Welcome to the JOURNEYS, we got fun and games... ok, not quite Guns N' Roses, but the journey builder is pretty rockin'
The journey builder is an extremely powerful part of Kulea, where you can create exciting automations for your sales and marketing activity.
Not only can you automate sending the perfect and relevant marketing to the right people at the right time, you and your colleagues can be notified as soon as a lead becomes hot, or equally when one loses momentum and needs a little love…
Here is the great how-to video to watch, below is a written explanation of the journey builder to get you started!
Lets begin at the top:
Here is the Journey menu page, from here you can see all of your journeys in order of ‘creation’
Much like the email and landing page builder, under the actions column, the first green button allows you to edit the journey, the second white button allows you to duplicate an existing journey, the third red button will delete that journey and the forth button will show Green if the journey is inactive (click it to play) or Orange if the journey is active (click to pause).
When you are ready, click on the + create new button on the top right side of the screen and you can start creating your journey!
Make sure you name it so you remember which one is which, then set the start and end date (it will default to ‘todays date’ and remain ‘ongoing’ unless you uncheck the box)
You will see there is a basic journey set up for you, you can choose to delete parts of it or amend what is there. You will always start with an initial ‘IF’ trigger which you can learn more about here.
Once you've set your Trigger, you can begin to drag steps into your sequence. These are simply the action that you require to take place once the initial condition has been triggered. Your steps are all listed in the steps panel to the right of your journey.
IF = add a time limited condition
WAIT = this is where you can 'wait forever' for your contact to take their next step, however, the drop down options also enables you to set the amount of time you're wiling to wait, so you can 'wait up to a specific time/date' for them to do something, 'wait N (number) of days or working days' or 'wait until the following day'.
Note. As these wait times are attached to an if condition, you will often hear us referring to them as conditional waits.
AND/OR CONDITION = this is what you can add to your 'IF' condition (for example IF 'visits specific webpage' OR 'completes form'), then move them onto the next step in your journey.
ELSE CONDITION = this is what will happen if the IF condition is not met within the time limit you set (you can see it is on when it is highlighted green)
Note that when an else condition is activated, the journey planner creates a new else branch. Your contact will be moved to this branch if they don't complete the required action within the time limit you set (in the above example, they would move to the else branch if they don't visit our demo page landing page by the 25th of Feb 2022).
If they do complete the step within the time you set, the else condition will be ignored and they will pass straight. down the path (in the example above, they would simply be exited via step 4)
Filter = filters are a powerful step that enables you to determine if a contact should continue down a journey (if the filter criteria is met), or be moved to an else condition (if it isn't). In the below example, we're evaluating the contact to see if their job title contains the word "director". If it does, we'll give them a lead score of 10.
You can also apply time based constraints to filters in a similar fashion to if conditions, allowing you to wait fixed periods of time for your contact to meet the filter criteria.
In this recruitment example, we'll give our new contact up to a year to get a promotion before awarding them those valuable points!
SEND EMAIL = send a specific Kulea email to the CRM contact. Most times, you'll want to send this email straight away, but by unselecting the check box, you can also delay the email sending to a specific time of day (either on the sam day, or if the time has passed, then the following day)
ALERT= Alert a member of sales team (you will need to build an alert email to send them within the email builder). Multiple email addresses can be input by separating them with a comma (no space is required)
LEAD SCORE = will give that CRM contact a – or + lead score. You can also reset the lead score, or reset a lead score tag
UPDATE CRM = will update that CRM contact (you will need to assign it to a field you have created)
WAIT = In Kulea speak, we call these hard waits (as opposed to conditional waits - see above). Hard waits force a fixed wait time before moving to the next action
JUMP = will jump to the next step you tell it to.
LOOP = Will put that CRM contact back into the journey to look round it (use with caution – no one wants to receive the same email infinite times!). Loops are particularly useful when applying lead scoring, and can be combined with hard waits to ensure lead scores are only applied , once a day, for instance.
EXIT = will exit the CRM contact from the journey
Now you can build your journeys... but don't forget to activate them when you want them to start working!