Trigger a Journey by Event or Audience Segment

Trigger a personalized journey with events, or choose a specific audience. Trigger a Journey by Event or Audience Segment.

Examples of events include:

User joins a site
Case creation
User buys a product (depending on configuration)
New Chatter group membership
New Chatter post creation
Chatter question and answer activity
Create or update any custom object and most standard objects

Examples of audiences include:

All users of the site
Users who own a certain product (depending on configuration)
Users with the highest number of reputation points
Users in the same geographic region
Users who belong to the same Chatter group
Users who haven’t contributed in the last number of days

The two clouds integrate through Marketing Cloud Connect (available on AppExchange). When it’s set up, you’re ready to go. The process and email creation is all handled in Journey Builder. The See Also links guide you to those steps.

Trigger a Journey by Event or Audience Segment

A few things to do and consider before you get started:

Make sure that you have both Marketing Cloud and at least one site set up.
Install the Marketing Cloud Connect package.
Decide whether to use contact or user data.

Trigger a Journey by Event or Audience Segment

When you create a Journey Builder email, a triggered send is created automatically. Activating the journey creates the triggered send definition that the journey’s email activity uses.

When you create a journey version, the previous triggered send continues to run. Activating a new version defines a new triggered send. Also, you can stop the triggered send that is associated to a Journey Builder email activity. You can modify the email’s content, then restart the triggered send to re-enable sending within the journey. The triggered send name is a system-generated value and cannot be modified. If an external key is not provided at the time of creation, the system adds a key.