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Journey template examples

Overview

The Ortto and data source templates will provide you with some ideas for using a journey campaign.

Here are some examples of the types of journeys you can create:

Cart recovery with SMS

Get in touch with customers who added items to their shopping cart but didn’t complete checkout to encourage them to finalize their order.

Integration: BigCommerce.

Journey panel

  • People enter when — Cart abandoned occurs.
  • People exit when — Placed order occurs.
  • People can be in journey — Only once, and enter multiple times.
  • Audience — To all subscribers.
  • Attribution — Placed order.

Journey shapes

  1. Email — cart reminder email message.
  2. Delay — 2 hours to allow people to open and read the email.
  3. Condition — Did people click the email?
    • YES — add Delay of 1 day and link path under NO.
    • NO — add Condition are they opted in to SMS:
      • YES — add SMS abandoned cart recovery message.
      • NO — link path under YES.
  4. Email — second cart reminder message.
  5. Delay — 1 day delay.
  6. Condition are they opted in to SMS:
    • YES — add SMS final abandoned cart recovery message.
    • NO — add Email final abandoned cart recovery message.
  7.  Journey path ends.

Send a gated piece of content

Allow people access to gated content (like an eBook) for lead generation and create actions for your sales team to follow up on the leads.

Integration: Salesforce.

Journey panel

  • People enter when — Submitted widget form occurs.
  • People exit when — default options.
  • People can be in journey — Only once, and enter multiple times.
  • Audience — To all subscribers.
  • Attribution — Lead created.

Journey shapes

  1. Email — eBook download link.
  2. Delay — 1 day to allow people to open the email and download the eBook.
  3. Condition — Did people click the email?
    • YES — link path under NO.
    • NO
      • add Email eBook download reminder message
      • add Delay of 2 days.
      • add Condition did they click the eBook reminder email?
        • NO — add Action to tag people with a Nurture tag so they can enter a Nurture audience for follow-up.
        • YES — link to main path.
  4. Action — create lead record in Salesforce for sales team to follow up on.
  5. Email — send a sales engagement message.
  6. Journey path ends.

Welcome new subscribers

Send a welcome email to new subscribers and encourage them to make their first purchase.

Integration: Shopify.

Journey panel

  • People enter when — Entered audience occurs where name is Subscribers.
  • People exit when — default options.
  • People can be in journey — Only once, and enter multiple times.
  • Audience — To all subscribers.
  • Attribution — Viewed product.

Journey shapes

  1. Email — Thanks for subscribing!
  2. Delay — 3 days to allow people time to read the email.
  3. Split — 50/50 audience split as a way to A/B test your journey configuration.
    • YES — send best-selling products email.
    • NO — send everyone’s favorite products email.
  4. Journey path ends.

Order confirmation

This transactional journey notifies customers that their order has been received.

As people who have opted-out of SMS cannot receive transactional SMS messages, it is recommended to include a condition so that those people can receive a transactional email message instead.

Integration: Shopify.

Journey panel

  • People enter when — Placed order occurs.
  • People exit when — default options.
  • People can be in journey — More than once, and enter multiple times.
  • Audience — To all subscribers.
  • Attribution — Placed order.

Journey shapes

  1. Condition — Are they opted in to SMS?:
    • YES — send SMS order confirmation message.
    • NO — send Email order confirmation message.
  2. Journey path ends.