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How to Send SMS Messages Using Journey Builder in Salesforce Marketing Cloud

Introduction:

In digital marketing, text messaging (SMS) is a highly effective channel for reaching your audience directly and personally. Salesforce Marketing Cloud’s Journey Builder empowers marketers to automate and customize SMS campaigns seamlessly. In this comprehensive guide, we’ll walk you through the steps of sending SMS messages using Journey Builder in Salesforce Marketing Cloud, enabling you to engage your audience in a meaningful way.

Step 1: Log In to Salesforce Marketing Cloud

Begin by logging in to your Salesforce Marketing Cloud account. Ensure you have the necessary permissions to create and manage journeys.

Step 2: Access Journey Builder

Navigate to Journey Builder by clicking on it in the left navigation menu. This is where you’ll design and execute your SMS campaigns.

journey builder sms activity

Step 3: Create a New Journey

  • In the Journey Builder dashboard, click the “Create New Journey” button.

journey builder sms activity

Choose the type of journey you want to create. For SMS campaigns, select “Mobile.”

Step 4: Configure Journey Settings

  • Give your journey a descriptive name.
  • Select your entry sources, such as lists, data extensions, or API events. This determines how contacts enter the journey.

journey builder sms activity

Define entry criteria based on specific data fields or behaviors. This ensures that the right audience is targeted.

journey builder sms activity

Step 5: Define Journey Steps

  • Drag and drop an “SMS Activity” onto the canvas.
  • Configure the SMS activity by selecting the message you want to send. You can choose from existing templates or create a new SMS message.

journey builder sms activity

Specify the sending behavior, such as sending immediately upon entry, at a specific date and time, or based on contact behavior.

journey builder sms activity

Step 6: Personalize Your SMS (Optional)

For a more tailored experience, you can personalize your SMS messages. Use personalization strings to insert contact-specific information like names or previous purchase details.

Step 7: Implement Decision Splits (Optional)

To create different paths within the journey based on specific conditions or contact attributes, add decision splits. These allow for more customized and responsive SMS campaigns.

Step 8: Test Your Journey

Before launching your SMS campaign, thoroughly test it. Use the “Test” feature within Journey Builder to send test SMS messages and ensure that your journey is functioning as intended.

Step 9: Activate Your Journey

Once you’re confident in your journey setup, click the “Activate” button to make it live. Contacts who meet the entry criteria will start progressing through the journey, receiving SMS messages as specified.

Step 10: Monitor and Analyze

After activation, closely monitor the performance of your SMS campaign. Salesforce Marketing Cloud provides reporting and analytics tools to track key metrics such as delivery rates, response rates, and conversions.

Exploring Marketing Cloud Journey Builder Activities

  • April 12, 2022

SFMC Journey Builder Guide Blog

Tom Brinker

Customer journeys are all about sending the right messages at the right times based on how your contacts engage with your brand. 

In Journey Builder, you can utilize activities to interact with your contacts. You can use message activities and flow control activities to not only dictate how you’re going to engage with them but also how often you’re going to contact them.

First, let’s define what Journey Builder activities are.

What are Journey Builder Activities?

Journey Builder activities are the building blocks that determine how your contacts are going to pass through your customer journey.

5 Types of Message Activities

There are 5 types of activities in Journey Builder:

  • Message activities : This allows you to message your contacts via emails or mobile messages.
  • Advertising activities : This allows you to advertise to your audience through social media and search engines.
  • Flow control activities: This determines when your contacts will move onto the next activity and which path they will take in your customer journey.
  • Customer updates : This updates contact record data stored in Marketing Cloud.
  • Sales & Service Cloud activities : This allows you to create and update records in other Salesforce platforms. These activities are available to those who have integrated their CRM through Marketing Cloud Connect.

In this post, we’ll primarily focus on message, advertising, customer updates, and Salesforce activities. We’ll discuss flow control activities in the next chapter .

Message Activities

In Journey Builder, message activities are used to send a message to your contacts through email and mobile messages. Journey Builder lets you decide when and how to send the message — allowing you to strike a balance between keeping your brand top of mind and reducing friction.

The different types of message activities are:

Push notification

  • In-app message

journey builder message apps

Let’s take a look at Emails first.

Email is one of the most commonly used message activities. You can choose to use an existing Content Builder email or build a new one from scratch inside of Journey Builder.

One of the greatest benefits of using Marketing Cloud is its ability to send personalized messages at scale . In Journey Builder, you can use personalization strings to help create these individualized emails. A personalization string allows you to insert information about subscribers, senders, and messages to customize your emails.

Some common personalization strings include:

  • Subscriber’s name
  • Subscriber’s mobile number
  • Name of the month the email was sent
  • Descriptive name of a hyperlink

Keep in mind that you need to make sure the personalization string matches the contact data field exactly. 

Another best practice is to set a default value in case you don’t have the relevant data for a particular subscriber. For example, make sure to set your default value as “Customer” within the “FirstName” field. That way, if you don’t have the name of that particular contact in your database, their emails would just read “Dear Customer” instead of an awkward blank.

It’s easy to get carried away with personalization strings, but keep in mind that too much personalization can harm your hourly email send rate . 

After you’ve finished creating your email, it’s time to select your message configuration preferences . This allows you to alter how your emails will look once it hits your subscribers’ inboxes. For example, you can choose to specify the sender of your email so your contacts will know where the email was sent from.

Once you’ve selected your message configuration preferences, it’s time to go over your delivery options . Here, you can narrow down who is going to receive your emails using a publication list, which helps you exclude contacts who have opted out of certain lists. You can also choose who to exclude from this email batch through a suppression list and domain exclusions. You can also use the “enable tracking” option to measure the subscribers’ engagement level — such as tracking clicks.

We highly recommend reviewing email best practices before creating and sending out these emails. If you need some email refreshers, we’ve also written a post dedicated to outlining the best practices for effective email designs .

Mobile activities

As the name suggests, mobile activities allow you to connect with your contacts using their phones . There are many mobile activities available to you, but the most commonly used building blocks are SMS, push notification, and in-app message.

You can use the SMS activity to send a short text message to your contacts. You’ll be able to select an existing message or create a new one to send to your contacts in Journey Builder.

An important note is that you’ll need to set up your mobile short code , which is a unique 5-6 number code provided by a mobile carrier company. Since this is a relatively extensive process, many organizations choose to work with a Salesforce consulting partner to help with the process. Learn more about our Marketing Cloud services and the many ways we can optimize and run your platform on your behalf.

Use the push notification message activity if you want to send a pop-up message to your contacts’ phones. Just like the email activity, the push notification activity allows you to use personalized strings to customize your messages at scale.

When setting up the activity, you can set the open behavior of notification. Open behavior tells Journey Builder where the subscriber should land once they engage with your push notification, such as leading them to an app, a web URL, or even a CloudPage.

In-App Message

An in-app message allows you to send your contacts a message while they’re in your app. A huge benefit to using Journey Builder is that you’re able to configure your messages’ look and feel without having to code.

For example, you can customize your message dimensions so you know exactly how large your message will appear on the screen. You’ll also be able to set display controls , which dictates how and when your different messages will be displayed, such as setting a delay before the message appears or a user action that triggers the message.

In Journey Builder, you can configure the inbox activity to send a message to users’ inboxes in your app. These messages will stay in the inbox until you set it to expire. Keep in mind inbox messages are attached to the user’s device , not the contact.

You’ll need to set up your app inbox as a CloudPage , which requires your app developer to enable additional features. You can also set messages to override existing inbox messages or add to inbox instead.

WhatsApp is Facebook’s messenger app that provides end-to-end encryption for users to message one another. With Journey Builder’s WhatsApp activity, you can chat with your contacts one-on-one .

This activity requires you to have a WhatsApp account and opt-ins from contacts. It also lets you use Facebook business messenger to connect with your contacts.

With the WhatsApp message activity, you can send 2 types of messages: template messages and session messages.

  • Template messages: Send transactional messages to your users, such as a payment confirmation or even shipping notifications. These messages need to be approved by the WhatsApp team before sending these messages out.
  • Session messages: Send a kick-off message to start a two-way conversation with your customers. You’ll need to set the entry source as “inbound chat.” We discuss more about entry sources in Chapter 3 .

This activity can utilize keyword triggers for auto-responses. When your contact uses a keyword in their responses, it’ll trigger an autoresponder message.

Similar to WhatsApp, LINE is a popular messaging app. To use the LINE activity, you must have your LINE channels enabled.

You can utilize multi-content messages and add up to 5 components: video, image, audio, and text. You can also create carousel messages to add some variation to your messages.

Advertising activities

If you’re looking for ways to reach out to your contacts proactively, advertising activities are the building blocks for you.

Digital marketers love how you can configure both ad audiences and ad campaigns through Journey Builder.

journey builder sms activity

Ad audience

Ad audience allows you to create a new ad audience based on your contacts in the journey. To use Journey Builder’s ad audience activity, you must have your contacts’ email addresses in Marketing Cloud. 

After you’ve set up your ad audience, you can choose to specifically advertise to that group at any time through Facebook, Twitter, Google, and LinkedIn.

Ad campaign

The ad campaign activity lets you create Facebook ad campaigns directly from Journey Builder. Campaigns don’t run until your journey is active. The frequency of your ad showing will depend on audience size and allotted budget.

Overall, digital marketers love how they can align their ad campaigns with specific messages to create a cohesive journey.

Customer updates activity

The update contact activity allows you to update  contact data within a specific data extension stored in Marketing Cloud. This activity is an effective way to impact data outside of the journey based on what’s happening in the journey.

journey builder sms activity

You select the attribute or value you want to update, and the customer update activity will overwrite the value in an existing row based on updated information. That way, you can create even more personalized messaging based on the most updated information you have on your contacts.

Common use cases include:

  • Update a true/false field based on whether a contact clicks an email
  • Update a true/false field based on whether the recipient received your email
  • Update a date field based on if the recipient has renewed their subscription

Salesforce activities (Sales & Service Cloud)

Salesforce activities allow you to create activities based on your contacts’ information and attributes in your other Salesforce platforms — such as Sales Cloud and Service Cloud. As mentioned earlier, you’ll need to install Marketing Cloud Connect for this to work.

Because Salesforce activities refer to objects and records, we recommend that you review how objects and records work within a CRM. We’ve previously written a chapter on understanding data management in a CRM in our Beginner’s Guide to CRM.

Within Salesforce activities, there are 9 activities to choose from to create or update entities within Sales or Service Cloud:

  • Campaign member
  • Convert lead
  • Opportunity
  • Object activity (Best for custom objects)

sales & service cloud activities

Since using Salesforce activities requires your Marketing Cloud admin to be familiar with your Salesforce data, we recommend hiring an experienced Salesforce administrator to help with this process. This, however, can be expensive.

To maximize ROI, many organizations outsource their Salesforce needs to an external consultant. At EBQ, we offer an entire team of certified CRM administrators at a fraction of the cost. Visit our Salesforce services page to learn more about why you should choose us as your administration partner.

Interact with your contacts using Journey Activities

The whole point of creating customer journeys is to manage how your contacts are going to experience your brand through both the content and timing of your messaging. In Journey Builder, you can customize both these factors using messaging activities and flow control activities.

In this chapter, we discussed the following types of Journey Builder activities:

  • Flow control
  • Advertising
  • Customer updates 

We also explored how to use these various activities to strengthen your journeys. However, many activities require quite a bit of setup before you can run them — such as building your emails or preparing your chat channels. It’s why we recommend organizations onboard a seasoned Marketing Cloud expert on their team. If you’re looking to hire a digital marketer, EBQ’s certified experts can help run your marketing campaigns for you.

Chapter 5: Flow controls

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What is Journey Builder?

What is Journey Builder? Connecting Cross-Channel Interactions To Create Personalised, Seamless Customer Journeys

Salesforce Journey Builder lets you better understand your customers, trigger activities based on their unique actions and align your messaging across channels.

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With inputs from Sumit Sharma, Lead Solution Engineer

As today’s digital-savvy customers move between platforms and devices, brands mustoffer a personalised and enjoyable customer journey across channels to maximise client lifetime value. However, there are some questions you need to ask yourself to deliver cross-channel personalised experiences:

  • Who is the customer?
  • Where are they in their journey?
  • Are you engaging with them meaningfully to build 1-to-1 relationships?

To answer these questions, you need an in-depth view of the customer journey, and must act on the changing demands of the customers.With the help of Salesforce Marketing Cloud Journey Builder , you can get a unified view of all the interactions a customer has with your brand, and optimise end-to-end customer journeys.

What is a Journey Builder?

Salesforce Journey Builder gives you visibility into consumer interactions across all of your marketing channels, including email, mobile, social ads, and more. By connecting these different actions or conversations, you canunderstand the customer better, improve message building, design and automate campaigns, provide a seamless customer experience,and secure customer loyalty. In short, you candesign more effective customer journeys by tailoring interactions through the customer life cycle.

The different interactions that a customer can have with the brand at any point in the customer journey include:

What is a Journey Builder?

  • Clicking on an ad
  • Opening an email
  • Buying a product or availing of a service
  • Returning a previously purchased product
  • Conversing with a customer care representative
  • Downloading a white paper
  • Redeeming a coupon

What is a Journey Builder?

How does Journey Builder work?

Journey Builder uses event-driven triggers to help you meaningfully react to prospects or customers. Events can be anything the customer does that is relevant, such as downloading an app or a product fact sheet, leaving a shopping cart unattended, enrolling in a loyalty programme, or activating a beacon in a physical location. These events and their reactions to them are all part of the customer journey, which grows longer and more detailed with each encounter. By accessing information about the consumer and their behaviour, the solution enables the right action to be taken in real-time.

Journey Builder includes handy features such as:

  • Easy-to-use drag and drop interface
  • Entry and filter criteriato help you move through steps quickly
  • A variety of powerful add-ons, such as lead scoring for Salesforce Marketing Cloud by SalesWings or Litmus to assure email compatibility.

Want to see Journey Builder in action?

journey builder sms activity

How does Journey Builder help you create a smooth customer experience?

1. guiding the customer journey.

Use valuable data from any source, including customer behavioural traits, browsing patterns, and purchase history, to create personalised messaging. Using these targeted messages, you can nudge the customerson their journey using ‘in-the-moment’ eventssuch as mobile app downloads, purchases or closed service cases.

2. Unifying messaging across channels

Journey Builder can be integrated with Salesforce Service Cloud, Commerce Cloud and Sales Cloud. This means that all the departments—sales, marketing, commerce, and service— are unified on one platform and are a part of the complete customer journey. This allows for a consistent experience and communication between different departments. This also enables seamless brand communication through all available channels — such as email, SMS, push notifications, ads, web landing pages, and apps — resulting in an exceptional cross-channel customer experience.

3. Adjusting to the customers’ changing needs

By setting and maintaining automated journey logic, you can anticipate changes in consumer behaviour and take proactive steps. For example, let’s say a long-time customer recently purchased a shirt from your website. You have the transaction history and know their preferences from previous purchases. Clearly, you will share recommendations and information about similar shirts with the customer. But the thing is, they have moved on! They are looking to buy a hat now, and unless you pick up on the right behavioural and browsing cues and understand this changed need, you will continue to show more shirts to them and miss out on a possible new sale. Journey Builder prevents this from happening.

Plus, use reporting for performance reviews and trend analysis to take appropriate action at the right time. You can also scale up your activities to create simple or complex customised journeys for millions of users.

4. Leveraging distributed marketing

Create a branded journey that is consistent with corporate brand guidelines across all email, advertising, and mobile media. Share consumer journeys with owners, franchisees, advisors etc and enable them to craft the right digital marketing strategies.

By creating a 1-to-1 customer experience, Salesforce Journey Builder enables you to construct both straightforward and complex customerjourneys, resulting in increased customer satisfaction and retention.

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Custom activity examples for Journey Builder.

salesforce-marketingcloud/sfmc-example-jb-custom-activity

Folders and files, repository files navigation, salesforce journey builder - custom activity examples.

This repository contains a number of custom activity examples for Salesforce Journey Builder. These examples are intended to help you understand how Journey Builder works and get a head start on building your own custom activities.

Journey Builder

Journey Builder is a marketing planning tool that integrates the various channels and services in the Salesforce ecosystem. The application empowers marketers to manage the customer life cycle by composing a Journey workflow on a drag-and-drop canvas.

Learn more about Journey Builder

JB

Getting Started

The quickest way to get started is to install Node.js then run the app locally:

A webapp will be available at http://localhost:8080/

You will be greeted with a landing page with links to the various examples we've created.

You can deploy this example to Heroku and start working with Journey Builder Custom Activities Today!

Deploy

/modules/discount-code

Example of a custom activity that utilizes an external service to generate a discount code where the user inputs the discount percent in the configuration.

Custom Activities

/modules/discount-redemption-split

Example of a Rest Decision Split where your application tells the contact which way to go through the journey.

RestDecision Documentation

Timeout, Retry and Concurrent Execute of Requests

We support the following execution parameters that allow you to configure the timeout and retry values Journey Builder should use when sending a request to the external web service that the custom activity will invoke.

It is possible to configure these values for each instance of a custom activity. Use config.js to show the config in the UI for configuring the custom activity and save it when saving the journey.

For details, please go to [Custom Activity Configuration( https://developer.salesforce.com/docs/atlas.en-us.noversion.mc-app-development.meta/mc-app-development/custom-activity-config.htm )]

Dedupe of requests

When retry count is bigger than 1, our system will retry the request in case of network error, gateway error (5XX) or timeout. It is recommended that the customer set timeout value to be a large value (such as 10,000 or 30,000) to avoid canceling requests by Journey Builder when server is still sending data. In case of retry, it might be possible that the external, to Journey Builder, service already processed the request, but a duplicate request was sent from Journey Builder due to the above errors and retry.

We recommend the developer of the web service the custom activity calls to implement dedupe logic. For each request, we include two Guid fields activityId and definitionInstanceId in the request body. Parse the values from the payload and use the combination of these two values as a way to dedupe a request. When Journey Builder is re-trying the request, the above two fields are the same, but for a different request, the values will be different.

Performance

The performance of a journey that has a custom activity is directly related to the round trip latency from Journey Builder's system to the external web service and the scalability of the external web service.

The Journey Builder team has observed custom activity implementations, which include the external web service the custom activity is calling, which can process as little as 20,000 contacts per hour. There are also performant implementations of custom activity and the associated web service they are calling which can process as much as 5 million contacts per hour.

To attain higher performance you will have to engage with your Salesforce account team such that you can get help tuning the paramaters that play a role in performance.

Contributing

We would like to hear from you if you have questions about these examples or if you have ideas for other examples that you would like to see included. Just log a new issue and we'll our best to help!

Source code is licensed under BSD 3-Clause

Contributors 3

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Explore ready-made Journey Builder activities and build custom activities.

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  • Define Exit Criteria
  • Activities Reference
  • Activity IDs in Journey Builder
  • Configure the Email Activity
  • Managing Contacts in a Journey Builder Email Activity
  • Update an Email Activity in a Journey
  • Things to Know About Journey Builder Triggered Send
  • Marketing Cloud Journey Email Activity Tracking
  • View Email Activity Statistics
  • View Google Analytics 360 Email Activity Metrics
  • LINE Carousel Activity
  • Content Builder LINE Carousel Activity
  • In-App Push Activity
  • Content Builder In-App Activity
  • Inbox Push Activity
  • LINE Multi-Content Activity
  • Content Builder LINE Multi-Content Activity
  • Push Notification Activity
  • Content Builder Push Notification Activity
  • SMS Activity
  • Content Builder SMS Activity
  • WhatsApp Message Types and Use Cases
  • Get Started with WhatsApp-First Business Messaging (Meta)
  • Get Started with WhatsApp Chat Messaging (Sinch)
  • Create a WhatsApp Business Account and Channels (Meta)
  • Create Your WhatsApp Business Account (Sinch)
  • Create Your WhatsApp Channels (Sinch)
  • Create Your WhatsApp Audiences
  • Create a WhatsApp Template Message (Meta)
  • Create a WhatsApp Template Message (Sinch)
  • WhatsApp Template Message Elements
  • WhatsApp Template Message Approval
  • Personalize Your WhatsApp Template Messages
  • Send WhatsApp Template Messages in Journey Builder
  • Edit a WhatsApp Template Message
  • Create a Default WhatsApp Session Message (Meta)
  • Create a Default WhatsApp Session Message (Sinch)
  • Personalize Your WhatsApp Session Messages
  • Send WhatsApp Session Messages in Journey Builder
  • Create a WhatsApp Session Transfer Activity
  • WhatsApp Media Attachments
  • Locales for WhatsApp Data Extension Sends
  • WhatsApp Chat Message Analytics
  • WhatsApp Analytics and Reporting
  • Create a Chat Messaging Data Extract
  • Add a Phone Number to an Existing WhatsApp Business Account
  • Delete a Phone Number from Your WhatsApp Business Account
  • Transfer a WhatsApp Phone Number Between Business Units (Meta)
  • WhatsApp Status Errors
  • WhatsApp-First Business Account Statuses
  • Using WhatsApp Data in Data Cloud
  • SMS Analytics
  • Google Analytics SMS Metrics
  • Mobile Activity Tracking
  • Activity Type Reference
  • Undo or Redo a Canvas Action
  • Reuse a Journey Builder Activity
  • Configure a Path Optimizer Test Activity
  • Configure a Wait by Duration Activity
  • Configure a Wait Until Date Activity
  • Configure a Wait by Attribute Activity
  • Configure a Wait Until Chat Response Activity
  • Configure a Wait Until API Event Activity
  • Configure a Wait Until Push Event Activity
  • Configure a Wait Until In-App Engagement Activity
  • Configure an Engagement Split
  • Prioritization Example: Update the Abandoned Cart Journey
  • Prioritization Example: Update the Reengagement Journey
  • Use Restricted Values
  • Copy a Decision Split Path
  • Reorder Decision Split Paths
  • Configure a Random Split
  • Configure Einstein Scoring Splits
  • Configure a Join Activity
  • View Frequency Split Analytics
  • Einstein Send Time Optimization Use Cases
  • Use the Einstein Send Time Optimization Activity
  • Create a Control Path with Random Send
  • View Einstein STO Activity Analytics
  • Use the Ad Audience Activity
  • The Advertising Campaign Activity
  • Update Contact Activity Use Cases
  • Configure the Sitecore Connect for SFMC Activity
  • Create an Account Activity in Journey Builder
  • Update an Account Activity in Journey Builder
  • Create a Campaign Member Activity in Journey Builder
  • Create a Contact Activity in Journey Builder
  • Update a Contact Activity in Journey Builder
  • Create a Convert Lead Activity
  • Create an Object Record
  • Update an Object Activity
  • Create a Task Activity in Journey Builder
  • Choose Object
  • Add to Campaign
  • Update the Campaign Member Activity in Journey Builder
  • Opportunity
  • Update Person Accounts
  • Update Business Accounts
  • Associate Cases and Tasks to Person Accounts
  • Best Practices for Integration Activity Fields
  • Sales and Service Cloud Activity Field Validation and Error Handling
  • Journey Builder Sales and Service Cloud Best Practices
  • Configure a Journey Test with a Data Extension
  • Manage Journey Folders
  • Copy a Marketing Cloud Journey
  • Delete a Marketing Cloud Journey
  • Create a Tag
  • Tag a Journey
  • Show and Hide Journey Builder Tips
  • Validate a Journey in Journey Builder
  • Create a Journey Version
  • Stop a Journey
  • Bulk Actions in Journey Builder
  • Delete Drafts and Inactive Journeys
  • Journey Analytics Dashboard
  • Use the Journey Analytics Dashboard
  • Journey Health
  • View Journey Health Data
  • The Versions Dashboard
  • Status Key Reference
  • View a Contact Path in a Journey
  • View a Contact Path on the Journey History Dashboard
  • View a Contact's Journey History in a Journey
  • View a Contact’s History on the Journey History Dashboard
  • View Recent Contacts by Activity
  • Error Message Troubleshooting
  • Prerequisites
  • Create a Behavioral Trigger
  • Edit a Behavioral Trigger
  • Pause a Behavioral Trigger
  • Resume a Behavioral Trigger
  • Set Behavioral Trigger Session Timeout Limit
  • Create a Behavior Trigger Email
  • Behavioral Triggers Optional Features

Use this data view to join to the email tracking system data views. Also use it to identify the Triggered Send Definition associated to an email activity in a Marketing Cloud journey and more.

View data about activities included in your Journey Builder journeys using the _JourneyActivity data view.

Dates and times are stored in Central Standard Time. Daylight Savings Time is not observed. To view time-related data in your time zone, set time zone user preferences.

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IMAGES

  1. Create SMS Messages in Journey Builder Unit

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  2. Create SMS Messages in Journey Builder Unit

    journey builder sms activity

  3. Create SMS Messages in Journey Builder Unit

    journey builder sms activity

  4. Create SMS Messages in Journey Builder Unit

    journey builder sms activity

  5. Create SMS Messages in Journey Builder Unit

    journey builder sms activity

  6. Salesforce: Configuring Send SMS activity in journey builder (2

    journey builder sms activity

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COMMENTS

  1. Create the SMS Activity in Journey Builder

    In Journey Builder, drag the SMS activity to the canvas. Click the SMS activity. Click New Message. Enter the message. To find hidden non-GSM characters like unicode straight quotes that can be included when pasting text from another source, select Highlight Non-GSM. To combine messages beyond 160 characters into one, check Concatenate Message.

  2. Create SMS Messages in Journey Builder

    In this unit, we review the SMS activity in Journey Builder and how you can enhance your new and existing journeys using SMS. Entry Source and Personalization Where to start? The beginning of course. For Journey Builder the beginning is the entry source—or the audience—for your journey.

  3. Configuring Send SMS activity in journey builder

    answered May 8, 2018 at 20:25 George Rosedale 1,020 13 35 Add a comment 0 There was an update to Journey Builder last year that gave the option to subscribe Contacts in your Journey to MobileConnect keywords while they pass through this activity.

  4. Mobile Activities in Journey Builder

    Journey Builder includes the SMS, LINE Message, Push Notification, In-App Message, and Inbox activities for sending to mobile devices from a journey. Add...

  5. How to Send SMS Messages Using Journey Builder in Salesforce Marketing

    Step 5: Define Journey Steps. Drag and drop an "SMS Activity" onto the canvas. Configure the SMS activity by selecting the message you want to send. You can choose from existing templates or create a new SMS message. Specify the sending behavior, such as sending immediately upon entry, at a specific date and time, or based on contact behavior.

  6. Journey Builder Activities

    Journey Builder Activities Canvas activities include messages, decisions, updates, or a combination of these elements, dragged onto the Journey Builder canvas. In a Multi-Step journey, the activities you configure affect each contact until they reach a goal or the end of the journey.

  7. Get Started with Journey Builder Unit

    Click Log In. In Marketing Cloud Engagement, hover over Journey Builder in the top navigation bar. Click Journey Builder. You've arrived! Now, let's explore the components of the Journey Builder dashboard. Journey Folders: Store journeys in folders so they're easy to find.

  8. marketing cloud

    Using Journey Builder Send SMS Activity with Mobile Connect templates Ask Question Asked 8 years, 11 months ago Modified 5 years, 4 months ago Viewed 7k times 2 When creating a MobileConnect message, you can choose from different template options, including: Outbound Text Response Mobile opt-in Info Capture Email Opt-in

  9. How to use mobile connect SMS in Journey Builder?

    2 Answers Sorted by: 2 First check your DE attribtues. The DE should contain Subscrirbey key with Text as datatype, an email address with an email address as datatype and a phone number field. In the send relationship, subscriber key should be related to "All subscribers"

  10. Define Your Custom Activity Unit

    Message Activities These activities send a specific type of message when a contact reaches a specific point in the journey. Journeys can include multiple messages, such as introduction, follow-up, or confirmation messages. You can even create a simple journey just to send a single message. Available messaging channels include: Email SMS

  11. Exploring Marketing Cloud Journey Builder Activities

    Journey Builder activities are the building blocks that determine how your contacts are going to pass through your customer journey. There are 5 types of activities in Journey Builder: Message activities: This allows you to message your contacts via emails or mobile messages. Advertising activities: This allows you to advertise to your audience ...

  12. View SMS Analytics in Journey Builder

    SMS activity-level metrics measure the impact of Journey Builder SMS message activities on your customers' behavior. You can track each SMS activity's per...

  13. Twilio SMS for Salesforce Marketing Cloud Journey Builder

    Testing Twilio SMS Activity. Login into Marketing Cloud and navigate to Journey Builder and create a new Journey. You should be able to the Twilio SMS custom activity and drag it into the canvas; Click into the activity and fill out the Account SID, Auth Token, Messaging Service SID and the body for your SMS/MMS message.

  14. Develop Your Custom Activity Unit

    Develop Your Custom Activity Learning Objectives After completing this unit, you'll be able to: Create the necessary files for your custom activity. Configure your activity to work with Postmonger. Create an active REST endpoint with a Marketing Cloud Engagement installed package.

  15. What is Journey Builder?

    Salesforce Journey Builder lets you better understand your customers, trigger activities based on their unique actions and align your messaging across channels. With inputs from Sumit Sharma, Lead Solution Engineer

  16. Check the SMS delivery status in journey builder?

    1 There isn't away to check the delivery status of SMS in Journey Builder itself. But there is a new data view that may be useful to you for this: https://help.salesforce.com/articleView?id=mc_as_data_view_sms_message_tracking.htm&type=5 You could query this and update the DE with the info you are looking for. Share Improve this answer Follow

  17. Salesforce Journey Builder

    The Journey Builder team has observed custom activity implementations, which include the external web service the custom activity is calling, which can process as little as 20,000 contacts per hour. There are also performant implementations of custom activity and the associated web service they are calling which can process as much as 5 million ...

  18. Custom Activities in Journey Builder

    Custom Activities in Journey Builder Explore ready-made Journey Builder activities and build custom activities. ~30 mins Define Your Custom Activity ~10 mins Develop Your Custom Activity ~10 mins Troubleshoot Your Custom Activity ~10 mins ~30 mins Available on the following trail Complete Developer Tasks in Marketing Cloud Engagement

  19. Journey Builder SMS Send Opt In Behavior

    In Journey Builder you can send SMS activities to Subscribers, dependant "Delivery Options" you can decide which users get the SMS. In my journey I have selected the later option (Subscribe all contacts to a keyword) which should force the contact to Subscribe to the KEYWORD attached to the message selected.

  20. Journeys and Messages

    Marketing Cloud's Journey Builder is a campaign planning tool that enables you to design and automate campaigns that guide customers through their journey with a brand. Its foundation is the journey, which is the communication plan you design. Canvas activities tell Journey Builder how to communicate to and direct contacts in the journey.

  21. marketing cloud

    I developed Custom Activity for sending SMS from Journey Builder. For the SMS analytics we created app inside AppExchange part of the Salesforce Marketing Cloud. There are tables and graphs with statistics around sent and delivered messages. You can choose by dropdown, for every version of stopped journey, how many sms are sent and delivered.

  22. Data View: Journey Activity

    Docs Marketing Cloud Journeys and Automations Data View: Journey Activity Use this data view to join to the email tracking system data views. Also use it to identify the Triggered Send Definition associated to an email activity in a Marketing Cloud journey and more.