To access Data Journeys, please follow these steps:
- First, hover over ‘Automation’. Then, click ‘Data Journeys’. This will bring you to the data Journey index page.
- On the Data Journey index page, you will be able to edit the details, duplicate a Journey, delete a Journey, and enable/disable your Journey.
- On the right-side of the Journey index page, you will see how many instances are in a particular Journey, as well as how many items are in that Journey.
To create a Data Journey, please follow these steps:
- From the Data Journey index page, click ‘New Data Journey’ on the bottom-right of your screen. You will be shown this pop-up box:
Clicking ‘Enabled’ will start the Journey upon saving. Clicking ‘Allow Multiple Instances’ allows the Journey to be triggered multiple times depending upon the trigger that you have selected.
- Once you click [Save], the Journey canvas page will open. On the left side, you will see all the elements divided into different categories; triggers, actions, filters, delays, and end. The black frame is the canvas where we will create the Journey sequence using different elements.
- Once you have set up your Data Journey, click on ‘Save’, located on the bottom-right of the canvas. The ‘Clear’ option removes all the elements from the Journey canvas page, and ‘Exit’ takes you back to the Journey index page.
You will be prompted to save your Journey if you didn’t click ‘Save’ before attempting to exit.
Data workflow elements have been divided into the following categories:
Triggers – A trigger will initiate the first step of an automated Data Journey. Every trigger has a different function and can be used to initiate the management of bulk data.
Actions – An action defines the course of action that will be initiated; start import, trigger Journey, toggle data Journey, FTP upload, HTTP post, secure list import, etc.
Filters – There are 2 filter elements available to you; % Split and A/B Split.
Delay – The delay option delays the next step in a Journey for a certain time period, and the delay until option uses a specific date to move on to the next step in the Journey.
End – The end element is the most important aspect of our automated Journey feature. An end element is required to end a Journey, without adding this element you won’t be able to save your Journey.