Account Journey nodes
After you create an account journey and add the audience, build out the journey using nodes. The journey map provides a canvas, where you can build your multistep B2B marketing use cases.
Build your account journey by combining the different action, event, and orchestration nodes as a multi-step, cross-channel scenario. Each node of a jouney represents a step along a logical path.
Account Audience node
The Account Audience node defines the input account audience (created and managed in Adobe Experience Platform) for the journey. This node is always the first node and is automatically created by default.
Take an action
Execute an action like send an email, change score, and so on.
Action on accounts: The action is applied to all people that are part of accounts on this path.
Action on people: The action is applied to all people on this path. An action on people can be used within the split path by people or split path by accounts.
Select Request campaign
Description
Change
Select email from Marketo Engage
Status (required, 50 characters max)
Description (optional)
New value
Add an account action
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Navigate to the journey editor.
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Click the plus ( + ) icon on a path and choose Take an action.
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In the node properties on the right, choose Accounts for the action.
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Select an action from the list and set any values for the action.
Add a people action
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Navigate to the journey editor.
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Click the plus ( + ) icon on a path and choose Take an action.
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In the node properties on the right, choose People for the action.
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Select an action from the list and set any values for the action.
Listen for an event
Move your audience forward to the next step in the journey when an event occurs.
- You can also define the amount of time the journey waits for this event. The journey ends after a timeout.
- Additionally, you can choose to add other nodes on your timeout path.
Listen to events on accounts: If at least one person from an account triggers an event, the account moves forward to the next step on the journey.
Listen to events on people: Events on people can only be applied on an account path; it is not available for a split by people node.
Additional constraints (optional)
Timeout (optional)
Additional constraints (optional)
Timeout (optional)
Additional constraints (optional)
Timeout (optional)
Additional constraints (optional)
Timeout (optional)
Date of activity (optional)
Timeout (optional)
Additional constraints (optional)
Timeout (optional)
Additional constraints (optional)
Timeout (optional)
Additional constraints (optional)
Timeout (optional)
Additional constraints (optional)
Timeout (optional)
Additional constraints (optional)
Timeout (optional)
Add an account event
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Navigate to the journey editor.
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Click the plus ( + ) icon on a path and choose Listen for an event.
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In the node properties on the right, choose Accounts for the event type.
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Select an event from the list.
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Click Edit event and define details for the event.
Add a people event
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Navigate to the journey editor.
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Click the plus ( + ) icon on a path and choose Listen for an event.
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In the node properties on the right, choose People for the event type.
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Select an event from the list.
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Click Edit event and define details for the event.
Add a timeout to an event node
If needed, define the amount of time the journey waits for the event. The journey ends after timeout.
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Enable the timeout toggle.
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Select the duration for which the journey waits for an event to occur before it times out.
You can choose to end the path here or take a different course of action by setting another path.
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To create a new path in the journey where you can add actions and events applicable to accounts when the event does not occur, select the Set timeout path check box.
Split Paths
Split your audience based on filter conditions.
Split paths by accounts: Paths split by accounts can include both account and people actions and events, and these paths can be split further.
How does a split path by accounts node work?
- When you add a split path node and choose Account, each path that is added includes an end node with the ability to add nodes to each edge.
- It is possible to split the path by Accounts repeatedly, such as in a nested manner. A split path includes an option for not adding the default path.
- Accounts/people that do not qualify for one of the split paths do not move forward in the journey.
- These paths can be combined using a merge node.
Split paths by people: Paths split by people and can include only people actions, and these paths can’t be split again. Paths automatically join back.
How does a split path by people node work?
- Split path by people nodes are grouped nodes. They automatically merge so that all the people in the audience can move forward to the next step without losing the context of the accounts that they belong to.
- Split path for people cannot be nested–you cannot add split path for people on a path that is in this grouped node.
- Split path includes an option for not adding a default path. Accounts/people who do not qualify do not move forward in the Journey.
Add a split path by account node
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Navigate to the journey editor.
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Click the plus ( + ) icon on a path and choose Split paths.
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In the node properties on the right, choose Accounts for the split.
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To define a condition applicable to Path 1, click Apply condition.
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In the conditions editor, add one or more filters to define the split path.
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Drag and drop filter attributes from the left navigation and complete the match definition.
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Fine tune your conditions by applying the Filter logic at the top. You choose to match all attribute conditions or any condition.
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Click Done.
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To add more paths, click Add path and repeat the previous steps to add conditions applicable to this path.
You can also label each path based on these conditions or use the default labels.
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(Optional) Add a default path for accounts not qualified for the other paths. If not, the journey ends for these accounts.
Add a split path by people node
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Navigate to the journey editor.
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Click the plus ( + ) icon on a path and choose Split paths.
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In the node properties on the right, choose People for the split.
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To define a condition applicable to Path 1, click Apply condition.
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In the conditions editor, add one or more filters to define the split path.
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Drag and drop filter attributes from the left navigation and complete the match definition.
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Fine tune your conditions by applying the Filter logic at the top. You choose to match all attribute conditions or any condition.
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Click Done.
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To add more paths, click Add path and repeat the previous steps to add conditions applicable to this path.
You can also label each path based on these conditions or use the default labels.
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Lastly, you can add a default path for people not qualified for the above paths. If not, the journey ends for these people
When you have conditions defined for each path that you’re splitting your audience on the people level, you can add actions that you want to take on people.
Wait
Wait for a certain duration before moving to the next step.
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Navigate to the journey editor.
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Click the plus ( + ) icon on a path and choose Wait.
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In the node properties on the right, set the Duration of time to wait before the journey proceeds to the next node in the path.
Merge paths
Different paths in your journey can be merged and unmerged using this node.
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Navigate to the journey editor.
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Click the plus ( + ) icon on a path and choose Split paths.
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Click the split node to open its properties on the right.
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Click Add path to create three paths.
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Add a combination of actions and events to each path.
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Click the plus ( + ) icon for any one of these paths and choose Merge from the displayed options.
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In the merge node properties, select the paths you want to merge.
You should now see that the paths are merged so that accounts from the selected paths combine to a single path and can continue to progress through the journey.
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If needed, you can unmerge paths by navigating back to the merge node properties and clearing the checkbox for any paths that you want to remove.