In this article, you will learn how to create customer journeys for the Email Marketing, SMS, and WhatsApp channels using Journey Facilitator along with the end to end overview of the steps required to set up your Journey. Follow these steps to create, deploy and analyze your journeys in Sprinklr.

Journey Facilitator workflow

1. Importing leads into Sprinklr

   Gather valuable leads by importing contacts using Audience Profiles into Sprinklr. Email Marketing, SMS and WhatsApp Profiles can be bulk imported into profile lists. To know more about targeting for these channels, click here.

2. Audience Segmentation

   You can create Audience Segments for more granular Targeting. You can segment the audience based on different attributes such as Client Profile List, Partner Profile list or any other Profile Custom Field, in the Segment Manager.

3. Create an Asset

   Create an asset by choosing the desired template type, for Email, SMS and WhatsApp to be sent to the potential leads in Digital Asset Management.

4. Create Journey from Journey Facilitator -

   Strategize and create the journey in the Journey Facilitator using the journey builder and then Deploy it.

   1. Click the New Tab icon. Under the Sprinklr Marketing tab select Marketing section, click Journey Facilitator within Publish.

   2. Click Create Journey in the top right corner.

      

   3. On the Create Journey window, provide basic information such as
      Journey Name - name of the journey.
      Add to Campaign - choose a relevant campaign that you already have in Sprinklr or learn how to create a new one here.
      Audience - choose the one you have created from the Audience Segment Manager.
      Share Settings details - Share the Journey visibility with the relevant users or user groups.
      Under the Message Delivery Settings section add a rate limit to be used to send out the messages - for example 500 Per Minute.

   4. Click Save and proceed at the bottom. You will be redirected to Journey Builder. 

   5. On the Journey Builder window, click on the ‘+’ icon to initiate the journey and choose the action Send Message to be sent to the customer segment that you have chosen in the Audience Profile.
      To learn about the other actions in the Journey Builder, click here.

   6. Select the SMS/Email Marketing/HSM Asset created earlier and press Next.

      

   7. On the Select Account window, choose the account from which you want to send the message to the customer segment and click Save.

   8. After adding the desired actions in the Journey Builder, select End Event. The journey will end here.

   9. Click Save & Deploy at the bottom and the journey message selected will be sent to the customer segment. You can also click Save as draft in case you want to make the changes later.

5. Reporting

Analyze the message delivery and other metrics within the Reporting dashboard. Learn more about Journey Reporting here.