Table of Content
- Content of Journeys
- Journey Settings
A Journey consists of one or more events and a shared audience. It normally has a theme such as “onboarding”. Once journeys are set up with targeting and scheduling, everything runs automatically, making it easy to engage consultants with no additional work!
Click on “Journeys” on the Dashboard.
Content of Journeys
Journeys contain mainly two parts.
1. Touchpoints :
A Touchpoint is a single outbound message or action. Touchpoints are generally scheduled relative to important dates in a consultant's life cycle, such as "start_date". These can be sent internally or externally in the form of SMS, E-mail, or surveys.
After creating Journey, click on Message Touchpoint.
Select the type of touchpoint you want to create and Click Save and Continue.
Further, each touchpoint contains Basics, content, and scheduling.
Contains Basic information about touchpoints like the type of content(Category), owner of the content (Sender), heading of content (Touchpoint Title), whom this touchpoint is for (Send to), and Alert Emails.
This information is different for SMS and Email Touchpoints.
For the Email touchpoint, Basics information contains the below details. It contains content type, Sender name, Sender Email, Email Subject, Send to, CC, BCC, Add attachments section, and Alert Emails.
Contains the actual message to be sent to the target audience. The type of content should be selected as the first step of creating a touchpoint. There are few types of content available. They are SMS/Email Basic, SMS/Email Survey, SMS/Email Recruiting chatbot & Duplicate touchpoint.
Contains the date and time message to be sent to the candidate. Here you can precisely set the date and time by using the options available.
Please take a look at the chapter Scheduling touchpoint for more details.
An Audience is a group of consultants set to receive events from a certain journey. The audience can be everyone on Sense or a small group. Audience filtering is a powerful way to ensure that the right people get the right messages at the right time.
This also determines who is eligible to receive Touchpoints depending on the journey type created. Starting from the full list of available record types, you can add rules to narrow down to a specific subset.
Here you can add contacts to Journey to whom we plan to send the touchpoint message/E-mail.
You can add contacts using the following methods.
1. Create a new list: Link a new list to this journey. You can select an audience, lifecycle stage, and rules to specify your target audience. These lists created here will also be available for future use in the People>List Tab.
2. Pick and link existing lists: Include/exclude multiple lists to specify the target audience. These lists can be created earlier in the People>List Tab.
If you would like more information, refer to How to Use a List.
Whenever contacts are added to your ATS database, this journey’s audience will be automatically updated to include any new records that match these audience rules. Also, if any contacts are changed in your ATS database so that they no longer match these rules, they will be automatically removed from this audience.
You can add audiences to the lists by different types of audience rules.
You can include all the contacts from your ATS by clicking the check box.
The option to import Bullhorn Tearsheets is available with our Click-to-Sync Tearsheets feature.
If your audience is under 10,000 records, you can click 'Export CSV' to download a CSV file of your journey’s audience. The columns will be based on the variables being used in your Journey’s Touchpoints.
Click on 'Export CSV'
Click on ‘Okay’ on the 'Request Successful' window.
Once the report is ready, ‘Report ready’ window will open.Click on ‘View reports’
It will redirect you to Settings>Reports where you can download your CSV file of audiences.
Click on ‘Download Report’, which will download the report as a CSV file. The report list shows recently as the first.
Viewing a Journey's Audience
Your audience will display based on the record type of your journey and you can navigate between pages to view the full audience.
3. Journey Settings
You can navigate to Settings and select the Brand to apply the settings of these brands to Journey. You can also select the permission to user group to view or change these settings.
4. Journey Analytics
You can view the analytics of the Journey by navigating to Analytics in the Journey page.