Scope
This guide covers setup & configuration for Customer Journey Builder. Availability depends on your tenant package, role and configured providers.
Purpose
Coordinate lifecycle branches, waits, actions and exits.
Choose entry trigger, goal, eligibility and exit criteria.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Choose entry trigger, goal, eligibility and exit criteria.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Review entries, progression, delivery and outcome paths.
- Apply consent, caps, approvals and observable run history.
Verify the result
Review entries, progression, delivery and outcome paths. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Apply consent, caps, approvals and observable run history. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.