Create and publish an account journey
To get started with an account journey, create the journey and then construct the nodes and journey flow in the journey editor.
Create an account journey
-
On the left navigation, click Account journeys.
-
Click Create Account Journey at the top-right of the page.
-
In the dialog, enter a unique Name (required) and Description (optional).
-
Click Create.
Building blocks of a journey
The journey map is the central zone in the journey designer. It is in this zone that you can add journey nodes and configure them. Click a node to open its properties pane to the right of the canvas and set them according to your design. An account journey always starts with an Account Audience node where you can add input to your journey.
After you create an account journey and add the audience, build out the journey using nodes. The journey map provides a canvas, where you can build your multistep B2B marketing use cases using the following node types to construct an account journey:
Guardrails
To help you build a journey without running into errors, the following guard rails are in place:
- Deleting a Split path node: Deleting a node requires deleting all subsequent nodes in each path.
- Deleting a Merge node: A merge node can be deleted only when there is one path connected to it. To delete a merge node, leave only one path selected.
- Switching between account and people: You cannot change the selection from accounts to people without deleting all subsequent nodes in each path.
Add a node
-
Navigate to the journey editor.
-
Click the plus ( + ) icon on the path and select the node type.
-
Set the node properties on the right.
Delete a node
-
Navigate to the journey editor.
-
In the node properties on the right, click the Delete (
-
In the conformation dialog, click Delete.
Add and delete a path
-
Navigate to the journey editor.
-
Click the plus ( + ) icon on the path and add the split path node.
-
In the node properties on the right, select Account.
-
To add more paths, click Add path.
With each path that is created in the journey, a new path card appears in the properties.
-
Navigate to one of the paths in the journey and add action or event nodes to this path using the plus icon.
-
Select the split path node to open the properties on the right.
The paths that have nodes on them cannot be deleted.
-
To delete these paths, you must delete all the nodes on that path first.
Schedule a journey
When you publish a journey, it can start immediately or on a scheduled future date. The end date can be a maximum of three years from the start date. After a journey is published (Live status), you can update the end date of the journey but not the start date.
-
Navigate to the journey map.
-
Schedule your journey by clicking Journey settings in the header.
-
In the dialog, set the schedule options:
-
Choose a schedule type.
To activate the journey at publish time, choose Immediately.
To activate the journey on a future date, choose On a specific date and click the Calendar icon to select the date.
-
Specify the End date for the journey. It can be a maximum of three years from the start date (this field is required to publish).
-
-
Click Save.
When you are ready to publish your journey, you can review these settings when you click Publish.
Publish an account journey
You can publish a journey if there are no blocker errors. When published, the journey status changes to Live. If the journey has errors, the Publish button is dimmed with content information: Resolve errors before publishing.
-
At the top right of the journey map, click Publish.
-
In the Review journey settings dialog, set the journey start options.
If you already set the journey settings to define a schedule, review the settings.
If you need to set the journey activation, choose a schedule type:
-
To activate the journey at publish time, choose Immediately.
-
To activate the journey on a future date, choose On a specific date and click the Calendar icon to select the date.
-
-
If needed, specify the End date for the journey.
It can be a maximum of three years from the start date (this field is required to publish).
-
Click Next.
-
In the confirmation dialog, click Publish.
Overview video
