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User Journeys

Learn how to create User Journeys in CustomerSuccessBox to facilitate journeys for Users as they enter specific user segment(s).

  • 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 defines the rule(s) for enrollment of user...

  • 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 lets you: Define what to do if Goal is met for an ...