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Enhancement in Journey| Linking of lists to uncover more use-cases

Overview:

With this enhancement, you will be able to add "Lists" to the decision making branch, goal settings & suppression list of the Journeys (automation module).

Who's this for?

This is for the CSM/CS Ops person who is responsible for  automating processes with the help of Journeys in CSM.

What will I be able to achieve?

While creating Journey, you will be able to add "Lists" to the decision making branch. 

Practical use-cases:

1. If you are setting up Invoice reminder automation and added a series of 3 emails + 1 task for CSM. But you would not want to send a reminder to only those Users/Customers who haven't responded to your previous emails. So you can set up a Goal by creating a list "OF USERS with Touchpoint (email received is zero in last 7 days)"

2. While sending automated messages for onboarding, you can set up list of "Feature Used A " in the Goal Setting or Decision making branch.


How to achieve?

While creating Journey, add lists in 

  1. Decision making
  2. Goal Settings
  3. Suppression list

Contact Us

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,

  1. Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat icon in the left side navigation bar

  2. Create a conversation from here

  3. Send an email to support@customersuccessbox.com

This format of “Contact US” needs to be put together on every documents.


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  1. Anu Dudhat

  2. Posted

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