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Journeys

A journey is a sequential list of actions (steps) that runs on every contact who matches the criteria set as its starting point.

Journeys are the automation engine in eMarketeer. They let you nurture contacts, update your CRM, and drive other processes without manual work.

Introduction to journeys

Journey illustration

When a new contact matches the criteria (filter) for a journey, the contact enters the journey and moves through the steps in order.

Key benefits

Journeys can be used to:

  • Nurture leads from your website

  • Automate tasks in eMarketeer

  • Create and update tasks in your CRM

  • Automate your lead board

And more. Using the filter as a starting point, combined with the logic and steps available, gives you a powerful tool for automating any process.

System requirements

You can use journeys even without purchasing the add-on. In trial mode you can create as many journeys as you like, but only one journey can be active at a time.

What to do next

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