To configure this feature, ensure Configuring Campaign Manager is complete.

To use Builder sub-tab, navigate to or create the appropriate multi-action journey.

The following controls are available:

• Zoom in and Zoom out (+/-) – Controls the zoom level. Zooming using a mouse wheel or trackpad is also supported.
• Fit View () – Select this button to automatically reset the zoom and pan settings so that all rendered nodes completely fill the canvas tab area
• Lock and Unlock () – Select this button to lock or unlock the canvas controls, disabling or re-enabling zoom and pan adjustments
• Legend () – Select this button to display the chart legend

Marketing users can select the Start Over button on drafted journeys to remove all added nodes and revert the journey to its default state, with a single connection between the Journey Start and Journey End nodes.

Select the Download button on the toolbar to save an image of the entire journey as an .svg file.

Switching to the Classic View

To switch to the classic list view, select the Switch to Classic Builder link in the Add Details section of the Overview sub-tab.

Switching to the Classic Builder removes any saved progress in building the journey and reverts the journey to its initial state in the Classic Builder UI.

Switching to the Journey Builder for Existing Journeys

To switch journeys created prior to the 26R1.4 release to the Journey Builder, select the Switch to Journey Builder link in the Add Details section of the Overview sub-tab.

Selecting this link removes all existing flows, actions, and segmentation.

Marketing users can use the Builder sub-tab to add nodes to the canvas by selecting the + button in the appropriate place in the journey.

The following nodes are available:

• Start - The start node
• Actions – Enables adding a channel action or followup action. See Adding Action Nodes for more information
• Delays – Enables adding a delay of a specified time before proceeding in the timeline. See Adding Delays for more information
• Splits – Enables adding splits in the journey timeline based on certain interaction requirements. See Adding Splits for more information.
• End - Selecting an End node highlights the entire path from Start to that exit point

Adding Action Nodes

Action nodes enable adding channel actions to the timeline. Users can add either primary journey actions or actions associated with follow-ups.

To add an action node:

1. Select the + button in the appropriate place in the timeline.

   

2. Select the appropriate channel action.

3. Populate the appropriate action information based on the selected channel:
   

   • Email
   • Field Email
   • Field Action
4. Select Save.

Adding Delays

Delay nodes enable adding a time delay in the timeline prior to initiating the next node in the journey. For example, adding a delay of seven days after the initial Send Email action before initiating another action.

To add a delay node:

1. Select the + button in the appropriate place in the timeline.
   

   

2. Select Wait in the Delay section.

3. Populate the Wait Duration field with the appropriate wait in days.

   
   

4. Select Save.

Adding Splits

Splits are branching points in the journey timeline based on interaction requirements by targets within the journey.

To add a split node:

1. Select the + button in the appropriate place in the timeline.

   

2. Select the appropriate split. The following types of split are available:

   • Engagement - Clicked? – Creates branching nodes based on if a target has or has not clicked a particular link or links in a previous email
   • Engagement - Opened? – Creates branching nodes based on if a target has or has not opened a previous email
   • Field Value - Creates branching based on selected object and field value. See Journey Branching: Field Value Splits.

3. Enter the appropriate details based on the selected split type:

   • Engagement - Clicked?
   • Check Action – Select the appropriate upstream Action node that the split is checked against

   • Check URLs – Enter the appropriate URLs to check. Up to 10 URLs can be added.

     

     URLs with populated or unpopulated tokens are not supported. However, URLs match based on a Starts With search against any URL selected by the recipient from the corresponding email. For example, if one of the URLs entered in this field is https://example.com/product, and a target selected the personalized URL https://example.com/product/123?ref=abc, it counts as a match. This means that personalized and tracking URLs can be tracked and supported by including the base URL.

   • Engagement - Opened?

   • Check Action – Select the appropriate upstream Action node that the split is checked against

     

   • Field Value - See Journey Branching: Field Value Splits for more information.

     

4. Select Save.