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Understanding the Flow: A Look Inside an Info Series Customer Journey

Overview

Have you ever created a marketing automation journey that felt like it sputtered out before reaching its full potential?  Today, lets discuss a paused journey in Salesforce Marketing Cloud Journey Builder, called “Info Series_Lynn.” While the reason for the pause might seem unclear, it offers a springboard to explore optimizing lead nurture journeys for maximum impact. The journey was successful, converting over 20% of the starting population and sending them through the complete journey. Oftentimes, we need to pause journeys in order to make edits, significant changes to content, or data extension. In this instance, the paused state doesn’t denote that it wasn’t successful, but that there was some troubleshooting or optimization going on. Let’s take a closer look! 

Understanding the Lynn Info Series Journey

The Info Series_Lynn journey targets uncontacted leads, likely those who signed up for a program in April 2022.  These leads are nurtured with a series of emails spread out over 15 days. The three pieces of email content are highly informational with most of them containing additional resources for learning more about the university. There’s also an email within the series that contains recent enrollment deadlines – so, there’s clear content within the emails that resonate with each recipient as remember, they signed up for these! We tend to look for good engagement with these types of emails but the metrics do change with various factors like season, audience, and even news cycle a la the pandemic. 

 

Journey Flow

1. Entry Point: Capturing Initial Interest

The journey begins when a lead’s status changes to “New” or “Contact Attempted.” This signifies that a lead has potentially expressed interest in our program perhaps by downloading a white paper, subscribing to a newsletter, or visiting the website.  This triggers their entry into the Info Series campaign. Once within the campaign, our lead will receive email communications over the course of 15 days until they engage with the email, thus triggering an status change. 

2. Stage One: Nurturing Early Engagement (Time-Sensitive)
 
The first stage, focused on grabbing the lead’s attention,  has a time-bound criteria. The lead’s status needs to change to “Info Series-01” within 15 minutes. This tight timeframe could suggest the importance of capitalizing on the lead’s initial interest, or it could be the journey developer accounting for the time it takes some level of data resolution to take place within the Marketing Cloud system. As the builder, I can vouch that its the second reason, however there is marketing context for the first reason. This stage involves sending a welcome email, a wait step, and a status check. 
 
3. Stage Two & Three: Progressive Nurturing with Specific Actions
 
The journey progresses through two additional stages, each part of an Info Series email communication, followed by a wait period. However, the dashboard shows a Status Change check that determines whether a record proceeds through the journey or is ejected. There are several records at each level of Status Change who did not meet the criteria to continue the journey who are exited at their appropriate stage. We never create a journey without understanding that there will be drop-offs, much like there may be unsubscribes from an ad hoc send, its just par for the course so you want to manage it by providing criteria for exits. 
 

Possible Scenarios for Stage Progression:

  • Engagement-Based Progression: Leads who open emails, click on links, or download additional content might be moved to the next stage, receiving more in-depth information.
  • Time-Based Progression: Leads who don’t engage with the initial content are sent nurturing emails at predetermined intervals in stages two and three.
The Importance of Flow Analysis
By analyzing the flow within the customer journey dashboard, marketers can identify potential roadblocks and optimize the nurture sequence:
 
  • Conversion Rate Between Stages: Measure the percentage of leads who move from one stage to the next. A significant drop-off at a particular stage might indicate a need for more compelling content or calls to action. There are many additional modules that we have access to in SFMC Journey Builder, but for this particular use case, we’ve used only a few. 
  • Content Relevance at Each Stage: Ensure content aligns with the lead’s position in the journey. Stage one content should pique interest, while later stages can provide more in-depth information. The last thing we want is for subscribers to get a Welcome email on the second or third touch. 
  • Personalization: Utilize data extensions to tailor content and offers based on the lead’s interests and behavior. Even if we’re just using first name, we find it best practice to use some level of personalization either in the subject line with first name, or at the salutation level before our email content. 
By understanding how leads flow through the Info Series journey, marketers can refine the nurture sequence, improve engagement, and ultimately convert more leads into customers through new iterations/versions of each journey. Status changes are common practice within journey development for various practical reasons mostly related to segmentation within the journey. 
 

Reasons for Pausing a Journey

There are several reasons why a marketer might pause a journey:

  • Re-evaluation: The pause might be a strategic stop to assess the journey’s effectiveness before relaunching. Marketers might be reviewing metrics or A/B testing different elements like email content or cadence. Pausing journeys can provide a clearer picture of how subscribers are flowing and exiting the journey. 
  • Campaign Refresh: The pause could indicate the content or email cadence is being revamped to improve lead engagement. Perhaps the current approach isn’t resonating with the target audience.
  • Targeting Adjustments: The marketer might be refining the audience segmentation to ensure the Info Series reaches the most qualified leads, maximizing its impact.

Optimizing Your Lead Nurture Journeys

Whether you’re relaunching the Info Series_Lynn journey or crafting new nurture programs, here are key considerations:

  • Clearly Defined Goals: Establish SMART goals (Specific, Measurable, Achievable, Relevant, and Time-bound) for your journey. Do you want to increase email open rates, drive website traffic, or generate leads?
  • Targeted Audience: Ensure your nurture journey reaches the right people. Leverage marketing automation tools to segment your audience based on demographics, interests, and behaviors.
  • Compelling Content: Craft engaging email sequences that provide value to your leads. Address their pain points, offer solutions, and highlight the benefits of your program.
  • Strategic Email Cadence: Don’t overwhelm leads with emails. Space out your messages strategically, considering factors like industry standards and audience preferences
  • Clear Calls to Action (CTAs): Tell leads what to do next! Strong CTAs at each stage will guide them further down the conversion funnel.

By incorporating these elements, you can transform your lead nurture journeys into powerful tools for driving engagement and conversions. There are teams of marketers who stew and plan these details in meticulous fashion for organizations that have those levels of resources, so don’t beat yourself up if it takes you some time to start factoring all these elements in as an individual marketer or email developer. Email marketing as a channel is brutal. Once we hit Send, all our flaws and successes are put under the spotlight with every deployment. It can be daunting creating a journey for 40 million subscribers with various stakeholders having a keen eye on your CRM program’s every move as everyone is still trying to conceptualize and figure out exactly what makes digital marketing channels tick. 

 

Taking Action

So, the next time you encounter a paused journey,  use it as an opportunity to re-evaluate and optimize.  By setting clear goals, targeting the right audience, and crafting compelling content, you can relaunch your nurture journeys with renewed purpose and effectiveness. Definitely use Journeys to your advantage and be as efficient as you can be – if you need to clone a journey, clone it! Likewise, feel free to make copies of your emails so you don’t lose access to perfectly coded templates while you edit a production version. The ability to pause a journey goes a long way, don’t underestimate the breathing room it gives you within your design and analysis. 

Pro Tip:  Don’t be afraid to experiment!  A/B test different versions of your emails, subject lines, and CTAs. Data-driven insights will help you refine your messaging and maximize the impact of your nurture programs.
 
 
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