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Journeys

Learn how to create Journeys in CustomerSuccessBox to facilitate automated workflows at Account level or at the Users .

  • Account Journeys : Getting Started

    Overview This article will help you understand, create and leverage Account Journeys in CustomerSuccessBox. Who’s this for? If you are responsible for setting up CustomerSuccessBox (and specifically i...

  • 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 A...

  • Step 2: Define Action(s) for Account Journey

    Overview This article will list out the different Action(s) that can be executed when the Journeys is activated for an eligible Account Introduction Configuring Action(s) defines the set of activities...

  • Step 3: Define Goal(s) for Account Journey

    Overview This article will list out the steps to configure Goal(s) that need to be achieved by the Account for whom the Journey is activated.  Introduction Goals let you define the positive behaviour ...

  • Step 4: Defining Exit criteria for Account Journey

    Overview This article will list out the steps to configure Exit Criteria to unenroll Account(s) from the Journey Introduction Exit criteria for a journey let you: Define what to do if the Goal is met ...

  • User Journeys : Getting Started

    Overview This article will help you understand, create and leverage User Journeys in CustomerSuccessBox. Who’s this for? If you are responsible for setting up CustomerSuccessBox (and specifically in c...

  • Step 1: Define Entry Enrollment criteria for User Journey

    Overview This article will list out the different ways Entry Enrollment criteria(s) for User Journeys can be defined Introduction 'Entry Enrollment' criteria define the rule(s) for enrollment of users...

  • Step 2: Define Action(s) for User Journey

    Overview This article will list out the different Action(s) that can be executed when the Journeys is activated for an eligible user Introduction Configuring Action(s) defines the set of activities th...

  • Step 3: Define Goal(s) for User Journey

    Overview This article will list out the steps to configure Goal(s) that needs to achieved by a User for whom the Journey is activated.  Introduction Goals let you define the positive behaviour that is...

  • Step 4: Defining Exit criteria for User Journey

    Overview This article will list out the steps to configure Exit Criteria to unenroll a User from the Journey Introduction Exit criteria for a journey let you: Define what to do if the Goal is met for ...