Create a Journey in Marketing Automation
In Zoho Marketing Automation, a Journey is an automation tool that helps you build business workflows by defining the path your contacts will follow based on specific conditions and targeted actions. With Journeys, you can automate repetitive tasks, create an engagement flow using various trigger points, set up structured processes that contacts move through, and execute specific actions based on their behavior.
To create a Journey:
- From the navigation toolbar, select Journeys and click View Journeys.
- Click the Create button in the top-right corner of the list view page.
- On the General Details page, provide a name and description for your Journey, then click Next.
- On the Use Template page, you can either:
1. Choose a pre-designed template from the left panel. Hover over the desired template and click Use Template (or Preview to view it first).
2. Or click Start from Scratch to design a custom Journey from the ground up.
- From the left panel, drag and drop a trigger component. You can then add and configure the appropriate process and action components to define what your contacts will go through.
- Ensure all Journey components are connected to complete the flow.
To launch a Journey:
- Click Review and Launch to view a summary that includes the number of qualified contacts, along with a brief note on the re-entry criteria and goals set for them.
- To modify the goal or re-entry criteria, click the Edit icon.
- Click Launch to activate your Journey.
- If your Journey isn’t ready to go live, click Save. It will be saved as a draft in the list view. You can return to edit it by selecting the Journey, which will open the builder. Once ready, click Review and Launch again to go live.
Tip: Zoho Marketing Automation allows you to edit, pause, or delete a live Journey. Learn more about how to manage your Journeys.
- Once launched, your Journey will appear in the builder as a live workflow.
- Reports will be available under the Reports tab, providing insights and metrics to help analyze your Journey’s performance. You can also view the list of contacts who’ve entered the Journey under the Contacts tab. Use filters to segment contacts based on entry and exit status, tags, scores, goals, and other attributes.
Helpful links:
- To learn about the pre-designed templates available in Marketing Automation, click here.
- Read our article on Understanding Triggers to explore the various trigger components available and how they initiate your Journeys.
- Read our article on Understanding Processes to see how to build logic and flows in your Journeys.
- Read our article on Understanding Actions to learn how to set up targeted tasks that respond to contact activity.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Zoho CRM Integration with Zoho Marketing Automation 2.0
The integration between Zoho CRM and Zoho Marketing Automation (ZMA) brings together sales and marketing for a more streamlined experience. Marketers can leverage leads, contacts and custom modules from Zoho CRM to create targeted campaigns in ZMA, ...Zoho Marketing Automation and its key features
Zoho Marketing Automation is a multi-channel marketing automation software that help users to successfully manage marketing activities across different channels. It helps marketers to attract audience, engage with them and finally convert them into ...How is Zoho Marketing Automation different from Zoho Campaigns?
Unlike Zoho Campaigns, that focuses on creating and sending out email campaigns, Zoho Marketing Automation is an omnichannel marketing platform that has extensive functionalities for promoting products. It covers all your marketing needs with top ...Migrating to Zoho Marketing Automation
Moving to a new email marketing platform is an exciting transition that promises better growth and conversions. However, the process of migration may be a daunting task for marketers as they will have to acclimatize to the UI, features, and ...Understand Action Components
Configure the actions your contacts must perform and engage them in your journey. You can let contacts perform various actions based on the behavior they exhibit during the journey. Using these actions, you can develop various solutions for your ...
New to Zoho LandingPage?
Zoho LandingPage Resources