We have conveniently equipped your RocketLevel account with premade marketing journeys. These are available and ready for use in your RocketLevel platform. Let’s get started on how to take full advantage of these to better fit your business.
Business Value: Learn how to use marketing journeys to reach your marketing goals.
We have created this guide for you to learn more about Marketing Journeys and editing the actions they execute to personalize them to your marketing goals.
If a written guide isn’t your preferred format, click here to view this information in a video guide.
This guide covers an example COVID-19 journey.
Accessing Marketing Journeys
To follow along, let’s add the COVID-19 journey to your account. Select Marketing Journeys on the main menu. Then, click Add Marketing Journey. On the next page, choose New Marketing Journey From Template. Then, select the COVID-19 journey and click Create Now.
What this is, it is a three-part series to communicate with your customers that your
business is open and ready to serve your community. With so many changes around COVID, you want to make sure that you’re very proactive by letting your customers know what the new protocols are and how to best engage with you during this time.
Edit Journey Details
If you remember from the Account Settings guide, the From Email and From Name will be pulled automatically from your Account Settings as the default. However, you also have the option to edit the name and/or email to appear like it’s coming from a particular person. For this example, we will want the emails to go out from “Jane Doe”
When these emails go out and will appear to come from firstname.lastname@example.org.
Understanding “Inactive” Marketing Journeys
Now, as you can see, this journey is still not active. This means if you try to add somebody to it, you won’t be able to. If anybody were to already be going through it when you deactivate the marketing journey, all emails and text messages cease to go out.
“Leads Can Enter This Journey Multiple Times” Feature
In this example, you will notice that leads can only enter this journey one time. Once they receive these messages, you cannot add them again.
You do have the option to change this, however. Click “Edit Journey” and toggle on the option for leads to enter the journey multiple times.
Once you do add people to the marketing journey, you’ll be able to see the active leads, how many people are in the middle of receiving these communications, and how many completed leads you have (who’s done with the journey). You can also see when it was created and when it was updated.
In this example, this particular journey does not have a trigger, meaning it doesn't start automatically if somebody fills out a form or if a tag is applied to the lead. In this particular journey, you’ll be adding these people manually.
If you would like to have a trigger activate this journey you would go to the green “+ New Trigger” button and add the desired trigger, whether it be if a tag is applied or a form is submitted.
Next, come the actions. So what happens when somebody gets added to the marketing journey? Well, the first thing that will occur is an email that is going to be sent to that contact, which, in this example, is going to be the “COVID-19 - Auto - Email 1”.
For any email on your journeys, you can either click the green Preview button to see how the email looks as-is or you can click on the email name to open a new tab and make adjustments. When you open the email in a new tab, it’s going to give you the details of the email itself so you can start to edit it.
In the action details, you’ll see “Action Will Execute: As soon as the Lead is added to the action”. This means that the email will send out immediately to the lead, once the lead is added to this action.
Once that action executes, it goes immediately to the next one. In this example, the next action also happens immediately. This particular action will send a text message to the lead. We must edit this because shortcodes do not populate in SMS. You are going to want to input your business information instead. Make sure you mind the characters’ limit.
Ignoring Hours on SMS Marketing Journey Actions
Another thing that you’ll notice here is that you can ignore hours. And what does that mean for SMS?
If you remember from our Account Settings guide, you are able to specify the start time and the stop time for SMS messages on any given day. So in this account, they don’t go out earlier than 8:00 AM, and they don’t go out later than 9:00 PM.
Now, sometimes the marketing journey may want to send a text message at a different time outside of that time block. If you want it to be able to do that, then you would click Edit Action to adjust the Ignore Hours function. If you want it to stay within that time frame, then you would make sure that that’s disabled. Once you’ve edited text message content, and chose to ignore hours or not click Save.
Moving on down to the next email, “COVID-19 - Auto - Email 2” is going to be sent two days after the text message and the first email are sent out. Then, we have another text message that is sent again two days after the first two actions are executed and immediately after Email 2. Then seven days later, you’re going to have “COVID-19 - Auto - Email 3” go out, and it comes with a text message as well.
Changing Time Intervals Between Actions
Now let’s say that you wanted to change the time interval that everything’s going out. Maybe you don’t necessarily want the last email to go out 7 days after the previous one and instead, you want it to go out two weeks. Click Edit for the action you want to edit, and change the Interval to “2” and the Interval Unit to “weeks” and click Save.
That last text message is still going to be sent out right after this two-week email.
At this point, what the journey looks like is the first email and the first text message are going out immediately together. Two days later, another email and text message go out together. together. And then two weeks later, the final email and text message go out.
Let’s say that you wanted to add another action to the end of this. There are a few different types of actions that you can incorporate into a marketing journey. You can
- Apply a tag
- Apply tags based on a custom field value (which is based on the information that’s actually stored in that contact profile)
- Remove a tag
- Send an internal text message notification, meaning to yourself or whoever runs your business’s RocketLevel account
- Send a text message to the lead
- Send yourself an internal email notification
- Send an email to a lead
So everything that we’ve seen so far in this COVID-19 journey example has been “Send Text Message to Lead” and “Send Email to Lead”.
Let’s say that you wanted to send an internal text message to yourself. You would select “Send Internal Text Message Notification” and click Save. So immediately after the final action is completed, you want to send a message to yourself. The message could be “Someone has completed your COVID-19 Journey” so that you can be notified when someone’s been through the marketing journey. Once you click Save, this action will happen right after the very last text message that we set up.
Activating your Marketing Journey
Once you’re happy with the structure of your marketing journey, you’re going to want to activate it. What you’ll do is you’ll scroll up to the top of the page, and you’ll notice that it is not active.
In order to activate it, click the Edit Journey button and toggle the Active toggle to “on”.
If you haven’t done so already, you can also toggle the option above it so that leads can enter this journey multiple times if needed. You would typically have this enabled for appointment or contact request marketing journeys, so that repeat customers can go through the journey multiple times. Once you’re done, click “Save.”
This is how you edit journeys in your account. Please note that this journey is not part of your account when you log in, but you can add it as a new template journey.
For your convenience RocketLevel articles and walkthroughs like this are available 24/7 at help.rocketlevel.com.