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-owner welcome after delivery, an orientation for a customer who just started servicing with you, or a follow-up for everyone who connected at an owner clinic.
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-owner Journey sends who to call in service and in sales on day one, what the first service covers and how to book it on day three, and an open question on day thirty. A customer who takes delivery on a Saturday and one who connects at the parts counter on a Wednesday each get the full sequence from their own start.
Good to know
- If a customer leaves the audience their remaining messages stop; rejoining does not automatically restart a finished sequence.
- A Journey is timed from the day a person connects, not from a delivery date or a mileage interval, because the Hub holds neither. Point your website form at the inbound webhook and new customers are invited without anyone touching the Hub. There is no DMS or dealer CRM connector 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.