When an account is ready to begin a Journey, you have two ways to get it moving. Add one account from its Account Profile, or use a Workflow to enroll accounts whenever the same event or condition occurs.
Enroll an Account from the Account Profile
- Open the Account Profile.
- Select Strategy, then select Journeys.
- Click Add Journey.
- Choose a Journey. Journeys marked Not Eligible cannot be selected.
- Review the stages. The first stage is marked Starts here.
- Click Add.
The account joins the Journey at its first stage. Open the Journey from the Account Profile to review its progress or move it to another stage.
Enroll Accounts with a Workflow
A Workflow is the better fit when accounts should enter the Journey through a standardized process.
An account must belong to the Journey's Segment when the Workflow updates its Journey field. Otherwise, the field update can still happen, but the account will not join the Journey.
- Go to Operations > Workflows, then open or create an Account Workflow.
- In Flow Builder, click Add action or logic.
- Choose Field Update.
- Under Select a Field, choose the Journey from the Journeys group.
- Under Set Value, choose the Journey's first stage.
- Click Add.
- Finish configuring the Workflow and enable it when it is ready.
Each eligible account joins the Journey at the selected stage when it reaches the Field Update action.