Configure a Health and Life Science Continuing Education Journey

Guide healthcare professionals through a journey of continuous learning and skill enhancement with this Package Manager solution.

If you haven’t deployed this solution, before you begin, deploy the Health and Life Science Continuing Education solution.

  1. Add subscriber data to personalize the message.
    1. In Contact Builder, select Data Extensions.
    2. Expand the Data Extensions folder, and select the Industry Solutions folder.
    3. Select the Subscriber Data data extension, and add your subscriber data to the relevant fields.
  2. Open Journey Builder to configure the journey.
  3. Rename the journey.
    1. In Journey Builder, select Folders.
    2. In the folder that you deployed the solution to, select Health and Life Science Continuing Education.
    3. Rename the journey to reflect your campaign.
  4. If you don’t want to use the default entry source, select the Data Extension entry event.
  5. Click Schedule and specify how often to run the journey.
  6. To determine the best time to send the email to maximize the chance that recipients engage with your message, configure the Einstein STO activity.
  7. Customize and test all the emails in the journey using the instructions in the email templates.
  8. After the Click Continuing Education Email 1 decision split, configure the Advertising Audience activities.
    The Ad Suppress activity stops sending emails to subscribers that confirm registration. The Ad Audience activity reaches users on other channels, like Facebook, Google, and Instagram.
  9. To alert a representative to contact the subscriber if they don’t confirm registration after three emails, configure the CRM Task to Reach Out Directly activity.
  10. To successfully activate the journey, configure Journey Settings.
    1. Select Contact Entry mode.
    2. Select a source for Default Email Address.
  11. Set a goal for your journey.
  12. Activate the journey.