For additional Journey resources, please see:

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Onboarding Journey

Journey SettingsDescription
Entry RulesUser matches the segment criteria Subscribed users, future additions only (you only want people who subscribe going forward, you don’t want existing users to receive this)
Exit RulesThey moved through the entire journey
Re-entry RulesNo
ContentWelcome new users to your app or website, encourage them to accomplish certain tasks over the first several days or weeks

Onboarding Welcome Journey Example

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Re-engagement Campaign

Journey SettingsDescription
Entry RulesUser’s Last Session is greater than the amount of time: 7 days**Subscribed users** (you may want to **exclude certain segments** like paid customers if your goal is to get more free users coming back)
Exit RulesThey moved through the entire journey or meet certain conditions**Exit when user becomes active in your app/website**
Re-entry RulesYes, after a certain amount of time: 7 days (you’re fine for re-engagement to happen every time they haven’t opened your app in a while)
ContentRemind users to come back to your app when they haven’t opened it in a while, and entice them with rewards or discounts

Re-engagement Campaign Journey Example

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Abandoned Cart

Journey SettingsDescription
Entry RulesUser matches the segment criteria Segment with a tag “cart_item”, and ensure to tag your users when they have items in their cart
Exit RulesThey moved through the entire journey or meet certain conditions Exit when a user enters a segment - segment with “cart_item” empty (when a user completes their purchase then remove this tag)
Re-entry RulesYes, after a certain amount of time: 1 day (you’re fine sending a user this campaign once daily, every time they abandon their cart)
ContentRemind users to come back and purchase the item they didn’t complete checkout with. You might want to have different branches for different item categories or personas e.g. if they have purchased previously or not

Abandoned Cart Journey Example

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Promotional Campaign

Journey SettingsDescription
Entry RulesUser matches the segment criteria Subscribed users or target the segment your promotional campaign is relevant to
Exit RulesThey moved through the entire journey or meet certain conditions Select a segment that defines the goal you want to target e.g. users who purchased
Re-entry RulesNo (if this is a one-off campaign then send it once)
ContentPrepare them for the event, remind them when it starts, offer a discount or reward as it gets close to ending

Promotional Campaign Journey Example

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Send Message After User Leaves App If Action Incomplete

Initial Setup

  1. Use Data Tags to mark that the action needs to be performed by the user. Remove the tag when the action is completed.
  2. Setup the Segment for this tag.
Journey SettingsOptionDescription
Entry RulesThe user’s Last Session is greater than the amount of time.The amount of time you determine the user has been last active on your app or website.
AudienceInclude the segment you want to target with the tag.These are the users eligible to receive the message.
Exit RulesExit when the user no longer matches the audience conditions.When the user leaves the segment, they will no longer be eligible for the journey message.
Re-entry RulesYes, after a certain amount of time.The amount of time you want to wait for the user to be eligible to get the message again.

Journey Steps:

1

Add the desired message(s).

Add the desired message(s).

2

Wait node set for x amount of time you want the user to wait for.

This can be a high or low number depending on if you want the message to show again as a reminder. In the example, we use 104 weeks (2 years).

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AB Test Within a Journey

Using a Split Branch node, you can set a 50/50 split within your journey. Create 2 different message templates and as your users flow through, half will get “Template A” and the other “Template B”.

You can then export your message data to check the Analytics as desired.

An a/b test

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Display In-App Messages in Order & Once per Day

In this example, we want to display 3+ in-app messages in a row, but only show them once per day. If a user doesn’t open the app, they will still see it next time they open the app.

Initial Setup

1

Create a new segment

Create a segment called iam_journey with filter: User Tag iam_journey is 1

  1. You can change iam_journey to whatever name you choose.
  2. This tag will be set on each user that finishes the Journey and gets all messages.

Segment creation screen

2

You can create the In-App Messages ahead of time or within the Journey directly.

3

Setup the following Journey

Journey SettingsOptionDescription
Entry RulesUser matches the segment criteriaThese are the users eligible to receive the message.
AudienceInclude Segment & Exclude SegmentInclude the “Subscribed Users” segment. Exclude the “iam_journey” segment from step 1.
Exit RulesThey moved through the entire journeyNo additional conditions necessary.
Re-entry RulesYes, after a certain amount of time.2 minutes

Journey Steps

Repeat this order for the number of messages you want to display. In this example, we will display 3 In-App Messages (IAM 1, IAM 2, IAM 3).

  1. Add an In-App Message Step.

    1. Name the message, example: IAM 1.
    2. At bottom of message, set Delivery Schedule to 1 Day.

  2. Add Yes/No Branch Action before the In-App Message Step.

    1. Set your branching conditions: Previous message behavior: “IAM 1 Viewed”

    2. Follow the No branch

      1. Drag the IAM 1 to the No branch
      2. Add a Wait Step for 1 Day

    3. Follow the Yes branch

      1. Within the Yes branch, repeat steps 1 & 2 for all messages replacing IAM 1 with the new In-App message. Example: IAM 2, IAM 3, etc.
      2. At final Yes branch, add Tag User action.
        1. Tag User the same tag used in the Initial Setup > Step 1 Segment
          1. Example iam_journey : 1

The complete journey