Tech, ExplainedEnterprise SaaS and software
Part

Journey orchestration

The message plan, drawn like a flowchart.

INSIDE: CUSTOMER ENGAGEMENT PLATFORM40,000 userssearch for Delhito Srinagar flightsand do not bookAfter 1 hour, eachreceives a push:fares from ₹6,200After 12 hours, thejourney checks whoopened the pushDid not open: 26,000Email next morningOpened, did not book: 12,000WhatsApp after 24 hoursBooked: 2,000Leave the journey↓ Within 3 days, 3,600users (9%) have bookedALSO TALKS TOMobile measurementpartner (MMP)↗ PROGRAMMATIC ADVERTISINGPatient outreach automation↗ HEALTHCARE ITINSIDE: CUSTOMER ENGAGEMENT PLATFORM40,000 userssearch for Delhito Srinagar flightsand do not bookAfter 1 hour, eachreceives a push:fares from ₹6,200After 12 hours, thejourney checks whoopened the pushDid not open: 26,000Email next morningOpened, did not book: 12,000WhatsApp after 24 hoursBooked: 2,000Leave the journey↓ Within 3 days, 3,600users (9%) have bookedALSO TALKS TOMobile measurementpartner (MMP)↗ PROGRAMMATICADVERTISINGPatientoutreach automation↗ HEALTHCARE ITINSIDE: CUSTOMER ENGAGEMENT PLATFORM40,000 users search for Delhi to Srinagarflights and do not book↓After 1 hour, each receives a push: faresfrom ₹6,200↓After 12 hours, the journey checks whoopened the push↓Did not open: 26,000Email next morningOpened, did not book: 12,000WhatsApp after 24 hoursBooked: 2,000Leave the journey↓ Within 3 days, 3,600 users (9%) have bookedALSO TALKS TOMobile measurement partner (MMP)↗ PROGRAMMATIC ADVERTISINGPatient outreach automation↗ HEALTHCARE IT
A journey for 40,000 users who searched for Delhi to Srinagar flights sends a push notification, then branches into an email for 26,000 who did not open it, a WhatsApp message for 12,000 who opened but did not book, and an exit for 2,000 who booked.
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Journey orchestration is the part of a customer engagement platform that runs a planned series of messages for each group of customers. The series is called a journey. A marketer draws it on screen like a flowchart, with a starting point, the messages, the waiting times and the branches that depend on what each customer does.

A journey is built from a few kinds of boxes. An entry condition decides who joins the journey, for example "searched for a flight but did not book". A message box sends a push notification, an email, an SMS or a WhatsApp message. A wait box holds the customer for a fixed time. A branch box checks what the customer did, and sends them down one path or another. An exit condition removes the customer from the journey, usually as soon as they do what the journey was asking for.

Consider a travel booking app in May, when families plan their summer trips. On one Monday, 40,000 users search for flights from Delhi to Srinagar but leave without booking. All 40,000 enter the same journey. One hour later, each receives a push notification: fares for their dates start at ₹6,200. After 12 hours, the branch box checks who opened it. 26,000 users did not open the push, so they receive an email the next morning. 12,000 users opened it but did not book, so they receive a WhatsApp message 24 hours later, saying how many seats are left. The remaining 2,000 have already booked, and they leave the journey. Within three days, 3,600 users, or 9% of the group, have booked.

The waits and the exit condition matter as much as the messages. Without the exit condition, a user who booked on Monday would still receive a reminder on Tuesday. Most platforms also set a frequency cap, a limit such as three marketing messages a week per user across all journeys. Without it, a user who sits in five journeys at once would receive fifteen messages and might uninstall the app. In India, promotional SMS may be sent only at certain hours of the day, under TRAI's rules, so the platform also holds back promotional SMS outside those hours.

How does the marketer know the journey caused the bookings? A common method is to keep a small hold-out group, say 5% of the users, who receive no messages at all. If 9% of the messaged users book but only 6% of the hold-out group book, the journey added about 3 percentage points. This is a simple form of marketing attribution.

Journeys often start from events outside the app. A new install, reported by a mobile measurement partner, can start a welcome journey. Hospitals use the same idea for patient outreach, to remind patients about missed check-ups. In a drawn journey, the marketer decides every step. In AI decisioning, a model chooses the next message for each person instead. The journey runs inside the customer engagement platform.

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