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LSAC - Law School Admission Council

Add a Customer Journey to Unite

In Unite, a customer journey defines the process that merges communications, actions, and segments together and automates the communications and actions to a targeted audience. All customer journeys begin with a segment. You can have multiple segments, communications, and conditions in a customer journey. Segments and emails must be active and live in order to use in customer journeys.

Add the customer journey

  1. Open a browser and log on to Unite.

  2. On the main menu, click JOURNEYS.

  3. On the navigation pane, click Customer journeys.

  4. On the command bar, click the New button .

  5. If you want to start with a template, click the template and then click the Select button .
    Otherwise, click the Skip button .

Note

You can start with a system template, or a custom template added by a Unite user from your school.

  1. Click the General tab.

  2. In the Name text box, enter a unique name for the customer journey.

Note

If you are running multiple instances of Unite, there is a school code for a JD instance and a school code for an LLM instance. Make sure you designate the correct code so that Unite sends emails to the people in the correct instance.

  1. In the Target text box, verify Contact is selected.

  2. In the Start date and time box, select the date and time of the first day you want the customer journey to go into effect.

  3. In the End date and time box, select the date and time of the last day you want the customer journey to be in effect.

  4. Verify or change the Time zone for the journey.

  5. In the Content Settings list box, enter your School ID.

  6. Click the Save button .

  7. Design the customer journey.

Job Aid 5593