Use the drag and drop functionality to add elements in the builder. Connect the elements together with links and complete the desired journey. 


Here are the key points to remember -


1. Setting up the trigger


Setup the ‘Start’ by selecting the trigger from the right panel. Defining the trigger would mean that you want to run the journey when the particular trigger condition is met. 


For example - 


Trigger on contact added to a list; It means, you want to start a journey when a contact gets added to the selected list in the Mailmodo platform via API, CSV upload or manual addition. 


Or 


Trigger for Specific contacts; It means, you want to manually start journey for a specific set of contacts by enrolling them after the journey is published. 

2. Configuring and Editing the trigger


Once you have selected the trigger, set up the trigger by adding configuration and click on save button in the right panel to add it in the journey. 


For example  - In case of ‘trigger : contact added to a list’, you would need to select the ‘list’ in which the contact will be added and the journey should trigger. 


In case you want to edit the configuration, click on the selected trigger in the journey to open the right panel. Click on the edit button in the right panel and do the required changes. 


Once you are done, click on the ‘Save’ button to update the changes and make it part of the journey. 



3. Adding and Editing ‘Actions’, ‘Delays’ & ‘Conditions’ in the builder 


After setting up the trigger, the left panel would open up to select elements. The left consists of ‘Actions’, ‘Delays’, and ‘Conditions’. You can drag and drop the elements in the builder and set up their configuration in the right panel as done with the selected trigger.



For example - 

You wish to send an email campaign for the selected trigger ‘contact added to a list’. Just drag the ‘send campaign’ card from the left panel and drop in the builder below the ‘trigger card’. 


Connect the trigger link to ‘send campaign’ card as a flow which would mean that - Send a campaign when a contact gets added to a list. 


After connecting the link, click on the ‘send campaign’ card to open the right panel. Select the email template, add the campaign details and click on the ‘Save’ button to complete the configuration. 


Adding Delays and Conditions requires the same flow for connecting the links and setting up the configuration in the right panel.


In case you wish to edit the configuration, click on the actions/delays/conditions card to open the right panel. Click on the edit button in the right panel and do the required changes. 


Once you are done, click on the ‘Save’ button to update the changes and make it part of the journey. 



4. Deleting a configured card in the builder


Deleting a configured card would mean upon deletion, you would lose all the configurations setup in the right panel for that card. 


You can do it by hovering over the card and clicking on the ‘delete’ icon. Confirm the deletion to remove it from the builder. 


To delete a non-configured card, hover on the card and click on the delete icon to remove it from the builder. 


5. Allowing the contacts to enter a journey multiple times


This feature allows you to send cart abandonment emails, post-purchase emails (reorder, recommendation, feedback, etc), or update profile information, etc., as often as the contact qualifies the criteria set in a journey.


In the journey builder, click on the Settings icon on the top right.




Contacts entry to journey will be selected as Only once by default for all the journies. You can select More than once and click Save for the contacts to be able to go through the journies multiple times.



 

For now, there is an upper cap that a contact can be added to the journey at the maximum 50 times in 30 days. 


6. Saving the journey as a Draft and Publishing the journey


Click on the ‘Save as draft’ button to save the journey in draft mode. 



Click on the ‘Publish’ button to set the journey status as Running. It means, the journey is running for the contacts getting added in the journey.






7. Testing the journey


The testing functionality in the journey helps you test all the ‘send campaign’ actions in the builder. Once you add the email you will get all the email campaigns in the ‘send campaign’ actions.

 


8. Pausing, editing and canceling the journey


In the actions column click on the Pause button to pause the journey. Pausing the journey means that it would stop taking new contacts in the journey but the contacts which are already added would complete the journey. 


To edit the published journey, click on the pause button to pause the journey and click on the edit button to open the builder. Update the required changes and click on the Publish button to publish the journey.


Click on the cancel button in the actions column to cancel the journey. Canceling the journey means that it would permanently stop new contacts from entering the journey but the contacts already added in the journey would complete the journey.