Using Enrolment in Journeys

Enrollment in Journeys is a powerful feature that serves two distinct purposes:

1. Explicit Player Enrollment – Journeys will only trigger for customers who have actively enrolled in them. This ensures that automations are applied exclusively to participants who meet predefined criteria.
2. Automated Enrollment Between Journeys – Customers can be automatically transferred from one journey to another, allowing for multi-stage automation without the need to build a single, overly complex journey.

Step-by-Step Guide: Player Enrollment

Enable Enrollment for a Journey

1. Open the Journey and navigate to Preferences on the right toolbar.
2. Expand the Enrollment section.
3. Toggle the Enable Enrollment option.
4. A unique journey identifier will be generated.

Enable Enrollment (Explicit Enrollment Required)

• The journey will only trigger for customers who have explicitly enrolled.
• Enabling manual enrollment generates a unique identifier.
• This identifier must be passed via API when enrolling customers in the journey.

Early Enrollment

• By default, customers can only enroll from the journey’s start date.
• If early enrollment is required, enable this option to allow customers to enroll a set number of days before the journey begins.

Connect the CRM with a Website or External System

• Use the unique identifier in the Enrollment API.
• This allows external platforms (e.g., a website or mobile app) to integrate with the CRM, enabling customers to enroll in specific journeys.

⚠️ Technical API details for the Enrollment API can be found in the logged in section of the CRM, under Knowledgebase.

Journey-to-Journey Enrollment

Journey-to-journey enrollment allows customers to seamlessly transition from one journey (source journey) to another (destination journey) based on predefined conditions. This enables multi-stage automation, ensuring a structured and optimised engagement flow.

Step 1: Configure the Destination Journey

The destination journey is where customers will be enrolled after completing the source journey. There are two methods to set up enrollment:

Method 1: Standard Enrollment (Any Trigger Type)

1. Create the destination journey.
2. Configure the enrollment preferences as per "Step-by-Step Guide: Player Enrollment", at the start of this article.
3. Any trigger type can be used within the journey.
4. Only customers explicitly enrolled in this journey will participate, ensuring controlled segmentation.
5. Any other customers will be ignored.

Method 2: Real-Time Enrollment ("On Enrollment" Trigger)

1. Create the destination journey.
2. Set the real-time trigger to "On Enrollment" (found under the General category).
3. This configuration ensures the destination journey starts immediately once the customer is pushed from the source journey.
4. This is useful for seamless automation, allowing instant transition between journeys.

Step 2: Configure the Source Journey

1. Open the source journey (the initial journey where the customer starts).
2. Under Actions, add an Enrollment block.
3. The Enrollment block assigns the customer to a destination journey upon reaching a specific stage in the source journey.
4. For complex setups, multiple Enrollment blocks can be used to enroll customers into different journeys based on conditions.
5. Edit the Enrollment block and select the appropriate destination journey.

Journey-to-journey enrollment enhances automation capabilities, allowing businesses to:

✅ Create multi-stage engagement flows.
✅ Streamline customer experiences by transitioning them between journeys.
✅ Customise automation triggers based on real-time or standard enrollment methods.

By following these steps, users can efficiently design, implement, and optimise dynamic customer journey flows.