Add messages to your journey

Note: This offering is currently in beta, available to select Pendo customers for testing. The information that follows isn't a commitment, promise, or legal obligation. The development, release, and timing of any features or functionality described here are subject to change at the discretion of Pendo, which can occur without notice. If you're interested in getting early access and providing feedback, contact your Pendo account representative.

You can add messages, such as guides and emails, to your journey and orchestrate and manage when eligible visitors receive the messages. Eligible visitors receive a sequence of messages until they’ve accomplished the journey's goal. A journey must contain at least one message. 

You can monitor the results of the journey after it is active. For more information, see Monitor journey results. 

Add a guide to your journey

You can add guides to your journey and manage the content and number of days the guide is visible to eligible visitors as they proceed through each message in the journey. A visitor receives a guide according to when they log in.

1. Go to Orchestrate > Journeys and select the Journey tab.
2. Select Add message and then select Guide from the dropdown list. Alternatively, if the journey already has a message, select the plus icon and select Guide from the dropdown list.
   
   
3. In the Create Guide window, select a layout for the guide. The guide is added to the journey map.
4. Select the guide name. A side panel opens where you can set the guide display days, edit the guide content, localize the guide and define activation settings.

Edit guide content

You can edit your guide in the Visual Design Studio.

1. In the Overview tab in the side panel, set the number of days you want the guide to be visible for all visitors in the journey.
2. Hover over the guide, enter your app's URL and select Launch designer.
   
   
3. In the Visual Design Studio, make any necessary changes and save your guide. For more information on designin a guide in the Visual Design Studio, see Create a guide.
4. To delete the guide, select the trash icon in the top-right corner of the side panel.

Localize guide content

Use the Localization tab to localize your guide into any language supported by your subscription. For more information, see Localize your guide using AI.

Add an email to your journey

You can add an email as part of the journey and align it with your guides to create a consistent message to your visitors throughout the journey.

Note: You must verify your email domain with Pendo before you can send emails. For more information, see Verify your email domain in Pendo.

1. Go to Orchestrate > Journeys and select the Journey tab.
2. Select Add message and then select Email from the dropdown list. Alternatively, if the journey already has a message, select the plus icon and select Email from the dropdown list.
3. In the Create email window, hover over a layout and select it. A side panel opens where you can edit the email content and add required settings to enable sending the email as part of the journey.

Edit email content

You can edit the content of the email template in the Visual Design Studio.

1. In the Overview tab in the side panel, set the number of days until the next message in the journey is sent.
2. To edit the email content, hover over the email and select Edit email.
3. In the Visual Design Studio that opens, edit the email template as required using the building blocks provided:
   • Edit ‌text blocks. Insert a title and text for the email.
   • Edit image block. You can change the image in the email by uploading a new image or entering an image url.
   • Enter app URL. The URL of the app where you want to launch the guide.
   • Edit button. Select the button action and then define actions that occur after the app is opened. For more information on button actions, see Guide button actions. For information on working in the Visual Design Studio, see Create a guide.
4. Save your changes and exit the Visual Design Studio.

Add email details

To send emails through Pendo, including test emails, you must complete all the required email settings and verify an email domain. For more information about verifying email domains, see Verify your email domain.

1. In the side panel, select the Settings tab.
2. In the Email details form, enter a subject line for your email message.
3. In the Sender name field, enter the name of the person sending the email.
4. In the Email domain field, enter the domain from where the emails are sent.
5. In the From address field, enter the sender’s email address displayed to recipients.
6. In the Reply to address field, enter the address designated to receive replies.
7. In the Recipient metadata field, select the metadata you want to use for the email settings from the dropdown menu. For more information about metadata, see Choose IDs and metadata.
8. Select Save changes.
   
   

Send a test email

You can send a test email to verify it reaches the defined recipients and has the look and feel you want for the message. You must have a verified email domain to send a test email.

1. In the Overview tab of the side panel, select Send a test email. 
2. In the Send text email dialog box, enter the email addresses that you want to send the test email to. Make sure you press Enter on your keyboard after entering each address.
   
   
3. Select Send email.

Organize the messages in your journey

As you build your journey and add messages, you can organize the order of the messages while the journey is still in Draft status. Use the plus icon in the journey map to add additional messages. You can add up to 10 messages in a journey.