strike like lightning
What is Salesforce Journey Builder and Why Marketers Use It
strike like lightning

What is Salesforce Journey Builder and Why Marketers Use It

6 min read

Table of Contents

Nowadays, the market is full of different products and services. To stand out from the crowd, you need to provide an excellent customer experience and take into account your prospect's needs and expectations. According to Salesforce’s State of the Connected customer report 2019, 66% of customers are willing to pay more for a great experience. It’s an excellent point for you. Map out a holistic, automated customer journey in Salesforce Journey Builder and be always in touch with your audience via different marketing channels.

From this article, you’ll learn about Salesforce Journey Builder and what its benefits you can use to increase customer satisfaction. You’ll discover the difference between Salesforce Journey and Automation Studio. Moreover, you’ll get a comprehensive guide on how to build an efficient journey, and thus to retain customers easily and quickly.

What Is Salesforce Journey Builder?

what is salesforce journey builder

Salesforce Journey is one of Salesforce Marketing Cloud’s integrated tools for improving customer relationships. It’s a marketing automation solution for building consistent 1-to-1 customer journeys based on the data modelled in the Marketing Cloud.

Do you want your customers to download the app? Or, do you want them to make purchases successfully and not to leave abandoned carts? Then, Salesforce Journey Builder is here for your needs.

Track customer behaviour and boost your digital marketing across varied channels (email, SMS, Push and Ads). You can create a personalised fast-track communication plans by adding particular items (activities) from the Journey Builder’s panel in a drag-and-drop way.

Also, it’s possible to set the goals and control whether or not customers actually meet those goals, whether or not they stay in the journey and continue to the end, or they’re ejected on a particular step. Besides, you can pull in audience decision splits and specify wait times between journey’s steps.

Difference Between Journey Builder and Automation Studio

Both Journey Builder and Automation Studio are useful tools available for Marketing Cloud users to do multi-step marketing and data management activities. It’s important to understand the difference between them and the unique options of each of them. Let’s determine how you can use Journey Builder vs. Automation Studio, and how they can work together.

Automation Studio is a marketing tool focused on extract, transform or load ETL capabilities. On this platform, you can import, enrich and segment your data from any external source, and build simple or multi-step automations.

Also, you’re allowed to manage recurring processes, such as SQL queries, weekly reports and simple email campaigns. In addition, it’s possible to build advanced segmentation (using advanced SQL queries and data filters) and form the contact lists for the custom journeys.

You can send marketing messages via multi channels using both Journey Builder and Automation Studio. But, in turn, with Journey Builder, your opportunities are wider. The key differences between Journey Builder and Automation Studio are:

  • In Journey Builder, you can track user behaviour in real-time and on an individual basis. In turn, in Automation Studio you should wait until a batch is automatically finished processing at a specific time.
  • In Journey Builder, it’s possible to use event/ action triggers to choose the way to respond to a customer (email, SMS, etc.). In Automation Studio, you can create a fixed path for your customers regardless of their actions and engagement level.
  • You can set goals and view built-in goal reports in Journey Builder, while Automation Studio doesn’t offer such an option.

As customers prefer a personalised approach during their interaction with a company, it makes sense to combine capabilities of both Journey Builder and Automation Studio. For example, in Automation Studio, you can create complex audience segmentation using the data from multiple sources and use it in customised journeys in Journey Builder.

How to Build a Journey in Journey Builder

how to build journey in salesforce journey builder

Journey Builder has a reputation as a user-friendly tool with easy configuration. First of all, you need to add a title and description of the journey. You can create a customer journey in two ways: using a pre-made Journey Template or building your own path from scratch with the help of Journey Builder’s activity items.

Journey Builder’s dashboard consists of two blocks: Entry Sources and Activities. Pick the entry source for a particular journey and enrich your customer journey with engaging activities according to your purposes. Check out the list of available activities below: (the tab)

https://docs.google.com/spreadsheets/d/1nN2-Qj9R1bh9PzwmQECRzQc8p-VK-d-vyo-xddJd8oA/edit?usp=sharing

Finally, using the Journey Builder toolbar, you can manage the journey you’ve created. It’s possible to set a goal, define exit criteria, save, test, activate journey and much more.

How to Enter Prospects Into a Journey

Your prospects can be entered into a journey via one of the 6 entry sources:

  • Data Extension - You’re allowed to select a sendable data extension and admit contacts into a journey.
  • API Event - You can set up an API that admits users into a Marketing Cloud journey.
  • CloudPages - Use Salesforce Marketing Cloud hosted forms to admit Marketing cloud contacts into a journey utilising the CloudPages Form Submit Event
  • Audience entry - Select one of the Audience Builder audiences available in your account to admit contacts into a journey.
  • Salesforce Data - Enter your Salesforce contacts into the journey by following the instructions.
  • Event (being phased out) - Select this source in case you want to put contacts into a journey based on their behaviour (e.g. a customer purchases a product, a contact signs up for a newsletter, a user provides his review).

Pro Tips For Using Journey Builder

pro tips for salesforce journey builder

Start with a simple journey. If you’re a newbie user of Journey Builder, it’s recommended to create at first like a thank you follow-up email or a happy birthday message. Also, it’s better to use simple options at first, e.g. the Welcome Sequence or Timed Waits before extending to Decision Splits.

On the other hand, you can turn to a Salesforce development and consulting company to get professional help with it. Magicforce is one of such companies. They provide high-quality services focused on the technical side of Salesforce.

Plan your journey on paper and prepare all necessary data and content. Before creating a real journey it matters to map your journey visually. In such a way, you can structure your journey and include all the needed steps. Moreover, collect the information that will be used in the journey.

Test your journey. When a final version of your journey is ready, it’s recommended to clone it before activating. Then, test your plan and improve if necessary. Also, it’s important to check time settings and avoid conflicts between data updates and automation.

Save your time and use copied activities. Create a “Copied Activities Clipboard” in the Journey Builder panel and drag the bundle of icons on the canvas to create your customer journeys. This option allows you to decrease your time to design a plan from scratch.

No autosave option. Journey Builder doesn’t provide autosave. So, remember about it and save your journey in the process.

Use the Goals feature to measure journey performance. It’s a great opportunity to gather performance metrics and analyse how to interact and convert potential customers.

Remove prospects easily. Using the Exit Criteria option, you can exclude a prospect from the journey, e.g. if their status changes or they become a cold lead.

Salesforce AppExchange 101

Summary

Creating a positive customer experience is the number one priority. Managing customer experience has to be your main task. With Salesforce Journey Builder, you’ll be able to build both simple and complex customer journeys, thus improving customer retention and satisfaction, cross-selling and up-selling.