Learning Path 4: Create journeys

Practice Lab 4.1: Create a trigger-based journey

Lab Overview

Scenario

Now that we have created our 3 emails, it is time to create a journey to send the emails to our customers. We will send our first email to our customers to let them know about the upcoming Airpot Smart Machine Coffee Maker.

Customers that engage with this email will then be split into two sections: customers who already own an old Airpot model, and customers who do not. For our existing Airpot owners, we will send an email encouraging them to upgrade. If they interact with a link on this email, we will have a salesperson reach out to them directly.

Existing owners who did not click a link will get another email advertising the product. This email will also go out to non-Airpot owners.

This lab will take approximately 30 minutes to complete.

What you’ll need:

  • A computer with a Dynamics 365 Customer Insights - Journeys environment

Exercise 1: Create a real-time journey

Task 1: Create a journey

  1. Log into Dynamics 365 Customer Insights - Journeys.
  2. Navigate to the Real-time journeys work area.
  3. Under Engagement, select Journeys.
  4. Select + New journey in the command bar. If you are prompted to use Copilot to create your journey, select Skip and create from blank.
  5. In Name the journey, enter Airpot Smart Machine Launch Campaign
  6. In Choose journey type, select Trigger-based.
  7. In Choose a trigger, search for and select Email Link Clicked.
  8. In Choose an email, search for and select your Smart Machine Campaign Email.
  9. Select Create.

Task 2: Configure the journey entry

  1. Select the Trigger node to open the Entry panel on the right.
  2. Leave Exclude by segments blank.
  3. In the Repeat section, select Immediately.
  4. In the Time zone section, choose your time zone.
  5. In Start, select today. Set the time to 15 minutes from now. (You can type directly into this field.)
  6. In End, select tomorrow.

Task 3: Configure the journey goal

  1. Navigate to the journey settings on the right, which will look like a list of icons. Hover over each icon to see the name of each tab. Select the Goal section.
  2. In The goal of this journey is, select Send a general notification.
  3. In The goal is met when, select A person clicked on at least one link.
  4. In The number of people needed is, enter 50 and leave percent selected.

Task 4: Add an attribute branch

  1. In the journey designer, select the plus icon (+) under the Email link clicked tile.
  2. Select Attribute branch from the Conditions section.
  3. In Display name on the right, enter Already owns airpot
  4. Select Branch 1. In Display name, enter Owns airpot.
  5. Select Add condition
  6. Select Make condition on attribute.
  7. In Choose an attribute, search for and select Description (description) under Contact.
  8. Change the value from Equals to Contains.
  9. In Value, enter Airpot.
  10. Return to the journey designer. Select the plus icon (+) under Branch 1.
    • Select Email.
    • In Select email, choose Upgrade Airpot Email.
  11. Select the plus icon (+) under the Send an email tile.
    • Select Wait for trigger.
    • In Choose a branch condition type, select Previous message gets an interaction.
    • Select the Branch 1 arrow.
    • In Choose a trigger, select Email Link Clicked
    • In What’s the time limit?, enter 10 and select minutes.
  12. In the Yes path, select the plus icon (+).
    • Select Task in the Activities section.
    • In Choose a template, select Follow up with customer.
    • Subject and Assign to will fill automatically.
    • In Due after enter 2, then select weeks.
  13. In the No path, below the Email Link Clicked inside the If/then branch, select the plus icon (+).
    • Select Send an email.
    • In Select email, choose Smart Machine Campaign Reminder.
  14. Return to the journey designer and locate the Attribute tile. Now we will configure the No branch to send the third email to customers who do not already own an Airpot.
    • Select the plus icon (+) under Other.
    • Select Email.
    • Under Select Email, select Smart Machine Campaign Reminder.
  15. Select Save to save the journey.
  16. Review the journey and make any final changes.
  17. Select Publish and wait for the journey to publish.