Advanced Capabilities and Use Cases

Advanced journey orchestration combines behavioral triggers, conditional logic, omnichannel delivery, and strategic batching to create experiences that feel personalized at scale.

Event-Driven Triggers from Product Behavior

Product behavior generates the richest signals about user intent. Someone who activates a premium feature shows buying intent. A team that invites ten members demonstrates adoption. Users who stop logging in signal churn risk.

Structuring Event Data

When instrumenting product events through Twilio Segment, include properties that journeys can use for decisions. A "feature activated" event becomes more useful when it includes which feature, who activated it, and their role.

Best Practices

• Keep event schemas consistent: When your product sends trial_started events, include the same properties every time
• Use identify events to keep profile attributes current when users upgrade plans or change roles
• Use group events for organizational context: Associate users with company name, industry, employee count for account-based journeys
• Combine trigger types strategically: One expansion journey can trigger on high feature usage, near-full seats, or integration activation

Advanced Conditional Branching

Start with simple conditional logic and add complexity only when user behavior demands it.

Route Based on Message Engagement

After sending an email, check whether users clicked before deciding what to send next. Users who clicked are engaged. Users who didn't open need different messaging. Users where delivery failed need alternative channels. Check message engagement through step references.

Use Step References

Add a ref like welcome_email to your first send node. Later branch nodes check refs.welcome_email.status === "CLICKED". Don't send reminder emails to users who already clicked through.

Segment by Profile Attributes

Check profile.company_size or profile.industry when these attributes fundamentally change the journey path. But don't over-segment. Most users can follow the same core journey with personalization through template variables.

Multi-Journey Orchestration

Users don't experience one journey at a time. They're simultaneously in onboarding, support workflows, and feature campaigns. Design journeys that coordinate gracefully.

Frequency Caps

Set limits like 5 messages per day across all journeys. When a journey tries to send but the user hit their cap, the message gets suppressed.

Cancellation

Use cancellation to end obsolete workflows. When a user upgrades mid-trial, stop the trial onboarding journey immediately.

Priority

System alerts take priority over feature highlights. Support updates take priority over marketing campaigns.

Throttling Strategies

Notification fatigue happens when frequency exceeds value.

When to Throttle

Any time a journey might trigger multiple times in short periods: comment notifications, activity updates, system alerts.

Window Settings

• One-hour throttling: High-frequency events like comments or activity feeds
• Daily throttling: Less urgent updates like feature tips or engagement nudges

Per-User vs Global

Per-user limits apply individually. Global limits control system-wide volume during high-activity periods.

Handlebars Personalization with CDP Data

Basic Personalization

Address users by name: Hi {{profile.name}}. Reference their company: Here's how {{profile.company}} is using advanced features. Use event data: Great job activating {{data.feature_name}}!

Conditional Content

{{#if (condition (var "profile.plan_type") "==" "enterprise")}}
Your enterprise plan includes priority support.
{{else}}
Upgrade to enterprise for priority support.
{{/if}}

Loops for Digests

{{#each batch.items}}
- {{this.user_name}}: {{this.action_description}}
{{/each}}

Every trait you send through Twilio Segment's analytics.identify() becomes a profile variable.

User Preference Management

Topic-Based Controls

Group notifications into topics like "product updates", "account alerts", "feature announcements". Users opt in or out independently.

Channel Preferences Per Topic

Someone might want product updates via email but account alerts via both email and SMS.

Quiet Hours

Users set when they're available. Routine updates wait for business hours. Critical alerts override.

Smart Defaults

Critical topics like "account alerts" default to opt-in. Marketing topics like "feature highlights" default to opt-out.

SaaS: Trial Onboarding Sequence

B2B SaaS products face a challenge: users evaluate complex software in compressed timeframes while juggling other responsibilities. Static sequences treat all trial users identically, missing critical signals.

Journey Structure

Results

LaunchDarkly saw conversion improvement when journeys adapted to which features users explored. Developer-focused users got API education. Dashboard users got UI tips.

See how SaaS companies use Courier.

Healthcare: Patient Engagement Workflows

Healthcare providers face strict regulatory requirements. HIPAA compliance means you can't include protected health information in emails or SMS, yet patients need timely reminders.

Key Workflows

Appointment reminders triggered when EMR sends scheduled events:

• Day 7: Email with preparation instructions
• Day 3: SMS reminder with confirmation reply option
• Day 1: Final reminder through preferred channel
• Post-visit: Satisfaction survey, batched into weekly provider digests

Medication adherence with daily reminders at prescribed times via push. Missed doses escalate to care coordinators.

Lab results respect sensitivity: normal results send immediately with portal links; abnormal results notify provider first.

HIPAA Compliance

Email and SMS contain no protected health information. In-app messages can show details because the app requires authentication.

Learn more about healthcare notifications.

HR Tech: Employee Lifecycle Management

HR technology platforms serve multiple companies with different policies, compliance requirements, and communication preferences. One company wants email only. Another requires Microsoft Teams. A third needs bilingual communication.

Multi-Tenant Routing

Tenant-based routing lets you define journey logic once while respecting company-specific preferences through group event associations.

Key Workflows

New hire onboarding: Pre-boarding email with schedule, day-one in-app notifications for I-9/handbook/benefits, task completion events route to next steps.

Benefits enrollment: 30-day sequences with reminders at 14, 7, and 1 day before deadline. Completions get confirmation. Misses trigger HR team notifications.

Performance reviews: Manager notifications when reviews open, weekly progress updates, employee notifications when complete.

Lattice uses Courier for continuous feedback reminders. Journeys batch multiple reminders into digests and respect quiet hours.

Omnichannel delivery uses email for detailed communications, Microsoft Teams for team notifications, SMS for urgent deadlines.

Explore HR tech solutions.

Marketplace: Transaction Workflows

Marketplace platforms coordinate communication between parties with competing information needs. Buyers want frequent updates. Sellers need immediate notification of new orders but get overwhelmed managing dozens of transactions.

Multi-Party Routing

The same transaction triggers different communication paths:

• Buyers: Email confirmations with receipts, tracking updates, delivery notifications
• Sellers: Push for immediate awareness, detailed emails with shipping addresses, payout confirmations
• Support: Escalated dispute notifications when response SLA approaches

Key Workflows

Order confirmation splits into buyer and seller paths immediately on order_placed.

Fulfillment tracking updates both parties as status changes: shipped, out for delivery, delivered.

Post-delivery requests reviews 2-3 days later, checking whether reviews already exist.

Dispute resolution notifies sellers via email and SMS, tracks response time, escalates to support if sellers don't respond within SLA.

Side, a real estate marketplace, coordinates transaction milestones between agents and clients. Each milestone triggers notifications to relevant parties through appropriate channels.

High-volume sellers benefit from throttling to receive updates at manageable frequency.

See marketplace notification examples or start building.