How to Attach Custom Groups and Journeys

Connecting a Journey to a Group ensures the right people receive your automated messages. Follow the steps below to set everything up successfully.

Create a Group

1. Navigate to the Groups section in your VisitorReach Dashboard.
2. Click Add Group.
3. Enter a Group Name and a brief Description of the Group.
4. Click Add Group to finalize the creation.

Create a Journey

1. Navigate to the Journeys section.
2. Click Add Journey on the right.
3. Enter a Journey Name and a Journey Description to define its purpose.
4. Assign the Journey to the Group you just created to make sure the right contacts receive the messages.
   
   
5. Create your NurturePoint messages (texts and/or emails).
   
   
6. Click Save Journey to finalize your Journey setup.

Add People to the Group

Once your Group and Journey are connected and your Journey is fully set up:

• Add the people you want to include in the Group by navigating back to Groups, selecting the desired Group, and Manage People in Group.
• If you already added people before setting up the Journey, remove anyone who did not receive the initial message and add them back to ensure they receive it.

Best Practice

• Always confirm your Group and Journey are connected before adding people to avoid missed messages.
• Double-check your NurturePoint messages are fully edited and saved.