Marketing Cloud: Single Send Journeys versus Send Flows

If you have used Journey Builder recently, you probably noticed that Salesforce Marketing Cloud have introduced a new feature called “Single Send Journey”. This is allowing you, as a user, to create a one off send of a single email to a Data Extension through the Journey Builder interface.

So, from that description, you might be thinking “this functionality sounds like a Send Flow”, considering a send flow is allowing you, as a user, to create a one off send of a single email to a Data Extension through the Email Studio interface. So, is the Single Send Journey the early signs of the end of Send Flows? Let us investigate this.

First off let’s look at what they have in common:

  • They can both send to a Data Extension
  • They can both be scheduled
  • The Deliverability and Configuration can be customised (such as Send Classification and Publication Lists)
  • They are both Trackable

There are still a couple of things you cannot do in a Single Send that you can do in a Send Flow. The key one is that Data Extensions are the only type of audiences we can select in a Single Send. A Send Flow allows you to send to a Data Extension, Lists, Data Filter and (if you have the Salesforce Marketing Cloud Connector) Report or Campaigns. This may not be a significant difference as many people would be just sending to Data Extensions anyway, but it is worth a thought. Also, Single Sends are still new, so things it cannot do right now, it may be able to by the end of the year.

The game changer for me, is what you can do in the Single Sends that are not available in Send Flows, that is Filter Contact.  Now of course, you can segment your main audiences and create Segmented Data Extensions, and then send to it, but what Filter Contact does is it allows you to Segment further, using data related through Contact Builder.

For example, if I want to send a product recall email to all my active customers who have purchased the product in question, the purchase information will almost certainly be in a different Data Extension. With Filter Contacts, we can receive that data in your Single Send Journey with great ease.

So, in short, my answer to the question “is the Single Send Journey the early signs of the end of Send Flows?” I would say no, not now. But I think it would be sensible as a business to prepare for the day when it will be. 

Take a look at our catalogue of Salesforce tutorial videos for hints, tips and advice on all aspects of Salesforce.

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Chapter 1: optimise end-to-end customer journeys.

Imagine having a unified view of all the interactions a customer had with your brand. With the Journey Builder tool offered by Salesforce Marketing Cloud this is exactly what you get.

The Journey Builder tool provides visibility into customer interactions across all your marketing channels – email, mobile, social media, advertisements, and more - so you can connect these interactions to offer a seamless customer experience.  

At Journey Builder’s foundation is the customer journey, which is a series of steps your customer goes through during their interaction with your brand on any given channel. Interactions can include: 

  • clicking an ad
  • reading an email
  • making a purchase
  • returning an item in the store
  • talking to a service agent on the phone
  • downloading a whitepaper
  • redeeming a coupon

Journey Builder is a campaign planning tool that lets marketers design and automate campaigns. Marketers can move their campaign planning and customer journey maps from the whiteboard to the Journey Builder tool and model them on the tool’s drag-and-drop interface to listen, connect, and automate the customer journey across all touch points.

It all starts on the whiteboard: Mapping out your journey.

Journey Builder does its work using the content and audiences you create in Email Studio, Mobile Studio, Social Studio, Advertising Studio, Content Builder, and Contact Builder within Salesforce Marketing Cloud. The tool helps in creating and managing a range of responsive and automated campaigns, including welcome, promotional, re-engagement and customer retention campaigns. 

The Journey Builder tool lets you create and track different types of customer journeys in Salesforce Marketing Cloud from a unified workspace. These journey types include:

Single Send journeys : Marketers can automate a single batch message to a target audience. Single Send journeys enable you to create and manage one-touch customer journeys within the workspace.

Multi-Step journeys : Marketers can automate responsive, customised series of customer interactions. These journeys can include multiple channels and customised journey paths based on customer interactions or attributes.

Transactional journeys : Marketers can send personalised messages in response to a specific action taken by the customer. Transactional journeys enable you to create and manage transactional API messages in the same Journey Builder workspace used to manage Single Send and Multi-Step journeys. 

Using Salesforce Einstein AI integration, you can send targeted campaigns at the right time and monitor message engagement metrics all within Journey Builder.

Tips to get the most out of Journey Builder

  • Keep journeys distinct and focused on a single marketing objective, like welcoming new customers or thanking volunteers for signing up.
  • Outline your journey and plan your data and content needs before you create the journey in Journey Builder.
  • Start small and build on success such as expanding from a single triggered email or message into a short series. Use the simple journey to test your approach and gather baseline metrics before you add complexity. 
  • It’s not just the length of the journey or time between activities, but also how you time each activity. Set your data updates and automations to avoid conflicts between activities. 
  • Use templates, which are pre-defined journeys created by Salesforce or other users. You can use them as-is or customise them to meet your use case.
  • Use the Pause and Resume features to temporarily halt sending messages for business reasons or to update content included in a journey. 

Click here  to learn how you can build your campaign from scratch using Journey Builder.

Introduction

Your handbook to optimise the implementation of salesforce marketing cloud, optimise end-to-end customer journeys., power up email marketing through automation., leverage new-age marketing channels (digital advertising and mobile marketing)., become social media savvy., adopt data-driven marketing tactics., questions we’ll put you on the right path..

single send journey marketing cloud

Salesforce Marketing Cloud Journey Builder: The Essential Guide

  • April 12, 2022

SFMC Journey Builder Guide Blog

Tom Brinker

Welcome to Salesforce Marketing Cloud Journey Builder: The Essential Guide to success! Our goal is to cover everything you need to know about Journey Builder to help you build personalized relationships with your contacts at scale. 

We’ll go over everything from:

  • Navigating the Journey Builder canvas
  • Determining which entry sources to utilize
  • Understanding which digital channels to use to reach your contacts
  • Configuring flow controls to specify how people move through a journey
  • Covering best practices from our certified experts

Before we dive into the nitty gritty details of Journey Builder, let’s start out by going over some definitions and use cases.

What is the Journey Builder?

Journey Builder is Marketing Cloud’s customer journey builder that lets you create effective campaigns based on your contacts’ activities and data. It allows you to combine the functionalities of different studios in Marketing Cloud to engage contacts across channels.

Journey Builder Canvas

It’s important to note that Journey Builder can not work alone ; it must be paired with another studio to achieve certain actions. For example, you’ll need Email Studio to send out automated emails and Mobile Studio to send a mass text message to contacts.

If you need a deeper understanding of what Marketing Cloud’s different studios and builders are, we cover the basics in our Marketing Cloud 101: Studios and Builders blog post.

There are 3 types of journeys you can build from Journey Builder :

  • Multi-step: A journey that sends multiple messages that can span across multiple channels based on audience behavior and marketing logic (e.g. abandoned cart journeys)
  • Single send: Sends a single, personalized message in any available channel with no follow-up (e.g. flash sale announcement)
  • Transactional: Sends messages once an event occurs via API connection (e.g. receipt sends)

single send journey marketing cloud

Since multi-step journeys are the most complex, our guide will primarily focus on how to get the most out of these advanced tools.

Planning your customer journey

Before you begin building out your customer journeys, you need to make sure you have a plan first.

This plan must answer the following questions:

  • What’s your journey’s goal ? (e.g. Is it to get people to sign up for a webinar? Or get people to check out their abandoned cart?)
  • Which audience segment do you want to target ?
  • Which studio will help you achieve your goals?
  • When does a person exit from a journey?
  • How long do you want to run this journey?

A huge benefit of planning journeys ahead of time is that you’ll have adequate time to prepare each asset needed before running the campaigns. Because Journey Builder can execute such complex functions, you’ll want to make sure you keep the journeys optimized from the start.

Getting started with Journey Builder

Because Journey Builder is such a robust tool, it’s important to understand the basics before diving into more complex builds. Regularly reviewing your marketing plan will prevent you from creating overly complicated journeys.

Another note is that many organizations invest in hiring an experienced administrator to make sure they’re maximizing the Marketing Cloud tool. Because hiring an in-house expert can be costly, some choose to onboard a certified consultant. For example, many businesses hire our certified experts because we take the time to understand their business’ unique needs. We’ll then take their requirements and translate them into effective customer journeys.

Chapter 2: Getting started with Journey Builder basics

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  • Marketing Tech Implementation
  • Marketing Automation Strategy
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  • Data  and Analytics
  • Digital Transformation

Roadmap to effective customer journeys: Salesforce Marketing Cloud Journey Builder explained

Marmato

  • Author Marmato
  • Published 23 August 2023

In the dynamic digital realm of today, personalized and seamless customer experiences are the key to capturing and retaining customers. Salesforce Marketing Cloud Journey Builder is a game-changing tool that empowers marketers to create, automate, and optimize customer journeys like never before. In this article, we’ll delve into the significance of Journey Builder, explore the various ways to create a journey and uncover best practices for maximizing salesforce journey builder potential.

Roadmap to effective customer journeys: Salesforce Marketing Cloud Journey Builder explained

Importance of Salesforce Marketing Cloud Journey Builder:

Journey Builder marketing cloud is a cornerstone of modern marketing automation. It enables marketers to craft and execute highly personalized, multi-channel customer journeys that engage customers at every touchpoint. Apart from this, it holds significant importance for businesses and marketers due to several key reasons:

• Personalized Customer Journeys:

Journey Builder marketing cloud allows marketers to create highly personalized and relevant experiences for customers by mapping out their interactions across channels. Also, this personalization enhances customer engagement by delivering messages and content to individual preferences and behaviors.

• Multi-Channel Engagement:

Modern consumers interact with brands through various channels, like email, social media, SMS, and more. Moreover, Salesforce Journey Builder enables marketers to create seamless cross-channel experiences. In addition, it ensures consistent messaging and engagement regardless of where customers are in their journey.

• Automation and Efficiency:

Manual processes can be time-consuming and prone to errors. In contrast, Journey Builder automates the execution of marketing campaigns, triggers, and messages based on predefined rules and customer actions. In addition, this automation streamlines marketing efforts, reduces manual intervention, and increases efficiency.

• Data-Driven Insights:

Journey Builder marketing cloud allows marketers to leverage customer data for better targeting and decision-making. The reason is it is closely integrated with Salesforce’s CRM capabilities. Also, the tool provides insights into customer behavior, preferences, and interactions, enabling marketers to refine their strategies over time.

• Customer Lifecycle Management:

Businesses can use Salesforce Marketing Cloud Journey Builder to manage the entire customer lifecycle, from initial awareness to post-purchase nurturing. Furthermore, marketers can create dynamic paths that guide customers through various stages, ensuring a cohesive and engaging experience throughout their relationship with the brand.

• Segmentation and Targeting:

The tool enables segmentation based on various criteria, such as demographics, behavior, interests, and engagement history. Along with this, the level of granularity ensures that marketing messages are sent to the right audience, increasing the chances of driving conversions.

• Scalability:

Whether a business is small or large, Journey Builder can accommodate various campaign sizes and complexities. Its design is to scale with your needs and making it suitable for businesses of all sizes.

• Cross-Department Collaboration:

Journey Builder facilitates collaboration between marketing, sales, and customer service teams. By aligning efforts and sharing insights, teams can provide a unified and consistent customer experience.

Ways to create Journey Builder:

Journey Builder enables marketers to create personalized, cross-channel customer journeys triggered by various interactions and events. These interactions include email opens, clicks, website visits, purchases, or other custom events. Additionally, the tool allows marketers to design and automate communication workflows to engage customers at various touchpoints along their journey. There are two ways to create Salesforce Marketing Cloud Journey Builder:

  • Multi-Step Journey
  • Single Send Journey

Journey builder marketing cloud types

1. Multi-Step Journey

A multi-step journey in Journey Builder consists of multiple stages or steps. Each step represents a specific interaction or communication with the customer. The journey can be as simple as a two-step or a complex multi-month campaign with numerous decision points and branching paths.

Multi-step journey - Salesforce marketing cloud

The Multi step Journey builder is divided into 5 sections:

  • Entry Source
  • Activities 
  • Flow Control
  • Customer Updates
  • Sales & Service Cloud

SFMC Multi step journey builder - Entry source and Activities

Multi-Step Journey creation steps:

Here’s an overview of how you can create a multi-step journey in Journey Builder:

Step 1 – Create the Journey:

First, log in to your Salesforce Marketing Cloud account; second, navigate to the Journey Builder; and finally, create a new journey. In addition, define the entry criteria for your journey based on data from your Salesforce data extensions, API events, list membership, etc.

Step 2 – Configure Journey Settings:

First, set the name of your journey, its goal, and other settings, such as the entry and exit criteria. Next, choose the appropriate contact data model based on your data extensions and data relationships.

Step 3 – Add Journey Steps:

Add multiple steps to your journey. Each step represents an interaction or communication with the customer. You can use various activities like “ Send Email ,” “ Wait ,” “ Wait until Date ,” “ Update Data ,” “ Send SMS ,” etc. Also, you can combine these activities to create complex decision-making logic and branching paths.

Step 4 – Set Up Decision Splits:

Decision Splits allow you to create branching paths based on specific conditions or criteria. For example, you can split the journey based on whether a customer opened an email or clicked a link and then send them down different paths accordingly.

Step 5 – Configure Wait Times:

You can set wait times between steps to control the timing of interactions. Moreover, this ensures that customers receive communications at appropriate intervals.

Step 6 – Test and Activate:

Before activating your journey, it’s essential to thoroughly test it to ensure that all the activities, decision splits, and personalization work as expected. Once you’re confident in your journey, you can activate it to engage your customers.

Step 7 – Monitor and Optimize:

After activation, monitor the performance of your multi-step journey. Use Journey Analytics to gain insights into customer behavior and engagement. You can adjust and optimize the journey to improve results.  

2. Single Send Journey

In Salesforce Marketing Cloud (SFMC) Journey Builder, a single send journey is a simple journey that involves sending a one-time communication to a group of contacts. Unlike a multi-step journey with multiple sections and ongoing interactions, you can use a single send journey for straightforward campaigns, such as sending a promotional email, an SMS blast, or a mobile push notification.

single send journey marketing cloud

Single Send Journey creation steps:

Here’s an overview of how you can create a single send journey in Journey Builder:

First, log in to your Salesforce Marketing Cloud account; next, navigate to Journey Builder and click “Create Journey” to start building your new journey.

Step 2 – Define Entry Criteria:

Set the entry criteria for your journey. The entry criteria determines who will be eligible to enter the journey and receive the single send communication. Additionally, you can use data filters or extensions to define your entry audience based on specific attributes or behavior.

Step 3 – Select a Communication Channel:

Choose the communication channel for your single-send journey. Also, you can send an email, SMS, mobile push notification, or any other supported communication type.

Step 4 – Configure the Send Activity:

Set up the send activity based on the chosen communication channel. For example, if you’re sending an email, select the appropriate email template, define the sender information, and personalize the content. Similarly, if you are sending an SMS or mobile push notification, create the message and specify the sender information.

Step 5 – Schedule the Send:

Choose the date and time you want the communication to happen. You can send it immediately, at a specific time, or based on an event.

Step 6 – End of Journey:

After the send activity, you can add an “Exit Criteria” to determine how and when contacts should exit the journey. For example, you can set exit criteria based on specific actions, such as opening the email or clicking a link in the communication.

Step 7 – Activate the Journey:

Once you’ve configured the single send journey, you can activate it to start sending the communication to your contacts.

Step 8 – Monitoring and Reporting:

After the journey is activated, you can monitor its performance and track key metrics such as open rates, click-through rates, and conversions. Use Journey Analytics and other SFMC reporting tools to gain insights into the campaign’s effectiveness. 

Best Practices for effective Salesforce Journey Builder implementation:

  • Define Clear Objectives:

Clearly outline your goals and desired outcomes for each journey to align with your marketing strategy.

  • Segmentation and Personalization:

Utilize data to segment your audience and deliver hyper-personalized content that resonates with their needs and preferences.

  • Mapping the Journey:

Create a visual map of the customer journey, outlining touchpoints, interactions, and decision points.

  • Multi-Channel Integration:

Seamlessly integrate multiple channels such as email, SMS, social media, and more to deliver consistent experiences.

  • A/B Testing:

Continuously experiment with different content, subject lines, and timings to optimize engagement and conversion rates.

  • Automation Rules:

Implement automation rules to trigger specific actions based on customer behaviors, ensuring timely and relevant interactions.

  • Monitoring and Analytics:

Regularly monitor the performance of your journeys, analyze key metrics, and make data-driven adjustments for improvement.

  • Compliance and Privacy:

Ensure that your journeys comply with data protection regulations and provide opt-out options for customers.

Conclusion:

Salesforce Marketing Cloud Journey Builder empowers marketers to craft exceptional customer experiences by orchestrating personalized journeys across various touchpoints. Moreover, by understanding the importance, types, and adopting implementation best practices for Salesforce Marketing Cloud Journey Builder, businesses can harness its capabilities to enhance customer engagement and loyalty and ultimately drive business growth in an increasingly competitive digital landscape.

Ready to transform your customer engagement and drive business growth?

Partner with Marmato Digital today! Our team of experienced Salesforce Marketing Cloud experts is here to take your projects to the next level. With our deep understanding of Journey Builder’s capabilities, we’ll help you craft personalized, multi-channel customer journeys that resonate with your audience. From strategy development to seamless implementation, we’re committed to delivering results that matter.

Let’s collaborate and make your brand’s customer journey a remarkable one. Contact Us today to explore the possibilities!

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  • Service Cloud

Journey Builder Breakdown

  • by Timber Fontijn
  • Marketing Cloud

So, you want to make the most out of your Marketing Cloud org. But where to start? How to use all those clouds and builders and studios and extensions and… and.. and… Let’s break down the basics of Journey Builder. Some topics will get a more extensive breakdown in another article.

Let’s begin

Journey Builder - Launch

Tough choices, right from the start:  What do you want to build? I guess “a journey” would have been too easy, so let’s look at our options here.

  • Multi-Step Journey Build a journey that sends messages across any channel based on marketing logic and audience behavior.
  • Single Send Journey Quickly build and send a single personalized message in any available channel.
  • Transactional Send Journey Instantly send messages once an event occurs. Trigger personalized transactional messages with an API event.

Basically if you want to send a one-off message to a contact, Single Send Journey or Transactional Send Journey is what you want.

Single Send Journey

The Single Send Journey is great to engage a contact with just a single message. This can either be an email, SMS/text message or push, depending on your wishes and configurations. You can use this message to notify a customer of an upcoming sale or a one-time offer. A message that doesn’t need any logic, segmentation or follow-ups.

This journey type is for sending a message directly to a contact after activation or by scheduling the best send time. Pick a data extension containing your contacts (sendable of course), select your message or create a new one (email/SMS/push) and schedule!

It’s basically like scheduling one of these messages through their regular studios, but with a little bit of the awesomeness of Journey Builder!

single send journey marketing cloud

Transactional Send Journey

This new kid on the block is actually a more user friendly version of the triggered send functionality in Email Studio. It is triggered by a transactional API event. It’s usage is therefore limited to events triggered from 3rd party applications.

You can use this journey type to send a confirmation email of an online purchase or to send a password reset. Again no follow-ups or other special features. Fire and forget! Or in this case, email and forget… Simple, yet effective.

single send journey marketing cloud

Multi-Step Journey

Oh yes, there she is… The mother of all journeys: Multi-Step Journey.

The Multi-Step Journey is the most extensive journey type to pick. It will give you all the freedom to design the perfect journey for your purpose. Whether you want to track contacts after they made a purchase, congratulate them on their new home or engage them with a personalized questionnaire.

This journey will provide you with the full power of Salesforce Marketing Cloud, by combining data resources, smart segmentation and all your connected channels. This is what Journey Builder is all about.

Because of the extensiveness of this part of the Journey Builder, you can find more details in the linked articles.

Disclaimer: The Journey Builder is contiously being updated by Salesforce. Therfor it’s possible that elements are not (yet) mentioned in this article or already have been deprecated in your Marketing Cloud org. Please give us a shout if you notice an inconsistency.

Diving into the Multi-Step Journey Builder

Journey Builder Canvas

The Multi-Step Journey activities are in a menu on the left side of the canvas. They are divided into 2 main sections: Entry Sources and Activities.

single send journey marketing cloud

Entry Sources

The entry sources represent the starting point of your journey. You can pick from a wide variety of options:

  • Data Extension The journey uses the contacts in a sendable data extension you specify before journey launch.
  • API Event Contacts are entered into the journey through an API request to the Event endpoint on the Marketing Cloud API.
  • Audience Comparable to the Data Extension, but here a predefined audience is used as entry source. Audiences have to be created through Contact Builder.
  • CloudPages This should actually be name “Smart Capture Form”, because that is the source of the data in this entry source. Yes it’s placed on a CloudPage, but it is limited in it’s possibilities.
  • Inbound Chat Inbound Chat is (at the moment of writing) fairly new. It provides a journey entry for contacts that send a specific keyword over WhatsApp to your number. These contacts get picked up to follow the journey path.
  • Salesforce Data This entry can be quite powerful, because it combines the strength of Service/Sales Cloud with a Marketing Cloud journey. This entry can fire a journey for new and/or updated records in your connected Service/Sales Cloud org.
  • Event An event can be set up as source when you want to monitor some of your contacts’ behavior. It will periodically evaluate the contact data for changes and submits the contacts that qualify into your journey.

So, now you’ve got a list with contacts, but what should we do with them? Do we send them an email or does that depend on their preferences? The activities in Journey Builder provide you with all the tools you need to engage with them in a smart and personal manner.

  • Messages Messages contains all interaction methods from the connected channels. You can pick SMS or Email of course, but you can also select Push Notification or In-App Message.
  • Advertising When you have Advertising Studio, you are also able to inject customers into an advertising audience or campaign.
  • Flow Control Flow Control will help you set up the logic in your journey. You can have contacts wait for a certain amount of time or a specific date. But you will also be able to split your entire group of contacts based on attributes or at random. Special features are the Einstein powered activities.
  • Customer Updates This tab exists of only one activity: Update Contact. But don’t be fooled by it’s loneliness. This activity has the power to update related data in other Data Extensions.
  • Sales & Service Cloud When you have either Sales or Service Cloud connected through the Marketing Cloud connector, you are able to update data in the other clouds without complicated scripting.

single send journey marketing cloud

More reading and learning? Check this out…

  • Trailhead – Manage Campaigns with Journey Builder
  • Salesforce Documentation – Journeys and Messages

About 10 mins

Learning Objectives

Introduction, access an aggregate journey performance overview, measure your goals, check your journey’s health, review journey history for deeper insights, journey builder reports, intelligence reports for engagement, gain more insights with the google analytics 360 integration, case study: isabelle reviews her journey performance.

  • Challenge +100 points

Measure Journey Campaign Performance

After completing this unit, you’ll be able to:

  • View specific journeys, versions, and contact history in the Journey Health dashboard.
  • Describe the aggregate performance information provided in the analytics panel in the Journey Analytics dashboard.
  • Review in-depth details about a journey’s performance.
  • Access standard Journey Builder reports.

Marketing Cloud Engagement Datorama Reports is now Intelligence Reports for Engagement.

The analytics tools available in Journey Builder help you examine individual engagement and aggregate journey data for cross-channel campaigns. You can see which data sources, versions, channels, and content had the biggest impact. You can use this data to optimize customer journeys or as a guide for future campaign plans. In this module, we explore how to use analytics to measure against goals and refine journeys with versioning.

In Journey Builder Basics , you learned that when you launch Journey Builder, the Journeys dashboard provides an overview of all of the journeys you’ve saved, and it’s your first stop when you’re ready to create a new journey. In this unit, let’s take a closer look at the health and history of your journeys.

The Journeys dashboard gives you a high-level overview of journey performance for the most recent version of a journey, regardless of whether it’s running, finishing, stopped, or still in draft status. Here's a handy reference for the different types of journey statuses.

The Journeys dashboard also includes the number of contacts in the journey’s audience and the percentage who completed the journey. High-performing journeys can serve as models for future campaigns of a similar type. On the other hand, when a journey isn’t performing well, there can be opportunities to revise and refine your journey plan. Is an engagement split showing that an email isn’t having the impact that you'd hoped? Do you need to adjust the wait period between messages? Does your message content need revision? 

From the Journeys dashboard, you can drill down to more in-depth information—such as where contacts stop progressing through the journey—and create and activate new versions or copies of the journey. 

Default view of the Journey Health screen lists journeys from oldest to newest. It includes the journey name, status, high-level performance metrics, and last date modified.

You can refine the list of journeys displayed here by using the search or filter tool, or by selecting a specific journey folder. This can be particularly helpful when you have numerous journeys in your account or folder and just want the highlights. We learn more about organizing journeys into folders in an upcoming unit.

In the Journey Builder Campaigns module, you learned how to define a goal for a campaign. Each contact in a journey is regularly evaluated against the goal target during the journey. The schedule for when a contact is evaluated depends on whether a goal is set to remove them from the journey.

Journey Builder evaluates a contact against a journey’s goal target:

  • Each time a wait period expires
  • Every day at midnight US central standard time, if an exit criteria is set for the goal

chart icon

  • Goal Attainment : Shows the goal you set and the percentage or number of contacts in the journey that reached the goal.
  • Current Population : Shows the number of contacts currently in the journey and the exit criteria you set, if any.
  • Alerts : Shows that the system is processing slower than expected.

Use Journey History to view information about a specific contact’s engagement with your campaign. By default, the Journey History page shows results for up to the last 30 days’ activity. You can also see the total number of contact records across all journeys in your account.

Draft journeys and deleted journeys aren’t included in results.

The Journey History view shows each contact’s activities in the journey or journeys you select to view.

To track a specific contact through the journey, first find the contact key that represents the contact. Use filters to refine the information so you can see:

  • Which journeys the contact entered
  • A status message to indicate the contact's history in the journey
  • The time of each transaction
  • Which journeys a contact has been in for the past 30 days or less
  • Where the contact is on a journey
  • If a contact exited a journey

Use filters to refine your journey history view based on journey name, activity type, status, or date range.

Marketing Cloud Engagement provides two standard reports for monitoring email engagement tracking over time for a particular journey. You can run these reports at any time or schedule them to run automatically. The reports can be emailed to one or more addresses, or exported via FTP. 

To access these reports, navigate to Analytics Builder and select Reports .

Intelligence Reports for Engagement enable you to generate, view, and share a detailed analysis of your Email and Journey campaign- level data. With Intelligence Reports, you can use out-of-the-box dashboards, scheduled reports, and pivot tables to gain more in-depth knowledge about your marketing activities. Here are three reports commonly used for journeys:

Email Overview: Provides a high-level view of top KPIs like Sends, Delivery Rate, and Open Rate, as well as how these metrics have performed over time.

Journey Performance by Email: Provides an in-depth view into your journey and activities data, including the journey performance and a detailed breakdown by domain, day of week, audience, and more.

Email Engagement: Provides a detailed visualization of your email engagement data including engagement KPIs, engagement timelines, and in -depth breakdowns by domain, day of week, audience, and more.

When the Google Analytics 360 integration is enabled on your Marketing Cloud Engagement account, Google tracking is enabled for each journey you create unless you deselect that option. With this integration, you can access unified cross-channel performance data in Journey Builder and easily track your marketing campaign’s effectiveness. 

The Goals component in Journey Analytics is not linked or related to Journey Builder goals or exit criteria. For more information on Goals, see Google Analytics 360 help.

To learn more about this product integration, check out the Google Analytics 360 Integration for Marketing Cloud Engagement Trailhead module or contact your account representative.

Isabelle is the digital marketing manager for Northern Trail Outfitters

Isabelle allowed her welcome campaign for Northern Trail Outfitters to run for a couple of weeks while she worked on other projects. Now she’s ready to check and see how well it’s performing. When she logs into Marketing Cloud Engagement and goes to the Journey Builder tab, she finds her campaign listed in the Journey dashboard. The journey has a status of Finishing, and she can see the exact number of customers who were admitted into the journey (500) and the percentage who completed the journey (63%).

While Isabelle is pretty happy with how her welcome campaign has performed so far, she wonders if it can be beneficial to shorten the wait time between email messages 1 and 2. In the next unit, we learn how to create and manage versions that can help her test this theory and potentially improve her response rate.

  • Salesforce Help : Goals
  • Salesforce Help : Journey History
  • Trailhead : Google Analytics 360 Integration for Marketing Cloud Engagement
  • Trailhead : Journey Builder Campaigns
  • Salesforce Help : Use the Journey Analytics Dashboard
  • Salesforce Help : Get Started with Reports
  • Salesforce Help : Create a Standard Report
  • Salesforce Help : Journey Builder Email Send Summary
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+34 722 22 37 28, [email protected], single send journeys for email and push in salesforce marketing cloud, from single to multi-step journeys.

Another new release this year for Journey Builder is Single Send Journeys for email or mobile push. With this new feature, you can create single use case journeys and combine email and mobile channels. Let’s say you quickly want to send an email reminder using push notification. Now you can quickly send that simple one off message within Journey Builder.

Before, when creating a new customer journey in Journey Builder, you could only choose to create a multi-step journey. Now, you have a new guided setup for single send journeys. Choose wether to create a single send journey for email or mobile push. Once you start creating your journey, you will find pre-placed activities on the canvas. These activities can’t be dragged, dropped or removed. You can’t either add additional activities to the journey. These activities have been specifically pre-set for this type of single send journeys for email or push.

When you start configuring your journey, you will have to add an entry event, message and time. You will have two different options for scheduling the message. You can either run the journey immediately or set it to run at a specific date and time. Once you have activated your single send journey, you will be able to find it in the Journey Builder’s dashboard.

With Single Send Journeys you can up-level your marketing from single to multi-step journeys. Additionally, you will be able to send both single and multi-step journeys all from one platform. In future, more channels will become available for single send journeys.

Mobilize your journeys

Already in 2016, Salesforce was talking about why it is worth to mobilize your customer journeys . Download the e-book to find out how your brand can become as much a part of your customers’ daily lives.

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Read more about how sending push notifications can elevate the user experience and how it let you catch the on-the-go customers.

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Transactional Messaging API

Transactional messages are messages that are sent as a result of an activity occurring. Transactional messages are sent immediately and in an automated fashion. For example, you can use transactional messages to send order confirmation messages, password reset emails, and bank balance inquiry messages.

The transactional messaging API uses send definitions to send messages. A send definition contains references to the email template, recipients, sending options, journey, and metadata for the message. To create a send definition, use the Transactional Send Journeys feature in Journey Builder. You can also use the transactional messaging API to create a send definition. See createSendDefinition .

Like other features that use send definitions, the transactional messaging API requires content to exist as a message in the appropriate channel, such as email, SMS, or push. You can specify additional components of the send definition.

Considerations 

Consider these factors when you use the transactional messaging API.

  • Single-send requests, which use the recipient object attribute rather than the recipients array attribute, must provide a unique messageKey value as an ID.
  • The API doesn’t support suppression lists or exclusion scripts.
  • The API supports send logging only if your account is configured for automatic send logging. To maintain maximum performance, ensure that your send log is configured with a data-retention policy.
  • To deduplicate at send time, use messageKey . Don’t use a primary key on the triggered send data extension.
  • You can create up to a total of 500 transactional send definitions and triggered send definitions for email in a 7-day period in each business unit. This limit applies to send definitions that you create in the Marketing Cloud Engagement web interface and using the API. It doesn’t apply to Journey Builder email activity triggered send definitions.

See Also 

  • Event Notification Service
  • Salesforce Help : Transactional Send Journeys

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Transactional Send Journeys

Transactional Send journeys enable you to create and manage transactional API messages in the same Journey Builder workspace used to manage Single Send and Multi-Step journeys. This journey type allows non-technical users to configure a Transactional API entry source without assistance from a developer. You can also monitor journey performance, such as error counts and queue depth, from the Journeys Dashboard.

Use a Transactional Send journey to trigger a single message to contacts when they take a specific action. Here are two examples. For more information, see Get Started with Transactional Messaging API .

Use Case: Services

Renee is the membership renewal manager for a curated beauty products subscription box. She creates a Journey for password resets collaborating with the login development team.

Use Case: Retail

Chris is the customer service manager for a large online retailer. They create a journey that sends a confirmation of purchase when a customer places an order. Because they have Event Notification Service enabled, they receive a notification if a message bounces.

  • Create a Transactional Send Journey Use the Transactional Send feature in Journey Builder to create messages triggered by the Transactional Send API
  • Clear a Transactional Send Journey Queue You can clear a Transactional Send Journey queue when messages in a paused or errored journey are outdated and no longer eligible for delivery.
  • Update an Email Activity in a Transactional Send Journey Follow these steps to update an email message in a Transactional Send Journey.
  • Event Notification Service

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COMMENTS

  1. Single Send Journeys

    Single Send Journeys. Single Send journeys enable you to create and manage simple, one-touch customer journeys within the same workspace used for Multi-Step journeys. Define the target audience for the entry source, add existing message content or create a message from scratch, and send or schedule the send for a later date and time.

  2. Single-Send Journeys

    To set up a single-send journey via API, follow the journey specification, with these key modifications:. In the journey object, use Quicksend for the definitionType parameter.; In the journey object, for the channel parameter, use one of the following values: email for email, push for push notifications, or sms for SMS messages. In the activity object, for the type parameter in the activities ...

  3. Marketing Cloud: Single Send Journeys versus Send Flows

    If you have used Journey Builder recently, you probably noticed that Salesforce Marketing Cloud has introduced a new feature called "Single Send Journey".This is allowing you, as a user, to create a one-off send off a single email to a Data Extension through the Journey Builder interface.. So, from that description, you might be thinking "this functionality sounds like a Send Flow ...

  4. Get Started with Journey Builder

    In Marketing Cloud Engagement, hover over Journey Builder in the top navigation bar. Click Journey Builder. You've arrived! Now, let's explore the components of the Journey Builder dashboard. ... We discuss how to create a single-send journey later in this module, and you can learn about building more complex journeys in Journey Builder ...

  5. Marketing Cloud: Single Send Journeys versus Send Flows

    A Send Flow allows you to send to a Data Extension, Lists, Data Filter and (if you have the Salesforce Marketing Cloud Connector) Report or Campaigns. This may not be a significant difference as many people would be just sending to Data Extensions anyway, but it is worth a thought. Also, Single Sends are still new, so things it cannot do right ...

  6. Chapter 1: Optimise End-to-End Customer Journeys

    The Journey Builder tool lets you create and track different types of customer journeys in Salesforce Marketing Cloud from a unified workspace. These journey types include: Single Send journeys: Marketers can automate a single batch message to a target audience. Single Send journeys enable you to create and manage one-touch customer journeys ...

  7. PDF Marketing Cloud Journey Builder Implementation Guide

    JOURNEY BUILDER IMPLEMENTATION GUIDE. Journey Builder is the Marketing Cloud's primary platform for sending messages and designing multi-step marketing journeys. It's the single stop for messaging and includes everything you need for marketing orchestration. Journey Builder's foundation is the journey, which is the customer communication plan a ...

  8. Salesforce Marketing Cloud Journey Builder: The Essential Guide

    The Salesforce Marketing Cloud Journey Builder guide is designed to help users build powerful customer journeys that push contacts to convert. ... Single send: Sends a single, personalized message in any available channel with no follow-up (e.g. flash sale announcement)

  9. Create a Single Send Journey

    In Journey Builder, click Create New Journey. Navigate to Single Send Journey, and select the type of message to create. Email, Push, and SMS types don't support Einstein features. To use Einstein STO to send the message to each contact at the best time for them, add the Send Time Optimization activity. To remove the Einstein STO activity ...

  10. Salesforce Marketing Cloud (SFMC)

    In Salesforce Marketing Cloud (SFMC) Journey Builder, a single send journey is a simple journey that involves sending a one-time communication to a group of contacts. Unlike a multi-step journey with multiple sections and ongoing interactions, you can use a single send journey for straightforward campaigns, such as sending a promotional email ...

  11. PDF Journeys and Automations

    In the Marketing Cloud Engagement Email and Journey experiences, these changes are to assist you in identifying the most valuable ... a file transfer, or an email send. Schedule an Automation In a Marketing Cloud automation that's in draft mode or already running, set the schedule on the Workflow tab. ... progress, and name. When a single ...

  12. Marketing Cloud Journey Builder Breakdown

    Basically if you want to send a one-off message to a contact, Single Send Journey or Transactional Send Journey is what you want. Single Send Journey. The Single Send Journey is great to engage a contact with just a single message. This can either be an email, SMS/text message or push, depending on your wishes and configurations.

  13. Send a Single Message with Journey Builder

    Select Email in the Single Send Journey section of Journey Builder. Click Data Extension. Click Select Data Extension and select the data extension that holds the audience you want to send to. That data extension also contains information that you can use for simple message personalization. Click Summary. Click Edit in the Filter Contacts section.

  14. Measure Journey Campaign Performance

    A Single Send journey started or sent a message on the specified send date and time. Stopped: ... Journey Builder Reports. Marketing Cloud Engagement provides two standard reports for monitoring email engagement tracking over time for a particular journey. You can run these reports at any time or schedule them to run automatically.

  15. Single Send Journeys in Journey Builder in Salesforce Marketing Cloud

    Once you have activated your single send journey, you will be able to find it in the Journey Builder's dashboard. With Single Send Journeys you can up-level your marketing from single to multi-step journeys. Additionally, you will be able to send both single and multi-step journeys all from one platform. In future, more channels will become ...

  16. Manage Customer Journeys

    Marketing Cloud Journeys and Automations; Manage Customer Journeys. Journey Builder's enables you to efficiently create and track Single Send, Transactional Send, and Multi-Step customer journeys in Marketing Cloud from a unified workspace. Single Send journeys: Automate a single batch message to a target audience.

  17. Transactional Messaging API

    A send definition contains references to the email template, recipients, sending options, journey, and metadata for the message. To create a send definition, use the Transactional Send Journeys feature in Journey Builder. You can also use the transactional messaging API to create a send definition. See createSendDefinition.

  18. 10 Ways to Send an Email in Salesforce Marketing Cloud

    Marketing Cloud Journey Builder is an amazing campaign automation building experience that visually maps out the 'journey' contacts will make through your marketing touchpoints. 7. Single Send Journey. Single Send Journeys enable you to send an email in three steps. First, select the email you want to send, choose the Data Extension that ...

  19. Create, Send, and Monitor Single Send Journeys from Journey Builder

    Send a Larger Volume of Emails with High-Throughput Sending. Pause and Resume Multiple Journeys from the Journey Dashboard. Distinguish Between Activities in the Journey History Dashboard. Improve Journey Performance with Recommendations. Track URL Interactions in Engagement Split Activities.

  20. marketing cloud

    That being said, there is no journey typisation in those data views, and there are no other data views that relate to journeys. Which implies that you'll best differentiate by either the journey name (you could think of a naming convention) or the email activity as described here:

  21. marketing cloud

    0. IERs should work for both single-send journeys as well as multi-step journeys. The list of things to check should be as follows: -Lead/Contact Id should be the subscriber key in SFMC -Select the checkbox 'send tracking results to sales cloud'. I tried it myself to ascertain the issues & in both cases, I could get the IERs in the Sales cloud ...

  22. Journeys and Automations in Marketing Cloud Engagement

    Journeys and Messages. Journey Builder is a campaign planning tool in Marketing Cloud Engagement that enables you to design and automate campaigns that guide customers through their journey with a brand. Its foundation is the journey, which is the communication plan you design. Canvas activities tell Journey Builder how to communicate to and ...

  23. Transactional Send Journeys

    Transactional Send Journeys. Transactional Send journeys enable you to create and manage transactional API messages in the same Journey Builder workspace used to manage Single Send and Multi-Step journeys. This journey type allows non-technical users to configure a Transactional API entry source without assistance from a developer.