Create a Journey

Navigate to Journeys

Click on “Create Journey”

Provide a name - Your initials - Abandoned Application. Click Ok.

Under Events, drag the CreditCardApplicationStarted event to the canvas.

Now just because there are a lot of us building the same journey, let's filter to include only your profile record. We can do this using a condition. Drag a condition activity to the canvas.

Click to Add an expression on the condition properties. Search for email field in ExperiencePlatform/ProfileFieldGroup/profile. Add a condition that the email equals the customer email address you've been using for the lab.

Now drag the CreditCardApplicationSubmitted event to canvas. In the Event properties, tick the Define the event timeout checkbox, set the wait time to 5 mins and tick the Set a timeout path. Click Ok.

Under Actions, drag an Email node onto the timeout branch. Add a label Reminder Email and select the Email Surface that is available. Then Click on Edit Content

Add a subject line and click on Open Email Designer blue bar or Edit email body button

Go to saved templates tab and select the template you created in the last exercise OR the pre-existing Secure Financial Template

Let's personalise the email using offers based on which credit card they were interested in. Pull an Offer Decision block into your content. Then click to Add to select an offer decision.

Select Email Image for the Placement and select FSI - Credit Card Offers decision. Then click Add.

You can flick through the different offer variations from the right panel

Click to Save your email content

Now click the back arrow twice to return to the journey

Click Ok on the email properties once you're back in the journey

Click to publish the journey

Confirm to publish in the popup. Your journey should now be Live

Go back to the demo website and start a Credit Card Application form. Sending this event will trigger the journey and you should receive your email after 5 mins.

You can check the journey reports to see if your journey was triggered. Click View report.

Switch to Last 24 hours report

After 5 mins, refresh the report and you should see your profile has progressed passed the submit timeout and to the email activity.

Your email will arrive at our shared mailbox and will be shown on the screen at the front.