Skip to main content

Hi Everyone! I am looking to see if anyone has suggestions, recommendations, or best practices on how they document the journeys / programs that they have created & have running. As we continue to add more programs, we are wanting to have a quick way to audit the audience of multiple journeys and ensure we are not sending journeys to the same group of people all of the time. 

My goal is to create a template that someone must fill out before, during, or after creating a journey. This is to help admins get a quick glance of what is or isn’t running, potentially using this as a check list to know who to include or exclude, and then be able to create a general summary from for our leadership team and our customer facing teams. 

I am looking forward to any recommendations that you all have! Thank you. 

What about a data designer that

  • FETCH - list of contacts/participants to create a NULL base
  • FETCH - count OF programs BY participant name/email
    • do one data set for each time period you think is important
      • 30/60/90/180
  • MERGE - starting with your contacts/participants list on the left
    • and always keeping all records to the left
    • MERGE - each data set into the growing dataset like stairs
      • Contacts merge with 30 day participants
      • Contacts & 30 day merge with 60 day participants
      • Contacts & 30 60 merge with 90 days participants
      • etc.
  • CONFIGURE - make sure the final data set is pushed to be universal, so you can build a report on it

Now you can build a report on this data. And you can see sort by columns, which includes the 30/60/90 days columns. If someone is in 5 of your programs and that is too many, you’ll be able to see it.

You can also add lots of other attributes from your ‘Company’ or ‘Person’ table to help with that sorting. Maybe you don't want decision makers to get more than 3 in a 6 month period. Adding that field to the data designer will allow you to do filter within the report. Add the report to a dashboard and now a few people can manage making sure your contacts aren’t overloaded.

Love this idea, ​@christopher_sanderson!

Adding onto this, it’d be interesting to get a look at the number of times a participant might have gone through a reactivation program to determine habitually inactive users.

Reply


Terms & ConditionsCookie settings