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Customer Journeys

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Posted on by 202

During a journey, our goal is to have our customers register on our portal. How can we tell that they have registered and get them out of the journey? We know that once the contact record has a security stamp or username, they've registered.

  • Suggested answer
    Petit Hibou Profile Picture
    Petit Hibou on at
    RE: Customer Journeys

    Hi Lori,

    yes, there are 3 event management security roles (you can find more here).

    You will need an Event Planner role assigned

    BR

    Elena

  • Lori J Profile Picture
    Lori J 202 on at
    RE: Customer Journeys

    TY That makes sense I don't have access to the event section yet no wonder....LOL

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Customer Journeys

    Hi Lori,

    You could create a customer journey like screenshot below:

    2112.JPG

    Send an invitation marketing email to your customers, nest an event tile under marketing email tile.(By dragging the tile directly)

    Detect whether customer registered event with trigger tile.

    If some of customers have registered, they'll be passed to positive path, there isn't any tile following the path.(Due to at least one tile is required to be added to positive path, we could add a schedule tile to the path, but not to do more actions.)

    Regards,

    Clofly

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