Journey Settings and Entry Criteria
When you create a journey, one block called Entry Criteria is loaded by default. This contains your Journey settings. You can access these settings at anytime by clicking this block or by clicking the cog next to your Journey name.
Name Your Journey
- Next to the journey name, click the cog or click the Entry Criteria block. The Journeys Settings window appears.
- In Basic Details, give your journey a name (or edit the existing one).
- In Entry Criteria, add a note (optional) and choose to trigger your journey by segment or by event.
Note: Use this field to remind yourself or a peer about the contacts your collecting, to come back to this later, or anything else important. For example, "Including segment A for X purpose."
From the drop down, select the segment that represents the contacts you want included in this journey. You may need to start typing the name of the segment to see it appear. See event-based segmentation for more details about using those segments.
Backfill a Journey
When you choose By Segment, the Journey sends to anyone who meets that segment criteria in the future, not everyone who currently exists in the segment when you publish your Journey.
However, you can choose to Backfill the Journey and send any messaging to all the existing contacts in your segment when your Journey goes live; check Backfill Journey with current segment members when published:
At this time, the entry limit is 3 million. If the segment you're backfilling with contains more than 3 million contacts, you'll receive an error. Limit your journey entries using the box described below to correct this.
The limit still applies if you elect to backfill a journey with more contacts than the limit. You'll see a warning in Simon if this is the case.
Limit Journey Entries
Check the box to Limit Journey to __ entries, then enter a number between 1,000 and 2,000,000:
Choose an existing event trigger to power your journey (the same way they power an event triggered flow). This is a good option to use when you want to trigger your Journey based on interactions with your website, a survey etc. Learn more about event triggers here.
If you need an event that is not in the drop down list, please contact your account manager.
A contact can enter the journey multiple times if they trigger the event multiple times, unless you configure re-entry criteria to prevent this.
In the highly unusual situation that the same event is triggered multiple times within a few minutes (~5-10 mins), the contact may only enter the journey for one of those events. I.e. there is no guarantee that they will enter only once and there is no guarantee that they will not enter more than once (this is the same with event triggered flows).
Matched and Unmatched Contacts
Event triggers can be set up to work with matched, unmatched or matched and unmatched contacts.
- Matched: the contact already exists in Simon (aka known)
- Unmatched: the contact is new to Simon (aka unknown).
Journeys are a little different from flows in that a contact could be unmatched when they enter a journey, but become matched by the time they reach a certain action. For that reason we don’t restrict actions and content for unmatched contacts. The following scenarios could arise for an unmatched contact. It's good to proactively consider these when you're building your Journey.
|Action requiring a specific channel identifier||If the required channel identifier is missing because the contact does not exist or does not have the channel identifier, the contact will be skipped.|
|Action with contact properties for content||If the contact properties are missing this will either lead to a content error or content with broken links or syntax going out.|
|Branching split using segmentation||New contacts not be part of a segment and routed accordingly.|
|Exit criteria using segmentation||New contacts will not be part of a segment and handled accordingly.|
You can also use event triggers in custom context to personalize the messaging in any of your Journey blocks. See using-event-data-from-triggers-in-custom-contexts.
You can set a limit to the number of entries for a journey. This can be helpful if you have limited inventory or need to reach a certain amount of contacts. You can set the number of entries to a number between 1,000 and 2,000,000 contacts, and when that threshold is reached, the journey will automatically start to drain and contacts will no longer enter the journey (the number is approximate, so a few more contacts than the set limit could enter the journey). The max duration of a journey with an entry cap is one year, after which the journey will drain automatically. The entry cap can be used in combination with re-entry criteria (see below) to make it a set number of unique contacts.
Re-entry criteria (frequency capping)
Frequency capping in Journeys is known as Re-Entry Criteria. This setting works at the journey level, so it controls whether a contact enters the journey. (This is different from flows, where the setting is at the action level). Choose Re-Entry Criteria:
There are three settings:
- Contacts can re-enter anytime: there is no limit on re-entries.
- Contacts can re-enter after exit: user can configure this as immediately after exit or a number of days after exit. Days are calculated as 24-hour periods after exit. For example, with a setting of one day, if a contact exits the journey at 3 pm, they are eligible to re-enter at 3 pm the following day.
Contacts can never re-enter: contacts can only enter this journey once (e.g. for an onboarding journey).
- Re-entry settings cannot be modified after a journey is launched.
In addition to frequency capping (re-entry criteria) you can:
- Add a time window to your entry segment so that contacts will not enter the segment until you want them to be able to receive the journey again. For example, if the purchase is between 1 and 90 days ago, rather than just 1 day ago.
- If you'd like to include exit criteria, toggle the option on.
- From the first drop down:
- Choose are in to exclude contacts at this point in the journey if the are in your specified segment
- Choose are not in to keep all entry contacts except those in your specific exit segment
- From the second drop down, type to search for an existing segment (learn how to build a segment).
Should I use exit criteria?
Use exit criteria if you want contacts to exit the journey when they meet certain conditions.
There are two ways that contacts can exit a journey:
- At the end of the journey: exit points are labeled in review mode
- With exit rules:
- If the contact meets the criteria for the exit rule, they'll exit at any point
- If the contact meets the exit rule immediately after entering the journey they will exit right away and not advance to the first step.
- Click anywhere in the editor to exit the journey settings and move on to the next step.
Updated 11 days ago