Create a Journey
To create a Journey inside the Salesforce Marketing Cloud, login into your account and go to the Journey Builder / Journey Builder on the top menu.
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Then the Journeys Dashboard appears. You can search a journey to edit or simply to create a new one clicking on Create New Journey, blue button at the top right area.
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The next step is choosing the type of the journey template. To use the indigitall connectors, please click on Multi-Step Journey.
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To build a journey, first you can choose the entry source from the left area and drag & drop inside the empty journey as you can see on the video.
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The next step is choosing the message you want to send. Again please drag and drop into the journey. indigitall has several connectors:
- Push Notifications (web push + app push)
- Chat Messages
- SMS
- Custom Solutions (inWeb + inApp)
- Topic Manager
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Clicking on the selected connector, a pop up appears to fill the data. Before doing it, you need to create the campaign into a project of the indigitall console.
Depending of the connector type, you need to fill the following information:
Push notifications
This window has a preview screen to see your message in the different devices (Android, iPhone and Web).
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- Application search: To find your projects, writing the name or any word of the name of your project.
- Project: Select your project from the list.
- Campaigns search: To find your campaign by the name.
- Campaign: Select the campaign from the list.
- Data extension search: To find the data to identify for sending the push notification.
- Devices: Select the database with the devices to send the push notification.
- Unique Campaign Label: Write the unique name for your campaign. You can't repeat it for another campaign.
Chat messages
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- Project: Choose the project (indigitall console) where you have created your template.
- Template ID: Write the requested item. This data is visible in the created template.
- Namespace: Write the requested item. This data is visible in the created template.
- Language: Write the language of your created template.
- Contact field: Choose the data to send the created template.
- Add/Remove params: Choose the parts of your created template that you want to add: Header, Body, Footer and Button.
SMS
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- Project: Choose the project (indigitall console) where you have created your SMS campaign.
- Campaign: Choose the campaign from the list.
- Data extensions search: Find the data to send your SMS campaign.
- Country Code: Select the database to obtain the Country Code field.
- Contact Field: Select the database to obtain the Phone Number field.
inWeb/inApp Audience Manager
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- Applications: Select the project where you have created a custom solution (inWeb / inApp).
- Audiences search: Find the audience to manage the inWeb / inApp message.
- Audiences: Select the audience from the list.
- Data extensions search: Find the data to manage these solutions.
- Contact field: Choose the data to manage these solutions.
- Action: Add/Remove the inWeb or inApp space for the contact.
Management of Topics
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- Project: Write the project where you have created the topic.
- Topic: Select the created topic.
- Data extensions name: Find your data to manage your topic.
- Contact field: Select the data to manage your topic.
- Action: Add/Remove the topic for the selected contacts.
- Send by: Choose to add/remove the topic by deviceId or externalCode.
Updated about 1 year ago