Hands-on checklist: Building automations

Are you done sketching your customer journey? Then it is time to get hands-on!

When you have sketched out your process it is finally time to build and activate your customer journey in Voyado - this is the really fun part if you ask us!

We have put together a short step-by-step checklist to help you get going:

  1. Select the relevant Entry criteria for your flow

    Feel free to ask us if you have any questions. Read more about different entry criteria here.

  2. Create your selection 

    If you want to freshen up your memory on how the Segment Builder works, you will find an article about this here. To verify your selection we suggest you to test your search to see how many hits you would get if you enabled the flow directly.

  3. Set frequency 

    Keep in mind to set a frequency that interacts with your business and other parameters in the flow.

  4. Give your automation a name and write a description 

    Don't underestimate the importance of naming! Always set a name and description to your automated journeys and make it easy for you and your colleagues to understand the purpose of each automation.

  5. Build your flow 

    Use the following features to build out your pre-defined customer journey:
    Activities
    Conditional splits
    Time delays
    Triggers

  6. Categorize 📕 📗 📘 📙

    The list view gives a clear overview of your automations and the possibility to make the settings simpler already in the listing. With the edit menu you can change the name and description for each automation or delete them directly from the list view.

    Your can create and assign categories to your automations in order to clarify the purpose of each flow and / or group them. You can then filter these categories in the listing and thus get a clearer overview.

    Categories are managed and edited via the Main Menu> Administration> Categories.

    Watch the short step-by-step guide here: 

 

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