You're here because you want to grow your business. We get that, and you'll find all the information you need in this guide. Let's take a look at some quick tips, then I’ll show how they apply specifically with Journey Builder.
Before we dive into Journey Builder, let’s start out by going over some definitions and use cases.
What is the Journey Builder?
The ones that have tried Journey Builder, probably think that this is the most exciting Builders inside Salesforce Marketing Cloud. Everyone likes it for what it can do and how easy it is to navigate. With Journey Builder, you are able to automate your campaigns with your prospects and existing customers. It helps you to reach the customers through different paths and enables you to connect with your audience in the way they want to and when it fits them. This is also the only place where you can easily and visually work across channels from one single place!
It's important to note that Journey builder cannot work alone; it must be paired with another studio to achieve certain results. For example, you'll need Email Studio or Mobile Studio in order to send out automated emails and mass text messages to your contacts.
There are 3 types of journeys you can build from Journey Builder:
Multi-step: A journey that sends multiple messages across multiple channels based on audience behavior and marketing logic (e.g. abandoned cart journeys)
Single send: Enables you to build and send one-off personalized messages in any available channel. (e.g. promotional offers)
Transactional: Instantly send messages once an event occurs. Trigger personalized transactional messages with an API event. (e.g. receipt sends, shipping confirmation)
How customer journey mapping becomes reality in Journey Builder
Building customer journeys start with understanding where your customers are on their journey with your brand. Likewise, you have to know what are their touch points. Before you start mapping your journey, you also have to set a goal. There is one goal per journey. Ask yourself what is the purpose of the journey. Is it to welcome newsletter subscribers or reward loyal customers?
Once you have set your goal, you will have to ask yourself the following questions:
What’s your journey’s goal? (e.g. Is it to get people to sign up for a webinar? Or get people to check out their abandoned cart?)
• Which audience segment do you want to target?
• How 𝐥𝐨𝐧𝐠 do you want to run this journey?
• Do you 𝐞𝐧𝐠𝐚𝐠𝐞 with them along the journey?
• Do you have all the 𝐝𝐚𝐭𝐚 you need or do you have to collect more?
• Which studio will help you achieve your goals?
• What should you 𝐦𝐞𝐚𝐬𝐮𝐫𝐞 and how often?
• When does a person exit from a journey?
Considering the above will help you to start mapping your journey and you’ll have adequate time to prepare each asset needed before running the campaigns. Because Journey Builder can execute such complex functions, you’ll want to make sure you keep the journeys optimized from the start. Once you have visualized your journey, Journey Builder will help you to take that visual map and model it.
Getting started with Journey Builder
It’s important to understand the fundamentals before diving in headfirst, take the time each day or so, and review how you’ll be using this robust tool. Making a habit out of reviewing your marketing plan will prevent you from creating overly complicated journeys.
Marketers can use any combination of these tools to create relevant, personalized, 1:1 messages for their consumers to build more meaningful and valuable relationships with their brands. If you'd like to learn more, get in touch with our certified Salesforce Marketing Cloud experts today. We will work with you to better understand your needs and devise solutions suitable for your business.
Subscribe to our newsletter
Subscribe to receive the latest blog posts to your inbox every week.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Marketing Cloud's Journey Builder is the fastest way to create customized customer journeys that deliver personalized content through multiple channels. Automating your marketing brings you closer to your customers and helps you provide better, quicker, and anticipated responses. 𝐉𝐨𝐮𝐫𝐧𝐞𝐲 𝐁𝐮𝐢𝐥𝐝𝐞𝐫 offers you everything you need to achieve those goals in a simple and straightforward way.
Automation Studio is a best-in-class Marketing Automation Platform focused on ETL [Extract Transform Load] tool. It helps in slicing & dicing the data, shifting the data from one location to another, transforming the data into another format, segmenting the data, or importing/ exporting data into/from Salesforce Marketing Cloud and Reporting & Tracking.
A large healthcare system needed assistance enhancing their Marketing Cloud implementation to segment Salesforce and external data into structures that can be used for campaigns. With over 1.5 million patients and over 3 million subscribers from multiple locations across the United States, it was imperative to have efficient processes, integrations, and data transformations set up to allow for segmentation and dynamic personalization for their marketing outreach. Our team designed, developed, and deployed a solution in 7 months that included complex automations for segmentation, a custom preference center, and several key journeys for both internal and external campaigns.