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Email Marketing

Automated Journeys

Automated Journeys

Automated email journeys are designed email sequences that can help nurture leads and engage customers. Triggered by a specific segment, action or time interval, they deliver timely, relevant content, strengthening audience relationships and improving marketing ROI.

To manage your automated journeys, navigate to Email Marketing > Automated Journeys. This is the central hub where you'll find a comprehensive list of all your automated journeys. You can easily filter and organise them based on various criteria, including the creator of the journey and its current status. Below are the key status options available for filtering:

All Journeys: Displays all journeys, regardless of status.
Active: Shows currently running journeys.
Paused: Displays temporarily halted journeys.
Draft: Lists journeys in progress but not yet activated.
Archived: Contains inactive journeys kept for record-keeping.

To keep things organised, you can apply tags to each journey. Tags act as a labelling system that allows you to group similar journeys together, making it easier to filter and find the relevant ones when your list grows large or the page gets cluttered. This feature helps you maintain a smooth workflow and ensures you're always able to quickly access the journeys that matter most.

By using these tools and filters, you can efficiently manage, track, and optimise your automated email journeys, ensuring your campaigns run smoothly and deliver the best results possible.

Getting Started with Automated Journeys

Before setting up an automated journey, it’s essential to configure your Email Settings. A verified sender address ensures that emails are sent from your business, improving deliverability and trust. These settings will pre-populate your sender information when you create an email.

To learn more about configuring your Email Settings, refer to our comprehensive Settings guide here.

Building your Automated Journey

To get started, click "Create New Journey." This will open the configuration panel, where you can define the journey’s steps, triggers, and target audience. To rename your journey, simply click the pencil icon next to the title.

Start by selecting "Choose starting trigger." This defines the conditions under which a contact enters the journey. Triggers can be based on a contacts action within your Street CRM, a Spectre Property Report event, or a specific segment you’ve previously created.

Street Events

To learn more about starting and exit triggers pulled directly from Street, click here. These are actions your contacts will make in Street that will trigger them entry into this journey.

By default, all contacts meeting the starting trigger criteria will enter the automated journey. By clicking into your starting trigger. you can refine this by adding an ‘Exit Trigger’ or applying a specific ‘Segment’.

An exit trigger allows contacts to leave the automation upon reaching a specific threshold or completing a certain action. To add one, click the trigger which will open the edit options and select "Add Exit Trigger", you can add as many exit triggers as you'd like.

You can also filter journey recipients using segmentation. To learn more about segmentation click here.

Under "Select a segment," choose from your pre-set segments via the dropdown menu. Segmentation enables targeted experiences based on various pre-set criteria. Keep in mind that only contacts who meet the segment's 'Starting Trigger' will enter the journey.

Spectre Events

To learn more about starting and exit triggers pulled directly from Spectre Property Reports, click here. These are actions your contacts will make based on reports recieved that will trigger them entry into this journey.

By default, all contacts meeting the starting trigger criteria will enter the automated journey. By clicking into your starting trigger. you can refine this by selecting the specific instant valuation landing page, adding an ‘Exit Trigger’ or applying a specific ‘Segment’.

You can also filter journey recipients using segmentation. To learn more about segmentation click here.

Please note, you can only apply a specific instant valuation landing page, you cannot apply a specific lead capture report.

Segment

Under Segment, you’ll see a list of your custom, pre-set segments. To learn more about segmentation click here.

Choosing a segment will enrol all contacts currently within that segment into the journey.

It’s important to note that only contacts who are part of the segment at the time the automation is launched will be included—any contacts who enter the segment after the journey has started will not be added.

You can still configure Exit Triggers as normal. An Exit Trigger allows contacts to leave the automation upon reaching a specific threshold or completing a certain action. To add one, click the trigger to open the edit options and select "Add Exit Trigger"—you can add as many exit triggers as needed.

AI steps

AI-powered journey creation is only available when selecting a Street or Spectre trigger—it is not currently supported when starting from a segment. Additionally, make sure your Email Settings are properly configured; otherwise, the AI functionality will not be accessible. For help configuring your settings, refer to our comprehensive Settings guide.

To get started, simply enter a prompt detailing the goal of your automation, the number of emails you'd like to send, and the desired time frame. Spectre will then generate a fully automated journey, complete with pre-populated email templates and suggested delays between sends, ready for your review.

Be sure to review and adjust the content as needed. You can preview, edit, or regenerate the entire journey if necessary.

Manual steps

If you choose to build your journey manually, it's time to add an action. Select from a variety of options to customise your workflow:

Send an Email: Select "Send an Email" to deliver a message. You can either choose an existing email from the dropdown menu or create a new one by selecting "Create New Email." To learn more about creating email templates, click here. Once you’ve made your selection, hover over the email to edit or preview it. Click 'Edit Details' to modify the subject and preview text.
Include Appointment Details: You can also choose to include appointment details as an attachment in the email. This will allow the recipient to add the appointment to their calendar directly from the email. (This feature is ONLY available for automated emails triggered by appointment-related events, such as valuations, viewings, and inspections.)

Send an Internal Notification Email: Notify internal staff members when a contact triggers a specific action. For example, you might want to call a lead before or after an automated email is sent. You'll need to provide a subject line, up to five recipient email addresses, and a brief message. You can also choose whether or not to include customer details in the notification.

Choosing a Delay: To create an effective and natural email sequence, incorporating delays between actions can help you avoid overwhelming your recipients and improve engagement. When you choose the ‘Delay’ action, you’ll have two options based on the trigger you've applied.
1. Before an Appointment: If your trigger occurs before the appointment (e.g., a booked valuation), you can set a delay before the appointment. This allows you to schedule emails to be sent at a specific time before the appointment, ensuring your message reaches the recipient at the ideal moment.
2. After an Action: If you prefer to send emails after an event (e.g., after a customer completes a valuation), you can set a delay that counts forward from the starting trigger. This is useful for follow-up emails, such as sending a confirmation or additional details a set time after the action.
Simply choose the appropriate delay option and specify the desired time interval to tailor your email flow effectively.

Split the Journey: (This action is available only after adding a "Send an Email" action.) Split the automated journey based on whether a recipient has opened a specific email. For instance, you could send a different email or trigger an internal staff notification for those who didn't open the original message, prompting a different form of outreach. Ensure that you select the correct 'Opened email' before proceeding to add your split actions.

If you choose the wrong action, click the three dots next to it to replace or delete it.

Automated Journey Settings:

Click the settings cog within your journey to access additional configuration options.

Prevent duplicate enrolment: You can stop contacts from being enrolled in multiple automated journeys at the same time. Simply use the dropdown under "Do not enrol contact if currently enrolled in" to select any other journeys you want to exclude.
Control re-entry: Decide whether a contact can re-enter the same journey more than once. For example, in an appointment-based journey, you may want the contact to go through the automation each time they book an appointment.
Email send options: Choose when automated emails are sent. You can set them to send as soon as possible, or limit delivery to a specific time window.

Don’t forget to click "Save settings" once you’ve made your changes.

Finalising and launching:

After defining all actions and delays, review your automated journey to ensure it meets your marketing goals. Click "Start Automation" to activate it and begin sending emails based on your defined settings, or, select "Finish Later" to save the journey as a draft and return to it later.

Once an automated journey is activated, it cannot be modified. To implement any changes, you will need to pause the current journey, create a duplicate, make the necessary edits to the duplicate, and then activate the new version.

Please note that any actions that have already been executed in the original journey will also occur in the duplicate unless they are removed.