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Journey Entrance Setup

Set up automated customer journey entrances that trigger when users interact with your Li2.ai touchpoints. Create sophisticated marketing automation workflows that respond to user behavior and engagement patterns through Parcelvoy integration.
Premium Feature: Journey entrance setup is available exclusively for Premium tier users through the Advanced settings in touchpoint configuration.

Overview

Automated Journey Triggers

Behavior-Based Automation: Automatically start customer journeys when users interact with specific touchpoints.

Personalized Experiences

Targeted Workflows: Create personalized marketing sequences based on touchpoint engagement and user data.

Parcelvoy Integration

Seamless Connection: Direct integration with Parcelvoy journeys for comprehensive marketing automation.

Advanced Analytics

Performance Tracking: Monitor journey performance and user progression through automated sequences.

Prerequisites

Required Setup

1

Premium tier access

Subscription Requirement:
  • Journey entrance setup requires Premium tier subscription
  • Upgrade your account to access advanced automation features
  • Premium tier includes unlimited journey triggers and advanced analytics
2

Parcelvoy integration

Integration Setup:
  • Configure Parcelvoy integration with valid API key
  • Ensure Parcelvoy account has active journeys configured
  • Verify integration connection is active and functional
3

Journey preparation

Parcelvoy Journey Setup:
  • Create customer journeys in your Parcelvoy account
  • Define journey entrance criteria and automation rules
  • Set up email sequences, SMS campaigns, or other messaging workflows
  • Test journey functionality within Parcelvoy platform

Configuring Journey Entrances

Accessing Journey Settings

1

Navigate to touchpoint advanced settings

  1. Go to Touchpoints and select your desired touchpoint
  2. Click on the Advanced tab in touchpoint details
  3. Find the Parcelvoy section
  4. Ensure Parcelvoy integration is enabled (toggle ON)
2

Configure journey entrance

Journey Configuration Fields:
  • Integration: Select your configured Parcelvoy integration
  • Journey: Choose the specific journey from dropdown menu
  • Entrance: Select the entrance point within the chosen journey
Setup Process:
  1. Click “Select integration” dropdown
  2. Choose your active Parcelvoy integration
  3. Select the appropriate journey from “Select journey” dropdown
  4. Choose the entrance point from “Select entrance” options
3

Save configuration

  1. Review your journey entrance configuration
  2. Click “Save Changes” to activate the automation
  3. Journey triggers will now activate when users interact with the touchpoint
  4. Monitor journey performance through Parcelvoy analytics

Journey Configuration Options

Choosing the Right Integration:
  • Multiple Integrations: Select from configured Parcelvoy integrations
  • Integration Status: Only active integrations appear in dropdown
  • Account Mapping: Each integration corresponds to specific Parcelvoy account
  • Permissions: Ensure integration has access to desired journeys
Journey Selection Process:
  • Available Journeys: Dropdown shows all active journeys from selected integration
  • Journey Status: Only published/active journeys are available for selection
  • Entrance Points: Choose specific entry points within multi-step journeys
  • Dynamic Updates: Journey list updates automatically based on Parcelvoy changes
Entrance Configuration:
  • Entry Triggers: Define when users enter the journey
  • Conditional Logic: Set up rules for journey entrance qualification
  • User Segmentation: Target specific user segments through entrance criteria

Journey Automation Workflows

Common Journey Types

Welcome Sequences

New User Onboarding: Automatically start welcome email series when users first interact with touchpoints.

Product Education

Educational Content: Trigger product tutorials and educational content based on specific touchpoint interactions.

Re-engagement Campaigns

Win-Back Sequences: Automatically re-engage inactive users through targeted messaging campaigns.

Event Follow-up

Post-Event Automation: Trigger follow-up sequences for event attendees and registrations.

Advanced Journey Scenarios

Coordinated Campaign Examples:
  • QR Code to Email Series: QR code scans trigger personalized email sequences
  • Link Click to SMS Follow-up: Link interactions trigger SMS re-engagement campaigns
  • Geographic-Based Journeys: Location data triggers region-specific marketing sequences
  • Device-Specific Content: Mobile vs desktop interactions trigger optimized content delivery
Journey Coordination Benefits:
  • Seamless user experience across multiple touchpoints
  • Personalized content delivery based on interaction context
  • Enhanced conversion rates through targeted messaging
  • Comprehensive user journey tracking and optimization
Smart Journey Triggers:
  • Engagement Scoring: Higher engagement users enter accelerated journeys
  • Time-Based Triggers: Delayed journey entrances based on interaction timing
  • Frequency Capping: Prevent over-messaging through intelligent journey controls
  • Cross-Campaign Coordination: Ensure users don’t receive conflicting messages
Performance Optimization:
  • A/B testing different journey entrance criteria
  • Monitor journey completion rates and optimize accordingly
  • Adjust messaging cadence based on user response patterns
  • Implement progressive profiling through journey interactions

Monitoring and Analytics

Journey Performance Tracking

Key Metrics to Monitor:
  • Entrance Rate: Percentage of touchpoint interactions that trigger journey entrances
  • Journey Completion: Users who complete full journey sequences
  • Conversion Tracking: Revenue and goals attributed to journey-triggered campaigns
  • Engagement Metrics: Email opens, clicks, and SMS response rates

Optimization Strategies

1

Analyze journey performance

Performance Review Process:
  • Monitor journey entrance rates and completion percentages
  • Track conversion rates from journey-triggered campaigns
  • Analyze user engagement patterns throughout journey sequences
  • Identify drop-off points and optimization opportunities
2

Optimize journey configuration

Improvement Strategies:
  • Adjust entrance criteria based on performance data
  • Test different journey sequences and messaging approaches
  • Optimize timing and frequency of journey messages
  • Refine audience segmentation for better targeting
3

Scale successful journeys

Growth Implementation:
  • Apply successful journey patterns to additional touchpoints
  • Create journey templates for consistent campaign deployment
  • Implement advanced segmentation based on journey performance
  • Develop comprehensive journey attribution and ROI tracking

Best Practices

Journey Design Principles

User-Centric Design

Value-First Approach: Design journeys that provide genuine value and solve user problems at each step.

Progressive Engagement

Gradual Commitment: Start with low-commitment interactions and gradually increase engagement requests.

Personalization

Tailored Experiences: Use touchpoint data to personalize journey content and messaging for each user.

Performance Monitoring

Continuous Optimization: Regular monitoring and optimization based on journey performance metrics.

Implementation Guidelines

Strategic Journey Planning:
  • Clear Objectives: Define specific goals for each journey (conversion, engagement, education)
  • User Segmentation: Create different journeys for different user types and behaviors
  • Content Relevance: Ensure journey content matches touchpoint context and user intent
  • Timing Optimization: Test different journey timing and frequency for optimal results

Troubleshooting

Common Setup Problems:
  • Missing Integrations: Verify Parcelvoy integration is properly configured and active
  • Empty Dropdowns: Ensure Parcelvoy account has published journeys available
  • Permission Errors: Check API key permissions for journey access
  • Premium Access: Confirm Premium tier subscription for advanced features
Resolution Steps:
  • Refresh integration connection in settings
  • Verify journey status in Parcelvoy platform
  • Test API key permissions and regenerate if necessary
  • Contact support for Premium tier verification
Automation Problems:
  • Journeys Not Triggering: Verify touchpoint interactions are generating events
  • Duplicate Entrances: Check for multiple journey configurations on same touchpoint
  • Wrong Journey Execution: Confirm correct journey and entrance selection
  • Delayed Triggers: Monitor integration latency and event processing times
Debugging Process:
  • Test touchpoint interactions and monitor journey logs
  • Verify journey entrance criteria in Parcelvoy platform
  • Check integration event logs for error messages
  • Ensure journey is active and properly configured in Parcelvoy


Ready to automate customer journeys? Upgrade to Premium → or configure Parcelvoy integration →