Configure your Journey Builder entry source so that it promotes efficient processing. When an entry source includes a repeating schedule, choosing a processing option is necessary. Processing options tell Journey Builder how to evaluate contacts in a data extension or list.
Choosing how Journey Builder evaluates an entry source to determine which contacts enter the journey also ensures that records are processed efficiently. You can set up the entry of contacts into a journey in two ways.
- Enter the journey one time when it’s activated.
- If the entry source data is continually updated, set a schedule to occur one time or continually.
When you set a schedule that repeats, you select a processing option.
- To evaluate only new contacts added since the previous run for journey entry, select
Evaluate new records only. For the journey's first
scheduled run, choose whether to evaluate all data extension records on only the
first run or records added after activation. This evaluation option is typically
used when a process exists to add new rows to the source data extension without
deleting or overwriting existing rows. For example, the automation with an import
activity appends records to a data extension. Using this option typically results in
faster, more efficient processing.
Note When you refresh a filtered data extension, all records are overwritten. We don't recommend using a filtered data extension with Evaluate new records only option. - To evaluate all records in a data extension each time according to the entry source's schedule, select Evaluate all records. Use this option only when records in the data extension are continually updated. Using this option typically results in slower processing.
To improve performance and ensure that all eligible contacts in the entry source enter the journey without slowing the admission process, select the applicable processing option.