Customer Journeys — visual automation builder
Journeys are multi-step email automations that enroll contacts based on triggers (a tag added, an opportunity moved, a form submitted, a reservation made) and walk them through a sequence of actions over time.
Where:
Builder → Emails → Journeys tab → + New journey
The visual canvas:
• Drag nodes from the palette onto the canvas
• Drag from a node's output handle to another node's input handle to connect them
• Click the × badge on a connection to delete it
• Drag node headers to reposition; the layout is yours
Node types:
• Trigger — what enrolls a contact (tag added, opp stage changed, form submitted, reservation booked, manual API enroll)
• Email — sends a campaign to the enrolled contact
• Delay — wait N hours/days before continuing
• Wait until — wait until a specific weekday/time, or until contact's predicted best send time
• Condition — branch based on a field (yes/no with green/red output handles)
• Add tag / Remove tag — modify the contact mid-journey
• Webhook — POST to an external URL with the contact payload
• End — terminates the journey for that contact
Cross-module triggers (Turtini-only):
• Contact gets tagged "webinar-signup" → enroll in welcome sequence
• Opportunity moves to "Closed Won" → enroll in onboarding sequence
• Restaurant reservation booked → enroll in pre-arrival reminder + post-visit feedback
• Builder website form submitted → enroll in lead-nurture sequence
How enrollment & progression work:
• A 5-minute cron (progressEmailJourneys) advances every active enrollment
• Enrollments live in emailJourneys/{id}/enrollments/{contactId} — written by Cloud Functions only
• A contact can be enrolled in many journeys simultaneously
• Re-enrollment in the same journey is blocked by default (toggleable on the trigger node)
Activating a journey:
• Set status to "Active" in the journey header — only Active journeys process triggers
• Pause to halt new enrollments without affecting in-flight contacts
• Stop to drain — in-flight enrollments end at the next progression check