What this helps you do
A Journey is a sequence of messages timed from when each person joins, so everyone gets the same welcome no matter when they connect. Message one goes out immediately or on the day you choose for that person, and the rest follow on your schedule. Each person has their own clock.
When to use it
Use it for a new-member welcome, a first-year sequence that introduces benefits one at a time, onboarding for a new committee volunteer, or an orientation for a member who has just moved into a new chapter.
How to do it
- Open Campaigns and choose New Journey.
- Pick the audience that enrolls people: anyone added to it begins the Journey from the first message.
- Write the steps in order and set when each sends: immediately after joining, or a number of days later, optionally at a specific time.
- If people are already in the audience, choose whether to start the Journey for all of them or only for people who join from now on.
- Activate the Journey. The page shows who is at which step, who completed it, and who left early.
Example
Your new-member Journey sends a welcome and what the membership includes on day one, the chapters, committees and groups they can join on day three, and an invitation to reply with questions on day seven. A member who joins in January and one who joins in June each get the full sequence from their own start date.
Good to know
- If a member leaves the audience their remaining messages stop; rejoining does not automatically restart a finished sequence.
- Connect your join form or renewal confirmation to the inbound webhook and new members can be invited without anyone touching the Hub. There is no connector to an association-management system that does this for you.
- Journeys are part of Hub Pro, which unlocks at $500 in cumulative credit purchases for any organization. Until then the page shows your progress toward it, and Content Series is available now.