|
| 1 | +--- |
| 2 | +title: Journeys Context |
| 3 | +plan: engage-foundations |
| 4 | +hidden: true |
| 5 | +--- |
| 6 | + |
| 7 | +[Event-Triggered Journeys](/docs/engage/journeys/event-triggered-journeys/) redefine how you orchestrate and personalize customer experiences. By **journey context**, you can dynamically adapt each journey to individual user interactions, creating highly relevant, real-time workflows. |
| 8 | + |
| 9 | +Unlike traditional audience-based journeys, which rely solely on user progress through predefined steps, event-triggered Journeys capture and store the details of user-triggered events. This shift allows you to access the data that caused users to reach a specific step and use it to make more precise decisions throughout the journey. |
| 10 | + |
| 11 | +With journey context, you can: |
| 12 | + |
| 13 | +- Split journeys based on event attributes or outcomes. |
| 14 | +- Personalize customer experiences using real-time event data. |
| 15 | +- Enable advanced use cases like abandonment recovery, dynamic delays, and more. |
| 16 | + |
| 17 | +> info "Private Beta" |
| 18 | +> Event-Triggered Journeys is in private beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. During private beta, Event-Triggered Journeys is not HIPAA eligible. |
| 19 | +
|
| 20 | +## What is Journey Context? |
| 21 | + |
| 22 | +Journey context is a flexible data structure that captures key details about the events and conditions that shape a customer’s journey. Journey context provides a point-in-time snapshot of event properties, ensuring accurate and reliable data is available throughout the journey. |
| 23 | + |
| 24 | +Journey context stores: |
| 25 | + |
| 26 | +- **Event properties**: Information tied to specific user actions, like `Appointment ID` or `Order ID`. |
| 27 | +- **Split evaluations**: Results of branch decisions made during the journey, enabling future steps to reference these outcomes. |
| 28 | + |
| 29 | +Journey context doesn't store: |
| 30 | +- **Profile traits**, which may change over time. |
| 31 | +- **Audience memberships**, which can evolve dynamically. |
| 32 | + |
| 33 | +This focused approach ensures journey decisions are always based on static, reliable data points. |
| 34 | + |
| 35 | +### Examples of stored context |
| 36 | + |
| 37 | +Event properties are the foundation of Journey context. Examples of event properties include: |
| 38 | + |
| 39 | +- **Appointment Scheduled:** |
| 40 | + - `Appointment ID` |
| 41 | + - `Appointment Start Time` |
| 42 | + - `Appointment End Time` |
| 43 | + - `Assigned Provider Name` |
| 44 | +- **Order Completed:** |
| 45 | + - `Cart ID` |
| 46 | + - `Order ID` |
| 47 | + - An array of cart contents |
| 48 | + |
| 49 | +Each event’s properties are captured as a point-in-time snapshot when the event occurs. This ensures the data remains consistent for use in personalization, branching, and other advanced workflow steps. |
| 50 | + |
| 51 | +## Using Journey context in Event-Triggered Journeys |
| 52 | + |
| 53 | +Journey context is a system for capturing and referencing data about events and conditions within a customer journey. It allows Event-Triggered Journeys to respond dynamically to user behavior by making event-specific data available for decisions and actions at each step. |
| 54 | + |
| 55 | +Journey context helps you create workflows that use real-time data, instead of relying on predefined, static rules. This is useful for scenarios like: |
| 56 | + |
| 57 | +- **Abandonment recovery:** Checking whether a user completed a follow-up action, like a purchase. |
| 58 | +- **Customizing messages:** Using event properties to include relevant details in communications. |
| 59 | +- **Scheduling workflows:** Triggering actions based on contextual data, like the time of a scheduled appointment. |
| 60 | + |
| 61 | +By incorporating event-specific data at each step, journey context helps ensure workflows remain relevant and adaptable to user actions. |
| 62 | + |
| 63 | +### Journey steps that use context |
| 64 | + |
| 65 | +Journey context is referenced and updated at various steps in Event-Triggered Journeys. Each of these steps plays a specific role in adapting the journey to user behavior or conditions. |
| 66 | + |
| 67 | +#### **1. Wait for Event Split** |
| 68 | + |
| 69 | +This step checks whether a user performs a specific event within a given time window. If the event occurs, its details are added to journey context for use in later steps. |
| 70 | + |
| 71 | +- **Example:** A journey may wait to see if a `checkout_completed` event occurs within two hours of a user starting checkout. If the event happens, the workflow can proceed; otherwise, it may take an alternate path. |
| 72 | +- **Details:** The data captured includes event properties (e.g., `Order ID`) and the results of the split evaluation. |
| 73 | + |
| 74 | +#### **2. Context Split** |
| 75 | + |
| 76 | +This step evaluates conditions using data already stored in journey context. Based on the conditions, users are routed to different branches of the journey. |
| 77 | + |
| 78 | +- **Example:** A user who triggers an event with a property like `order_value > 100` might be routed to one branch, while other users follow a different path. |
| 79 | +- **Details:** The split uses attributes from journey context, such as event properties or prior split outcomes, to determine the appropriate branch. |
| 80 | + |
| 81 | +#### **3. Profile Data Split** |
| 82 | + |
| 83 | +This step evaluates user traits or audience memberships to determine branching. While profile data is not stored in journey context, it complements the static data available in the journey. |
| 84 | + |
| 85 | +- **Example:** Users in a premium audience can be directed to a tailored experience, while others follow the standard flow. |
| 86 | +- **Details:** The results of this split are stored in journey context for reference in later steps. |
| 87 | + |
| 88 | +#### **4. Contextual Delay** |
| 89 | + |
| 90 | +A Contextual Delay introduces a wait period based on time-related data in journey context. This ensures workflows align with real-world events. |
| 91 | + |
| 92 | +- **Example:** A journey can wait until one hour before an `Appointment Start Time` to send a reminder email. |
| 93 | +- **Details:** The delay reads from journey context but does not add any new data to it. |
| 94 | + |
| 95 | +#### **5. Function Steps** |
| 96 | + |
| 97 | +Function Steps process data from journey context through custom logic. The output of the function is written back to context for use in later steps. |
| 98 | + |
| 99 | +- **Example:** A function might calculate a discount percentage based on an event property, then store that value in journey context for later use. |
| 100 | +- **Details:** The output is scoped to a dedicated object (`function_output`) to keep the context structured and reliable. |
| 101 | + |
| 102 | +#### **6. Send to Destination** |
| 103 | + |
| 104 | +The Send to Destination step allows journey context data to be included in payloads sent to external tools, such as messaging platforms or analytics systems. |
| 105 | + |
| 106 | +- **Example:** A payload sent to a messaging platform might include `Order ID` and `Cart Contents` to personalize the message. |
| 107 | +- **Details:** Users can select which parts of journey context to include in the payload. |
| 108 | + |
| 109 | +<!-- |
| 110 | +
|
| 111 | +3. Using Journey Context |
| 112 | +Overview of how context supports orchestration and personalization. |
| 113 | +Examples of event data and their role in customer journeys. |
| 114 | +4. Journey Step Features |
| 115 | +Subsections for: |
| 116 | +Wait for Event Split |
| 117 | +Context Split |
| 118 | +Profile Data Split |
| 119 | +Contextual Delay |
| 120 | +Function Steps |
| 121 | +Send to Destination |
| 122 | +Explain how each step uses or modifies journey context. |
| 123 | +5. Context Structure |
| 124 | +Explanation of context organization and data flow. |
| 125 | +Include a sample payload for reference. |
| 126 | +6. Best Practices |
| 127 | +Tips for optimizing journeys with context (e.g., using filters, testing). |
| 128 | +7. Example Use Cases |
| 129 | +Illustrative scenarios demonstrating the power of journey context in real-world applications. |
| 130 | +8. Troubleshooting and FAQs |
| 131 | +Common issues and resolutions. |
| 132 | +Clarifications about limitations (e.g., context doesn’t store dynamic traits). |
| 133 | +
|
| 134 | +
|
| 135 | +--> |
0 commit comments