How do I create a journey based on a journey template?

In the pop-up that appears after clicking the button New Journey, you have the option Import template. This is useful when you want to reuse a journey in another merchant. Or when you want to create a journey based on one of our basic journey templates.

How do I import a journey template?

Click in the Journey module on the button New Journey. In the pop-up you will find the option Import template

Import template journey.png

Paste the journey code in the box and click Import. A notification shows that the journey nodes are imported. You can close the pop-up by clicking the X.

Import template journey succes.png

In the journey builder you will see the imported nodes. Please check:

  • The start node: when does this journey needs to be triggered?
  • The nodes with an exclamation icon. In these nodes you need to specify for example audiences or email triggers.

How do I copy a journey template?

In Journeys there is a menu for every journey. In this menu you will find the option Copy template. If you want to save the code on your computer, paste the code in for example Notepad.

Copy template.png

Basic journey templates

We created some basic journey templates to give you a quick start in the journey builder.

Welcome

⬇️ Download template (open file in notepad or similar app to copy the code)

Supplies required for use: personalization welcome pop-up, connected email app.

Before using, you need to check and edit the following after importing the template:

The start node

This journey starts when an event has taken place. In this case a contact clicked on your personalization (your welcome pop-up). So add a rule and select (Website >) Event is one of PersonalizationClick.

Then you specify in which personalization the contact should have clicked. Add another rule and select (Personalization >) Personalization clicked is one of [here you select your welcome personalization]. You can add one or more personalizations.

Welcome 10.png

The other nodes

Check all email nodes: configure what email campaign they need to trigger in your email system.

Check other nodes with an exclamation mark and customize based on your wishes.

Back in stock

⬇️ Download template (open file in notepad or similar app to copy the code)

Supplies required for use: personalization that asks the users email address when products in stock are less then X (in this example X = 3), connected email app.

Before using, you need to check and edit the following after importing the template:

The start node

This journey starts when an event has taken place. In this case a contact clicked on your personalization (email me when this product is back in stock). So add a rule and select (Website >) Event is one of PersonalizationClick.

Then you specify in which personalization the contact should have clicked. Add another rule and select (Personalization >) Personalization clicked is one of [here you select your out-of-stock personalization]. You can add one or more personalizations.

Back in stock 10.png

The other nodes

Check all email nodes: configure what email campaign they need to trigger in your email system. Also select the products you want to show in the email:

  • In the back-in-stock email you want to show Products from journey entry event (which is the product that used to be out of stock)
  • In the alternatives mail you want to show other products (because the product is still out of stock), so for example Items you may like

Check other nodes with an exclamation mark and customize based on your wishes.

Abandoned cart

⬇️ Download template (open file in notepad or similar app to copy the code)

Supplies required for use: the event AddToCart need to be part of your data, connected email app.

Before using, you need to check and edit the following after importing the template:

The start node

This journey starts when an event has taken place. In this case a contact added products to their cart, but did not order it. So add a rule and select (Website >) Event is one of AddToCart.

AddtoCart 10.png

The other nodes

Check all email nodes: configure what email campaign they need to trigger in your email system. Also select the products you want to show in the email: use the productset Added to cart (no fallback).

Check other nodes with an exclamation mark and customize based on your wishes. Most important is the timeline: when do you want to send the initial email and when the reminder?