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Step 1: Define Entry Enrollment criteria for Account Journey

Overview

This article will list out the different ways Entry Enrollment criteria(s) for Account Journeys can be defined

Introduction

'Entry Enrollment' criteria defines the rule(s) for enrollment of Accounts to a Journey. Accounts can be enrolled in a Journey by defining

  • Account segment(s) or Account list(s) to track

  • Re-enrollment rule

  • Enrollment rule for existing Accounts

Defining Entry Criteria

Follow the steps below to define the Entry criteria for adding Accounts to a Journey.

Add New Journey

To create a new journey, click on Journeys > Add New Journey. Enter the 'Name' and 'Description' for the new Journey you are creating and click on Save

Setting Entry Criteria

Click on the Set Now button to start defining the Entry Enrollment criteria(s).

Select Account Segment(s) / List(s)

Select the Account Segment(s) and Account List(s) for which Account(s) should be enrolled in this Journey. Note that you can add multiple Accounts Segments and multiple Accounts Lists to the journey. 

When the journey is activated, all Account(s) existing/entering in the specified segment(s) and list(s) are considered for enrollment in the journey.

Note: Journey will enroll all accounts from the segment as well as from the list.

NOTE:

Learn more about Configuring and Leveraging Account Segments and Configuring and Leveraging Account Lists

Re-enrollment Criteria

After selecting Account Segments/Lists, you will have to define the re-enrollment criteria. This tells CustomerSuccessBox whether or not the Accounts who have completed the journey, should be re-enrolled to the same Journey if they re-enter the enrollment Segment(s).

There are three options: 

  • Don't Re-enroll: Account once enrolled will not be re-enrolled after they have completed the Journey

  • Re-enroll every time: An eligible Account  WILL BE re-enrolled provided they re-enter the enrollment Account Segment(s) for the Journey and they are not already active in the Journey.

  • Re-enroll after a specific time period: You can define the number of days after which an Account should be re-enrolled. An eligible Account will be re-enrolled on re-entering the enrollment Account segment(s), provided the defined number of days have passed since its previous exit from the Journey.

Bulk Enrollment

If this box is checked, all eligible Accounts which already exist in Account Segment(s)/List(s) will be enrolled when the Journey is enabled for the first time in real-time.

If not selected, all eligible Accounts which already exist in Account Segment(s)/List(s) will be enrolled once the Journey is enabled in the next scheduled daily sync.  

Saving the Entry Enrollment Criteria

Click Save & Next or Add Action(s) to start defining the Action(s) that need to be performed on eligible Accounts in the Journey

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point of contact for any queries or assistance. You may also,

  1. Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat icon in the left side navigation bar

  2. Create a conversation from here

  3. Send an email to support@customersuccessbox.com

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Account Journeys: Getting Started

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Step 2: Define Action(s)



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  1. Anu Dudhat

  2. Posted
  3. Updated

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