{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"redocly_category":"Products","product_name":"Journey Orchestration","type":"markdown"},"seo":{"title":"Scenario Based Engagement","description":"Treasure Data Product Documentation · Collect and Unify · Segment and Activate · Experiment and Analyze · Decisioning Automate with AI Scale and Trust.","siteUrl":"https://docs.treasuredata.com","lang":"en-US","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"scenario-based-engagement","__idx":0},"children":["Scenario Based Engagement"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["In today's digital landscape, effective email marketing goes beyond simple batch-and-blast campaigns. Marketers must deliver personalized, timely, and relevant messages to stand out in crowded inboxes. Treasure Data's ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Customer Journey Orchestration (CJO)"]}," feature empowers Engage Studio email content to do exactly that—leveraging rich customer data to orchestrate dynamic and automated email journeys."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"prerequisites","__idx":1},"children":["Prerequisites"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Before building a journey, ensure the following:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Journey Orchestration is enabled in your Treasure account."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Your Parent Segment contains profiles with email addresses."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["You understand your customer segments and their behaviors."]}]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"creating-an-email-centric-customer-journey","__idx":2},"children":["Creating an Email-Centric Customer Journey"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"step-1-create-a-new-journey","__idx":3},"children":["Step 1: Create a New Journey"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Navigate to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Audience Studio > Parent Segment"]}]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Create New Journey"]}]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Name your journey (e.g., \"New Product Launch Email Series\")."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Define the journey objective (e.g., drive product awareness and purchases)."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Add Stages to reflect lifecycle phases (e.g., Stage 1: Awareness, Stage 2: Engagement)."]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/image1.3ce73e62942f1880b3459942644bd983d9878889e8521488b81e64119261fe0b.9e7171ae.png","alt":"image1.png"},"children":[]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"step-2-define-entry-conditions","__idx":4},"children":["Step 2: Define Entry Conditions"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Select your entry audience and entry condition:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Segment-based"]}," : e.g., All customers tagged \"skincare enthusiast\""]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Behavior-based"]}," : e.g., Customer viewed a product page or added item to cart"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Schedule-based"]}," : e.g., 2 weeks before a campaign launch date"]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/image5.db3371232b119ee3a0a177fa29e4e07deb8524e4da329f53e8d9085321ca3442.9e7171ae.png","alt":"image5.png"},"children":[]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"step-3-design-your-email-sequence","__idx":5},"children":["Step 3: Design Your Email Sequence"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Use the canvas editor to drag and configure email steps:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Add an ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Activation"]}," action (email step)."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Select an existing email template (templates must be created in Engage Studio)."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Choose a sender (from verified senders)."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Insert personalization using merge tags (e.g., ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{ profile.name }}"]},")."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Add conditional content blocks for dynamic variations:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Example: Recommend Product A for VIPs and Product B for others."]}]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Use a ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Custom Event ID"]}," to label and track this step in your email logs."]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/image2.647afd229c47d4405e59ecb8623bff5fdc5649570e12e69390a7f1d718f19db6.9e7171ae.png","alt":"image2.png"},"children":[]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["📌 All email content creation must happen in Engage Studio. Email steps in Journeys reference that content."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"step-4-set-exit-or-goal-criteria","__idx":6},"children":["Step 4: Set Exit or Goal Criteria"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Define what success looks like for each step:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Email opened/clicked"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A purchase completed"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A specific event triggered (e.g., submitted form)"]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Setting goal criteria lets you:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Measure conversion across journey stages"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Trigger follow-ups or exit conditions"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Segment responders and non-responders dynamically"]}]}]}]},"headings":[{"value":"Scenario Based Engagement","id":"scenario-based-engagement","depth":1},{"value":"Prerequisites","id":"prerequisites","depth":2},{"value":"Creating an Email-Centric Customer Journey","id":"creating-an-email-centric-customer-journey","depth":1},{"value":"Step 1: Create a New Journey","id":"step-1-create-a-new-journey","depth":2},{"value":"Step 2: Define Entry Conditions","id":"step-2-define-entry-conditions","depth":2},{"value":"Step 3: Design Your Email Sequence","id":"step-3-design-your-email-sequence","depth":2},{"value":"Step 4: Set Exit or Goal Criteria","id":"step-4-set-exit-or-goal-criteria","depth":2}],"frontmatter":{"seo":{"title":"Scenario Based Engagement"}},"lastModified":"2026-06-01T09:09:59.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/products/customer-data-platform/journey-orchestration/batch/scenario-based-engagement","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}