Configure the Journey Entry to Use the Activated Data Extension Audience

Next, Cumulus configures its journey entry source.

  1. In Marketing Cloud Engagement, navigate to Journey Builder.
  2. Click Create New Journey.
  3. Select Multi-Step Journey, and then click Create.
  4. Name the journey 30-Day Credit Limit Alert.
  5. For the Entry Source, drag a Data Extension type onto the canvas.
  6. Click the Data Extension icon.
  7. Select the folders Shared Items > Shared Data Extensions > CDP Segments.
  8. Select the Omnichannel Credit Limit Alert data extension to use as the Entry Source.
  9. Add a filter if applicable, and then click Done.
  10. Under the configured Data Extension Entry Source, click the Schedule icon.
  11. Click the Recurring journey type.
  12. Set the schedule as often as needed.
  13. Click Summary.
  14. Click Contact Evaluation.
  15. Select Evaluate new records only.
  16. Select All records in the file.
  17. Click Summary.
  18. Click Done.