How to Build Customer Journeys
A comprehensive guide to B2B customer journey management covering platform selection, Courier's Journeys builder, and CDP integration with Segment. Includes visual workflow design, conditional logic, multi-channel orchestration, and throttling strategies. Features industry use cases for SaaS, healthcare, HR tech, and marketplaces.
Highlights
- Platform Selection: Understand why marketing automation struggles with product-led journeys, where developer-first tools create friction, and how cross-functional infrastructure serves engineers, PMs, and marketers equally.
- Journey Building: Design workflows in Courier's visual Journeys builder with Segment triggers, conditional branching, delays, fetch data nodes, throttling, and channel-specific templates created directly within send nodes.
- Advanced Capabilities: Implement event-driven triggers from product behavior, multi-journey coordination, preference management, and Handlebars personalization tied to CDP data for dynamic content at scale.
- Industry Applications: Apply journey patterns to SaaS trial onboarding, healthcare patient engagement, HR tech employee lifecycle, and marketplace transaction coordination with concrete examples and expected outcomes.
Contents
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