Documentation Index

Fetch the complete documentation index at: https://help.elaine.io/llms.txt

Use this file to discover all available pages before exploring further.

Customer journeys

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 Learn how Elaine models and executes multi-step customer journeys across data, messages, and events.

Key concepts

     
  • A journey represents coordinated engagement across time, data changes, events, decisions, and communication actions.
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  • The journey can react to customer behavior instead of following only a fixed calendar.
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  • Shared data and content allow different channels or systems to contribute to one lifecycle process.

How it works

     
  1. Map the customer situation, desired outcome, entry conditions, and exit conditions.
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  3. Identify moments that require a message, decision, wait, data change, or external action.
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  5. Define priority and frequency interaction with other campaigns.
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  7. Implement, simulate, test, approve, and start the journey.
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  9. Evaluate progression, drop-off, errors, and goal completion.

Governance and considerations

     
  • Do not automate a process whose ownership or exception handling is undefined.
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  • Use customer-relevant timing rather than adding steps merely because they are available.
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  • Include withdrawal, suppression, and deletion behavior in journey design.

Note

Exact UI labels, availability, and behavior can depend on the Elaine.io release, licensed capabilities, permissions, and project configuration.