1. What Is Journey Builder?Journey Builder is a campaign planning tool that empowers marketers to design andautomate campaigns that guide customers through their journey with a brand. When configured,Journey Builder runs responsive campaigns automatically.
2. PrerequisitesReview these items before using Journey Builder whether you’re a marketer or administrator.
3. Create a JourneyNavigate to Journey Builder. Click New Journey. Click Create Journey from Scratch or Create Journey from Template.
4. Journey TemplatesJourney Templates are pre-defined journeys that show in-context guidance based on commonuse cases and known marketing best practices. Use a template as-is, or modify a template for youruse case.
5. Entry SourcesThe entry source on the canvas tells Journey Builder where customers entering thisjourney come from. Each journey must include an entry source.
6. Create a FilterMake sure that the intended Marketing Cloud contact enters your journey, follows a split activity path, or reaches goal by building a filter in Journey Builder. Use both contact data and journey data attributes in a filter as needed.
7. Canvas ActivitiesA canvas activity is the message action, decision, or update—or a combination of these elements—dragged and dropped onto the Journey Builder canvas. In a journey, activities set by the marketer impact contacts until they reach a goal or the endpoint of the journey.
8. Sales and Service Cloud ActivitiesUse Sales and Service Cloud canvas activities in Journey Builder to create or updateSales and Service Cloud object records for connected Marketing Cloud contacts.
9. GoalsIn Journey Builder, a goal is the measurement of customer actions that you want topromote. Measure goals based on a goal target you set by creating a filter on contact data. Afteryou activate a journey, Journey Builder evaluates contact data against the filter set as the goaltarget to determine when a goal is met. When Journey Builder determines that a contact met thegoal, that contact is counted in goal target statistics. Reaching the goal can also prompt thecontact to exit, if applicable.
10. Journey SettingsChoose the settings that determine when a contact enters a journey and which addressJourney Builder uses to message that contact.
11. Activate a JourneyClick Activate. Once activated, contacts enter the journey whenthey meet event or audience filter criteria.