Trail Map โ€บ Use-Case Catalog โ€บ Journey Builder
๐Ÿงญ Automation ยท Module 08

Journey Builder: Multi-Step Automation, With Branches

A "Journey" lets you build a whole sequence โ€” wait, check, send an email, branch โ€” as one visual flow. That's instead of stitching together several separate Workflow Rules, which only do one step each.

4
Tabs
~12 min
Time to Complete
80 pts
Available
1 Badge
Journey Architect

Why one flow beats a pile of separate rules

TR
Toby Reyes ยท Marketing Ops

"A single Workflow Rule can send one email when a lead is created. I need a whole nurture sequence instead: wait two days, check if they replied, and only then send a different email to the ones who didn't. That's five decisions chained together, not one."

A Workflow Rule is built for one trigger (a thing that happens) leading to one set of actions, all at once. A real nurture sequence โ€” a planned series of follow-up touches โ€” needs several steps in order, waiting periods between them, and different paths depending on what the data looks like at each step. Trying to fake that with several separate Workflow Rules gets confusing fast.

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What you get out of it
One visual flow builds an entire multi-step, branching sequence. That's instead of maintaining a pile of separate single-step rules trying to approximate the same thing.

A trigger, then a chain of steps

A Journey starts with one trigger โ€” the thing that kicks it off: Record Created, Record Updated, or Created or Updated, on whichever kind of record you pick (a Lead, for example). Below the trigger, you add steps one after another, and each step runs in order.

Step typeWhat it does
Send EmailSends a ready-made template email to the record
Time DelayWaits a set number of minutes, hours, or days before continuing to the next step
Branch (If/Else)Splits the journey into different paths, based on what a field's value is
Email AlertSends a custom email you write yourself (to / subject / body)
WebhookSends the record's data to an outside web address, so another system can react to it
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How it differs from Workflow Rules
A Workflow Rule fires one trigger straight into one set of actions, all at once. A Journey is a sequence: steps run one after another, can wait in between, and can branch โ€” so different leads can follow different paths through the very same journey.
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Early access
Journey Builder is newer, and the SmartLite team is still rolling it out to everyone. If you don't see it on your menu yet, ask your SmartLite admin. Underneath, it runs on the very same automation engine that powers Workflow Rules.

1 Build a New Lead nurture sequence

Open Journey BuilderAsk your admin for the link if it isn't on your menu yet.
Name it and pick what starts itJourney Name: "New Lead Nurture Sequence" ยท Object: Lead ยท Trigger: Record Created.
Add a Send Email stepClick "Add Step" โ†’ Send Email, then pick an email template.
Add a Time Delay stepClick "Add Step" โ†’ Time Delay โ†’ Delay Amount: 2 ยท Unit: Days. This pauses the journey for two days before moving on.
Add a Branch stepClick "Add Step" โ†’ Branch (If/Else) โ†’ Field: Status ยท Operator: Equals ยท Value: "Contacted". This splits the path depending on whether that's true.
Save itClick "Save Journey".

Day-to-day: marketing and sales ops

Watch how leads move through the branchCheck how many leads went down each path โ€” it tells you whether your follow-up timing is working.
Adjust the wait timeIf replies tend to come in later than expected, extend the Time Delay step instead of rebuilding the whole journey.
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What to try next
Look at the Workflow Automation trail first if you haven't โ€” Journeys build on the same trigger/action engine, just with more steps.

Test what you learned

1. What is the main difference between a Journey and a single Workflow Rule?
There is no real difference โ€” they do exactly the same thing
A Journey chains several steps together in order, with waits and branches; a Workflow Rule fires one trigger into one set of actions at once
2. What does the Branch (If/Else) step do?
Pauses the whole journey until someone approves it
Splits the journey into different paths depending on a field's value