---
schema_version: "1"
id: 299d62c78cbd6016debec9aa483940929131e7def66ca72b6d6851d5bcace8d8
title: Financial Services - Journey Builder Triggered Email Use Cases
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_pers_use_case_journey_builder_finserv.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_pers_use_case_journey_builder_finserv.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4925d4e6930648b0e618808a2f27e78bf4605dab67b4c92e55059c955b8e25a2
description: Check out these example personalization use cases for Journey Builder triggered email campaigns.
products:
  - Marketing
  - Salesforce Personalization
release: "264"
---
# Financial Services - Journey Builder Triggered Email Use Cases

Check out these example personalization use cases for Journey Builder triggered email campaigns.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_personalization-264-0-0-production-enus/16bf1f60-f44c-4260-a56e-f052cfe515a3/images/icon_tip.png)

Tip New to Marketing Cloud Personalization and Journey Builder integration? If you haven’t sent segment data from Marketing Cloud Personalization to Journey Builder before, refer to the Triggered Campaign Use Cases instead. They offer all the Journey Builder use case functionality plus additional real-time use cases that Journey Builder use cases don’t support.

Segment Join is based on real-time user events tracked by Marketing Cloud Personalization. [Sending a user to Journey Builder upon segment join](https://help.salesforce.com/s/articleView?id=mktg.mc_pers_segment_export_journey_builder.htm&release=264.0.0&type=5 "The Personalization system constantly gathers data about your users, your catalog, and other systems through channel events, API events, and data feeds to update segments in real time. Use segments to add users to journeys in Journey Builder within moments of the data changing as they join segments. Complete the following steps to export a segment to Journey Builder.") doesn’t support the segment join that occurs during the daily segment refresh.

![Life cycle stages for financial services](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_personalization-264-0-0-production-enus/16bf1f60-f44c-4260-a56e-f052cfe515a3/mc_personalization/images/mc_pers_use_case_finserv.png)

     
| Research | Discover | Validate | Onboard | Inform | Expand |
| --- | --- | --- | --- | --- | --- |
| Contextually introduce and inform. Capture key identity elements. | Inspire and ensure easy exploration of relevant products and content. | Encourage active product evaluation. Recognize signs of defection. | Reduce time to value with the product or service. | Increase adoption throughout the customer lifecycle. | Nurture and grow LTV while reducing attrition. |
| [Signed up for Email](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptv8/1rg5FM_hCU49_Vy_pUWasuLajw9.A2nrs5pFzXQSjBI) | [Multiple Site Visits](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001pttO/e9Rr16RWse1dLIvZvy77ElUnOhSxvF24EVp97wq3vzA) | [Created an Account](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptv8/1rg5FM_hCU49_Vy_pUWasuLajw9.A2nrs5pFzXQSjBI) | [Logged into Account](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptv8/1rg5FM_hCU49_Vy_pUWasuLajw9.A2nrs5pFzXQSjBI) | [Multiple Content Views](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001pttP/kAW0PU7qQRW67VTJzKGsuCjnjzmatwxF68g_vv.OSWk) | [Viewed New Product / Funds](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvI/5SYFK6Ncxwdp5gojbIPBQ5KGzUaTCzmj27quJtrT98o) |
| [Content Engagement](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptu8/BEVO2QrurYvlQzxpT2aHYxAVLyYqROvDiF7uZXXJSmI) | [Multiple Content Views](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001pttP/kAW0PU7qQRW67VTJzKGsuCjnjzmatwxF68g_vv.OSWk) | [Requested Additional Information](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptv8/1rg5FM_hCU49_Vy_pUWasuLajw9.A2nrs5pFzXQSjBI) | [Promote Training Content](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptu9/4OkxIHUqHOWTiM0.L2pNr_BCFFEleKnplF2YUbCY5jo) | [Loyalty Program](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvJ/Gjn.E6KtT_Y83xuQiI7PqZd02fnD7Odw7YUIcx_ocqM) | [Target Customers with Special Offers](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvJ/Gjn.E6KtT_Y83xuQiI7PqZd02fnD7Odw7YUIcx_ocqM) |
|   | [Viewed Specific Category](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvK/8CVB5BMzxLCVzkC4Qdu05ZtdzCnAHVHn7jrmUE7HB5U) | [Webinar, Event or Demo Sign Up](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptu8/BEVO2QrurYvlQzxpT2aHYxAVLyYqROvDiF7uZXXJSmI) | [Completed Onboarding Actions](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvN/ur0JNcPcFDGHF5RSC3XOH2kHo2lWPJArxNYePKIQs1Y) | [Event or Webinar Promotion](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptu9/4OkxIHUqHOWTiM0.L2pNr_BCFFEleKnplF2YUbCY5jo) | [Purchased New Product](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvI/5SYFK6Ncxwdp5gojbIPBQ5KGzUaTCzmj27quJtrT98o) |

#### See Also

- [Consider Personalization Use Cases](https://help.salesforce.com/s/articleView?id=mktg.mc_pers_use_case_about.htm&release=264.0.0&type=5 "Browse the Use Case Library to look for ideas and inspiration for your own personalization solutions. The use cases represent popular examples. But they’re not templates, nor do they encompass the full range of possible use cases for your business. Before you commit to implementing one or more personalization use cases, determine whether the use case aligns with your business goals, priorities, and other suitability criteria.")
- [Financial Services - Triggered Campaign Use Cases](https://help.salesforce.com/s/articleView?id=mktg.mc_pers_use_case_triggered_finserv.htm&release=264.0.0&type=5 "Check out these example personalization use cases of triggered campaigns for financial services.")