Automated Journeys

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

Manage your automated journeys by navigating to Email Marketing > Automated Journeys. Here, you'll find a list of all your automated journeys, which can be filtered by creator or below status':

• 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.

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 create a new automated journey, click "Create New Journey."

After naming your journey, you'll enter the configuration panel to define its steps, triggers, and target audience.

Begin by selecting "Choose starting trigger," which determines the criteria for a contact's entry into the journey. These triggers are based on your Street CRM data.  

By default, all contacts meeting the entry trigger criteria will enter the automated journey. However, 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. 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. 

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.

• 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.

• Choose a Delay: To create a natural and effective email flow, you may incorporate delays between actions. By strategically spacing out your emails, you can avoid overwhelming your recipients and maximise engagement. To do this, choose the ‘Delay’ action and specify the time interval.

• 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:

Clicking the settings cog provides access to additional journey options. You can prevent contacts from being enrolled in multiple automated journeys simultaneously. To do this click the dropdown under "Do not enrol contact if currently enrolled in," and select one or more of your other automated journeys.

You can also customise "Email send options," choosing to send actioned emails as soon as possible or restricting delivery to a specific time frame. Ensure you click "Save settings" when you're finished.

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.