Get started with a journey
To get started with an account journey, create the journey and then construct the nodes and journey flow in the journey editor.
Create an account journey
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On the left navigation, click Account journeys.
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Click Create Account Journey at the top-right of the page.
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In the dialog, enter a unique Name (required) and Description (optional).
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Click Create.
Add the account audience for your journey
An account journey always starts with Account Audience where you can add input to your journey.
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Click the Account audience node to display the node properties on the right.
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Click Add account audience.
You can select an audience segment that was previously selected by clicking Add audiences.
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To create a new audience segment, select Account audiences in the left navigation.
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Click Create audience and follow the steps described in the Segmentation Service guide.
Building blocks of a journey
The journey canvas is the central zone in the journey designer. It is in this zone that you can add journey nodes and configure them. Click a node to open its properties pane to the right of the canvas and set them according to your design.
You can build your journey using any of these node types:
Guard rails
To help you build a journey without running into errors, the following guard rails are in place:
- Deleting a Split path node: You cannot delete a node without deleting all subsequent nodes in each path.
- Deleting a Merge node: A merge node can be deleted only when there is one path connected to it. To delete a merge node, leave only one path selected.
- Switching between account and people: You cannot change the selection from accounts to people without deleting all subsequent nodes in each path.
Add a node
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Navigate to the journey editor.
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Click the plus ( + ) icon on the path and select the node type.
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Set the node properties on the right.
Delete a node
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Navigate to the journey editor.
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In the node properties on the right, click the Delete (trashcan) icon.
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In the conformation dialog, click Delete.
Add and delete a path
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Navigate to the journey editor.
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Click the plus ( + ) icon on the path and add the split path node.
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In the node properties on the right, select Account.
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To add more paths, click Add path.
With each path that is created in the journey, a new path card appears in the properties.
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Navigate to one of the paths in the journey and add action or event nodes to this path using the plus icon.
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Select the split path node to open the properties on the right.
Notice that the paths that have nodes on them cannot be deleted.
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To delete these paths, you must delete all the nodes on that path first.
Schedule a journey
When you publish a journey, it can start immediately or on a scheduled future date. The end date can be a maximum of three years from the start date. After a journey is published (Live status), you can update the end date of the journey but not the start date.
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Navigate to the journey editor.
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Schedule your journey by clicking Journey settings in the header.
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In the dialog, set the schedule options:
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Chose a schedule type.
To activate the journey at publish time, choose Immediately.
To activate the journey on a future date, choose On a specific date and click the Calendar icon to select the date.
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Specify the End date for the journey. It can be a maximum of three years from the start date (this field is required).
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Click Save.
When you are ready to publish your journey, you can review these settings when you click Publish.