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Customer Insights - Journeys forum

Customer Journey: Record Updated Tile

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Posted on by 15

Can you start a customer journey with a record updated tile? If so, how would you do this?

  • Magesh Babu Profile Picture
    15 on at
    RE: Customer Journey: Record Updated Tile

    Hi Megan,

      I had the same requirement, I tried to start journey with Record updated tile and it never worked for me. The customer journey is live and I created a new lead and it never attached the contact to the journey. Any suggestions?

  • Suggested answer
    megcda Profile Picture
    2,192 on at
    RE: Customer Journey: Record Updated Tile

    Hi kfaradie,

    Yes, you can start a customer journey with the record updated file.  You need to make sure to fill in all of the properties and the record tile has to key back to contact in order for them to be added to the journey.  You can also use both a segment and a record in a journey if you wish, it will combine the audience of the two.  Here is a sample of a simple email journey that has the contact added to the journey when the contact is created on a lead record.

    RecordTileCustomerJourney.png

    Good luck!

    Megan

    If this answers your question, please mark as Verified!

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