Creating Journeys

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API

Starts a journey (PUT) | Stop a journey (PUT)

Put a list of customers: by fields (PUT) | by .CSV field (PUT)

Sending: All (POST) | List (POST) .CSV file (POST)

Journey entity: POST | PUT

Journey state entity: POST | PUT | DELETE

Step 1: Create a new Journey

Go to the indigitall Console, click on the Journey tab, then you can create a new journey by either selecting a template (from template) or following the steps to start from scratch (create manually).

Step 2. Define the audience

Build Journeys faster using our customizable templates. To start a "New Journey," define your audience by choosing an entry point: your entire database, a CSV client list, custom filters, events, or a birthday trigger.

All your contacts: Developing the customer journey for all database.
Client list: This option allows you to trigger a journey for a predefined audience. You can either upload a .csv file (ensuring it includes the mandatory customerId column) or select an existing list directly from the console. This method is ideal for targeted campaigns with a specific group of users in mind.

For a step-by-step guide on how to configure these lists, click here to view the full documentation.
Custom filter: Add the conditions that you consider appropriate to limit the audience of the Journey you are designing.
Custom event: Focus on user´s actions to trigger messages taking into consideration: physical spaces, phone calls and digital interactions.
Birthday filter: A specialized module to send birthday-related messages (like a special discount, greeting, etc.) with a configurable option to schedule them before or after the date provided by the user.

Step 3: Audience Segmentation

On the Tools Tab, pulse the Customer Fields to create the appropriate fields associated with your client. They will help you define the filters of the Journey.

Step 4: Sending Messages

Select the type of message you want to send: Push, InApp/InWeb, Mobile Wallet, Email, SMS, WhatsApp and Telegram. In addition, indigitall has developed several AI modules to improve the results.

After the selection, you must to link to the correspondent campaign that previously has been created on the platform.

Step 5: Flow Control

Define different routes for your Journey based on the options that you consider appropriate according to your objectives.

FILTER: Choose profile characteristics of the user which are suitable for certain objectives.
PUSH EVENTS: Taking decisions based on events (click on a push notification)
RANDOM PATHS: Set different journeys for the same objective in order to multiply the
options according to different types of behavior or profiles.
RETARGETING: Drive sales through the remembrance and incentives to buy after an
abandoned cart. Multiply x25 the success of your campaigns! (Source: indigitall for Retail)
DELAY: Schedule your messages following your strategy or attending to past behaviors:
immediately after the click or after a period of time to choose
(hours/days/weeks/months/years).
WEBHOOK: Customize your messages based on events to communicate with the users
immediately on their favorite channel.

Step 7: Validate and Activate

Once you have finished adding all touchpoints to your journey, click Validate to ensure everything is configured correctly, then click** Activate**.

Step 8: Great! The Journey is done

Congratulations! The Journey is done and you can check how to works in real time.

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indigitall coin
Once the journey is done you must to check all statics to detect the click rate or number of leads. Analyse the user behaviour and modify the touchpoints with lowest conversion rate for the ongoing cycle of improvement. Don't get stuck!