Help guide

Build a customer journey

Updated June 9, 2026

Build a customer journey

Journeys automate multi-step follow-up with messages, waits, conditions, and exits.

What this feature is for

  • Journeys automate multi-step follow-up with messages, waits, conditions, and exits.

When to use it

  • You need more than one email, a delay, a branch, or a trigger such as form submission.
  • You want consistent follow-up without manual reminders.

Do it manually

  1. Open Engagement and choose Journeys.
  2. Create a journey or duplicate a working pattern.
  3. Choose the entry trigger or Audience.
  4. Add email, wait, condition, and exit steps.
  5. Run a readiness check before starting.

Ask Faster AI

Build a customer journey for [goal]. Include entry trigger, audience, email steps, waits, exit criteria, and a readiness checklist. Ask me before starting it.

Review before saving or publishing

  • Preview the audience count and a few sample recipients.
  • Check sender, subject, links, unsubscribe behavior, and timing.
  • Use a readiness check before sending, starting, or publishing a customer-facing campaign.

Common mistakes and fixes

  • If the audience is empty, check list membership, rules, and contact email addresses.
  • If an email cannot send, confirm sender setup and subscription group readiness.
  • If reporting looks quiet, remember that recent delivery and open activity can take time to appear.

Placeholder media

  • Screenshot placeholder: Replace with an annotated screenshot of build a customer journey.
  • Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

Sunny Arora

Written by

Sunny Arora

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