Create Journey
Learn how to create your journey with settings like triggers, actions, conditions and flow control.
Create Journey
Follow the given steps to create a Journey.
- Log in to the Netcore CE dashboard and click Engage.
- Click CREATE > Engage with users > Journey.
- The Which type of journey would you like to create? screen appears. Here, we have listed ten ready-to-use journeys for different industries and use cases. Select your preferred industry from the dropdown. The options include All, BFSI, Others, and E-commerce.
- Click CREATE NEW to create a new journey with a blank canvas. Refer to the table to learn the fields available to create a journey.
| Field | Description |
|---|---|
| Journey Name | Enter the name of the journey to identify it easily. |
| Start Date | Set the date when the journey should begin. |
| End Date | Select whether the journey runs indefinitely (Never-ending) or set a specific end date. |
| Add Tags | Categorize your campaign/journey for easy search later. Type it in to create a new tag and click Create new. |
| Frequency Cap | This allows you to manage the number of messages sent to a user within a specific period. When enabled, you can see the frequency capping limits set in the Global advanced settings. If you want to customize it for a single journey, you can limit the number of messages to be sent per day, per week, and per month. Click ADD CHANNEL to add capping for multiple messaging channels. |
| DND (Do Not Disturb) | Allows users to set up DND hours to control when they receive notifications or messages. |
| Journey Goal | Define a goal to track key business metrics and measure the success of your campaign. You can track one conversion goal per campaign. Example: Track customers who purchased shoes after receiving a campaign (Event: Product Search, Product: Shoes). |
| Set Conversion Goal | Specify the conversion event that defines a successful outcome for your campaign. |
| Specify Payload Parameters | You can customize the conversion event with up to five parameters. For example, you could only Track a Purchase event when the product price exceeds 10,000. |
| Conversion Window | Define the time frame in which actions are considered successful conversions after interaction with the campaign. |
| Revenue Parameter | Assign a value to each successful action to track its financial impact. |
| Control group | Create a control group of users who will be excluded from any experiment. By percentage: Use the slider to set the number for control group. On the left, you will see the group % and on the right the number of reachable contacts. By List: Select the created contact list for the control group. Note: List only works with dataset nodes. |
| Product collection | Product collection activates only when a user initiates an activity; therefore, lists/segments are disabled during this period. Multiple user activities are consolidated into one, such as multiple “Add to Cart” actions. |
Update on ‘Not Sent’ Reasons in Reports
When frequency capping settings are enabled, the ‘Not Sent’ reasons in reports now provide clearer insights:
- Dropped: Global frequency cap – The message was not sent due to the global frequency limit set for the user.
- Dropped: Journey-level frequency cap – The message was not sent due to the journey-specific frequency limit applied.
- Once done, click SAVE.
The Journey canvas opens up. The features available on the left pane to create a Journey are:
- Trigger
- Actions
- Conditions
- Flow Control
Functionalities on Journey Canvas
Here are the key functionalities available in the top right corner of the screen to assist you in creating a journey.
| Functionality | Description |
|---|---|
| Auto Align | Automatically arranges journey nodes on the canvas. |
| Notes | Allows you to add annotations within the journey for reference. |
| Fullscreen Mode | Allows you to expand the journey canvas to full screen for a bigger view. |
| Journey Logs | The Logs feature in a Journey allows you to track and monitor all activities and node-related information within a specific journey. You can filter logs using a custom date range, the user who performed the activity, and the node type. |
Journey Logs
| Header | Description |
|---|---|
| Activity | Displays the actions performed within the journey, such as when the journey is exited, when a trigger is added, and so on. |
| Node Info | Displays details about the specific node where the activity took place. Use this to inspect and debug the journey. |
| Date & Time | Displays the exact timestamp when the activity occurred. |
| Username | Displays the user who performed or triggered the activity within the journey. |
Using Nodes
The following are the basic functionalities when creating a journey using various nodes:
- Insert a node: Drag the node from the left pane to the canvas.
- Delete a node: Hover over the node and click on the delete icon to permanently delete the node.
- Fill in the details of the node: To fill in the details of a particular node, click on the node. A screen appears on the right pane. You can enter the required details for the node here.
- Check details of a node: Hover over the node to view the details of the node.
- Link two nodes: Hover over the node, click on it, and then drag to the desired node to link two nodes.
- Delete link between two nodes: Hover over the link (arrow) between two nodes and click the delete icon to remove the connection.
- Wait duration between two nodes: To set a wait time between two activities, click the timer icon. The options here are: Immediately, A fixed period, A specific date and time, A specific day of the week, A specific time of the day.
Updated about 1 year ago