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How to create recurring journey for welcome email to new customers; how to set up segment based on their new account

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Posted on by Microsoft Employee

I need to welcome new customers with an email as they become customers, based on the fact that they now have an JDE account. How do I set this up and set up the segment? 

I guess it would be a Recurring 1 time, and ent every 7 days, to new customers entering the Dynamic segment?

Any example would help. Thanks 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to create recurring journey for welcome email to new customers; how to set up segment based on their new account

    Thanks for your reply Nya. JDE is an account created. I only want to welcome newly created account. I thought of using those who have not yet received my welcome email. so would this be right? yes about no need for a recurring journey. Makes sense

    pastedimage1652960843270v1.png

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: How to create recurring journey for welcome email to new customers; how to set up segment based on their new account

    Hi,

    It does not need to be set as recurring journey.

    Once the journey is started, the contacts enter the segment will be processed until the end time of the journey.

    And I'd like to know what does the "JDE account" mean in your environment.

    If it is the name of an account record, the segment should be something like:

    pastedimage1652952598516v1.jpeg

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