Person Journey Building
In this exercise we'll create a person journey targeting people that have filled out a web form requesting more information about Engage360, a customer onboarding and success platform.
Goal: build the framework for a journey that incorporates multiple splits and activations based on buying group composition and customer preferences
Use Journey Agent
Journey Agent Prompt
Create a person journey that starts with the Request for Information audience. Split the journey into two paths based on buying group completeness. The first path should filter for 100% completeness and the second path should be all other people. The others path should be open ended. The 100% complete path should split paths again by buying group roles. The roles are influencers and all other roles. The influencer path should listen for a demo request event and then either send an email if the customer's preferred channel is email or request a Marketo campaign. Add a timeout to the influencer path after demo request event.
Try It Yourself
There are many actions you can program into a person journey. Try using some of the actions below.
Complete the Person Journey Build
Start a Journey
Select a Profile audience or an Event audience
Take an Action
Action | Description |
|---|---|
Add to external customer audience | Add a person to a Customer Audience that is used for activation outside of AJO B2B Edition (eg LinkedIn, Target) |
Add to Marketo list | Add a person to an existing list in Marketo Engage |
Add to Marketo request campaign | Add a person to an existing Marketo Engage campaign that is designed to activate from outside of Marketo via the Campaign is Requested Trigger |
Person Interesting Moment | Create a customized, detailed event or comment that can be surfaced to sales team or other marketing staff via Marketo Sales Insights |
Remove from Marketo list | Remove a person from an existing list in Marketo Engage |
Send email | Send and email |
Update person profile | Update a contact or lead profile profile |
Listen for an Event
Event | Description |
|---|---|
Person profile changes | Listen to changes made to specific attributes to a person's profile. Attributes are limited to those exposed to the journey builder. |
Lead Operation Score Changed | Listen for a profile score change |
Media downloaded content | Listen for a media download event |
Demo Request | Listen for a demo request via form fill |
Web Form Filled Out | Listen for a specific form fill event |
Web Page View | Listen for a specific web page view event |
Wait
Configuration | Description |
|---|---|
Type | Duration or Date |
Duration | A whole number representing minutes, hours, days, weeks or months. |
Period | A period of time that is specified as minutes, hours, days, or months. |
Must end on | A toggled configuration that allows the user to specify when a wait ends for individual profiles. (eg any profile stopped a wait step may progress after Tuesday at 8:00 AM. PDT. |
Split Paths
Filter Type | Description |
|---|---|
Custom Objects/Special Filters | Person has an account relationship or is a member of a specific buying group |
Person Attributes | Attributes that pertain specifically to the person profile |