Launch

Take Off with Confidence

Before Launching Your Journey

Consider the following steps to ensure your journey is properly configured for your purposes:

Step 1: Setup

Begin by navigating to the Journey section and clicking on Create New Journey. You will need to enter a journey name, which is mandatory, and you may also add a description if desired. Additionally, you can select a conversion event or trigger filters as optional parameters.

Step 2: Entry Rules

Next, establish your entry rules by selecting either a Time-based or Action-based rule to initiate the journey. Define the specific timing or event associated with your chosen rule, and determine how frequently users can enter the journey.

Step 3: Audience

Then, focus on your audience by adding segments to target specific users. If you choose not to select any segments, the journey will automatically apply to all users. Once you've defined your audience, click Next to continue.

Step 4: Build Journey

Finally, it's time to build your journey. Use the Add Step button to incorporate various components into your journey flow. Ensure to configure each component as necessary until you achieve a complete journey.

Launch Your Journey

Once your journey is ready, click Save & Launch in Step 4: Build to immediately start the journey with your users. If you wish to continue editing, click Save to save your progress as a draft and launch later after making the necessary changes.

  • The Back button will return you to the previous step, saving any branches you've created in the Build step.

  • However, if you click Back to Journey List, your journey will not be saved, and you'll be returned to the Journey List.

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