again we’ll add another communication before ending the journey.
Publish the Journey
The final step is to publish your journey to your member experience! Simply select the Publish button to start your journey.
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