This tutorial covers a common use case for journeys, getting a known list of users to register online for some program. This is often used with loyalty, incentives and trade engagements programs.
How to onboard users automatically with journeys
1. Setup the website
In this example I'm using a reward store as the program so I've installed KRewardStore from the marketplace.
I'm going to send an email to my users asking them to register, that will link to a password reset page, and then I'll use the KConfirmDetails app as the registration step.
2. Create the journey
Here I've created a journey which will start when the user is first added to the "participants" group (this is a common group name for incentive programs).
I'll go through each step in the journey below.
3. The initial group goal
Add the group goal under the begin node to start the journey. Then click its settings icon:
Now select the group you want to trigger on. You will add users to this group to start their journey:
4. Send the welcome email
Add a "Send email"step and click its settings icon:
Then select the rewards website and enter a subject for the email:
Click Save, and then click Manage to begin editing email content.
Go to the Message tab and click EDM Editor:
With the EDM editor open, find the "Password reset link" component for emails and add it to the page. Watch out, there is another similar component for web pages, but don't use that one.
Click the "Save" icon when you're finished.
5. Add a group goal to wait for the user to register
A user will be considered registered when they submit the confirm details form (covered soon) which we will configure to add the user to the registered group.
We'll set a time out of 2 days, so if they haven't registered by then we'll send them a reminder
6. Create a thank you for registering email
This is just a normal email, you can add whatever content you want to thank your customers for registering.
Connect this to the "Accepted" outcome from the group goal.
7. Create a reminder email
In case they don't register in 2 days, we want to send a reminder email, and then wait for a bit longer, lets say a week.
8. Use KConfirmDetails for registration
Assuming you have installed KConfirmDetails in your website, you can edit its settings from the website apps page.
9. Test it
Now, just create a new profile and add it to the participants group:
Check they received the email:
Click through to the email to see it:
Click the "Reset your password button to see the first page":
Then enter a password and submit:
Submit the form and they can now use the site:
And you can check they have been added to the registered group:
This resource does not include any downloadable files.
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