Creating Journeys

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

When you begin a new Journey, the very first step in the configuration process is giving your strategy a clear identity.

1. Give the Trip a Title Before selecting your audience, you must assign a name to your Journey in the designated text field. While the default placeholder is "New Journey," it is highly recommended to use a descriptive and unique title.

2. Choosing Your Audience

How do contacts enter a customer journey in indigitall? When you create a journey, you choose one of 6 entry types: All your contacts, Contact list, Group of interest, Custom event, Custom filter, or Date filter. This 80-second tutorial shows how each one works inside the indigitall Customer Journey builder.

The 6 entry types in indigitall Customer Journey:

• All your contacts – Every contact in the project enters the journey. Best for general communications.
• Contact list – A specific list of contacts enters. After activating the journey, upload a CSV file or select an existing list from the journey options (Journey List).
• Group of interest – Contacts who belong to the selected group of interest enter the journey.
• Custom event – The journey starts when a specific event is received (for example, "cart"). Best for behavior-triggered automation.
• Custom filter – Contacts who meet conditions on their profile fields enter. Combine conditions with AND (all) or OR (any). Example: age greater than 18.
• Date filter – Contacts enter when they reach a date from their profile, such as a birthday. Choose the same day, or X days before or after. A value of 0 means the same day.

Which entry type should you use?

• Send to everyone → All your contacts
• Send to a list you already have → Contact list
• Reach an existing group → Group of interest
• React to user behavior in real time → Custom event
• Target by attributes (age, city, purchases…) → Custom filter
• Birthdays, anniversaries, renewals → Date filter

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.

Journey tools now in Utilities

Starting October 14, Webhooks, Events, and Customer fields are in the new menu’s Utilities section. Click Utilities in the main left-hand menu, then select the Journey tab, the last tab on the right.

On the Journey tab, you’ll find three cards. Click a card to open it:

• Webhooks: Manage the webhook templates you can use in your customer journeys.
• Events: See all the CDP event types configured for your application.
• Customer fields: Define and manage customer fields to enrich your segmentation. See all information here.

Journey audiences now in Audiences

Starting October 14, you can find Journey audiences in the Audiences section of the main left-hand menu. Click Audiences, then select the Journey tab, the last tab on the right.

On the Journey tab, you can create and edit:

• Groups of interest: Group your contacts by their interests.
• Contact lists: Build and manage contact lists to use in your journeys. Use Search by name to find a list, or click Create list to add a new one.

At the top of the page, you can also click View journey contacts to see all your contacts, or Download contacts (.csv) to export them.

Step 4: Sending Messages

Select the type of message you want to send: Push, InApp/InWeb, Email, SMS, and WhatsApp. 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.

• 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 6: 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 7: Great! The Journey is done

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

Advanced Node Deletion

We have made a major improvement to the Customer Journey design process! From now on, you have much more control when editing your flows. You no longer need to worry about losing all the subsequent steps you had built just because you need to remove a single node.

As shown in the image, when you click on Delete node, a confirmation window will appear. This pop-up gives you the flexibility to choose how you want to proceed:

• Delete only this node: This option allows you to remove just the selected node while keeping all of its dependent branches and nodes perfectly intact.
• Delete node and all its branches: This option will remove the selected node along with the entire route built downstream from it.

Editing Live Campaigns

You can edit campaigns within a running Customer Journey without needing to build a new workflow from scratch. This feature is ideal for quick operational updates, such as extending an offer's duration, changing a discount percentage, or updating gift details.