Who comes in
Audiences, events in your Ellibo apps, people added by hand, and who comes in again.
Each journey has one way people come in. Whatever you choose, you can also add people by hand, by pasting a list, or through the API.
An audience
Everyone who matches - for example customers who bought in the last 90 days, people on the Newsletter list, or contacts tagged VIP. The audience is read again every hour while the journey runs, so people who start to match later come in too. Audiences come from your lists and from the customers, leads and clients in your other Ellibo apps.
An event in your Ellibo apps
The journey starts for each person when something happens after you start it. You only see the events of the apps your business uses.
| App | Events |
|---|---|
| Online store | A customer signs up, an order is placed, an order is completed, a cart is left behind for a number of hours |
| Accounting | A customer is added, an invoice is created or sent, an invoice is paid, an invoice is a number of days overdue, a quote is made |
| CRM | A lead is added, a deal is won or lost |
| POS | A sale at the counter, a new POS customer |
| Bookings | A booking is made, done or cancelled |
| Subscriptions | A subscription starts, a renewal is a number of days away, a trial is ending, a subscription is cancelled |
| Helpdesk | A ticket is opened or closed |
| Field Service | A job is done |
| Email Marketing | Someone joins a list, a sign-up form is filled in |
| Website | A visit to a page whose address has the words you choose (Professional) |
| Lead scoring | Someone becomes a hot lead (Professional) |
| Dates | Birthday, anniversary, no purchase for a number of days (Standard) |
Some events have filters, such as an order over an amount or a booking of one service. The fields of the record that brought them in - order number, amount, cart link, booking date - can be used in messages. See Email steps.
Events start new journeys from the moment you start the journey. Things that happened before are not sent, so nobody gets a reminder about an old cart.
Only people you add
Choose Added by hand for a journey you fill yourself - for example a follow-up for people you met at an event. On the journey's People tab, click Add people and paste one person per line: email, first name, last name or a phone number.
Consent
People in your other apps come in only if they agreed to marketing where the app records it (you can change this under Settings). Anyone who unsubscribed, bounced or is on your do-not-email list is skipped by every journey. See Privacy and consent.
Coming in again
Under More options:
- Once - each person goes through the journey only once (the usual choice).
- Every time - each new event brings them in again, for example every order.
- Again after a number of days - for example a birthday every year.
Unique by decides who counts as the same person: the email address, the phone number, or the record (each order, each invoice).