Enter your Username. Enter your Password. Click Log In. In Marketing Cloud, hover over Journey Builder in the top navigation bar. Click Journey Builder. You’ve arrived! Now, let’s explore the components of the Journey Builder dashboard. Journey Folders: Store journeys in folders so they’re easy to find.
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What is Salesforce customer journey?
Salesforce Journey Builder is a feature of the company's Marketing Cloud that manages the customer life cycle: the progression of steps a customer goes through when considering, purchasing, using and maintaining loyalty to a brand.. Salesforce conceptualizes the progression of interactions as a journey through customer relationship stages including reach, acquisition, conversion, retention and ...
What is Salesforce and what does it do?
What does Salesforce do?
- Leverage Customer Information to Increase Sales. ...
- Gives You a Bird’s Eye View of Sales Pipeline. ...
- Gauge and Determine Sales Opportunities. ...
- Improves Your Marketing Pipeline. ...
- Develop More Effective Sales Cycles. ...
- Makes Teams More Efficient. ...
- Reduce Conflicts on Sales Channels. ...
- Boosts Lead Nurturing. ...
- Provides Tools for Field Personnel. ...
What is a Journey Builder?
Journey Builder is a ground-breaking solution that moves beyond just automating transactions to automating the journey and experience of partners and rewarding the behaviors that determine success. With its consumerized, “help-ticket free” interface, you can curate your partners’ journeys through every stage of their lifecycle, taking the ...
What does Salesforce journey builder do?
Salesforce Journey Builder is a feature of the company's Marketing Cloud that manages the customer life cycle: the progression of steps a customer goes through when considering, purchasing, using and maintaining loyalty to a brand.
How do I build a journey builder in Salesforce?
0:032:41Salesforce Marketing Cloud Engagement: Journey Builder DemoYouTubeStart of suggested clipEnd of suggested clipHere we have a data extension set up as our entry. Source journey builder can send messages across aMoreHere we have a data extension set up as our entry. Source journey builder can send messages across a wide range of channels. Including email a variety of mobile message types and chat messages.
How do I set a goal in journey builder?
Set a Goal in Journey BuilderClick .To set goal criteria, create a filter. ... Set a goal target by entering a number, then electing whether the goal target is measured as a percentage or a total.Select Exit Option if each contact that reaches the goal leaves the journey.
How do you activate journey in Sfmc?
If you configure a previous journey version to not readmit contacts, contacts aren't admitted to the new version.Open the journey and click New Version. An editable view of the current journey appears on the canvas.Make your changes to the journey activities.Save your changes.Click Activate.
What is the difference between Automation Studio and Journey builder?
Automation Studio is the best option for customizing audience segmentation at scale. Journey Builder is where you send your segmented audiences through highly-specific, customized journeys based on the data within the Marketing Cloud.
What are the entry source types for journey builder?
Data Extension: A data extension in Marketing Cloud is a table within the application database that contains your data. Entry Sources: This tells Journey Builder the data source for a particular journey. Entry sources include Data Extensions, API events, audiences, CloudPages, Salesforce data, or events.
What is Journey builder in Salesforce Marketing Cloud?
Journey Builder in Salesforce Marketing Cloud. Salesforce Journey Builder is an intuitive marketing tool that allows you to interact with your customers on a 1-to-1 customer experience platform across multiple channels. Learn how to make every interaction with your customers as consistent and unified as possible.
What is exit criteria in journey builder?
Create a simple or complex contact filter in Journey Builder to remove contacts from a journey. Exit criteria can remove customers who no longer fit the journey's purpose or for whom the journey's content is no longer relevant. The goal is your journey's destination.
How do I add a journey builder to marketing cloud?
Provide Journey Builder Access to a UserHover over Welcome [your username] and click Setup from the dropdown menu.Click the Users menu and select Users.Select the user.Click Manage Roles.Under Roles, click Edit Roles.Select Marketing Cloud Channel Manager or Marketing Cloud Content Editor/Publisher.Click Save.More items...
What is the difference between contact data and journey data?
Journey data preserves the state of a contact's data at the moment an entry event fires, facilitating the use of that data throughout a journey. Contact data captures the data values in the event source data extension at the time when Journey Builder evaluates it. Both are uniquely useful in journey creation.
What is API event in journey builder?
The API is intended to send a single contact at a time. It admits contacts when they're ready to enter the journey rather than queuing or batching them. Create a journey from scratch. Add the API Event onto the journey canvas as the journey's entry source.
How many active versions can a journey have at once?
one draft versionOnly one draft version of a journey can exist at a time.
See Journey Builder in action
Learn how to create seamless customer experiences across every touchpoint including email, mobile, advertising, the web, direct mail, sales, commerce, and service.
Identify the moments that define the customer journey, and use them to power 1-to-1 relationships
Identify the moments that define the customer journey, and use them to power 1-to-1 relationships.
Align your message across every marketing channel
Lay out visual customer journeys — either simple or complex — for reference and revision.
Ready to create customer journeys? Get the map
See how top marketers build customer journeys to boost acquisition, onboarding, engagement, and retention.
Act on the changing wants and needs of your customer in the moment
Set and maintain automated journey logic for customer engagement, decisions, random journey splits, and content tests — so you’re ready for everything.
Equip your extended teams to easily market and sell while staying on brand
Create branded journeys for teams such as independent owners and franchisees across email, mobile, and advertising in Marketing Cloud.
What are Journey Builder Entry Sources?
A Journey Builder Entry Source injects data into a Marketing Cloud journey, based on the settings specified in the Journey Entry Event (that a user has configured). These settings differ based on which of the Entry Source options you are using.
1. Data Extension
Data extensions are there to support you in any way, shape, or… data requirements you may have. They are the most common, reliable, and flexible option!
2. Salesforce Data
This Entry Source is driven by something happening in Salesforce, such as a record being created or updated, which triggers a related Contact, Lead or User to be inserted into the journey, based on the filter criteria defined in the entry source.
3. Audience
Probably the least used option of them all, unless you’re using Audience Builder to create and publish audiences.
4. CloudPages
Yes, you guessed that right, this Entry Source is used to inject data submitted via a Smart Capture form within a CloudPage.
5. Event
Use this Entry Source for date based events such as, birthdays, anniversaries, reminders, renewals, etc.
6. API Event
In contrast to the “Event” Entry Sources, you can use “API Event” Entry Sources to admit new data into journeys coming from a website or another system that may not be integrated with Marketing Cloud. This needs to be used in conjunction with a Data Extension where data will be stored.
Learning Objectives
Explore The Journey Builder Canvas
- Now that you’ve toured the Journey Builder dashboard, let’s take a look at the Journey Builder canvas. The canvas looks slightly different depending on the status of the journey. Let’s start by looking at a journey in draft status. Click Create New Journey or click an existing journey draft. We discuss how to create a single-send journey later in this module, and you can learn about buildin…
View An Existing Journey
- Now let’s take a look at the journey canvas when a journey is running or stopped. The primary difference between a stopped journey and a running one is that your builder containing entry event and canvas activity options is hidden. However, now you can see how many contacts completed each step in the journey (1). The toolbar (2) now provides the option to stop the journey if it is ru…
Resources
- Salesforce Help: Analytics and History
- Salesforce Help: Google Analytics 360 Integration for Marketing Cloud
- Salesforce Help: Activities Reference
- Salesforce Help: Einstein Splits
Copyright
- Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.