This article will list out the different ways Entry Enrollment criteria(s) for Account Journeys can be defined
'Entry Enrollment' criteria defines the rule(s) for enrollment of Accounts to a Journey. Accounts can be enrolled in a Journey by defining
Account segment(s) or Account list(s) to track
Enrollment rule for existing Accounts
Defining Entry Criteria
Follow the steps below to define the Entry criteria for adding Accounts to a Journey.
Add New Journey
To create a new journey, click on Journeys > Add New Journey. Enter the 'Name' and 'Description' for the new Journey you are creating and click on Save
Setting Entry Criteria
Click on the Set Now button to start defining the Entry Enrollment criteria(s).
Select Account Segment(s) / List(s)
Select the Account Segment(s) and Account List(s) for which Account(s) should be enrolled in this Journey. Note that you can add multiple Accounts Segments and multiple Accounts Lists to the journey.
When the journey is activated, all Account(s) existing/entering in the specified segment(s) and list(s) are considered for enrollment in the journey.
|Note: Journey will enroll all accounts from the segment as well as from the list.
After selecting Account Segments/Lists, you will have to define the re-enrollment criteria. This tells CustomerSuccessBox whether or not the Accounts who have completed the journey, should be re-enrolled to the same Journey if they re-enter the enrollment Segment(s).
There are three options:
Don't Re-enroll: Account once enrolled will not be re-enrolled after they have completed the Journey
Re-enroll every time: An eligible Account WILL BE re-enrolled provided they re-enter the enrollment Account Segment(s) for the Journey and they are not already active in the Journey.
Re-enroll after a specific time period: You can define the number of days after which an Account should be re-enrolled. An eligible Account will be re-enrolled on re-entering the enrollment Account segment(s), provided the defined number of days have passed since its previous exit from the Journey.
If this box is checked, all eligible Accounts which already exist in Account Segment(s)/List(s) will be enrolled when the Journey is enabled for the first time in real-time.
If not selected, all eligible Accounts which already exist in Account Segment(s)/List(s) will be enrolled once the Journey is enabled in the next scheduled daily sync.
Saving the Entry Enrollment Criteria
Click Save & Next or Add Action(s) to start defining the Action(s) that need to be performed on eligible Accounts in the Journey
In most cases, you would have a dedicated Customer Success Manager who will be your point of contact for any queries or assistance. You may also,
Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat icon in the left side navigation bar
Create a conversation from here
Send an email to firstname.lastname@example.org