Configure a Financial Services Abandoned Application Journey

Guide potential clients back to completing their financial application using a Package Manager solution.

1. Add subscriber data to personalize the message.
   1. In Contact Builder, select Data Extensions.
   2. Expand the Data Extensions folder, and select the Industry Solutions folder.
   3. Select the Financial Services - Customer Info data extension, and add your customer data to the relevant fields.
2. Open Journey Builder to configure the journey.
3. Name the journey.
   1. In Journey Builder, select Folders.
   2. In the folder that you deployed the solution to, select Financial Services Abandoned Application.
   3. Rename the journey to reflect your campaign.
4. Configure the API Event
5. Customize and test all the emails in the journey using the instructions in the email templates.
6. To successfully activate the journey, configure Journey Settings.
   1. Select Contact Entry mode.
   2. Select a source for Default Email Address.
7. Set a goal for your journey.
8. Activate the journey.