Learn more about integrating Facebook lead forms with your account.Journeys in the web application help you craft personalized experiences for your audience. Whether you are looking to nurture your existing leads, onboard new customers, or retain your existing ones, Journeys help you automate your engagement by sending the right messages at the right time with the most relevant context.
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To build these Journeys, let’s get you acquainted with the building blocks that help create that perfect Journey. The web application categorizes these building blocks into:
Triggers
Triggers define when a journey should start. They comprise of user actions or preferences that kickstart Journeys (automated campaigns) that are relevant and personalized.
Email Activity Adds contacts to your Journeys based on their email activity(sent, delivered, opened, clicked, replied, bounced, unsubscribed) | |
Added to List Adds contacts to Journeys as and when contacts enter your chosen list | |
Added to Segment Adds contacts to Journeys as and when contacts enter your chosen segment. | |
Contact field matched Adds contacts to your Journeys when there is a match in the contact fields. You can also choose to add contacts to Journeys when an existing contact’s field is updated. | |
Removed from list Adds contacts to your Journeys when they are removed from your chosen list. This could be helpful when you are running win-back campaigns. | |
Page visit Adds contacts to your Journeys based on the pages they have visited | |
On Shopify event | |
Submitted from landing page Adds contacts to your Journeys on submissions from a landing page. Learn more about building landing pages in the web application. | |
Form submitted from FB Adds contacts to your journey on submission from a Facebook lead form. Learn more about integrating Facebook lead forms with your account. |
Actions
Actions define the task that needs to be done once the journey is triggered
Send Email Sends the contact an email campaign, performs post email actions and tracks metrics(opens, clicks, bounces, etc.) | |
Add to List Adds the contact to your chosen list. | |
Update contact field Updates contact fields with the specified value | |
Remove from list Removes contacts from your chosen list | |
Internal notification Helps create or select an internal notification. This helps in providing contextual engagement by enabling human intervention at the right time. | |
Webhooks Calls an external API via webhooks. This comes in handy when you want to send/receive data from your other tools to the web application. | |
Add Deal Add a deal in the CRM application. | |
Update Deal Add a deal in the CRM application. | |
Add notes Add a note to a contact in the web application. | |
Add sales activity Configure a sales activity; for example, pass leads from marketing to sales teams. This block allows you to assign the activity to the right owners and provide a start and end date. | |
Add task Configure a task in the web application | |
Send SMS Sends the contact SMS campaigns and tracks metrics such as sent, delivered, and errored. | |
Add to audience Add CRM contacts to an audience on social media | |
Remove from audience Remove CRM contacts from an audience on social media | |
Send opt-in request email Send a double opt-in confirmation email and update subscription status | |
Send chat or bot message Sends the contact a chat pop-up or adds them to a bot campaign where they can engage with pre-configured bot flows. | |
Send WhatsApp Message Adds the contact to a WhatsApp campaign and tracks metrics such as Campaigns sent, messages sent, delivered, and errored. |
Conditions
Conditions are the checkpoints in your Journey that help determine the ideal experience for contacts at every stage, depending on their changing preferences and real-time interactions with your website and campaigns.
Check email activity Checks if the contacts have performed email activities like opens, clicks, replies, etc. This block is helpful when you want to set up follow-up campaigns. | |
Is in list Checks if the contact is in the chosen list | |
Is in segment Checks if the contact is in the chosen segment | |
Check contact field Checks for a match in the contact field based on the specified value. | |
Check Shopify event Checks if a Shopify event has been performed. Add AND/OR filters to filter specific events. | |
Check page visits Checks if your contacts have visited the chosen web page. | |
Check call activity Checks if your contacts have performed any call activities. This block comes in handy when you want to run high-touch campaigns where your sales team needs to be involved in your marketing campaigns. | |
Submitted from landing page Checks if contacts were created based on your landing page submissions. Learn more about landing pages in the web application. | |
Form submitted from FB Checks if contacts were created based on Facebook form submissions. Learn more about integrating Facebook lead forms with your account. |
Controls
Controls help determine the duration over which users experience the Journey and contextually end them for every user.
Add a time delay Waits for the specified time before moving on to the next block. | |
Add delay by contact date field Waits until the contact’s date field before moving on to the next block. This block is handy when you want to send birthday/anniversary campaigns | |
Wait for Shopify event Waits until a specified Shopify event is performed. Add a time delay after the event | |
Back-in-stock product Waits until a specified product is restocked. This block is handy when you want to retarget customers who wanted to buy product(s) that was out of stock | |
Notify when price drops Add a drop percentage and notify customers when the product is discounted. | |
Add an event delay Wait for sometime before, after, or until an event (such as abandoned cart) occurs. | |
Split traffic Splits your contacts into multiple routes. This helps identify the route that performs better and helps improve your Journeys’ performance. | |
Exit Journey Exits the contact from your Journey on reaching this block. |
Annotations
Add context to your journey blocks. Use annotations to pictorially define journey steps and let your team know why you are configuring the journey in a certain way.
Important annotations
Text block Add a text box to set context and call out specific journey blocks. | |
Shapes Use shapes to mark specific sections or to create a flowchart to represent your journey on the journey builder. | |
Icons Use catchy icons to call out specific actions such as announcements, captions, or more. |