Account journeys
Build and execute journeys that are tailored for each buying group and buying group member using automated engagement across email, SMS, events, and more. WIth account journeys you can streamline demand generation and buying group qualification and drive more qualified demand for your acquisition, upsell/cross-sell, and retention programs.
Define sales-driven engagement that includes email, SMS, and more inside account journeys to coordinate inbound marketing with outbound sales activities for each buying group member.
Access and browse account journeys
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In your Adobe Experience Platform home page, click Adobe Journey Optimizer B2B Edition.
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On the left navigation, click Account journeys.
The displayed journeys page includes the following columns:
- Name (click the name to open the account journey for editing)
- Status
- Description
- Created by
- Last updated at
- Last updated by
- Published on
- Published by
This table includes the ability to search by Name and Created by. Sort is currently unavailable.
You can customize the displayed table by clicking the Columns icon in the top-right corner and selecting or clearing the checkboxes.
Anatomy of an account journey
Click the name (displayed as a link) in the Account journeys list to review the details, make changes, and take actions.
The editor header of each account journey includes:
- Journey name
- Ability to edit the name (Edit icon)
- Status of the journey
The following actions are available in the header:
- Publish - You can publish a journey if there are no blocker errors. When published, the journey status changes to Live. If the journey has errors, the button is dimmed with content information:
Resolve errors before publishing. - Duplicate - This action is similar to a clone function, but the duplicated journey does not include any assets.
- Close to new entries - If you close a journey, accounts currently in the journey continue their path in the journey and no further journey entrance can happen. A closed journey cannot be restarted. You can duplicate a closed journey.
- Abort - If you stop a journey, accounts in the journey immediately stop their progress and no further journey entrance can happen. A stopped journey cannot be restarted. If you block new entrances without stopping people’s progress, consider closing the journey instead.
- Delete - This action permanently deletes the journey.
The status of a Journey changes based on the actions that you apply. Based on the status of a journey, certain actions are/are not available in the header.
- Publish
- Duplicate
- Delete
- Duplicate
- Close to new entries
- Abort
- Duplicate
- Abort
- Duplicate
- Delete
- Duplicate
- Delete
Get started with a journey
To get started with account journeys:
- Create a journey.
- Add the nodes and define the journey flow in the journey map.
- Publish the journey.
