Automation Journeys: Build Smarter Customer Workflows
TouchBasePro's Visual Journey Designer takes automated marketing beyond the basic welcome email. Build personalised customer journeys in minutes, with branching logic based on engagement and interests.
Automated marketing does not have to begin and end with a welcome email. With the Visual Journey Designer, TouchBasePro gives you a straightforward way to build customer workflows that go well beyond a single triggered message.
How Does the Visual Journey Designer Work?
The Visual Journey Designer lets you set up automated campaigns using customer data already in TouchBasePro. It also includes branching logic, so you can split a customer's path based on their engagement or interests. The result is a more personalised experience for each subscriber, which tends to lift both engagement and conversion rates.
Journeys Customised to Your Needs
You can start small with a two-step welcome sequence, or build something more involved like a re-engagement series or a lead nurturing flow for your sales team. Either way, the designer is straightforward enough that most marketers can get a first journey running in a matter of minutes. That simplicity does not come at the cost of depth, it handles complex, multi-branch workflows just as well.
How Do I Get Started with Automation?
Before you open the designer, spend time on strategy. A good journey maps to where your customers actually are and what they need at each stage. That means working with your subscriber data and collecting as much of it as you can, so you are sending the right message at the right time.
Once you have a clear direction, open the Visual Journey Designer and start building. If you are unsure where to begin, a simple sequence works well: send a welcome email when someone joins your list, follow up a few days later with a voucher or exclusive offer, and then start branching based on purchase history or stated interests.
The Possibilities Are Broad
From anniversary date reminders to personalised offers triggered by behaviour, the Visual Journey Designer gives you the flexibility to build automation that actually fits your customers. The more data you bring in, the more targeted your journeys can be.
Frequently asked questions
- What is the Visual Journey Designer?
- It is a TouchBasePro tool that lets you build automated marketing workflows using your existing customer data. You can create simple sequences like welcome emails or more advanced flows with branching logic based on customer engagement and interests.
- What kinds of journeys can I build with it?
- You can build welcome sequences, lead nurturing flows, re-engagement campaigns, anniversary or milestone triggers, and personalised offer sequences. The tool supports both simple linear journeys and multi-branch workflows.
- Do I need technical skills to use the Visual Journey Designer?
- No. The designer is built for marketers, not developers. Most users can set up a first journey in a matter of minutes.
- What should I do before building my first automation journey?
- Start with a clear strategy. Map out your customer's journey and goals, and make sure you are collecting the subscriber data you need to send relevant messages at the right time.