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Welcome to Jarvis’s guide to getting started with Marketing through Journey.

💡 Why Journeys?

Customer centricity. Targeted communication. Contextual experiences. Personalized engagement.

While these terms are commonly used in marketing, they all point to one central idea:
Designing your engagement strategy around each user’s behavior and preferences.

Journeys is Jarvis’s answer to this:
A flexible, logic-based tool to unify all your communication channels and build consistent, contextual user experiences.

🧭 What is a Journey?

“A Journey is a wholesome experience that guides each user through various stages of their lifecycle by engaging them at the right moment, with the most relevant context, via their preferred channel.”

🧠 How Journeys Work

When users interact with your app, website, or offline platforms, they move toward certain goals like:

• Placing an order
• Subscribing to a service
• Booking a flight
• Purchasing gadgets
• Investing in a portfolio
  …and more.

But each user is unique — based on preferences, location, device, habits — and experiences your brand differently.
Journeys help you build consistent, personalized brand interactions across platforms.

🧩 Logic of Journeys

Each Journey is built on:

“If-this-happens-then-do-that” logic

Which allows you to:

• Engage users at the right time
• Space out communications naturally (avoid spam)
• Personalize based on behavior, location, and real-time context

🛒 Use Case: Reduce Cart Abandonment (E-commerce)

Problem: Cart abandonment
Goal: Purchase
Target: Users who add to cart but don’t buy
Solution: Offer 10% off + cashback if needed
Channels: Push Notification, Email

Strategy over 2 days:

1. Observe behavior for 1 day.
2. Send Push with 10% offer to non-purchasers.
3. Wait another day → Send Email if no purchase.
4. Wait again → Final message with 10% + cashback offer.
5. Stop messaging after that.

✅ Result: 3x uplift in conversions!

🛠 Planning a Journey Experience

Use this 6-step framework to build powerful engagement strategies:

✅ Step 1: Identify the Problem Statement

What challenge are you solving?

• Informing users
  • Order status, investment returns, updates on interest categories
• Driving action
  • Sign-up, purchase, subscription, trial, referrals, reviews, bookings
• Increasing engagement
  • Content consumption, feature exploration, gaming
• User retention
  • Renewals, recommendations, occasion-based greetings

🎯 Step 2: Define the End Goal

What do you want to achieve?

• Cross-channel experience
• Platform revenue
• Conversion rates
• Retention
• Seamless O2O journey

👥 Step 3: Define the Target Audience

Who are you targeting?

• New or existing users
• Inactive or active
• Cart abandoners, churned users, loyalists
• Specific regions or tech platforms

⏰ Step 4: Define When to Act

When is the right time to engage?

• After an action
• Geofence entry/exit
• Preference changes
• Inaction (no activity)

🧠 Step 5: Build the Strategy

Break it down into two parts:

🔊 Part 1: How will you engage?

Use data to determine tone and method:

• Emotional appeal?
• Incentives?
• Social proof?
• Behavioral targeting?

📣 Part 2: Where will you engage?

Choose the right channels:

• Email
• SMS
• Push
• Web Push
• WhatsApp

📋 Step 6: List Prerequisites

Before execution, gather:

• Required data points
• Creative assets
• Technical setup/support

🚀 Next Steps

🎯 Setup Your First Journey →