Studio makes it easy for you to build joyful customer journeys. This article provides an overview of the steps required to build a journey from start to finish.
# In this article
# Required permissions
To view, search, and filter your organization’s journeys, you need the View Journeys, Campaigns, and Experiments permission.
To create, edit, or copy a journey, you need the Draft Journeys, Campaigns, and Experiments permission.
To delete or archive a journey, you need the Manage and Publish Journeys permission.
# Steps for building a journey
# Step 1: Create a new journey
Go to Messaging > Journeys and click New Journey.
Give your journey a descriptive name so you and your team can easily identify it later.
See Creating a New Journey for details about building a journey from scratch. See Generating a Journey with AI for information about using Iterable's Journey Assist to generate one for you.
# Step 2: Set a conversion goal
When you create a new journey, you have the option to identify a conversion goal — an event that represents the action you want users to take as a result of going through the journey. Setting a journey conversion goal applies a specified conversion event to all of the journey's campaigns, and lets you track how well you're meeting your goal.
To learn more, see Setting a Journey Conversion Goal.
# Step 3: Define an audience
The Start tile lets you choose which users are added to a journey (and how many times). Here, you can also define other eligibility criteria using entry rules and entry limits. To learn more, see Start Tile and Defining How Users Enter Journeys.
# Step 4: Define exit rules
Exit rules let you set up always-on checks that remove users at any stage of the journey as soon as they match your specified criteria. (Exit rules are different from filter tiles, which let you check whether users should be removed at a specific stage of the journey.)
To learn more about exit rules, see Defining How Users Exit Journeys.
# Step 5: Add and set up tiles
Now, it's time to build your journey, adding all the steps you want users to go through. To learn about each tile type and how to configure them for your use case, see the following support docs:
# Step 6: Test and publish the journey
Once you've finished adding and configuring your journey's steps, it's a good idea to test that everything is working correctly before you publish. This way, you can detect any potential issues before adding users to the journey.
Then, when you're happy with your journey and confident things are working as expected, make sure you've saved your latest changes, then click Publish to turn the journey on. Eligible users will be added to the journey and start receiving messages from the associated campaigns.
To learn more, see Testing and Publishing Journeys.
# Want to learn more?
For more information about some of the topics in this article, check out these resources:
Support docs