Configure a Financial Services Renewal Journey

Simplify renewal of financial service subscriptions and memberships with this Package Manager solution.

1. Add customer 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. Rename the journey.
   1. In Journey Builder, select Folders.
   2. In the folder that you deployed the solution to, select Financial Services Renewals.
   3. Rename the journey to reflect your campaign.
4. If you don’t want to use the default entry source, select the Data Extension entry event.
5. Click Schedule and specify how often to run the journey.
6. Customize and test all the emails in the journey using the instructions in the email templates.
7. Set a goal for your journey.
8. Activate the journey.