SFMC Journey Builder: Everything You Need To Know

We all need tools to automate our processes, and the easiest way to do this is by using drag and drop activities on the canvas, which makes the automation process easy. With Marketing Cloud we can track interactions using the powerful data capabilities of Journey Builder, also known as a live activity tracker of all the flows included in Journey. Salesforce Journey Builder can be used if we want to generate an additional flow based on an instant response to any of the past activities. However, you need knowledge and experience when it comes to creating complex customer journeys. In addition to Journey Builder, there is Automation Builder in the Marketing Cloud to serve almost the same purpose, which we can achieve with Journey Builder.

One of the key differences between the two is that in Journey Builder we can see the visual flow of our activities, while in Automation Studio we can’t. There are several activities in Journey Builder to meet our requirements. And if our journey is responsive and optimized, then it would be easy for us to manage the flow efficiently. Let’s start our Uruguay WhatsApp Number List of Salesforce Journey Builder. What do you want to build? 1. Multi-step journey You can create a journey that sends messages through any channel based on your marketing logic and audience behavior. multi-step journey 2. Single shipment trip In this, you can quickly create and send a single custom message on any available channel.

Now, Let’s Look

At the various options available in Journey Builder. It is divided into 5 sections: 1) Input source 2) Activities 3) Flow control 4) Client updates 5) Sales and service cloud SFMC input source SFMC input source SFMC Activity Dashboard SFMC Activity Dashboard SFMC Client Updates SFMC Client Updates For all of these activities mentioned above [in snapshots] we can drag and drop onto our Canvas and we can build complex journeys. Although, the higher the number of decision-based criteria, the more complex our journey will be, so here are some tips we can follow to make it easy to read and well organized. Let’s start with the input data source : 1. As a best practice, we should always create proper segmentation before supporting contacts in Salesforce Journey Builder.

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We can use Automation Studio or Contact Builder’s Data Designer to achieve this. 2. In Journey Builder, we should avoid using a data extension in multiple journeys as it can make the journey slow in the initial stage. It can also affect data extension and other activities such as importing, reporting, log shipping, or extracts. 3. We should avoid data relationships, data extensions as input source in trips because. A one-to-many or many-to-many relationship can cause problems when retrieving records. Rather, the trip is activated. We will not get updated records due to inappropriate activities used to update the existing data extension.

 If You’ve Selected API

As your input source, then there shouldn’t be too many third-party targeting. Servers because it will slow down the subscriber intake flow process in Journey Builder. 5. Salesforce Objects can be selected as input source instead of Synced Data Extensions or Marketing Cloud Salesforce Data Extensions. Also, we should avoid using Synchronized Data Extensions filter data extensions. 6. Cloud pages are the best solution if we plan to use API calls to start our journey; Cloud pages considered landing pages can be created within the Marketing Cloud. We can use that smart capture form to insert our subscribers into the data extension and journey in real time. 7. Event options if we want our journey to get a trigger from Automation Builder.

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