How do I start creating Journeys?

Journeys allows you to create an unlimited number of series using rules and actions to target each of your specific supporters in various use cases.

To get started, create an internal name and description of your journey. The name and description will only be visible from your dashboard.

Then create your sending schedule. Your sending schedule refers to the time frames your journeys can send emails and texts within. Your schedule will default to only sending between 9am-5pm within the donor's timezone and will exclude sending on US Holidays; however, you can customize your sending schedule here.

With journeys, you can segregate your audience into groups and customize series of communication events for your targeted audience by using entry rules. Entry rules are a set of filters that your supporter must first match to be targeted within your journey.

Entry rules consist of trigger based and audience based rules:

While Trigger based entry rules consist of something someone does,

Audience based entry rules consist of something someone is or becomes by possessing specific characteristics.

Once you create your entry rule, you can create series of rules and actions that your targeted audience will go through until they reach the end of the series. Rules determine who will receive the message, and actions determine what event will occur when someone matches the rule.