---
title: Creating the journey
slug: lab-fsi/creating-the-journey
docTags: 
createdAt: 2024-01-09T15:12:09.972Z
---

# Story so far

The customer is near a SecurFinancial branch and has consented to location sharing. You now build the journey that detects their proximity, identifies available financial advisors, and sends a push notification inviting them to book a consultation at the branch.

# Creating the journey

To get an overview of all journeys in Adobe Journey Optimizer:

- In the menu on the left side, under **Journey management**, click on **Journeys**. You will see an overview with all existing journeys.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/Co45-WHfePJ8A8-I153mO_image.png)

## Structure

The journey flow is:

- detect when the customer is near a Secur Financial bank.
- Check if the customer could be interested by an appointment with an advisor.
- If yes, make an API call to retrieve an available advisor
- If yes, send a push notification to the customer about this live proposition.

## Create new journey

- Click on **Create Journey**.
- Select **Create from scratch **and click **Confirm**. 

You'll be taken to the **Journey canvas** with the journey properties opened.

- Set the **name** to `[{{LASTNAME}}] Experience - Enter bank`.
- Set the **re-entrance wait period** to `1 Day`. This prevents the journey from triggering multiple times a day for the same customer.
- Leave the other parameters with the default values.
- Click **Ok** to save and close the properties.

### Event trigger - Location entry

The journey must be triggered when the user enters the geofence of a point of interest (POI). 

1. From the Events tab, choose the event **BankEntry** and drag it onto the canvas.
2. Set the label to `Near the Bank Entry`.
3. There's nothing else to configure.
4. Click **Save** to close the menu. 



![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/QFSItyjGVFCnq0TNHgDWv_image.png)

### Condition

When the customer enters the Point of Interest (POI), the first thing to check is to determine if the customer could be interested by an appointment.

- From the **Orchestration** tab, choose **Optimize** and drag it onto the empty circle on the canvas.
- Click on the activity to open the detailed view.
- Set the **Label** to`Last Bank Appointment and CLV`.
- Put **Method** as `Targeting rul`.
- Click on **Targeting rule settings**.
- Then on **Add Rule **and Create **Rule**.
- On the left side, search for `lifetimeValue`, find the **field** and drag it to the right side.
- Set the operator to `greater than`.
- Set the value to `500`.
- Click on the tree dot and **Add container**.
- On the left side, search for `appointment`, find the **field** and drag it to the container.
- Set the operator to does not exist
- On the left side, search for `appointment`, find the **field** and drag it to the container.
- Set the operator to `Before`
- Set the value to `6 month`.
- Click **Ok** to save the expression. 
- Click **Save**.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/gmlD4CaRYBuOe7bnJL81T_image.png)

### Custom action

Before sending a communication to the customer, you want to be sure an advisor is available. This prevents you from sending a message to the customer if there are no advisor available. This is done through custom action. 

- From the **Actions** tab, choose the **GetAdvisorAvailability** action and drag it onto the empty circle on the canvas on the **Yes** branch.
- Scroll down to query parameters.
- Click on the textfield.
- Search for **poiID **and select the respective checkbox. 
- Click **Ok.**
- Scroll up and click **Save**.

Your journey should look like this:

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/wc375P0ixfYAp481wTcpe_image.png)

### Push Notification

The final step is to send the push notification.

- From the actions tab, choose **Action** and drag it onto the empty circle on the canvas on the **Yes** branch.
- Choose **Push** Action Types
- Click **Add**.
- Set the **label** to `Time for a conversation` ?
- Click on **Configure Action**
- Select **pushMessages **from the push notification drop down
- Click on **Edit content **to start designing your push.
- Set the **title** to `Time for a conversation?`
- Set the **body** to `{{profile.person.name.firstName}}, would you have time to talk with {{profile._demopotemea.individualCharacteristics.fsi.financialDetails.customerRelationship.financialAdvisor}}, your financial advisor?`



Your screen should look like the image below: 

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/58i3O0UG52u8ppto0AEpv_image.png)

- Navigate out of the designer by clicking the arrow in the top left.
- Click **Save** to close the Push message detail panel.



The journey is now finished.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/GkYds5OyklSCB_tTjbtSv_image.png)