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Getting Started with Journeys: Your Launch Checklist

A step-by-step guide and checklist to ensure your first Journey is built, tested, and launched successfully.

Journeys allows you to create an automated, multi-step communication tracks that reach your customers at the right time. To ensure your first Journey is a success, we focus on a "simplicity first" approach. This means we use a clear audience, static templates, and a collaborative building process.

Use the checklist below to track our progress as we move from initial setup to your launch.

Phase 1: The Building Blocks

These three core components must be built and approved before we move to testing.

1. The Audience (The "Who")

  • Logic: You have confirmed the goal (e.g., "Target leases ending in 12 months"). 

  • Entrance/Exit Rules: You have approved the definitions for when a customer starts and stops the journey and the filters used to select them.

  • Review the Members: You have reviewed the audience directly in the Orbee platform.

     

2. The Templates (The "What")

  • Static Content: All templates are 100% static to ensure a fast, simplified first launch.

  • Final Approval: Review and approve the copy and design for every email in the sequence.

3. The Journey Sequence (The "When")

  • Cadence: Define and approve the order of the emails.

  • Wait Times: Define and approve the specific delays (e.g., "Wait 3 days") between each message.

Phase 2: QA & Testing

Test everything before sending any emails to your customers.

  • Testing Recipients: Provide a list of stakeholders to receive the test emails.

  • "Fast-Track" Test: A test version of the journey with minimum wait times has been deployed.

  • Review Test: Review your test results and reporting in the platform. Schedule a walkthrough if needed.

  • Sign-off: Provide the "Green Light" to confirm you approve the tests and are ready to launch the campaign.

Phase 3: Launching your Journey

The final steps for a smooth deployment.

  • Day of Week: Specify a launch date. We recommend a Monday, Tuesday, or Wednesday to ensure our team is available for support.

  • Monitoring Plan: Ensure you and your team know where to look in the platform to monitor your new Journey.

  • Start you Journey: Enable your journey in the platform by selecting "Start Journey."