How to create a journey in NotifyVisitors

• Created : Jun, 19, 2020
• Last Updated : Nov, 15, 2024

Define journey 

A journey is defined as customizing the campaigns according to each user's lifecycle stages. In other words, It is a visual campaign builder that lets you create campaigns and engage users with them on the basis of their lifecycle stages. The main objective of the journey builder is to create an omnichannel message experience to the users as they move through different channels at different stages.

Read this article to know how to create a journey so that you can further optimize the customer journey to earn better conversions and revenues.

Different types of journeys :

What could be the different stages at which you need to engage users through campaigns and create unique user journeys?

• Onboarding journey: A user onboarding process begins as he subscribes to your services or installs your app. You can create an onboarding journey to engage users on different channels to educate them about your brand and services. Here you can engage them on different channels as and when they use them.
• Promotional journeys: You can build promotional journeys to fetch the attention of the users towards your brands. You can engage users through promotional campaigns at different channels.
• Re-engage journeys: The re-engagement journeys play an important role in fetching your users back to your app or website as they leave your website or leave the carts.

Advantages of creating a journey :

• Creating a journey is not only about guiding a user at different lifecycle stages through relevant messages and at their preferred channels. But it also opens up a plethora of opportunities for you to retain them and form a long-lasting bond with them.
• You can create each and every journey on the basis of conditions and logic which you will read in the next section. Suppose if a user performs a specific action, then what will be your next course of action. This way you can personalize their experiences on the basis of their past purchasing history, their on-site behavior and actions, locations, and other factors.

How to create a journey in NotifyVisitors :

NotifyVisitors dashboard enables you to create a journey by defining the blocks and branches.

As we stated above, we create a personalized journey on the basis of a certain logic. Therefore 

You can only put logic and allow personalization through various blocks and branches which compose a journey. Blocks refer to the triggers on the basis of which users begin the journey, what actions they perform, and how they change their preferences. Also, blocks contain your preset functionalities on the basis of which you can redefine a user’s experience.

User journey consists of four major points :

• Triggers: Triggers signify the entry points of the users as they begin the journey. 
• Actions: Actions refer to the activities the user performs on the website or app and how you can further engage them through personalized campaigns such as push notifications, in-app, web-push, or email.
• Conditions: Conditions are the checkpoints to redefine user experience on the basis of user’s changing preferences and their real-time interactions on the app, campaigns, or website.
• Flow control: Flow control is to evaluate the duration over which users go through a journey and how you can end each user experience on the basis of that duration.

What are the steps to create a journey :

1) Define the entry criteria:

The very first step in creating a journey is to define the “entry criteria” of the users. You can define a condition according to which only those users will enter the journey who will align with it. This step contains the triggers which are the entry points and conditions which set the context of the journey experience. The triggers help you bifurcate your target audience :

• Events:  You can define your target audience on the basis of the event performed by the users.
• Segments: You can create segments and include or exclude users from them on the basis of the rules you have set for segmentation.
• Attribute change: Define the audience on the basis of the change in users’ profile attributes.

Note :  It means that whenever a user's actions, preferences, locations match the trigger’s condition, they will enter the journey. Further, you can render a great user experience on the basis of your pre-defined rules

Now let us dive deeper into each of the entry trigger :

EVENTS:  The entry trigger helps you to create a journey on the basis of the events performed by the users on your app or website. Example - It could be a sign-up, or purchase or renewing a subscription. The events mark the beginning of the user journey.

Steps to set-up the event trigger in NotifyVisitors dashboard :

• Go to the left sidebar of the dashboard. Click on the Events under the trigger sections
• Select an event from the dropdown menu.
• Click on the filter icon to add an Event attribute for the selected event.

This way you can bifurcate the targeted audience to a specific group of users who have performed a specific event in reference to the specific event attribute.

Example - Enter only those users in the journey who have performed the event. i.e. installed for your app. After selecting the INSTALL event. Click on the filter icon to add conditions to the event. i.e City includes Noida.

 Enter those users who have installed the app from the city which includes Noida.

Further, you can add multiple event attributes such as the operating system, city, platform, and region code etc.and add the attribute value.

SEGMENTS:  This trigger specifies a set of specific users who match the segmentation rules set by you in a segment. In other words, enter those users in the journey who fit into the segments created by you.

Suppose the main purpose of your journey creation is to convert the leads into the customers and you have created a segment of the users: such as users who have similar interests. Therefore you can begin the journey of the user on the basis of different conditions of a segment such as the users who enter, exit, or are within a certain segment.

How to set up the segment trigger in NotifyVisitors dashboard :

• Drag and drop on the enter/exit/in segment block.
• Click on the first drop-down menu to define the context on the basis of which you want to begin a user journey.

• Enter: Begin a user journey as and when they are included in this segment. 
• Already in: Begin a journey of those users who are included or are already within the segment. 
• Exit: Begin the journey for those users who have been removed from a segment.

As you can see in the above image, only those users will enter the journey who are already in the psychographic segmentation.

ATTRIBUTE CHANGE:  The following trigger lets you create a journey for those users who have similar changes in the value of their user profile attributes such as their life-time value, average revenue per user, age group, email address, and so on.

How to set up the change in attribute trigger from the Dashboard :

• Drag and drop on the Change in user attribute block in the dashboard.
• Click on the first dropdown to determine the type of change in the user’s attribute value :

•  Select any change: Begin the journey for the users as soon as the user attribute value modifies in the user profile.
•  Select specific change: Begin the journey for the users whose attribute value undergoes a specific change in their profiles.

For example: If a user has changed his service preferences from premium to gold package.  Only those users will enter the journey whose customer type attribute value has undergone a change.

Further, You can define the specific change with respect to the Phone by selecting the changed attribute value. i.e. new value. For more clarification, check out below what new value or old value refers to :

• New value: The value which is present after the change occurred in the customer type attribute. i.e. Gold
•  Old value: The value which was present before the change occurred in the customer type attribute. i.e. Premium

Once you have configured the attribute value, you can send communication such as Email, SMS, or Push to the user.

WEBSITE TRAFFIC:   The said trigger allows you to enter those users in the journey who have landed on any page of your website via a source, medium, or channel.

How to set up the website traffic trigger in the NotifyVisitors dashboard :

• Drag and drop the “Website traffic” block on the dashboard.
• Now, select the variable from the drop-down menu which you need to determine the entry of the users on your website.

1. Page URL: It will specify the page of your website on which users landed.
2. Page Path:  It will tell you which links the users used to get on your website.
3. Minimum time on the site: Determine the value of the time spent by the users on your website so as to enter only those specific users who have visited your site within that time range.

For example: If you choose the Page Path variable, only those users will enter the journey who arrives at your website through a link.

 Note: You can define the variables page path and page path and select the values for the same, such as the page path contains the URL as shown in the below image.

2) How to engage the users through actions:

Action block allows you to engage users in their journey. Before providing personalized experiences to the users, update the user attributes on the basis of the user's current interactions with you.

How to provide personalized experiences to the users :

Once you have set the triggers to create a user’s journey, it's time to engage them through different mediums.

For example - If you have entered the users in the journey on the basis of the event performed by them. i.e. app installation, subscription, add the product to the cart. What would be your next course of action? You would send them may be :

• Web push
• App push
• Email
• SMS
• Whatsapp
• Web banner
• Webhook
• Send NPS
• Add/Remove from segment.
• Personalization

Let’s see how each of the blocks work :

WEB PUSH: Choose this block to engage users with push notifications to attain the goal of your journey. 

For example- When the user installed the app, searched for a product without performing any action. You can engage him through web push notification by offering him discounts on the products which he browsed through or you can ask his feedback as to how was his browsing experience so that you can make changes and help him re-engage.

How to set up web push campaign in the dashboard :

• Simply click on the block of the web push.
• Create a new notification or choose from the existing one.
• Add a condition : 

•   On click: As soon as the user clicks on the push, his journey will start.
•   On view: As soon as he views the notification, their journey will continue from this branch.
•  On dismiss: As soon as the user dismisses the notification, his journey will continue from this branch.

APP PUSH: Choose this block to engage users with app push notifications.

For example: Suppose a user has subscribed to your push notifications. Your next course of action would be to send him a push notification for asking him to avail of your services.

How to set up the app push in the dashboard :

• Choose the block: app push.
• Create a notification or either choose from the existing one.
• Add a condition :

• On click: As soon as the user clicks on the notification, his journey continues through the branch.
• On view: As soon as the user views the notification, his journey continues through the branch.

EMAIL: Choose this block to engage users through email campaigns as and when required in their journey.

For example - Suppose a user has viewed the page and added the product to the cart but left it in the meanwhile maybe the checkout process could be long or maybe the delivery charges could be much higher to deal with. You can engage him right away with a reminder email with a surprising offer that pulls him back to the cart. 

 How to set up email block in a dashboard :

• Click on the email block.
• Create an email. Fill in the details of the sender's name, his address, or add the label.
• Add conditions :

• On click: As soon as the user clicks on the email his journey begins through the branch.
• On open: As soon as the user opens on the view, his journey will begin through the following branch.

SMS: Choose this block to engage users with SMS or personalized text messages.

For example -  Suppose the user has viewed the product and has not performed any specific action on it. You can engage him via a personalized SMS by showing him the offers he can get on the said product.

Click on the SMS block to begin a user journey by sending the user personalized text messages as soon as the users click on the text messages.

WHATSAPP:  The block enables you to reach the end goal of your journey by engaging users with Whatsapp campaigns.

For example - 

• Whatsapp can be used as an engagement channel in any case the user buys or searches the product from any channel- be it app or website.  You can send promotional messages or engage users with great offers and discounts. Also, if a user has purchased the product, you can send him the link through which he can track the location of his purchased product.
• You can provide product delivery updates to the users through WhatsApp.

How to set WhatsApp campaign in the dashboard :

• Click on the WhatsApp block to create a campaign or choose from the existing one.
• Add labels or personalization.
• Choose the frequency of the messages as in no. of messages users will receive in a day, or a week.

WEB BANNER: This block enables you to engage users with web banners.

For example - If a user subscribes to your services, you can engage him through promotional offers via web banners, so that he could be aware of what offers you provide them.

How to set up web banners in the dashboard :

• Click on the web banner block.
• Create a new banner or choose from the existing one.
• Add the condition:  

•  Time duration: Set the time duration in days that allow the users to view the banner within that specific time duration.

WEBHOOK:  Choose this block to send automated messages to the users as soon as the users perform any action on your website. As soon as the event happens, API delivers the data to the webhook through which you can end the automated messages to the users.

For example - A user searches for a product on your app, adds the product to the cart, and checks out. When the user makes a purchase, the app will send the data to your e-commerce store via webhooks.

How to set up webhooks in the NV dashboard : 

• Drag and drop the webhook block, create a new webhook, or edit the existing one.

•  If you are creating a new webhook campaign, assign a name to it.  Then, add the webhook URL and content format.

SEND NPS:  Choose this block to send NPS in a user journey when he performs any event. You can automate the NPS surveys as soon as the user performs an event in the journey.

 For example - When a user purchases your product, you can ask for his feedback. Feedbacks are necessary to know the perception of the users regarding your services. Also, you would know how likely they would recommend your product to someone.

How to set up NPS in a journey :

• Drag and drop the NPS block and select the NPS out of the existing ones.
• You can choose the medium through which you will be sending the NPS, i.e. via email or SMS.
• Select the medium and campaign. Click on the SAVE button.

ADD/REMOVE FROM SEGMENT: You can choose this block to add or remove users from any segment. For example - If you have created a segment of “Add to cart but no purchase” to add the users who have only added the product to the cart, but later on that user purchases the product, you can remove the user from the segment and add the user in the “Purchase” segment.

Note: You can only perform this feature for the custom list segments. Read how to create a segment to know more about the custom list segments.

How to add/remove the user in the segment :

• Select the event block and add the event “PURCHASE” along with the conditions.

• Next, drag and drop the “add/remove from the segment” block and remove the user from the previous segment of “add to cart but no purchase”.

• Click on the SAVE button once you have performed the required actions.

Further, the users who will perform the PURCHASE event but were added in the ADD TO CART BUT NO PURCHASE segment will be removed from this segment.

• PERSONALIZATION :

You can add personalization on any campaign, based on the events performed by the users and as per they enter or exit in any segment that you have created.

See the below steps to add personalization in journey builder :

For example - A user has visited your home page and searched for a specific product but left your site. You can show him the personalized content based on the product he searched so that he can convert.

1. First of all, select the EVENT on which you want to add personalization.

2. Next, Drag and drop the personalization block.

3. Click on CREATE PERSONALIZATION and you will view the two options to add personalization. 

You can choose either a simple option or an advanced option to add personalization to the URLs.

A. Simple Option: In the simple option, you can add a page URL on which you want to add personalization.

B. Advanced Option: You can add multiple page URLs in this option. Also, you can add conditions to those URLs. In the advanced options, you can watch the preview of the page on which you are adding the personalization content. Also, you can run an ab test on the stated URL.

Here we are choosing the ADVANCED option.

• Click on the Advanced option to create personalization. Enter the campaign name and page URL on which you want to add personalization. Click on the CREATE button.

• Next, click on the  CREATE NEW VARIATION to create a new variation in which you will be adding the personalized content.  Assign it a name.

• Next, you can add the changes to the URL of your campaign which you have stated earlier. You can edit the text, HTML code, or add the HTML code, etc. as given in the below image.

•  Make the changes and save them.

• You can view the variation that you have created in the panel under the variation category.

Click on the RELOAD button to view the created variations and UPDATE JOURNEY.

• Now you can send this personalized content to the user as he performs the event.

Note: Configure the settings of the variation, you can run the heatmaps on the variation to check out the effectiveness of the campaign. Also, you need to define the targeting rules and set the goals for your variation.

3) How to set up conditions :

Conditions are the checkpoints that help you personalize a users' journey on the basis of their behavior and preferences in real-time. You can create different flows for the users using the blocks which work on a yes or no logic. Check out the below blocks to create different flows :

• When users are included within a segment.
• When they have performed an event.
• When they have a specific user attribute.
• When they are reachable on a channel.
• When they will perform an event.

Let us check out how to configure each block :

IS IN A SEGMENT: Create a journey for each user by checking whether they are included within a segment or not. 

For example - Suppose the user has viewed a product on your webpage. First of all, check if the user is in a segment that is created by you. Add him into that segment and send him a web push so that he can perform a specific action on it. i.e. purchase the product.

How to set up the block in the dashboard :

• Click on the event block and select the event performed by the user.
• Check out the conditions of the “in segment” block. See if the user is browsing on the basis of the interests and lifestyles. You can check it out through the feedback surveys.
• Engage him with push notifications across the channels he is available at. 

Note: Check yes or no for an action or the trigger, then take the subsequent actions.

HAS DONE AN EVENT: This block helps you to check whether a user has performed an event. 

For example - You have sent the visitor an email after he browsed through a product. Now your main goal is to turn him into a subscriber. It can only happen when he opens the mail and clicks on the subscription link  If he doesn’t perform the desired action. You can send him a web push instead to fetch his attention immediately after waiting for one week.

Note: You can add condition at any stage and set the trigger time too.

How to set up the “has done the event block ‘’:

• Drag and drop on the “have done the event” block.
• Check if they have done the event or not by clicking on yes or no. Take further action accordingly.

CHECK USER ATTRIBUTE: This block allows you to check whether there is a specific change in the selected user attribute value or not. Specify the condition and take further action. 

For example: In the “sale” event, you can continue the journey of only those users who fall into the gender category of “men”. You can decide your further course of action by sending product recommendations only to the users who fall into the category of men to attain your end goal of the journey. 

How to set up the check the user attribute :

Drag and drop on the “check the user attribute”.

• Select yes for the users whose attribute value has undergone a change and no for the users where there is no change in the attribute value.

  REACHABLE ON CHANNEL: This block enables you to check out whether the users are reachable across a channel or not. It is necessary to use this block before engaging users through different channels. You can this way identify to reach the users through another channel if a user is not reachable within one channel.

For example - A user has viewed a landing page and browsed through a product. See if he is reachable within the channel such as email and send him an email campaign.

 How to configure it in the dashboard :

1.  Drag and drop the “Is user reachable block”.
2. Select the channels to engage him. Click on yes if he is available or clicks on no if he is not available on the channel to let them experience the next block. Take a further course of action.

WAIT FOR AN EVENT: This block enables you to take your further course of action after an event has happened. 

For example- For example, if a user has viewed the page and browsed through the products. As a result of the occurrence of this event, you sent him an email to recommend him to the product which he browsed through. You will wait for the occurrence of the event then only you can take your further course of action on the users so that they can continue with the process. If he doesn’t open the email, wait for a time period of 2 days and send him a push campaign.

How to set up this block in the dashboard :

• Drag and drop on the “wait for an event” block.
• Select the event and add the attributes for it.
• Click on yes, if the users perform the desired event so that they continue with the journey.
• Click on no, if the users didn’t perform the event.

4) How to control the flow of the journey:

The flow control enables you to end the journey experience of the users. It helps you evaluate the duration of the user journey and end it for each and every user. 

What all you can perform under the flow control block :

• You can stop the flow of the journey.
• You can publish a journey.
• You can save a journey.

STOP THE FLOW OF THE JOURNEY :

Go to the left sidebar of the panel, Select the STOP FLOW under the Flow control section to do the same. 

PUBLISH THE JOURNEY :

Once you have created a journey, you can activate it. Remember, it will only go live, the moment it is published.

Points to remember before publishing the journey :

• Remember to configure all your steps.
• At least one of your triggers must be active.
• All blocks must be connected to at least one other block.

Implications of Publishing :

• Once you publish your journey, you cannot edit it. Only certain steps are readable such as the content of the campaigns.
• You can view the stats of the journey only after it’s published.
• You can track any of the users with its user id.

When you stop a journey: You can either stop the entry of new users and process the existing ones or you can stop an entire journey. 

Mapping a journey actually helps you gain useful insights about your customer pain points. Also, you can enhance customer experience by defining each step of the journey through their actions on your website. Further, you can take subsequent actions to target them.