Journey Creation Guide

A step-by-step guide to building the first Journey experience in your dashboard

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Please Note

Kindly refer to Journey Creation: How It Works for an in-depth understanding of how each block works before creating a Journey.

The Journey Designer is a powerful tool that enables you to deliver one-on-one brand experiences to your users at crucial moments in their lifecycle.

Each Journey can be designed using an If-then-else logic, allowing you to personalize your user's experience in the context of their behavioral history, channel preferences, location, and real-time interactions with your app, website, and campaigns.

Such logic-based flexibility is powered by the various Blocks that help you build the Journey. In your dashboard, these blocks have been grouped under the following headers:

So without much ado, let's help you create your first Journey Experience!

Create Journey

Click on the Plus sign on the top of the dashboard, next to Journey to create a new Journey.

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Journey Settings

When starting to design a journey, it is necessary to understand your target segment and design the journey to fetch you maximum returns.

Click the Gear icon to configure Journey settings. Doing so will open a page that will allow you to enter the name of the journey and the segment details. Let's discuss it further in detail:

Journey Name

Giving your Journey a unique name helps you identify its purpose and makes it easier to search in the future.

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Segment

Specifying Segment helps you target users more effectively. You can either choose from the existing segments or create a new segment.

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Create Segment

You can choose to segment your entire user base by 3 broad parameters - User (attributes), Behavior, and Technology. Hence, here, you will find a summary of all the rules based on which the segment's users have been grouped. These rules also help you understand the type of users who will enter the Journey and subsequently experience it.

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In doing so, you will be able to preview a snapshot of its users and segmentation rules.

Let's walk you through the details:

Total Users: Indicates the total number of users currently a part of the segment.

Known Users: Indicates the number of identified users out of the total users included within the segment. All users are identified based on the Unique Identifier specified by you while setting up your WebEngage account.

Unknown Users: Indicates the number of anonymous users out of the total users included within the segment.

Reachable Users: Indicates the total number of users in your segment that can be reached through at least one channel of engagement (Push, In-app, SMS, On-site, Web Push, Email) at present.

Editing Segment

Click on the Edit icon, placed next to the dropdown. In doing so, you will be prompted by a pop-up, pre-populated with the existing segmentation rules to make the changes you want.

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Simply make your edits and click Save to proceed. In doing so, you will able to preview the number of reachable users as per your edits.

Creating a New Segment

You can choose to create a new Segment of users from the campaign creation interface by clicking on the Create Segment button. In doing so, you will be prompted by a pop-up allowing you to create a new segment.

Once created, you will be able to access the Segment through the List of Segments in your dashboard.

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Related Read: Rules of Segmentation

Please refer to Creating Segments for step-by-step guidance on how you can segment your users by their attributes, behavior (events), and technological preferences.

Creating a New, Single-use Segment

You can also choose to create disposable segments or segment users specifically for the campaign and avoid adding it to the List of Segments in your dashboard.

This can be achieved by leaving the field, Name blank, while creating the segment. In doing so, it will become an Ad hoc segment, which will be available only for sending the campaign you're currently creating.

Add Entry Trigger

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Must Read: How Each Trigger Works

How to configure Entry Triggers to start the Journey experience for a user

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The most important part in building your Journey is to add the Trigger(s), based on which users will experience the Journey. You can think of Triggers as entry points that qualify users against the parameters specified by you.

These parameters could be anything like:

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Must Read: How Each Trigger Works

How to configure Entry Triggers to start the Journey experience for a user

Drag and drop the trigger onto the Journey Canvas, as shown below

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Add Conditions and Flow Controls

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Once a user enters the Journey through a trigger, they immediately experience the next block it connects to. Depending on your engagement strategy, the Entry Trigger can be succeeded by a Condition or Flow Control.

Conditions: These are checkpoints that help you contextually personalize the Journey experience for each user based on their behavior and preferences in real-time. They work on a simple Yes-No logic allowing you to create different Flows for users in the Journey.

Flow Controls: These help you determine the duration over which users experience the Journey and contextually end the Journey for each user.

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Must Read: How Conditions & Flow Controls Work

How to configure Conditions and Flow Controls to modulate the Journey experience for each user that enters it

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Few Recommendations to help you Create Exceptionally Engaging Experiences

  • Always space out consecutive messages by adding a Wait for Event or Wait for Specific Duration block after sending out the first campaign. Doing so enables you to maintain a healthy time gap between messages and prevents users from receiving redundant communication if they've already acted upon the previous one!

  • Always create fallbacks for engaging users through alternate channels by checking their channel reachability. (Conditions > Is User Reachable). Doing so enables you to engage the maximum number of users that Enter the Journey.

  • Always Wait for a Specific Duration before engaging the user with a message after they have performed an event. Doing so helps ensure that your dashboard has sufficient time to log in all the behavioral data for a user.

Add Action Blocks

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Action blocks are points of user engagement that help you deliver contextually personalized messages in real-time through each user's preferred channel like, Push, In-app, SMS, Web Push, Email, and WhatsApp.

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These are crucial stages that help you cement your relationship with a user. This is why - merely sending a message is not enough. In our experience of working with hundreds of B2C companies, we've identified a few crucial elements that go into making 'just a message,' an 'exceptionally engaging message.'

1. The Right Tone: Crafting messages that appeal directly to a user's pertinent needs at a particular stage is the key to establishing a long-lasting relationship. Here's an empathy map to get you started.

2. The Right Moment: Identify the right moment where they are likely to engage with your message or notification.

3. Contextual Personalization: Go beyond first_name and personalize your messages to your user's last interaction to effectively engage users.

4. Balanced Frequency: Trying to rush users into converting or proceeding to the next stage in their lifecycle can more often than not backfire. The key is to give users enough time to act upon a message as per their organic will.

This is why we recommend that you space out each consecutive Action Block in the Journey by adding wait for blocks (aka Flow Controls) like Wait for Some time, Wait for an Event, Wait for a Specific Date and so on.

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Pro Tip

Leverage the various Flow Control blocks to modulate the duration of the entire Journey experience and the frequency of engagement.

Detailed Read: Actions

End Journey

Every Journey must have an endpoint where the user's Trip ends. Just drag and drop the End Journey from Flow Controls and connect it to the action or trigger which will end the user's journey.

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Add Exit Trigger

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Exit Triggers help you end the Journey experience prematurely for users once they perform the desired behavior, as per the Journey's end goal. We highly recommend that you configure an Exit Trigger* to ensure that users don't receive any redundant/out-of-context messages.

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As shown above, click on Exit Triggers in the Top Panel to end the experience for users when their behavior causes:

  • The occurrence of an Event.
  • The user to enter/ exit a Segment created by you.
  • A change in the value of their User Profile Attribute.

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Fact Check

Each time the Exit Trigger causes a user's Trip to end, it's counted towards the number of Exits of the Journey.

Set Conversion Tracking

Once you have designed the Journey experience, the next step is to:

  • Configure Conversion Tracking to track Journey's effectiveness in achieving the end goal and generating Revenue.

  • Enable Control Group to compare Journey's ability to drive conversions against the organic behavior of control group users.

Let's walk you through each setting:

By default, Conversion Tracking is disabled for your Journey. As shown below, you enable it by accessing Set Conversion Tracking through the top panel. Doing so allows us to track the Journey's end goal through all its Journey campaigns.

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Related Reads

How Conversion Tracking works for a Journey.

Here's how you can configure it:

Conversion Event

The term, Conversion Event is an alias that helps you identify the event you expect users to perform after receiving a message through the Journey.

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As shown above, you can choose from a list of all the Custom and System Events being tracked for your account to specify the Journey's conversion goal.

  • Custom: All the custom events being tracked for your account

  • System: Session Started, User Login - events automatically tracked by us

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Pro Tip

We recommend that you map all the Custom Events that track a monetary transaction in your app/website, as Revenue Events in your dashboard.

This will help ensure that both, Conversions and Revenue are tracked for the Journey if the respective event is specified as its Conversion Event.

Add Attributes to the Conversion Event

Depending on the Journey's end goal, you can choose to narrow down the scope of conversion to a specific action by adding event attribute filters to the selected Conversion Event by:

Step 1: Click on the filter icon placed next to the dropdown

Step 2 (Optional): Click on Add Filter to add more attributes to the event

  • You can club multiple event attributes by the AND/OR logic
  • This way only those users who perform the Conversion Event in the context of All/Either attribute filters will be considered towards the Journey's Conversions

Conversion Deadline

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The Conversion Deadline is a duration defined by you that tells us when to stop tracking conversions for the Journey.

  • This means that once a Journey campaign is delivered, we will track users who perform the Conversion Event in the context of its attribute filters (if any), only till the specified Conversion Deadline.

  • By default, a Conversion Deadline of 7 days is set for the Journey. You can choose to specify a custom duration in Hours or Days, as per the end goal.

Control Group

A Control Group is a small portion of the target audience that is randomly selected, represents the behavior and preferences of all the users who experience the Journey, and does not receive any Journey campaigns.

An optional but recommended step, adding a Control Group to the target audience, allows you to compare the Journey's ability to achieve the end goal against organic behavior. It makes for the perfect benchmark to assess the real impact of the Journey experience on influencing user behavior.

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Related Read

Why You Must Test Your Journey Against a Control Group's Organic Behavior

Here's how you can configure it:

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Step 1: Click the checkbox to carve out a Control Group from the Journey's target audience.

  • In doing so, a Control Group of 5% (users) is added to the Variation Distribution meter.

Step 2: Specify the size of the Control Group using the slider.

  • We recommend a minimum share of 10% to ensure a fair representation of the users who experience the Journey.

Frequency Capping & DND

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Frequency Capping, DND Hours, and Queueing help you modulate your brand's experience by controlling the frequency and timing of campaign delivery for each user.

Let's get you acquainted with the workings of each:

FC

Using Frequency Capping you can control the number of campaigns a user receives within a Day, Week, Month and maintain a consistent gap between consecutive messages (sent through multiple channels or the same channel).

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As highlighted above:

  • *Select Follow... to send all the Journey campaigns as per your account's frequency capping and time gap settings.

Detailed read on applying FC to a Journey

  • Select Ignore... to ensure campaign delivery even if the frequency cap for the day/week/month has been met for a user

DND

Using DND Hours, you can prevent users from receiving campaigns during specific periods such as when they may be asleep. The best part - DND hours are applied to all your users only in the context of their time zone!

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As highlighted above:

  • *Select Follow... to ensure that users aren't disturbed by a Journey campaign at the hours specified by you.

  • Select Ignore... to ensure that Journey campaigns are delivered even if DND hours apply to a few users

Detailed read on (how DND works for a Journey)*

Queueing

It enables delayed delivery of the message to a user when immediate delivery is not possible due to your Frequency Capping or DND settings. If you've enabled FC or DND for the Journey, all attached Journey campaigns will automatically be queued for 2 days.

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As highlighted above:

  • *Select Queue message for up to..., to enable the feature and specify a custom queueing duration for all Journey campaigns in Minutes, Hours, or Days.

Detailed read on (how Queueing works for a Journey)*

  • Select Do not Queue messages... to drop the message if we're unable to deliver it to a user due to FC/DND settings

Publish Journey

Now that you've carefully curated the Journey Experience, it's time to start engaging users!

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As shown above, click the Publish button on the top right to activate the Journey. In doing so, users will gradually start entering the Journey as per the Entry Trigger and Target Segment defined by you.

You can also schedule the journey for later by clicking on the drop-down and selecting Publish Later. You can choose the journey's start and end date and time.

If you have selected a particular time and date for the Journey to launch, then the Journey Status will be Upcoming.

Save Draft

WebEngage allows you to save your journey as a Draft and make changes later as per your convenience. Just click on Save Draft and your entire journey canvas will be saved.

Features

WebEngage comes with Journey features to make your journey design easy and organized. Let's look into them:

Save an image of the Journey canvas

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WebEngage allows you to save the journey you have designed in image (.JPEG) format. Just click on the Camera icon on the top panel, and it will allow you to save your journey.

Auto Align

We understand that having a journey aligned can make it easier to read and understand. Hence,
WebEngage allows you to Auto-Align your journey either horizontally or vertically, as per your preference.

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We hope this has equipped you with a robust understanding of how you can design highly contextual Journey experiences to engage users at various stages in their lifecycle. Please feel free to drop in a few lines at [email protected] if you have any further queries or feedback. We're always just an email away!

Updated 18 days ago

Journey Creation Guide


A step-by-step guide to building the first Journey experience in your dashboard

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