Mastering Journeys on Symba 🚀
The Journeys feature on Symba is designed to automate and personalize tasks across the platform, providing a seamless and curated experience for users without manual admin intervention.
What is a Journey?
Journeys automate tasks such as scheduling emails, assigning surveys, and inviting users to events, enhancing early career and new hire experiences at scale. 🌟
Key Functionalities
Journey Steps:
Schedule Emails: Automate emails to specific groups at the right times. 📧
Assign Surveys: Send users surveys to complete at critical moments. 📊
Event Management: Send invites and reminders for private and public events. 🎟️
Display Pop-ups: Schedule custom platform pop-ups. 🖥️
Task Management: Assign action items and add users to projects or Launchpad groups. 📋
Timing Control: Trigger tasks based on specific dates or user milestones (e.g., account creation, start/end dates). ⏱️
Customization: All Journeys are fully customizable, ensuring flexibility to meet diverse user needs. 🛠️
Creating a New Journey
Navigate to Journeys:
Select 'Journeys' from the menu on the left-hand side.
Click "Create Journey" at the top right corner.
Setup Details:
Name the Journey.
Choose the user type (managers, pre-participants, participants, alumni).
Select when the journeys starts (exact date or conditional trigger).
Editing and Updating Journeys
Pre-Publication: Edit freely while the Journey is in draft mode.
Post-Publication: Modify steps not yet reached by any user; locked once engaged.
Monitoring and Progress
User Tracking: Track detailed interactions per user under the "Users" tab for any Journey.
Required Steps: Set critical steps as required; these cannot be modified post-publication.
Journey Email Builder
Our email builder gives you full control over the email design. It lets you customize every aspect of the email, from the layout to the content and images. You can drag and drop to use images, merge tags, and other elements to customize the email. You can also preview the email before sending, and export the HTML code for further editing. Explore specific features of the email builder here.
Common Questions and Troubleshooting
Adding Users Mid-Journey: When a journey is attached to a group, any users added to that launchpad group will automatically enroll in the Journey, following the preset flow and delays. 🔄
Best Practices
Strategic Planning: Plan the sequence and timing of tasks to align with engagement strategies.
Regular Review: Adjust Journeys based on user feedback and engagement metrics to maintain effectiveness.
Read more about the intention behind the Journeys feature.
Questions? We're always happy to help! Reach out to us at support@symba.io anytime or by using the chat widget found within your Symba account.