What this helps you do
A Journey is a sequence of messages that runs on one audience. Each person starts it when they enter that audience, and each has their own clock. For a membership organization, that audience is one you assign, such as New Members: a person starts the welcome because someone at your organization added them to it, never because a membership was approved or activated, dues were paid, a join date passed or anything happened in your membership system, which the Hub cannot see.
When to use it
Use it for a welcome that should read the same for everyone who joins: how the organization reaches them, their part of it, what's open to them and where they can take part.
How to do it
- Create a New Members audience and set it to organization assigns.
- Open Campaigns and choose New Journey on that audience. The starter New Member Welcome has four messages: day 0 (the whole organization), day 3 (their part of it), day 7 (what's open to them) and day 14 (where they can take part).
- Edit the messages in your own words. Say where the membership record, dues and renewal live; don't put them in the messages.
- If people are already in the audience, choose whether to start the Journey for all of them or only for people added from now on.
- Activate. Each month, add the people your membership system shows as new members, with Bulk assign or an audiences column in an import or webhook that names New Members.
Example
Each month the membership coordinator exports the month's new members and adds them to New Members. Each one gets a welcome that says what the organization does for members, how their chapter and any sections work, how to turn on Member Events and Programs & Learning, and how Get Involved works if they would like to be asked to take part.
Good to know
- Someone added to All Members for the first time is not necessarily new to the organization, which is why the welcome runs on New Members, an audience you fill.
- If someone leaves the audience their remaining messages stop; rejoining does not restart a finished sequence.
- Journeys are part of Hub Pro, which unlocks at $500 in cumulative qualifying Blast Credit purchases for any organization. Content Series is available now.