So you've built an awesome customer journey... what's next? Adding some users, of course! Adding eligible users to journeys lets you automatically send relevant messages to the right customers, make user profile updates, and keep your business intelligence tools up to date. Here's how to get users going through your journeys.
In this article
Options for adding users to journeys
All of the options for adding users to journeys can be found in the Start tile.
How to add users from a single entry source
- Open one of your journeys, or create a new one.
- Double-click the Start tile to open its settings menu.
- Click the Entry source dropdown and select the entry source you want to use.
- Click Update to save your changes.
- Save and publish the journey.
NOTE
In journeys that use the Subscribe to List entry source, we recommend waiting five minutes after you turn on the journey before adding users to the associated list. This helps ensure that the journey has enough time to update and monitor for the subscription event, so all users are successfully added to the journey. To learn more, see Journey Setup: The Start Tile.
How to add users from multiple entry sources
In some cases, you may want to use the same journey for multiple, similar groups of users. For example, let's say you have a journey called "Brand Promoter Journey" and you want to add all of your users who either left a positive review or referred a friend.
Currently, you can only select one entry source in the Start tile of a journey, but there is a way to add users to a journey from two or more different sources.
To do this, you'll build and connect three journeys: the main journey (the one you want to add users to from multiple sources), then two secondary journeys that add users to the main journey when an event or update occurs.
Step 1: Set up the main journey
- Open or build the journey that you want to add users to from multiple entry sources (for example, "Brand Promoter Journey").
- In the Start tile, select the Other journey entry source.
- You'll see a "No journeys linked yet" warning. (We'll fix that in a later step.)
- Save the journey draft.
Step 2: Set up the first entry source journey
- Open or build a second journey.
- In the Start tile, select your first desired entry source (for example,
a custom event called
leftPositiveReview
). - Drag a Send to journey tile onto the canvas, and connect it to the Start tile.
- Configure the Send to journey tile to send users to the main journey.
- Save the journey draft.
Step 3: Set up the second entry source journey
- Open or build a third journey.
- In the Start tile, select your second desired entry source (for example,
a custom event called
referredFriend
). - Drag a Send to journey tile onto the canvas, and connect it to the Start tile.
- Configure the Send to journey tile to send users to the main journey.
- Save the journey draft.
Step 4: Publish and turn on all three journeys
Once you've linked and published all three journeys, any users who get either
the leftPositiveReview
or referredFriend
field added to their user profile
will be sent to the Brand Promoter Journey. Any transactional data from the
triggering events will also carry over into the main journey and can be accessed
there.
Questions?
For help troubleshooting one of your journeys, see Journeys: Frequently Asked Questions or reach out to Iterable Support. See Working with Iterable Support.