Use the Multi-Step feature in Journey Builder to create automated, customized, multiple-touch customer journeys in Marketing Cloud Engagement.
Tip Before you start, outline your journey and plan your data and content needs.
Consider not just the length of the journey or time between activities, but also the timing of
data activities. Time data updates and automations to avoid conflicts and to ensure that you
have the right data when you need it.
- Click Create New Journey.
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To create a Multi-Step journey from scratch, click Build.
Tip To create a journey from a template, click Journey Template in the build panel. See Create a Journey from a Template for step-by-step instructions.
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To configure the Journey Settings, click
.
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To set a Goal, click
.
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To set the Exit Criteria, click
.
- Drag an Entry Source onto the canvas and click to configure.
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Configure the entry source.
For more details, see Entry Sources.
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Drag an activity onto the canvas and click to configure.
Tip Don’t begin a journey with a Wait activity.
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Configure the activity.
For more details, see Journey Builder Activities.
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For each planned activity, repeat steps 8 and 9.
Tip To copy a journey activity, click
. To edit an activity, click to open it. To delete
a journey activity, hover over the activity, click
, and click
Delete. To rename a journey activity, click.
.
- Click Save.
- Click Validate.
- If applicable, correct any errors that occur.
- Click Test.
- Click Activate.
- Welcome Campaigns
Welcome email campaigns are a good way to greet new customers when they sign up or opt in for marketing communications. You can use Journey Builder to improve the customer experience by expanding from a single email to a series of messages. - Retail Campaigns
Retailers use marketing campaigns built in Journey Builder to promote a sale, announce a new product, or invite customers to a special event. The goal for these campaigns is to increase conversion and drive sales. - Anniversary Campaigns
Even a simple reminder campaign in Journey Builder can help build a relationship with your clients and increase brand engagement. Typical anniversary campaigns focus on a special date for a customer, like a birthday or sign-up date. These yearly messages can be part of a renewal strategy. You can also celebrate your company’s milestones or send a reminder to customers who haven’t purchased in a while.