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Account Journeys

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

  • 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 User Journeys can be defined Introduction 'Entry Enrollment' criteria defines the rule(s) for enrollment of Acco...

  • 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 needs to achieved by the Account for whom the Journey is activated.  Introduction Goals let you define the positive behaviour th...

  • Step 4: Defining Exit criteria for Account Journey

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