Skip to content

Commit d2ed564

Browse files
committed
staging
2 parents cc5341e + a6a2300 commit d2ed564

23 files changed

+524
-353
lines changed

src/_data/sidenav/main.yml

Lines changed: 15 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -263,6 +263,21 @@ sections:
263263
title: Overview
264264
- path: /personas/audiences/account-audiences
265265
title: Account-level Audiences
266+
- section_title: Journeys
267+
slug: /personas/journeys
268+
section:
269+
- path: /personas/journeys
270+
title: Journeys Overview
271+
- path: /personas/journeys/build-journey
272+
title: Build a Journey
273+
- path: /personas/journeys/send-data
274+
title: Send Data to Destinations
275+
- path: /personas/journeys/faq-best-practices
276+
title: Journeys Best Practices and FAQ
277+
- path: /personas/journeys/use-cases
278+
title: Example Journeys Use Cases
279+
- path: /personas/journeys/key-terms
280+
title: Journeys Glossary
266281
- path: /personas/using-personas-data
267282
title: Using Personas data
268283
- path: /personas/warehouses
Lines changed: 20 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,20 @@
1+
---
2+
title: Segment Journeys
3+
description: |
4+
Leverage your audiences and create personalized experiences at scale across every connected channel, including: email, SMS, in-app, and advertising. With Segment Journeys, marketers can design multi-step, logic-based experiences that drive to results, whether it’s starting a subscription or requesting a demo.
5+
release_type: GA
6+
product_area: personas
7+
business: true
8+
team: false
9+
doc_links:
10+
-
11+
title: Journeys Overview
12+
url: "/docs/personas/journeys"
13+
images:
14+
-
15+
path: /images/release-notes/journeys-cart-abandonment.png
16+
desc: Use the visual Journeys Builder to design your journey from entry criteria to destinations.
17+
-
18+
path: /images/release-notes/journeys-tf-split.png
19+
desc: Split your journey with advanced conditions and granularity.
20+
---
162 KB
Loading
74 KB
Loading

src/personas/journeys.md

Lines changed: 0 additions & 353 deletions
This file was deleted.
Lines changed: 96 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,96 @@
1+
---
2+
title: Build a Journey
3+
---
4+
5+
Follow along for the steps required to create a new Journey.
6+
7+
## Before you begin
8+
9+
Ensure you have one or more sources connected to your Personas space, with events streaming in.
10+
11+
For more information, see [Setting up your Sources](/docs/personas/quickstart/#step-3-connect-production-sources).
12+
13+
## Add the entry condition
14+
15+
1. From your Personas space, click the **Journeys** tab.
16+
2. Click **+ New Journey** to access the Journey builder.
17+
3. Click **+ Add Entry Condition**. The entry condition is the first step in the journey and is where you define the entry criteria. On this step, you can both enable historical data and preview users before you publish.
18+
1. Add a name that describes the step, for example `New users`.
19+
2. Add conditions for inclusion, or import conditions from an existing audience to define the group of users who will enter the journey.
20+
3. Check **Use historical data** to allow users who have matched the entry criteria to enter the journey. Otherwise, users who meet the entry conditions moving forward will enter the journey.
21+
4. Click **Preview** to see the list of users and ensure you've defined the right conditions.
22+
5. Click **Save**.
23+
4. You should see the entry condition on the Journey Builder canvas. It may take up to 2 minutes to see the estimated number of users in the journey.
24+
5. Click **+** to add the next step, and view the available step types.
25+
26+
## Available step types
27+
28+
Journeys provide 5 step types which you can add after the entry condition.
29+
30+
![Step types](images/journey_step-types.png)
31+
32+
**Wait for condition** defines the conditions which a user must fulfill to move from the previous step, to the next step. You can define conditions from scratch, or import conditions from an existing audience.
33+
34+
![wait for condition](images/journey_wait-for-condition.png)
35+
36+
**Wait for duration** defines the length of time in minutes, hours, days, or weeks that a user must wait before moving to the next step.
37+
38+
**True/false split** splits the group of users from the previous step into two branches, based on boolean logic against a defined condition. If a user satisfies the condition(s), they move to the true branch. Otherwise, they move to the false branch.
39+
40+
You can add Step Names to describe the users in the true and false branch.
41+
42+
![true/false split](images/journey_t-f-split.png)
43+
44+
**Multi-branch split** splits the group of users from the previous step into 2 or more branches based on conditions you define for each branch.
45+
46+
Define the number of branches you want to create. Then, add a “Wait for condition” step to define the conditions for each branch.
47+
48+
> info ""
49+
> Segment Journeys does not enforce branch conditions to be mutually exclusive. For more information about ensuring branch exclusivity, see [Best Practices](#).
50+
51+
**Send to destinations** delivers information about the journey to the selected destination. For more information, see [Send data to destinations](/docs/personas/journeys/send-data)
52+
53+
## Clone a Journey
54+
55+
Click the **** icon at the end of a row in the Journey List View to, and select Clone Journey to clone an existing journey. This creates a copy of the journey in draft status. Similarly, you can also clone a Journey from a Journey’s overview by clicking on the **** icon on the top right corner.
56+
57+
## Publish a Journey
58+
59+
When you publish a journey, it becomes active. To publish a journey, click **Publish Journey** from the Journey Overview. You can also click **Publish Journey** in the bottom-right corner of the Journey Builder.
60+
61+
> info ""
62+
> Once published, you cannot edit select portions of a Journey. For more information, see the difference between Draft and Published journeys below.
63+
64+
### Draft Journeys
65+
66+
When you’re finished creating your journey, click Save as Draft in the bottom-right corner.
67+
68+
#### When Journeys are in a draft state
69+
- Journeys provide an estimate of user counts at the entry step, and do not compute user counts for the other steps of the journey.
70+
- Data is not sent to connected destinations.
71+
72+
### Published Journeys
73+
74+
When you publish a journey, it becomes active. To publish a journey, click Publish Journey from the Journey Overview. You can also click Publish Journey in the bottom-right corner of the Journey Builder.
75+
76+
> info ""
77+
> After you publish a Journey, it may take up to three hours for user preview to display.
78+
79+
#### When you publish a Journey
80+
81+
- You can edit the Journey name, description, and destination steps.
82+
- You cannot add, edit, or delete other steps in the journey.
83+
- Journeys computes user counts. It may take a up to 3 hours for user counts to be available.
84+
- Once Journeys computes user counts and makes them available, you’ll see the list of users at each step of the journey.
85+
- You can click a user profile to see the list of Journey they belong to.
86+
- Journeys sends data to destinations, and updates in real-time.
87+
88+
## Edit name, description, and destinations
89+
90+
### Edit name and description
91+
To edit your Journey name and description, navigate to the Settings tab of the Journey Overview.
92+
93+
### Edit destinations
94+
To edit destinations, click Edit Destinations from the Journey Overview. You can add, edit, or delete connected destinations within existing Send to destinations steps.
95+
96+
Lines changed: 48 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,48 @@
1+
---
2+
title: Journeys Best Practices and FAQ
3+
---
4+
## Best practices
5+
6+
### Enforce exclusivity in multi-branch splits
7+
8+
When you create a multi-branch split, do not create overlapping conditions that might lead a user to qualify for more than one step at a time.
9+
10+
For example:
11+
- If a multi-branch split has the following conditions, a user who has performed both `webinar attended` and `registration form submitted` will end up in both branches.
12+
- To set a priority, branch 2 should then be `who performed registration form submitted and did not perform webinar attended` to ensure mutual exclusivity
13+
14+
### Add time windows whenever possible
15+
16+
Where possible, add a time window when defining conditions to ensure that users exit the step or Journey, rather than remain at the step forever. This prevents Journeys from collecting stale users which can muddle your data for analytics, or cause you to over-target.
17+
18+
### Review your Journey in drafts first
19+
20+
Save your Journey in a draft state so that you can review before you publish it. Once you publish a Journey, you cannot edit select portions of a Journey and Journeys sends data to destinations.
21+
22+
### Make a copy to edit published Journeys
23+
24+
Once you publish a Journey, you cannot add, delete, or edit the steps within the Journey. You can edit the Journey name, description, and destinations.
25+
26+
To edit the steps within a published Journey, make a copy of the Journey you wish to edit, make adjustments, delete the original Journey, and then publish the revised Journey.
27+
28+
When you do this, the key used for syncing to destinations will be different from the copied Journey. Make sure you change the reference key used in the downstream destinations accordingly.
29+
30+
## Frequently asked questions
31+
32+
### How often do Journeys run?
33+
34+
Journeys run in real-time, like real-time Audiences in Personas. This means that users will progress through Journeys as Segment receives new events.
35+
36+
### What destinations does Journeys support?
37+
38+
Journeys supports all Personas destinations, including Destination Functions. Read more in Send data to destinations.
39+
40+
### What are the reporting capabilities of Journeys?
41+
42+
When building a Journey, if you check **Use historical data**, you can see the estimated number of users in the initial cohort.
43+
44+
Once published, Journeys displays the number of users are in each step of the Journey at any given time.
45+
46+
### How are users sent to downstream destinations?
47+
48+
The data type you send to a destination depends on whether the destination is an Event Destination or a List Destination.

0 commit comments

Comments
 (0)