Loading
About Salesforce Data 360
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Create a Welcome Series in Journey Builder

          Create a Welcome Series in Journey Builder

          Now that the emails are complete, you can create the journey.

          1. In Marketing Cloud Engagement, go to Journey Builder.
          2. Click Create New Journey.
          3. Select Multi-Step Journey and then click Create.
          4. For the entry source, drag a Data Extension activity to the canvas.
          5. To select the New Auto Policy data extension, click the data extension activity
          6. Click Summary and then click Done.
          7. Next drag an Email activity to the interface.
          8. Click the email activity and then select the Cumulus Welcome - Tips for Getting Started Email after clicking Select Message
          9. Click Summary to review Message Configuration, Delivery Options, and Advanced Options. Click Done.
          10. Repeat these steps for the other welcome emails.
          11. Adjust the wait times between the emails to 3 days, 5 days, and 1 day.
            Cumulus Journey Builder Welcome
          12. To make this journey an ongoing campaign, click Schedule, Recurring, and then Select.
            1. Select a Start Date, Start Time, and Time Zone. For this campaign, select Weekly, on Monday, and ending Never.
              Recurring schedule showing weekly on Mondays.
          13. Click Contact Evaluation and select Evaluate new records only.
            1. For the first run, select to evaluate All records in the file.
          14. Click Summary and then Done.
          15. Review the journey and click Save.
          16. To ensure that all information has been completed, click Validate.
          17. Test the journey, and then click Activate when ready.

          The campaign is ready for customers.

           
          Loading
          Salesforce Help | Article