{"id":29040,"date":"2022-05-12T08:17:42","date_gmt":"2022-05-12T08:17:42","guid":{"rendered":"https:\/\/emizentech.com\/blog\/?p=29040"},"modified":"2024-03-26T09:05:48","modified_gmt":"2024-03-26T09:05:48","slug":"salesforce-marketing-cloud-journey-builder","status":"publish","type":"post","link":"https:\/\/emizentech.com\/blog\/salesforce-marketing-cloud-journey-builder.html","title":{"rendered":"Salesforce Marketing Cloud Journey Builder: How To Guide"},"content":{"rendered":"\n<p>Automating your marketing can reach your customers and help them with quicker, better, and expected responses.&nbsp;<\/p>\n\n\n\n<p>Journey Builder provides you with everything you need to attain these objectives easily.&nbsp;<\/p>\n\n\n\n<p>Today, we will focus on the Salesforce Journey Builder tool that manages customer journeys.&nbsp;<\/p>\n\n\n\n<p>Let you know that the customer journey is a process that facilitates the consumers or customers to interact with a brand, organization, or company. Marketing teams aim to offer the most satisfying customer journeys to catch up with their target audiences and attract them to build s relationship that goes ahead of purchasing a specific product or service.&nbsp;<\/p>\n\n\n\n<p>And here enters Journey Builder, which smoothens the way for crafting personalized and multi-channel journeys at all the stages of the customer&#8217;s relationship with the business.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Difference between Salesforce Journey Builder and Automation Studio<\/h3>\n\n\n\n<p>The Automation Studio in <a href=\"https:\/\/emizentech.com\/salesforce-marketing-cloud.html\">Salesforce Marketing Cloud<\/a> allows for some simple email automation, but its main purpose is to automate admin and data management tasks like importing files and transferring data.<\/p>\n\n\n\n<p>Journey Builder, on the other hand, is intended for the creation of one on one&nbsp;personalised journeys for prospect communications.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is Salesforce Marketing Cloud Journey Builder?<\/h2>\n\n\n\n<p>Salesforce Journey Builder is an intuitive marketing tool that allows you to interact with your customers across multiple channels on a 1-to-1 customer experience platform.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Salesforce Marketing Cloud Engagement: Journey Builder Demo | Salesforce\" width=\"770\" height=\"433\" src=\"https:\/\/www.youtube.com\/embed\/fG4kW710cI0?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Journey Builder is a user-friendly tool and its main function is to drag and drop the most common actions so that you can tailor the customer journey to your goals. Those personalized and multi-channel processes can be as straightforward or complex as you like \u2013 from a simple confirmation email after purchase to complex follow-up and retargeting campaigns to secure customer loyalty.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"375\" src=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image6-1024x375.png\" alt=\"image6\" class=\"wp-image-29047\" srcset=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image6-1024x375.png 1024w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image6-300x110.png 300w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image6-768x281.png 768w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image6-1536x563.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>It is the only part of the Salesforce Marketing Cloud that allows you to easily and visually automate multiple marketing channels in one place, such as email and SMS.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Without Journey Builder:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Emails are created and sent within Email Studio.<\/li>\n\n\n\n<li>SMS campaigns are created and sent in Mobile Studio.<\/li>\n\n\n\n<li>Ad activity is set up and activated in Ad Studio.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"476\" src=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image7-1024x476.png\" alt=\"image7\" class=\"wp-image-29048\" srcset=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image7-1024x476.png 1024w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image7-300x139.png 300w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image7-768x357.png 768w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image7-1536x713.png 1536w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image7.png 1589w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Salesforce Marketing Cloud Journey Builder Entry Source<\/h3>\n\n\n\n<p>Through Journey Builder entry source we can create a journey for customers entering point. Journey builder has six entry sources and every journey has to include an entry source.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Data Extension&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/li>\n\n\n\n<li>API Event<\/li>\n\n\n\n<li>Audience<\/li>\n\n\n\n<li>Cloud Pages<\/li>\n\n\n\n<li>Salesforce Data<\/li>\n\n\n\n<li>Event<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"437\" height=\"567\" src=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image5.png\" alt=\"image5\" class=\"wp-image-29046\" srcset=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image5.png 437w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image5-231x300.png 231w\" sizes=\"(max-width: 437px) 100vw, 437px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">Journey Builder Activities<\/h3>\n\n\n\n<p>Journey Builder activities involve messages, decisions, updates, or a combination of these elements, which are drawn on a travel maker canvas. In a multi-stage journey, the activities you configure affect each contact until they reach a goal or end of the journey.<\/p>\n\n\n\n<p><strong>Message activity:<\/strong> This includes email, SMS, push notifications, or any other form of content sent to your contacts.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"437\" height=\"555\" src=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image9.png\" alt=\"image9\" class=\"wp-image-29050\" srcset=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image9.png 437w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image9-236x300.png 236w\" sizes=\"(max-width: 437px) 100vw, 437px\" \/><\/figure>\n<\/div>\n\n\n<p><strong>Flow Control Activities:<\/strong> Flow control activities are how you manage your contact experience throughout the journey.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"356\" height=\"719\" src=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image8.png\" alt=\"image8\" class=\"wp-image-29049\" srcset=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image8.png 356w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image8-149x300.png 149w\" sizes=\"(max-width: 356px) 100vw, 356px\" \/><\/figure>\n<\/div>\n\n\n<p><strong>Customer Update: <\/strong>This activity prompts the Marketing Cloud system to update the contact information in the data extension.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"442\" height=\"221\" src=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image2.png\" alt=\"image2\" class=\"wp-image-29043\" srcset=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image2.png 442w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image2-300x150.png 300w\" sizes=\"(max-width: 442px) 100vw, 442px\" \/><\/figure>\n<\/div>\n\n\n<p><strong>Sales and Service Cloud Activities:<\/strong> Use these activities within Journey Builder to interact with the Salesforce Sales and Service Cloud. These activities are available only to accounts that have the Marketing Cloud Connector installed.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"450\" height=\"495\" src=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image1-1.png\" alt=\"image1\" class=\"wp-image-29042\" srcset=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image1-1.png 450w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image1-1-273x300.png 273w\" sizes=\"(max-width: 450px) 100vw, 450px\" \/><\/figure>\n<\/div>\n\n\n<div class=\"wp-block-cover gb-block-cta\" style=\"padding-top:2%;min-height:13em;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-100 has-background-dim\" style=\"background-color:#ffddc5\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-center has-text-color\" style=\"color:#32373c;font-size:32;line-height:1\">Improve Your Business ROI with Salesforce<\/h2>\n\n\n\n<p class=\"has-text-align-center has-text-color\" style=\"color:#32373c;line-height:1\"><strong>Hire Salesforce Developers<\/strong><\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-font-size gb-block-button\" style=\"font-size:20px;line-height:1.2\"><a class=\"wp-block-button__link has-text-color has-background wp-element-button\" href=\"https:\/\/emizentech.com\/enqiry.html?utm_source=blog&amp;utm_medium=gb&amp;utm_campaign=marketingcloudjourneybuilder\" style=\"border-radius:5px;color:#ffffff;background-color:#000000;padding-top:10px;padding-right:1em;padding-bottom:10px;padding-left:1em\">Get Started<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Journey Builder Settings<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Contact Entry<\/h4>\n\n\n\n<p>Contact entry mode decides whether the contact is eligible to enter the journey. Journey Builder offers three entry options to define when contacts can enter the journey.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"333\" src=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image4.png\" alt=\"image4\" class=\"wp-image-29045\" srcset=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image4.png 500w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image4-300x200.png 300w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image4-270x180.png 270w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image4-370x245.png 370w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Default Email Address and Mobile Number:<\/h4>\n\n\n\n<p>Set a default email address and mobile number for each contact before messaging on the go.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"770\" height=\"426\" src=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image3.png\" alt=\"image3\" class=\"wp-image-29044\" srcset=\"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image3.png 770w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image3-300x166.png 300w, https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/image3-768x425.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">Goals in Journey Builder<\/h3>\n\n\n\n<p>Every goal is to measure the customer actions you want to promote.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Goals as Exit Criteria:<\/h4>\n\n\n\n<p>Goals can serve as exit criteria but are not required. You can configure a goal so that reaching it removes the contact from the journey.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Journey Testing &amp; Validation<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Validate the Journey Components:<\/h4>\n\n\n\n<p>Firstly, Save Journey, then click on validate to confirm that the settings, entry source, activities, goals and exit criteria are set up to work as planned.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Journey Testing<\/h4>\n\n\n\n<p>Use Journey Builder&#8217;s testing features to confirm that Marketing Cloud Journey behaves as expected after activation. You can configure a test to simulate a journey with real contacts, When we use a data extension as the entry source. Classic test mode is available for any entry source.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p>In today&#8217;s mobile-first world, customers interact with hundreds of digital channels at any time. Thus, marketers need to hold a level of connectivity that is unique and assists them in knowing their customers better.&nbsp;<\/p>\n\n\n\n<p>Journey Builder helps meet all such essentials, offering an easy work-map for customer acquisition and targeted marketing.<\/p>\n\n\n\n<p>If you need help with Salesforce CRM then our professional <a href=\"https:\/\/emizentech.com\/hire-salesforce-developer.html\">Salesforce developers<\/a> are always available. Emizentech is a reliable <a href=\"https:\/\/emizentech.com\/salesforce-consulting.html\">Salesforce consulting company<\/a> that has providing Salesforce development services to clients globally.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Automating your marketing can reach your customers and help them with quicker, better, and expected responses.&nbsp; Journey Builder provides you with everything you need to attain these objectives easily.&nbsp; Today, we will focus on the Salesforce Journey Builder tool that manages customer journeys.&nbsp; Let you know that the customer journey is a process that facilitates<\/p>\n","protected":false},"author":39,"featured_media":29065,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[87],"tags":[],"class_list":{"0":"post-29040","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-salesforce-development"},"jetpack_featured_media_url":"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/Salesforce-Marketing-Cloud-Journey-Builder.jpg","featured_image_src":"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/Salesforce-Marketing-Cloud-Journey-Builder-600x400.jpg","featured_image_src_square":"https:\/\/emizentech.com\/blog\/wp-content\/uploads\/sites\/2\/2022\/05\/Salesforce-Marketing-Cloud-Journey-Builder-600x600.jpg","author_info":{"display_name":"Virendra Sharma","author_link":"https:\/\/emizentech.com\/blog\/author\/salesforce"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/posts\/29040","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/comments?post=29040"}],"version-history":[{"count":0,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/posts\/29040\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/media\/29065"}],"wp:attachment":[{"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/media?parent=29040"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/categories?post=29040"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emizentech.com\/blog\/wp-json\/wp\/v2\/tags?post=29040"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}