Whether you created a journey from a template or created a custom journey, you can add steps to account for a wider range of customer actions. For example, you can add a wait step that pauses the journey for a period of time before sending a text message, or add an A/B test to see which strategies work better.
Before you get started
- This article assumes that you're already familiar with what journeys are and how they work. If you aren't, check out What are journeys?
On this page
Add a step to a journey
- Drag a step type from the Steps panel and drop it where you want to place it in your journey:
After you release the step icon, a panel opens on the right side of the screen where you can customize the step.
Available journey steps
There are five steps of types you can add to a journey:
Adding steps is fully customizable and supports multiple levels of nesting. This means that you can create very straightforward journeys that send customers a message if they view a product, or create complex journeys that send different A/B test variants to customers based on their device type.
Add a delay before moving to the next step in the journey. For example, wait one hour before sending the customer a text message encouraging them to purchase an item they left in their shopping cart. It’s important to add a long enough pause to make sure the subscriber wasn’t going to make a purchase, but not so long that they lose interest.
Suggested wait times
- Browse Abandonment: 30-60 minutes
- Cart Abandonment: 30-60 minutes
- Post Purchase
- Ask for product review: 7 days, or long enough to ensure that the product has arrived
- Invite to referral program or Thank You message: 1 hour
Split the journey into two (or more) paths depending on customer activity. For example, send the customer a message if they left an item in their shopping cart without completing the purchase, or end the journey if they made a purchase.
There are five kinds of branch steps:
- Device: Subscriber device details, like the device type or operating system.
- Subscriber past actions: Subscriber part activity like viewing or adding products to their cart.
- Subscription type: Whether or not the customer has opted-in to receive both transactional and marketing messages, or just transactional messages. For more, check out What are transactional journeys?
- Product data: Branch based on the name, category, tag, or availability of the product that the subscriber interacted with. For more, check out What is branching on product data?
- Segment: Branch based on the segment the subscriber is included in.
For more on how branching works, be sure to check out How branching works in journeys.
A/B test step
Use an A/B test branch to see which messaging strategies work best for your business. A/B branches let you divide traffic to your website into different variants. By default, all traffic is split evenly between each of your variants, but you can also customize the traffic split to funnel more traffic to one variant than another. You can add up to six variants to a single A/B test branch.
After adding an A/B test branch, make sure to add the text message, email, or other step you want to test.
For more on A/B tests, check out Perform an A/B test.
Send text message step
This step lets you send customers a customized text message at any point in the journey. Sending a text message in a journey follows the same rules as elsewhere: you can include up to 160 characters, you can set Smart Sending and Quiet Hours, and you can also include emojis, images, links, and personalization variables. Text message options include:
- Image: Upload a photo or GIF, or add the most recently viewed product image.
- Emoji: Select the emoji you want to add to the text message.
- Short link: Enter the URL you want to include, whether or not you want to add Google Analytics tracking, and optionally, the UTM campaign you want to associate with this message.
Tip: if you forget what URL you included in a message and want to find out, deactivate the journey, edit it, open the text message step, and then click on the url to see the unshortened link.
- Offer: Add an offer either from an existing offer, or create a new offer.
- Personalization: Add customer-specific details to your message, like the name of the product that triggered the journey. Note that personalization variables are only available for Browse Abandonment, Cart Abandonment, and Post Purchase journeys. If you’re using Shopify, you can also include customer first and last names.
Upsell product by text
Available only with ReCharge Upcoming Charge journeys, and only after branching for subscribers who are opted-in to both marketing and transactional messages. Upsell product by text lets you send a message that includes a link to purchase additional products as part of a transactional journey. When subscribers reply with the keyword Buy, the product is added as a one-time purchase to their upcoming subscription price.
For more detailed instructions, check out Tutorial: create a reply-to-buy journey.
Note: Currently the reply-to-buy keyword cannot be changed.
End journey step
This step ends the journey for a customer, which means that they won’t be sent any more messages or hit any other steps until they trigger a new journey. If you’re using branch or A/B steps, you can add an end step at different places in the journey.
Delete a step in a journey
- Click on the step you want to delete. The step details panel opens on the right side of the screen.
- Click Delete, and then confirm that you want to delete the step.
Note: Deleting a branch or an A/B test step will also delete subsequent steps in the journey.
Edit a step in a journey
- Click on the step you want to edit. The step details panel opens on the right side of the screen.
- Edit the step, and click Save when you’re finished.