Basic Welcome Series
Goal: Introduce new subscribers to your brand- Immediate welcome with incentive
- Follow up with product discovery
- Close with urgency
Engaged vs Non-Engaged
Goal: Different paths based on engagement- Reward clickers with gratitude
- Give non-clickers extra incentives
- Multiple chances to convert
VIP Recognition
Goal: Identify and treat high-value customers differently- Immediate personalization
- VIPs get better offers
- Simpler journey for new customers
Product Education
Goal: Teach customers about your product over time- Triggered by purchase, not signup
- Increasing sophistication over time
- Natural transition to upsell
Re-engagement
Goal: Win back inactive customers- Escalating offers
- Multiple touchpoints
- Know when to stop
Event-Based (Abandoned Browse)
Goal: Follow up after website visit- Quick follow-up (4 hours)
- Product-specific messaging
- Creates urgency
Geographic Segments
Goal: Region-specific content- Personalized by location
- Local store promotion
- Different messaging strategies
Quick Tips
Start with templates
Start with templates
Use these examples as starting points. Customize for your brand and audience.
Test before full launch
Test before full launch
Run journeys on a small segment first. Check that steps work correctly.
Monitor and optimize
Monitor and optimize
Review step-by-step performance. Improve underperforming messages.
Keep it simple
Keep it simple
The best journeys are often the simplest. Start small and add complexity as needed.
Journey Planning Template
When designing a new journey, answer:- Who enters? (Trigger conditions)
- What’s the goal? (Click, purchase, engagement)
- How many messages? (3-5 is typical)
- What’s the timing? (Hours, days, weeks)
- Any branching needed? (Behavior-based paths)
- How does it end? (All paths reach exit)