This page describes how to create a journey, choose an entry point, add elements, validate, and launch. --- ## Start from scratch [#start-from-scratch-create] To create a new journey: 1. In the Infobip [web interface](https://portal.infobip.com//), go to **Automation Studio** > **Journeys**. 2. Select **Create journey**. 3. Select **Start from Scratch**. **Start from Scratch** takes you to the page where you need to decide which [starting point](https://www.infobip.com/docs/journey-elements/entry-and-exit-points) to use for your correspondence. --- ## Use a template [#use-a-template-create] You can create journeys from templates instead of starting from scratch. **Predefined** Ready-made templates provided by Infobip for common use cases such as welcome messages, appointment reminders, or cart abandonment flows. **Custom** Templates you create to meet specific business needs. For more information, see [Journey templates](https://www.infobip.com/docs/automation-studio/journeys/templates). --- ## Build [#build-create] After creating a journey, select an entry point. Review the available entry points and choose the one that matches your scenario. The selected entry point takes you to the journey canvas. You can remove the entry point and select a different one. Entry point settings are available in the side panel. Name the journey and add channel elements to send messages. Example: Add an [SMS](https://www.infobip.com/docs/sms) element: Add the SMS element from the element list. Rename the element (Optional). Element names are useful when configuring tracking (for example, using [events](https://www.infobip.com/docs/customer-profiles/events)) or referencing a specific message later in the journey. Renaming is available for all [channel elements](https://www.infobip.com/docs/journey-elements/channels) and the [failover](https://www.infobip.com/docs/journey-elements/channels#failover) element. Configure the sender and message content. (Optional) Configure additional options such as [message sending speed](https://www.infobip.com/docs/journey-elements/channels#message-sending-speed-channel-options). To remove an element from the canvas, select the connection arrow and then select the delete control. Build the flow using a combination of [channel elements](https://www.infobip.com/docs/journey-elements/channels#channels), [functions](https://www.infobip.com/docs/journey-elements/functions), and [IVR](https://www.infobip.com/docs/journey-elements/ivr). Additional Options Select [settings](https://www.infobip.com/docs/automation-studio/journeys/manage-journeys/journey-settings) at the bottom of the Journey to configure: - How many times a person can enter the journey - Goals to track and measure - Time zone and sending time settings Use the three-dots menu to save the journey as a template, duplicate it, or delete it. NOTE Before adding a customized event, set it up in Customer Profiles. --- ## Validate [#validate-create] Before launching, the platform validates: - Journey name. - Required fields in elements (for example, sender or subject). - Conditions and required values (events, attributes, keywords, and similar). If validation fails, a notification indicates what needs to be updated. The exit element is added automatically at the end of each branch. --- ## Launch [#launch-create] After validation, the launch review page shows key configuration details before the journey starts. The review page shows: - Who can enter the journey (based on the entry conditions). - Whether the same person can enter more than once. - [Footer](https://www.infobip.com/docs/email/editor#footer-design-guidelines) settings (email-specific). ### Launch the communication immediately To start the journey immediately, select **Launch now**. You are returned to the [Journeys](https://www.infobip.com/docs/automation-studio/journeys/manage-journeys) tab. The journey status becomes **Active**. Select the journey name if you want to view the journey. ### Launch the communication later To launch later, schedule the start date and time: - Exit the launch review page (do not select Launch now). - In [Scheduling](https://www.infobip.com/docs/automation-studio/journeys/manage-journeys/journey-settings#scheduling-settings), use Schedule journey start to set the date and time. The journey status becomes **Scheduled**. --- ## Add or remove audience in an active journey You can add or remove audience in an active journey in the following ways. You can add or remove audience: - From the [profiles section](https://www.infobip.com/docs/customer-profiles/manage-audience#add-audience-to-a-flow) in Customer Profiles. - During [profile imports](https://www.infobip.com/docs/customer-profiles/synchronize-your-audience#use-files-import) in Customer Profiles. - By updating an active journey in the journey editor and saving changes in the same version. ### Guidelines [#guidelines-add-remove-audience] You can add or remove profiles only when the journey uses the [Continuous](https://www.infobip.com/docs/journey-elements/entry-and-exit-points#predefined-audience-continuous) entry point. Before a profile is added, Journeys evaluates Frequency cap (re-enter) settings. If a profile is added again, re-enter settings determine whether the profile can enter again. Example: A profile is in Segment_A and Segment_B. The journey already includes Segment_A. If Segment_B is later added: - If re-enter is disabled, the profile does not enter again. - If re-enter is enabled, the profile can enter again. When adding audience through the Journey editor, profiles enter immediately after you save changes. When adding audience through Customer Profiles, profiles are added without the need to save these changes in the journey editor. If you remove a tag or segment from the journey, profiles already in the journey are not removed and continue to completion. ### Add audience by using the journey editor [#add-audience-using-the-flow-editor] 1. In the Infobip [Infobip web interface](https://portal.infobip.com/login), go to **Automation Studio** > **Journeys**. 2. Do one of the following: - In the **Journeys** list, select the three dots next to the journey that you want to update and select **Add audience to journey**. - Open the journey that you want to update and go to the **Continuous** element. 3. Add the audience in the **Continuous** element. ### Remove audience by using the journey editor [#remove-audience-using-the-flow-editor] 1. In the Infobip web interface, go to **Automation Studio** > **Journeys**. 2. Open the journey that you want to update and go to the **Continuous** element. 3. Select the delete button next to a specific audience to remove it from the journey. --- ## Create your first journey [#create-your-first-journey] The following example creates a simple journey that sends a birthday email and a follow-up SMS. 1. Log in to your Infobip account. 2. Go to **Automation Studio** > **Journeys** > **Create journey** > **Start from scratch**. 3. Select the [Date or Time](https://www.infobip.com/docs/automation-studio/journeys/journey-elements/entry-and-exit-points#date-or-time-triggers) trigger. This trigger uses the date of birth stored in the [person profile](https://www.infobip.com/docs/customer-profiles/get-started). 4. Select **Send Email**. 5. In the side panel enter the required information. 6. Create your personalized content inside the [Design editor](https://www.infobip.com/docs/email/editor). 7. Add a [Wait for an Event](https://www.infobip.com/docs/automation-studio/journeys/journey-elements/functions#wait-for-an-event-functions) element. The event you want to choose here is "Email Link Clicked". 8. Select how long to wait before sending the next message. For example, wait one day, and then send an **SMS** with a very special discount code. For active or completed journeys, analytics show how many end users passed through each element in the flow. To view detailed analytics, select **Analyze** in the journey editor. For more information, see [Performance](https://www.infobip.com/docs/automation-studio/journeys/manage-journeys/performance).