How to Create a Journey

Step 1: Set the Segment

First, define who should enter the journey.

• Select Existing Segment

  • Choose a pre-defined segment like “Free Trial Users” or “New Signups”.

• Create a New Segment

  • Set up a fresh segment based on rules like:

    • “Visited pricing page”

    • “Did not complete payment”

    • “Has purchased more than twice”

Step 2: Set Frequency Rules

Control how often users can enter the journey to avoid spamming:

• Only once: Ideal for onboarding or feedback flows.

• Every time conditions are met: Good for recurring behaviors like purchases.

• Custom frequency: Example – only once per 7 days.

Step 3: Add Actions

Now decide what should happen at each step.

You can trigger communications via:

• Email

• Push Notifications

• SMS

• WhatsApp

These can be sent using:

• Questera’s native tools

• Integrations like Klaviyo, Zapier, Instantly, Mailmodo, and more

For each action, you can:

• Select a message template or write a new one

• Add conditions (e.g., send only if the user hasn’t already received an email)

• Monitor metrics like open rate, click rate, delivery success

Step 4: Add Delays

Delays help your journey feel timely and human:

• Wait Until: Pause until a specific action is done

• Time Window: Restrict sending to certain times

Step 5: Add Flows (Branching Logic)

Add smart, branching paths based on conditions to personalize each user’s experience.

Types of flows:

• True/False Branch:

  • E.g., Did the user open the email? Yes → next step, No → resend or send another channel

• Cohort Branch:

  • Based on user behavior traits like active users vs dormant ones.

• Multi-Split Branch:

  • Split users based on specific values.

    • E.g., Subscription type = Free, Trial, Premium → each gets a different message.

Final Step 6 : Review & Publish

Once your journey is complete:

1. Preview the Flow

• Check how the flow will work for different users.

1. Save & Publish

• Hit Publish to set your journey live.

• The journey will now trigger automatically when users meet the starting conditions.