How to Create a Journey
Let’s walk through creating your first Journey using Questera’s visual builder:
Last updated
Let’s walk through creating your first Journey using Questera’s visual builder:
Last updated
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:
Push Notifications
SMS
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:
Preview the Flow
Check how the flow will work for different users.
Save & Publish
Hit Publish to set your journey live.
The journey will now trigger automatically when users meet the starting conditions.