Create a Welcome Series in Journey Builder

Now that the emails are complete, you can create the journey.

  1. In Marketing Cloud Engagement, go to Journey Builder.
  2. Click Create New Journey.
  3. Select Multi-Step Journey and then click Create.
  4. For the entry source, drag a Data Extension activity to the canvas.
  5. To select the New Auto Policy data extension, click the data extension activity. 
  6. Click Summary and then click Done.
  7. Next drag an Email activity to the interface.
  8. Click the email activity and then select the Cumulus Welcome - Tips for Getting Started Email after clicking Select Message. 
  9. Click Summary to review Message Configuration, Delivery Options, and Advanced Options. Click Done.
  10. Repeat these steps for the other welcome emails.
  11. Adjust the wait times between the emails to 3 days, 5 days, and 1 day.
    Cumulus Journey Builder Welcome
  12. To make this journey an ongoing campaign, click Schedule, Recurring, and then Select.
    1. Select a Start Date, Start Time, and Time Zone. For this campaign, select Weekly, on Monday, and ending Never.
      Recurring schedule showing weekly on Mondays.
  13. Click Contact Evaluation and select Evaluate new records only.
    1. For the first run, select to evaluate All records in the file.
  14. Click Summary and then Done.
  15. Review the journey and click Save.
  16. To ensure that all information has been completed, click Validate.
  17. Test the journey, and then click Activate when ready.

The campaign is ready for customers.