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Configure Journey Builder in Marketing Cloud Engagement
Use Journey Builder in Marketing Cloud Engagement to automate updates and notifications as borrower cases are processed.
This key component task automates much of the case management, including issuing updates to borrowers. It does so by establishing a process that is standardized yet responds to customer-specific concerns.
- Configure the entry event for Journey Interaction based on the borrower risk profile in the case.
- Utilize Journey Builder activities to automate updates on cases and create tasks, or any other follow-up actions for loan servicing specialists.
- Automate notification messages based on updates to case stages or customer-required steps (see service cloud case management).
- Include notifications that reflect the preference options offered to the borrower in the bot and stored within the case data.
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