Build a multi-stage journey

Create the campaign

To create a multi-stage journey navigate to Campaigns > Create campaign > and then select Multi-stage as the first step.

Next is the choice of what triggers the campaign. As with a regular campaign, this will be the method which kicks the campaign off, the only difference here will be that instead of sending the individual messages to the user profile, it will instead push them into the workflow.

Build the workflow

To build the workflow within the campaign, switch to the Content tab and click on Edit workflow to open the Journey builder.

Actions

Actions are the building blocks of a workflow.

They are called actions as they allow you to perform an action when a user profile enters them, before allowing the user profile to pass through to the next action.

To create a new action in your workflow, click an open ➕Plus icon at the end of the current workflow and choose which action you want to add next.

• Message

• Delay

• Branches

  • Decision

  • Multi-decision

  • Split

• User actions

  • Ad Retargeting

  • Promotion

• End

Actions are editable by selecting them to open the small toolbox. This will usually contain a preview or overview of the set-up for the selected action.

To modify them, click the Edit button, which will open a larger toolbox. It contains the relevant editing tools for the action selected.

An overview of the main workflow editor can be seen below:

Decision action after the start

For best performance results, the use of decision actions after the start of a journey is not allowed. If using a decision at the beginning of a workflow is required, the condition or conditions evaluated in the decision should be added as part of the segmentation instead.

Workflow validation

A running validation check is available in the top right toolbar. Here it is possible to click the validation number to see a list of errors which stop the workflow from running. Each error can be clicked to be taken directly to the action which has the error so it can be dealt with.

Application Targeting and Segmentation

For details on building segments for your campaign, see Segment the audience.

Application targeting

Application targeting lets you choose which applications or websites your push and in-app messages are sent to. It also controls which users can enter the journey.

You can set application targeting in two ways:

• Campaign level: When you select application targeting at a campaign level:

  • Every push and in-app message node in your journey only sends to these applications or websites, unless you change application targeting at a node. See Node level below for more information.

  • Only users with a device profile for at least one of these applications or websites can enter the journey.

  For example, if you select App 1, App 2, and App 3:

  • Every push and in-app message node sends to App 1, 2, and 3 only.

  • A user with device profiles for App 2 and App 4 enters the journey, because they have a device profile for at least one selected application.

  • A user without a device profile for App 1, 2, or 3 does not enter the journey.

  If you select All Applications, users need a device profile for at least one app or website on your project to enter the journey.

• Node level: You can also set application targeting for each push or in-app message node in your journey. By default, these nodes use the same selection as your campaign (Use Campaign Settings).

  When you choose Select Applications at a node:

  • The message only sends to the selected applications or websites. This overrides your selection in the Segment tab for that message only.

  • Users without a device profile for any of the selected applications stay in the journey but do not receive the message.

  For example, you select App 1 and App 2 in the Segment tab, and choose Select Applications with App 1 only at a push node. A user with device profiles for App 1 and App 2 receives the push message on App 1 only. A user with a device profile for App 2 only does not receive the push message.

  When you choose All Applications, the message is sent to every application or website the user has a device profile for. For example, you select App 1 and App 2 in the Segment tab, and choose All Applications at a push node. A user with device profiles for App 1 and App 3 receives the push message on both App 1 and App 3.

  To set application targeting at the node level, go to Target Applications in the Setup tab of a web push, mobile push, or in-app node.

Recipient count

For a single-stage campaign, the recipient count includes a channel breakdown and will automatically filter out available recipients based on subscription status and addressability for these channels.

A multi-stage journey will simply show all available recipients based on the segmentation of the campaign.

It is not possible to filter based on channel subscriptions as there may be many reasons to push a user into a journey including the possibility of following different paths and arriving at different messages. Also, as it can take an extended length of time for users to pass through a journey, there is plenty of time for subscriptions to change as they make their way through to the end actions.

Instead, whether a user is eligible to receive a particular message or not is assessed at the point each message is due to be sent.