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Trailhead

Manage Campaigns with Journey Builder

Salesforce via Trailhead

Overview

Use this powerful Marketing Cloud tool to automate and optimize customer interactions.
  • Connect your data, departments, and channels to deliver great 1-to-1 customer experiences.
  • Get started with the Journey Builder app.
  • Create and send a single message using Journey Builder.
  • Plan, build, and launch a welcome campaign in Journey Builder.
  • Identify the most effective journey for your customers with Path Optimizer.
  • Improve your journey campaigns and measure their performance.
  • Build engaging journeys for each stage in the customer lifecycle.
  • Explore ready-made Journey Builder activities and build custom activities.

Syllabus

  • Customer Journey Basics
    • Understand the Connected Customer
    • Get Started with Customer Journeys
    • Execute Your Journey Strategy
  • Journey Builder Basics
    • Configure Journey Builder Access
    • Get Started with Journey Builder
    • Send a Single Message with Journey Builder
  • Quick Start: Create and Send a Message in Journey Builder
    • Define Your Audience and Message
    • Preview, Test, and Validate Your Journey
  • Journey Builder Campaigns
    • Plan Your Journey Campaign
    • Prepare the Entry Source
    • Build a Journey Campaign
    • Test and Launch a Journey Campaign
  • Path Optimizer in Journey Builder
    • Experiment with Your Customer Journeys
    • Create a Path Optimizer Activity
  • Journey Campaign Analytics and Optimization
    • Measure Journey Campaign Performance
    • Optimize Customer Journeys with Versions
    • Organize Your Journeys with Tags and Folders
  • Advanced Customer Journeys
    • Determine the Goal of Your Journey
    • Build Effective Opt-in and Welcome Campaigns
    • Create a Compelling Engagement Campaign
    • Gather Customer Feedback with a Survey Journey
  • Custom Activities in Journey Builder
    • Define Your Custom Activity
    • Develop Your Custom Activity
    • Troubleshoot Your Custom Activity

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