How can I market to existing leads in the system and also have new leads dynamically enter? Do I need to use a different entry source (i.e. data exenstion with automation query?) or is there an easier way?
Yes, it's best to use a Data Extension entry source. You can create a Filtered Data Extension from your Lead or Contact object and drag and drop the attributes needed to set this up.
Hello Everyone, I was in the process of designing a cross channel journey which includes all the three channels, such as, Email, Whatsapp and SMS. I want this journey to check the channel preferences of my customers by first sending an email and checking for a few days who opened the email or not using Engagement Split. Now those who do not open the email, I would be sending them a WhatsApp communication and then who do not open the WhatsApp will eventually receive the SMS communication. My major concern is the Engagement Split does not have the feature to select the WhatsApp or SMS to monitor the performance. How can I achieve this to check the engagement on WhatsApp and SMS in the journey builder.
You can give a try with SQL in automation to pull the engagement data for WhatsApp and SMS and can utilize this data for further communication.
Thanks,
Jyotsana
I created a Journey to trigger a confirmation email to send to a people who signed up via a CloudPages Smart Capture Form so Entry Source is the Smart Capture Form. However, after a few tests, the contacts didn't receive the email although all contacts went through the Journey Activity successfully and Journey History showed Completed and no error. I checked all possible errors including personalisation strings etc.. Anyone know why my email didn't reach the contacts?
Are you able to generate preview for those test contacts , who didn't receive the emails.
Hi - I am implementing a journey for Email and SMS in Journey builder and am testing using Einstein STO. It appears to work correctly by adding it to the beginning of the Journey for any Emails that will be sent as part of the journey, however, it ignores all the rules set for the SMS/text part of the journey and instead sent the emails out at 12AM, even with specific guardrails in place. Does anyone know if there is a way to program this correctly so that STO invokes the same rules in the journey for both Email and SMS.
Journey example:
Customer is sent an email at the beginning of the journey [STO set between 9AM-9PM], there is a wait period of 5 days, if the customer does not meet the criteria and does not click the email link, they are eligible to receive the Text.
Point to be Consider :
- Einstein STO Limitations
- Journey Builder Settings
Suggested Workaround :
- Time-Based Wait Steps for SMS
- Custom Logic Using Decision Splits
Thanks
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Has anyone run into the problem of receiving mobile pushes from Journey Builder but with hardcoded links that simply don't work?
I am working on migrating our mobile pushes from the manual Mobile Studio process to the Journey Builder process. Our mobile pushes contain a specific link in our app and the desired functionality is to receive the push, swipe, and be taken directly to that specific page.
In Mobile Studio when we manually configure pushes, they are received and perform as desired.
In Journey Builder, the push is received but in Android tapping/swiping on the push does nothing (the app does not even open) and in iOS tapping/swiping only takes the user to the home page, not to the specified link.
We reviewed our configuration with Salesforce support and they did not notice any issues. The app push was built in Content Builder (not the Email Studio one), and each time we update the app push we create a new Version in the Journey. The journey is active with no errors, and everyone in our test audience does receive the new push. The link doesn't work. We have tried a regular https link, using TreatAsContent, creating a variable and calling the variable, creating a code snippet and using ContentBlockbyId, and nothing works. All of these do work in the manual Mobile Studio.
We have also used an App Push Activity in an Automation instead, but it performs the same way Journey Builder does (Android doesn't open at all, iOS only opens to home screen).
We have also created other Journeys to see if this Journey I am using is just corrupt somehow, but the same problem persists.
Has anyone run into the problem of receiving mobile pushes from Journey Builder but with hardcoded links that simply don't work? I appreciate all help! @* Marketing Cloud Engagement *
Resolution: because we were using a personalization string with a different link for each app push, configuring the link within the push was incorrect. We needed to configure the CustomKey with the variable name defined in the app push (not just the name of the field in the DE).
I work for a wine distributior company and we struggle to get the buy-in from our reps. Many of them are not using Lightning yet and most feedback are complaints and comparisons to previous software. Any advice, initiaves, that could help us to bring the all team on this great and new journey with Salesforce?
Thank you !
Lise
To get your sales reps excited about using Salesforce Lightning, focus on showing how it makes their work easier and more productive. Highlight benefits like faster workflows, mobile access for updating data on the go, and customizable dashboards to track their goals. Share success stories from other reps who’ve improved their sales using Lightning, and involve your team by asking for their feedback and making small changes to meet their needs. Offer hands-on training and show them how Lightning saves time compared to the old tools. Celebrate small wins to motivate them to stick with it!
Thanks,
A. Gobinath
I have a problem with a Journey in Marketing Cloud:
Invalid Relationship field value type
I found information about Id but I can't solve this problem.
Hello @Miriam Santiago A.! were you able to solve it? I'm trying to do this now and I'm getting the same error.
I want to include a contact form on my website so when someone submits it it then goes into my lead records.
However I wanted to know the best free way to do it and which way has the best functionality. For example has a customisable auto response etc.
Thanks, hope you all enjoy the festive time.
this can be easily done with Salesforce.
go to Build > Customize > Leads > Web-to-Lead - click on create Web-to-Lead form, and tdd the fields you want in the form, Make sure to specify the manadatory fields, and all other fields that you want. Then specify the Return URL:
After users submit the Web-to-Lead form, they will be taken to the specified return URL on your website, such as a "thank you" page.
Once done, click on Generate, you will get an HTML code that you can insert in your Web Server.
Note that it is best practice to configure Web-to-Lead alongside:
- Lead Assignment Rules: Build > Customize > Leads > Lead Assignment Rules
- Lead Auto-Response Rules: Build > Customize > Leads > Lead Auto-Response Rules
Lead Assignment Rules is basicaly to assign different leads to different users or even queues based on field value criteria. For example, any Lead with Type = License (this field is inclucded in the Web-to-Lead form), will be directed to a queue called "License Leads Queue).
Lead Auto-Response Rules is to automatically determine which email templates to use when sending auto-response messages to new leads from your website.
Let me know if this helps.
Regards,
Walid
I have a journey where the subscriber key is leadId, in the journey i have a decision split that checks if the lead has placed an order. The logic for the decision split should be something to the effect of
- (lead) isconverted = true
AND
- (opportunity) relatedorder is not null
This would tell me the lead placed an order, however i feel like the decision split wouldn’t know the leads opportunityid in order to check the related order. Is it that intelligent based on the mcc data model? Or do i need to add something else so that it connects the leadId with the convertedopportunityid before checking if there is a relatedorder
Thank you in advance!
Hello @Sherrie Henry,
If the data relationships are created properly, or if you use the default SFDC data model, contact data should be pointing to the correct order without any issues (assuming the contact data pathway selected is also right)
I'm in the process of building a journey based on a triggered send DE.
Contacts will receive a triggered send email separate from the journey, where the information for both the triggered send and for the journey exists in the triggered send DE.
The PK is not the subscriber key, but another value which represents a unique identifier for an event participant... so it's a many to one relationship (many event participant IDs to one subscriber) where each row represents an event participant ID.
Since subscribers can enter the journey multiple times (they can register for multiple events which occur at different times)... what is the best way to set up the entry and data handling for this journey to ensure the event participant IDs only come through one time?
Hello @Patrick Molter,
The journey could be activated with Journey entry settings to be Reentry anytime, along with an automation to populate the entry data extension. This automation extracts data from Triggered DE, and populates into the journey entry DE. The journey entry is configured to pick-up only the newly added records to the DE.
