Send an automated cadence of Emails

Check Conditions for specific email interactions (such as opens and link clicks), which can trigger additional workflows for your Contacts

Update a Contact's Status, associated List(s), and assigned Salesperson

Assign follow-up Tasks to a Salesperson for a Contact

Click the Automations Icon on the lefthand navigation bar within GlassHive, and select Journeys. From here, click "Create a Journey".

Name your Journey, select which List (or Lists) you want to use as "feeders" for your Journey, and select what Category you want your Journey to be organized under (optional). Click "Save".

From here, you will be brought to the Journey Designer. It will begin as a Blank Canvas showing you that adding a contact to a List will trigger the Journey at the top. \

You can hover over this and click on "edit" if you want to view what list is being used, or change what list(s) feed into the Journey.
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Start by adding a Delay, Email, Contact Update, Condition, or Task depending on your desired outcome. The most popular choice of our users is to start by adding an initial Email.
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Hover over the Edit Icon next to the email to create an email Campaign

Enter in your Step name and Campaign setup information, just as you would for an individual email Campaign. You can choose to create an email from Scratch or from a Template. More info on how to set up your Email Marketing Here
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You can use a delay for 2 purposes: 1) to simply set a cadence for when your next email or action is set to occur in a linear fashion, or 2) prior to checking the email for a condition such as link clicks
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Click on the Plus sign and select "Delay". Then, click on edit icon to set a delay duration. It's important that a delay of at least 1 day (24 hours) is added before an email or condition

⚠️ IMPORTANT: A delay MUST be added after an email if you are checking it for a condition.
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We suggest a 1 day (24 hour delay) after an email is sent to validate a condition, such as an open or link click. This will allow time for email recipients to engage with the email and for the most accurate open/click rates to be calculated for future steps.
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If you do not create a delay to check a condition after sending an email, the system will immediately check those conditions once the email is sent out and will not capture any opens/clicks that may occur. As a result, all Journey participants would be considered to have not engaged with the email.

Click the plus sign button and select "Condition"
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Use conditions to create a logic tree for your Journey participants. You can check for 2 types of conditions:
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1) Subscriber Details (Name, Email Address, Date Subscribed)
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2) Journey Activity (Opened, Clicked, Specific Link Click, Opens and No Clicks)
⏰ Another reminder here that a minimum delay of 1 day (24 hours) MUST be added before Journey Activity conditions.
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Click the plus sign to add a new step and select "Contact Update"
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Hover over the edit icon to the right of the Contact Update step to designate which type of update you would like to make
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You can change a contact's status, add them to a List, remove them from a List, or assign them to a Sales Rep within GlassHive
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Click the plus sign to add a new step and select "Task"

Hover over the edit icon to the right of the Task step to designate which type of task you would like to make

Add in your Task Title, Task Type, the GlassHive salesperson who will be assigned the task, due date, and Description.
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You can continue to add in any of the above steps in the structure you would like for your Journey workflow! Once you're happy with your workflow, you can Enable it.
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Once your Journey is looking good, you will want to Enable it. This will set the Journey live and start putting your designated contacts through the steps you created!

At the top right of your Journey Designer, click "Enable".
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From here, you will be prompted to select the following information:
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Include Current Contacts - You can designate that all contacts who are already in your selected list for the Journey be added to it and go through the steps by checking the checkbox.
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If you only want new contacts who are added to the list to be added to the Journey, keep the box unchecked.
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​When should the Journey Start? - Choose to enable the Journey Now, or Schedule for it to start at a specific date and time. You can specific the specific time and time zone for this to be scheduled out.
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Click the Automations Icon on the lefthand navigation bar within GlassHive, and select Journeys. From here, click on the "Included With Subscription" Tab.

You can browse various Journey Templates that GlassHive provides you with for free with your subscription:

Hover to the left of each Journey Template, then select from the Dropdown menu and select "Create A Journey". You can also choose to Preview it from here or save it to "My Templates" if you plan to reuse it down the line.

From here, you will be brought into the Journey Designer. The first aspect to specify is the Journey Name and what List (or Lists) are being used to feed contacts into the Journey. Hover over the first step, "Subscriber Joins List" to edit it.
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Specify your Journey Name and what contact Lists you want to be added to the Journey. You can also add Categories to your Journey (optional).
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You will be also shown how many templatized steps need you to fill out with information at the top right. Click on "Steps incomplete" for a breakdown of what specific steps types need your attention.
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Scroll down your Journey in order and hover over each necessary step to edit it. Click the pencil icon at the right to edit.
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The Journey template Email steps will have pre-built templates created for you that you will simply need to enter your sender information for and review the content.
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The Journey template Contact Update steps will require you click edit and designate which type of Contact Update to perform. The Journey template Task steps will require you to edit and designate a Task assignee within GlassHive.
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Once all the necessary steps are filled out in your Template and it does not show any incomplete steps at the top right of your Journey, you are ready to enable it!

At the top right of your Journey Designer, click "Enable".
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From here, you will be prompted to select the following information:
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Include Current Contacts - You can designate that all contacts who are already in your selected list for the Journey be added to it and go through the steps by checking the checkbox.
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If you only want new contacts who are added to the list to be added to the Journey, keep the box unchecked.
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​When should the Journey Start? - Choose to enable the Journey Now, or Schedule for it to start at a specific date and time. You can specific the specific time and time zone for this to be scheduled out.
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