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Journey builder

The final step of implementing your cases on your website is creating journeys. This is the trickiest part and requires you to focus in order to launch them correctly. Follow this in-depth article step by step to successfully launch your own journeys.

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This article will help you:

  • Add a Journey
  • Build a Persona
  • Create a journey

Step 1: Add a journey

When adding an element to your website, the first thing you’ll have to do is log in to your dashboard, go to Journeys and add journey.

Once you have selected the Add journey button, you’ll see the following screen:

  1. You will first have to give your journey a name, this will enable you to keep a good eye on all the different journeys you’ll implement on your website.
  2. You can choose if you want a global or non-global journey. A global journey applies to everyone. A non-global journey only applies to a specific group.
  3. Click the create journey button to submit.
  1. Click the 3 dots next to the journey you created and click show journey to start building your journey.

Step 2: Persona builder

A persona is a character based on actual target demographic groups of your website. You can create your own persona in the first step of the journey builder.

  1. Click setup persona to create a new persona.
  2. Activate the target all visitors button if you would like to include everyone that visits your website.
  3. You can add conditions to your persona if you click on the + Add condition button.

There are 4 different condition types that could apply to your customer. Selecting the right conditions, gives you the opportunity to exclude customers who are not part of your target audience.

  1. Browser type

    Our journey builder enables you to divide your target audience based on the browser they use to visit your website. You can filter your persona on one specific browser or pick up to 6 different browsers.

  2. Device type

    This condition enables you to target visitors that use a specific device to visit your website. You could for instance only show a pop-up to visitors who are using a tablet or desktop and exclude phone users because of the different user experience on a smaller screen.

  3. Interests

    Select ‘needs to have every tag’ if you want to narrow your persona down based on multiple keywords. If you, however, wish to include everyone that matches either one of the keywords in your tags, it’s better to select the ‘needs to have one of the tags’ option.

    light-bulb-shine e.g. if you add ‘sneakers’, ‘Nike’, ‘white’, ‘air force’ in the interest field and select ‘needs to have every tag’ the case will only show itself to the visitor that match all 4 different tags mentioned above. If you select ‘needs to have one of the tags’ it will show itself to visitors that match one or more tags.

    Once you’ve chosen between the two options you can start to fill in the keywords.

  4. Returning visitor

    You are able to select whether you want to reach out to returning visitors or first time visitors. This can be useful if you want new customers to subscribe to a newsletter or if you want to give returning customers the latest updates.

  5. Click create new persona to save the persona you’ve just built and to continue building your journey.

Step 3: Create Journey

After completing the first two steps you can start to build your journey with actions and conditions that will get triggered in different ways.

alert-triangle Please note that you have to drag the buttons instead of just clicking them.

There are 4 key elements when building your journey. Let’s dive into each one of them:

alert-triangle please note you don’t have to add every single element, if one of them is irrelevant to your journey you can just skip it.

Actions give you the option to tell your website what to do:

  1. The first action you could choose is to show a certain case you built. Drag the show case button to your journey to activate this.
  2. Another action you could choose to trigger is automated mailing. This allows you to send specific templates (offers, newsletters, …) to your persona.

Conditions allow you to decide when your website has to show a specific case to a persona:

  1. A/B testing enables you to show a percentage of the persona a specific action. This option allows you to test what version works best.

    light-bulb-shine e.g. I have 2 different pop-up cases and want to see which one works best on my visitors.
  2. The converted condition enables you to target a visitor who ‘has’ or ‘has not’ performed a certain conversion on your website.

    light-bulb-shine e.g. I want to target customers with a pop-up who haven’t signed up for my newsletter.
  3. The month condition allows you to only show a case in a specific month and build another journey for all the other months.

    light-bulb-shine e.g. I only want to show the pop-up for my holiday campaign during December.
  4. URL parameters could be used to target visitors who have a certaintag in their hyperlink. This practice is often used to differentiate peoplewho come to your website through social media channels.

    light-bulb-shine e.g. I want to target everyone that comes to my website through my Instagram ad and has the ‘utm_source=instagramad’ tag in its url.

Triggers allow you to decide what causes a certain action to perform:

  1. You could trigger the action with a click on the website or on a certain element.
  2. The page visit trigger enables you to perform a certain action once someone has visited a specific page.
    light-bulb-shine e.g. I want to show a pop-up once someone visited the ‘/sales’ page.
  3. URL parameters could be used to target visitors who have a certain tag in their hyperlink. This practice is often used to differentiate people who come to your website through social media channels.
    light-bulb-shine e.g. I want to target everyone that comes to my website through my Instagram ad and has the ‘utm_source=instagramad’ tag in its hyperlink.
  4. The action triggers if someone submits something.
  1. Last but not least we have the delay button. This button allows you to postpone a certain action and trigger it at another moment.
    light-bulb-shine e.g. I want to send an automated message to ask for a review one week after a purchase.

Step 4: Publish journey

Once you’ve created your complete journey, you’re ready to publish it.

  1. Click the button next to your journey’s name to activate it on your website. You will then get a notification that asks you if you want to continue with publishing the journey or not. Click the Yes button and your journey will be live.