Creating Journeys



  • 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 Page, pulse on the tab Journey and then you can create a new Journey with a template or following the steps.

Step 2. Define the audience

You can create quickly your Journey using a template that you can edit depend on your specific needs. If you pulse New Journey, you can define the audience of your Journey selecting where the customers starting the Journey though all database, client list (CSV format), filters or events.

how to start a customer journey
  • All your contacts: Developing the customer journey for all database.
  • Input with list: When you have already designed the journey, add the CSV that you consider appropriate to limit the audience. Download a .CSV example here; it is necessary to use the name customerId for the field and write the corresponding emails of your audience for this specific journey.
  • Filtered input: Add the conditions that you consider appropriate to limit the audience of the Journey you are designing.
  • Input with custom event: Focus on userΒ΄s actions to trigger messages taking into consideration: physical spaces, phone calls and digital interactions.

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. For example, if you have used variable, you need to put the field name for this variable.

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

  • WEBHOOK: Customize your messages based on events to communicate with the users
    immediately on their favorite channel.

flow control

Step 7: Validate and Activate

When you have finished with the journey adding all touchpoints then you need click in Validate to check all works fine and then in Activate.

customer journey example

Step 8: Great! The Journey is done

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


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!