About journeys¶
A journey is an automated sequence for connecting with customers across channels like email, paid media, SMS, and direct mail. Each step in a journey represents a decision point or action: send a message, wait for further customer engagement, or split the audience onto different paths.
By using Journeys, marketers can implement cross-channel strategies, improve targeting precision, and activate the right message at the right moment to drive better engagement and higher conversions.
Note
Ask your Amperity representative about how your brand can enable journeys.
How journeys work¶
A journey starts with a defined audience that moves through a series of interactions based on criteria you specify, like customer behavior, attributes, or engagement history. The sequence can branch depending on what conditions you set, so that customers have a different experience depending on what actions they take.
Here’s an example of a built-out journey:
In this case, the marketer is offering high-value customers early access to new products before general release in two weeks. They start by creating an audience segment made up of customers in the top 10% of customer lifetime value.
The first step divides this audience into three sub-audiences: those who purchased in the last 1-30 days, those whose purchased in the last 31-90 days, and those whose most recent purchase was more than 90 days ago.
Each different audience is sent down a different path toward activation in a marketing channel.
The high-value customers who purchased most recently are contacted immediately, giving them exclusive early access.
The high-value customers who purchased between 1 and 3 months ago are set for a delay followed by an activation, as a second wave of early access.
Additionally, this audience is further split, so that 75% receive a special promotion and 25% do not, to see how important an added incentive is for getting customers to purchase again.
Finally, the high-value customers who have not purchased in the last three months are contacted when the new products become generally available to make sure they are among the first to know.
The journey can be further built out beyond this, with further splits based on whether or not customers purchase or how they engage with the communications they receive.
Journey setup¶
Journeys require that segments are available and that at least one destination has been configured.
Access the Journeys canvas from the Campaigns page. Click Create campaign, and then select Journey.
Who enters?¶
Every journey starts with an audience that is defined by one or more segments that determine which users enter this journey.
Choose a segment from the Select inclusion segments dropdown list. The customers in that list will become the audience for this campaign.
Who is excluded?¶
Sometimes a journey needs to exclude certain members of your audience. For example, a journey aimed at churn prevention often excludes customers who have opted-out of SMS messaging and/or who have unsubscribed from an email list.
When you need to exclude audience members, choose one or more segments from the Select exclusion segments dropdown list. The customers in an exclusion list will be removed from the audience for this journey.
Exit conditions¶
Some customers should exit a journey when a particular criterion has been fulfilled. For example:
The goal of a churn prevention campaign is to convince a customer to make a purchase. If a customer who is part of a churn prevention campaign makes a purchase they should be removed from the campaign.
An audience starts with customers who have opted in to receiving marketing messages from your brand. If a customer who is part of that journey later opts out they should be removed from the campaign.
Exit conditions are defined using a segment. One or more segments that define exit conditions may be added to a journey using the Select exit segments dropdown.
Journeys canvas¶
After establishing the audience and starting conditions of the journey, you will be taken to the Journeys canvas. This is the interface where you determine the steps of the journey and define how your brand will interact with customers at each step.
The following building blocks are available to users for building journeys:
Journey start¶
A start node displays the starting segments in a journey along with any exclusions.
To edit inclusions, exclusions, or exit conditions, click on the Journey setup sidebar. Click the plus button underneath to add nodes to the journey.
Activate¶
An activate node sends an audience to one or more destinations.
You can rename the activate node.
Delay¶
A delay node defines the length of time to wait before the next step in a journey begins.
Choose a combination of an integer plus “days”, “weeks”, or “months” to designate how long to wait before the next step in the journey begins.
A delay is applied to a single parent node.
You can rename the delay node.
Conditional split¶
A conditional split node splits a journey into branching paths, where each path is defined by one or more segments.
These segments may already exist or may be defined within this journey using custom criteria.
You can rename the individual conditional split node and rename the “Everyone else” sub-audience.
Percent split¶
A percent split node splits a journey into branching paths, where each path applies to a randomly selected percentage of the audience that entered the branch.
The percentage of all individual nodes under a percent split must add up to 100% of the audience, including the control group.
You can rename the percent split node and rename the individual paths.
Individual split¶
An individual split node represents each path in a journey that is defined by a conditional or percent split.
Note
To edit sub-audiences conditions and naming, click into the parent node.
Add a node¶
Click the plus button to add a node to the journey. May be one of “Activate”, “Delay”, “Conditional Split”, or “Percent Split.”
How-tos¶
This section describes tasks related to building journeys in Amperity:
Add a journey¶
A journey is an automated sequence for connecting with customers across channels like email, paid media, SMS, and direct mail. Each step in a journey represents a decision point or action: send a message, wait for further customer engagement, or split the audience onto different paths.
Follow this sequence when building a journey:
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Open the Journeys canvas. This is available from the Campaigns page when you click the Create button in the top right. Select Journeys. Add a name for the journey and a description. |
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Who enters? Every journey starts with an audience that is defined by one or more segments that determine which users enter this journey. Choose a segment from the Select inclusion segments dropdown list. The customers in that list will become the audience for this campaign.
Who is excluded? Sometimes a journey needs to exclude certain members of your audience. For example, a journey aimed at churn prevention often excludes customers who have opted-out of SMS messaging and/or who have unsubscribed from an email list. When you need to exclude audience members, choose one or more segments from the Select exclusion segments dropdown list. The customers in an exclusion list will be removed from the audience for this journey.
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Activate node An activate node sends an audience to one or more destinations. On the Journeys canvas, under an existing node, click the plus symbol and then choose Activate. 
Name the activate node and then choose one or more destinations from the dropdown menu. |
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Delay node A delay node defines the length of time to wait before the next step in a journey begins. On the Journeys canvas, under an existing node, click the plus symbol and then choose Delay. Name the delay node and then set the length of time. |
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Conditional split node A conditional split node splits a journey into branching paths, where each path is defined by one or more segments. On the Journeys canvas, under an existing node, click the plus symbol and then choose Conditional split. Name the delay node and then add paths. For each path, define the sub-audience using a segment or custom criteria. |
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Percent split node A percent split node splits a journey into branching paths, where each path applies to a randomly selected percentage of the audience that entered the branch. On the Journeys canvas, under an existing node, click the plus symbol and then choose Percent split. Name the delay node and then add paths. For each path, define the percentages. A control group is set to 10% by default. You may increase or decrease the size of the control group. Control groups use the concepts of people-based measurement to assign customers to control and treatment groups, which gives marketers the ability to accurately measure the incremental effects of a campaign. |
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A journey may use any combination of nodes to define the paths that your brand wants your customers to take. For example: 
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When you are finished building the journey, click Save. |
Add activate nodes¶
An activate node sends an audience to one or more destinations.
To add an Activate node to a journey
From the Journeys canvas, select the plus symbol, and then choose Activate.
Configure the following settings:
Name Give the node a custom name or keep the “Activate” default name.
Destination Choose a destination from the dropdown menu.
A summary of details is shown. Click the Attributes tab to review the list of attributes that are sent.
Add another destination Click the “Add another destination” link to add more destinations to the activation node.
Continue building the journey or, if finished, click Save.
Add conditional split nodes¶
A conditional split node splits a journey into branching paths, where each path is defined by one or more segments.
To add a Conditional Split node to a journey
From the Journeys canvas, select the plus symbol, and then choose Conditional split.
Configure the following settings:
Name Give the node a custom name or keep the “Conditional Split” default name.
Add new path Click the “Add new path” link to add paths for this split. Each path requires a sub-audience, which may be defined by a segment or by custom criteria.
Name of remaining audience Amperity uses “Everyone else” to name the audience for customers who do not belong to the segment or custom criteria for a path in this conditional split. You may keep the “Everyone else” default or may add a custom name.
Continue building the journey or, if finished, click Save.
Add delay nodes¶
A delay node defines the length of time to wait before the next step in a journey begins.
To add a Delay node to a journey
From the Journeys canvas, select the plus symbol, and then choose Delay.
Configure the following settings:
Name Give the node a custom name or keep the “Delay” default name.
Set delay time Enter an integer and a unit of time to define length of time to wait before the next step in a journey begins
Continue building the journey or, if finished, click Save.
Add percent split nodes¶
A percent split node splits a journey into branching paths, where each path applies to a randomly selected percentage of the audience that entered the branch.
To add a Percent Split node to a journey
From the Journeys canvas, select the plus symbol, and then choose Percent split.
Configure the following settings:
Name Give the node a custom name or keep the “Percent Split” default name.
Configure paths Choose a name and percentage for the treatment path, or keep the default name of “Main Group” and the value of 90%.
Click the “Add path” link to add more treatments. Each treatment should have a unique name and a percentage value.
Important
The percentages for all paths and the control group must add up to 100%.
Configure control group Choose a name and percentage for the control group, or keep the default name of “Control Group” and the value of 10%.
Tip
Uncheck “Include control” to disable the control group.
Continue building the journey or, if finished, click Save.
Delete node¶
Any node on the Journeys canvas can be deleted. This action only deletes the node. All child nodes remain in the journey.
To delete a node from a journey
From the Journeys canvas, select a node the menu on the node you wish to delete, then select Delete.
Continue building the journey or, if finished, click Save.
Edit existing node¶
The settings for nodes in a journey can be edited.
To edit node configuration
From the Journeys canvas, select a node.
Open Node Configuration sidebar, and then make your changes.
Continue building the journey or, if finished, click Save.
Alternatively, clicking the Node configuration sidebar will open the configuration pane for the most recently edited node.
Edit destination attributes¶
The attributes that are sent to each destination that are configured for activation in a journey can be edited.
To edit destination attributes
From the Journeys canvas, select an activation node.
Open the Node configuration sidebar. For each configuration destination, a list of attributes may be edited.
Select a destination from the Destination dropdown.
Open the Attributes panel. A list of attributes is shown with the field in Amperity on the left and the field that is sent to the destination on the right.
Click the Edit button to update the list of attributes that are sent to this destination.
When finished, click Save.
Edit starting audience¶
The starting audience for a journey can be edited.
To edit the starting audience
From the Journeys canvas, open the Journey setup sidebar.
Under Journey entry use the dropdown menus to edit the included and excluded segments.
Edit exit conditions¶
The exit criteria for a journey can be edited.
To edit exit conditions
From the Journeys canvas, open the Journey setup sidebar.
Under Exit conditions use the dropdown menus to edit the segments that should exit the journey.
Interact with Journeys canvas¶
The Journeys canvas supports the following user interactions:
Drag the journey using a mouse or a trackpad.
Zoom by using the + / - buttons in the bottom left or pinching on a trackpad.
Center the canvas by clicking the square icon in the bottom left.
Name a journey¶
A journey should be assigned a name that makes it easy to find and for other users of Amperity to understand.
Tip
Use good naming patterns to ensure that you can always find your journeys in the various applications to which you will send them. The journey name will always appear in the filename that is sent to any destination.
Avoid duplication between journey and treatment group names.
Avoid using the names of destinations as journey names unless the journey is sent to only that destination.
Use a naming pattern that ensures the journey name works across every treatment group that is configured within any sub-audience.
If brand names and/or region names apply to all sub-audiences in the journey, consider using them within the journey name.
Some examples:
“Birthdays_Under_40”
“Acme_Churn”
“Churn_HighValue_Early”
“Socktown_High_AOV”
To name a journey
From the Journeys canvas, open the Journey setup sidebar.
In the Name field, enter a name for the journey.
In the Description field you can set a journey description.
Set run frequency¶
A journey may be configured to run once, daily, weekly, monthly, or quarterly.
Note
When a journey is set to run on a recurring schedule, only customers who have newly qualified for the inclusion segment since the last run will enter the journey.
For example, if the segment had 1,500 members at launch, all 1,500 would enter the journey.
On the next run, if the segment has grown to 1,700, only the 200 new members–—those who joined the segment after the previous run—will be included.
Keep in mind that customers can re-enter a recurring journey if the segment is based on a time window, such as “purchased in the last 7 days”, and they meet the criteria again.
To prevent this, use an exclusion segment to filter out users who have already participated, or who meet other disqualifying conditions.
To set the run frequency for a journey
From the Journeys canvas, click the Schedule link in the top navigation.
From the Recurrence dropdown menu choose one of “once”, “daily”, “weekly”, “monthly”, or “quarterly”.
View node configuration¶
Open a node to view its configuration.
To view the configuration for a node
From the Journeys canvas, select a node.
The current settings for a node are in the Node configuration sidebar.