Journey Best Practice

Understand the Best Use Cases for Building Customer Journeys with Journey

The following best practices are written with reference to the YCloud Journey, and we will introduce how to build customer journeys through it.

These use cases are for reference only, and you need to design more targeted, personalized, and subscription experience-aligned automated processes based on your own needs.

Abandoned Checkout Automation

Benefits of Journey:

• The target shoppers are those who have abandoned the checkout process.

• Offer them appropriate discounts, inviting them to return and complete their purchase.

Trigger Settings

Enter Trigger:

• Send time: Contact event _Customer started Checkout. The contact event needs to be defined and passed to YCloud by you. For details, please refer to "How to Customize Contact Events."

• Sender: Select the WhatsApp phone number you have already created.

• Audience: Typically, no additional restrictions are applied in this use case.

• Filter out unsubscribed customers: It is recommended to check this option.

• Customer trigger limit: Select "Trigger every time the customer meets the conditions."

Exit Trigger:

• Exit rule: Contact event _Customer successfully placed an order.

Goal:

• Goal: Contact event _Customer successfully placed an order.

Create Wait Time

Create a new component "Wait" and set the wait time. Then connect the "Trigger" and "Wait" components.

This represents how long you are willing to wait for the customer to complete the checkout process.

Create your message

Use your message to create a sense of urgency for the customer. Common examples include "This offer expires today!" or "These products are selling out fast—hurry up and buy before they’re gone!" You can also offer a significant discount to motivate them to complete the order.

Remember to include a link back to the checkout page in your message, so the customer can click and return directly from your message.