How to create "Customer Journey"?

1. Log into the CDP system. After logging in, click the menu in the left corner of the screen

2. Select the menu as follows: "MARKETING HUB" -> "Customer Journeys"

3. Choose journey type

4. Click “+” button

5. Select account and click “Select” button

6. Add "triggers" node

6.1. Add "triggers" node - "Action-based Triggers"

Description:

1. "Schedule": User needs to declare the start and end time (date & time) of the story. Set trigger frequency, interval between triggers, story start date and story stop date.

2. "Trigger when visitor": In the Action-based node, the user sets up the trigger story condition based on the visitor's event, specifically: select the trigger event, select the sources to use, and add the advanced condition of that event.

3. "General settings": Allows the user to set more rules for when the story is run

- Let's say a story triggers when a visitor adds product to cart, and has a frequency capping of 2 times per week; A user A makes 3 add product to cart in 1 week. Then, only the first 2 times when adding product to cart, person A becomes a valid targeted audience and is included in the story to execute the next actions, but the third time, the story will skip A.

- If you do not want to limit the number of times to trigger the story to 1 user, the user selects the option Unlimited frequency

- When the user chooses the Limited Frequency option, it is necessary to declare the number of triggers in the range [1-100], and select the time interval between the times of applying this setting, specifically [day, week, month, year]

6.2. Or add "Triggers" node - "Scheduled Trigger"

Description:

1. "Schedule": Similar to "Action-based Triggers"

2. "Included audiences': The user can expand the list of target audiences based on the remaining options of the same selected audience-type group.

3. "General settings": Similar to "Action-based Triggers"

7. Add "Actions" or "Destinations"

7.1. Drag & drop node in workspace

7.2. Add nodes directly

8. Fill destinations info

8.1. In step compose choose template and click button select this template

9. Click button “Save change”

10. Click button “Activate” to run campaign