Understanding journeys

Understanding journeys

Build highly sophisticated journeys for leads, automate repetitive tasks, and engage based on lead behavior. Set up a journey in accordance with your marketing strategy and the rest is taken care of.

In this guide we'll walk you through various types of journeys, creating a successful journey, and analyzing the reports.

Journeys let you segment your leads based on their activities and initiate a series of messages and actions for them. Create an action flow and have them be completely automated. Every journey has three major sections.


Trigger

Under this section, you'll define the condition for your leads to enter the journey.
Consider the following examples:

Update field trigger

A journey with this trigger initiates whenever there is an update in the field you select.

Form submission trigger

A journey with this trigger initiates whenever there is a sign up via the form you select.

Process

Under this section, you'll define a series of actions to be performed on your leads. You can create an email series, define actions, split the path based on conditions, and much more.

End-of-journey actions

Under this section, you'll define a series of actions that will be performed when the lead completes/exits the process.

Once you are finished, activate the journey. Journeys will show you up-to-date reports, which you can use to analyze how well your strategy is performing with your leads.

                                                                 

Types of journeys

Journeys are classified under two major categories:


These types of journeys have the trigger type already defined. There are eight pre-designed journey templates.


Define a trigger type, and configure the process elements and end-of-journey actions to suit your requirements.



Next steps 

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