{"id":23866,"date":"2023-08-30T09:30:38","date_gmt":"2023-08-30T16:30:38","guid":{"rendered":"https:\/\/www.roomvu.com\/academy\/?p=23866"},"modified":"2023-11-06T06:17:12","modified_gmt":"2023-11-06T13:17:12","slug":"roomvu-leads-journey-builder-tutorial","status":"publish","type":"post","link":"https:\/\/www.roomvu.com\/academy\/roomvu-leads-journey-builder-tutorial\/","title":{"rendered":"roomvu Leads Journey Builder: Tutorial"},"content":{"rendered":"\n<p>In the digital age, the art of lead nurturing has been transformed. With roomvu Leads Journey Builder, crafting unique journeys for your leads based on your desired follow-up steps is now easier than ever. This tutorial aims to guide you through the intricacies of this innovative tool, ensuring your leads never feel neglected.<\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #326df7;color:#326df7\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #326df7;color:#326df7\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.roomvu.com\/academy\/roomvu-leads-journey-builder-tutorial\/#Get_Started_with_Default_Journeys\" >Get Started with Default Journeys<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.roomvu.com\/academy\/roomvu-leads-journey-builder-tutorial\/#Crafting_a_New_Journey\" >Crafting a New Journey<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.roomvu.com\/academy\/roomvu-leads-journey-builder-tutorial\/#Designing_Your_Follow-Up_Steps\" >Designing Your Follow-Up Steps<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.roomvu.com\/academy\/roomvu-leads-journey-builder-tutorial\/#Tailoring_Your_Messages\" >Tailoring Your Messages<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.roomvu.com\/academy\/roomvu-leads-journey-builder-tutorial\/#Notifications_and_Tracking\" >Notifications and Tracking<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.roomvu.com\/academy\/roomvu-leads-journey-builder-tutorial\/#roomvu_Leads_Journey_Builder_Conclusion\" >roomvu Leads Journey Builder: Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-get-started-with-default-journeys\"><span class=\"ez-toc-section\" id=\"Get_Started_with_Default_Journeys\"><\/span>Get Started with Default Journeys<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>roomvu has thoughtfully prepared default journeys for your convenience. These can serve as a starting point. Feel free to modify these pre-made journeys or craft a new one tailored to your needs if you prefer a fresh start. To get started, Click &#8220;<strong>Leads Management<\/strong>&#8221; on the main page of your dashboard from the left sidebar. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"482\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-1-1024x482.png\" alt=\"\" class=\"wp-image-24276\" srcset=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-1-1024x482.png 1024w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-1-300x141.png 300w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-1-768x362.png 768w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-1-1536x724.png 1536w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-1-1250x589.png 1250w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-1-400x188.png 400w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-1.png 1902w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Then click &#8221; Journey Builder&#8221; from the new page. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"630\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-2-1024x630.png\" alt=\"\" class=\"wp-image-24277\" srcset=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-2-1024x630.png 1024w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-2-300x185.png 300w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-2-768x473.png 768w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-2-1250x769.png 1250w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-2-400x246.png 400w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-2.png 1279w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crafting-a-new-journey\"><span class=\"ez-toc-section\" id=\"Crafting_a_New_Journey\"><\/span>Crafting a New Journey<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here, you can create your unique journeys. If unsure, you can always use ready journeys created by roomvu for different purposes. However, if you wish to build your unique journey:<\/p>\n\n\n\n<p>Click on the \u201c<strong>Add Journey<\/strong>\u201d option.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"2010\" height=\"1225\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/08\/image-90.png\" alt=\"\" class=\"wp-image-23872\"\/><\/figure><\/div>\n\n\n<p>Give your journey a unique name, then click <strong>next.<\/strong> <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"496\" height=\"257\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-3.png\" alt=\"\" class=\"wp-image-24280\" srcset=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-3.png 496w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-3-300x155.png 300w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-3-400x207.png 400w\" sizes=\"(max-width: 496px) 100vw, 496px\" \/><\/figure><\/div>\n\n\n<p>Pick the &#8220;<strong>Lead&#8217;s Source<\/strong>&#8221; for this journey. Then click &#8220;<strong>Save<\/strong>.&#8221;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"491\" height=\"325\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-4.png\" alt=\"\" class=\"wp-image-24281\" srcset=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-4.png 491w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-4-300x199.png 300w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-4-400x265.png 400w\" sizes=\"(max-width: 491px) 100vw, 491px\" \/><\/figure><\/div>\n\n\n<p>If you pick &#8220;<strong>General<\/strong>,&#8221; you can narrow the source down even further.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"502\" height=\"448\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-5.png\" alt=\"\" class=\"wp-image-24285\" srcset=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-5.png 502w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-5-300x268.png 300w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-5-400x357.png 400w\" sizes=\"(max-width: 502px) 100vw, 502px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-your-follow-up-steps\"><span class=\"ez-toc-section\" id=\"Designing_Your_Follow-Up_Steps\"><\/span>Designing Your Follow-Up Steps<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>By default, A series of actions will be automatically used for your journey. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1018\" height=\"818\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-6.png\" alt=\"\" class=\"wp-image-24286\" srcset=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-6.png 1018w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-6-300x241.png 300w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-6-768x617.png 768w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-6-400x321.png 400w\" sizes=\"(max-width: 1018px) 100vw, 1018px\" \/><\/figure><\/div>\n\n\n<p>You can add steps from the bottom in SMS or Email for each journey. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"781\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-8-1024x781.png\" alt=\"\" class=\"wp-image-24288\" srcset=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-8-1024x781.png 1024w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-8-300x229.png 300w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-8-768x586.png 768w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-8-400x305.png 400w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-8.png 1029w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can also delete journeys to create new ones or edit the existing default steps. After adding a new phase, you can change different entires like the time, form, etc.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"978\" height=\"711\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-7.png\" alt=\"\" class=\"wp-image-24287\" srcset=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-7.png 978w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-7-300x218.png 300w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-7-768x558.png 768w, https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/11\/image-7-400x291.png 400w\" sizes=\"(max-width: 978px) 100vw, 978px\" \/><\/figure>\n\n\n\n<p>Specify the time, which determines the duration since the lead filled out the form.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1515\" height=\"1259\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/08\/image-93.png\" alt=\"\" class=\"wp-image-23877\"\/><\/figure>\n\n\n\n<p>Choose your desired action for the period you set above.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1521\" height=\"1239\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/08\/image-94.png\" alt=\"roomvu Leads Journey Builder\" class=\"wp-image-23878\"\/><\/figure>\n\n\n\n<p>You can opt for roomvu&#8217;s pre-designed templates or tweak them to reflect your personal touch. This flexibility ensures your follow-up resonates with the lead, enhancing the chances of conversion. Preview the email content as you make changes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1551\" height=\"1741\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/08\/image-95.png\" alt=\"roomvu Leads Journey Builder\" class=\"wp-image-23879\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-tailoring-your-messages\"><span class=\"ez-toc-section\" id=\"Tailoring_Your_Messages\"><\/span>Tailoring Your Messages<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>roomvu adds a dash of personalization by selecting videos relevant to the lead\u2019s information. These videos are then shared in your follow-up emails, giving a unique edge to your messages.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1531\" height=\"1266\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/08\/image-97.png\" alt=\"roomvu Leads Journey Builder\" class=\"wp-image-23881\"\/><\/figure>\n\n\n\n<p>To further boost this personal touch:<\/p>\n\n\n\n<p>Use parameters in your messages to include details like the lead\u2019s \u201cfirst name\u201d or \u201cfull name,\u201d the \u201cvideo name,\u201d your specific \u201clocation, etc.\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1520\" height=\"1259\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/08\/image-96.png\" alt=\"roomvu Leads Journey Builder\" class=\"wp-image-23880\"\/><\/figure>\n\n\n\n<p>You can add more steps to build your own customized Journey. You can test the action for each step by sending yourself a test email\/SMS. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1531\" height=\"1266\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/08\/image-98.png\" alt=\"roomvu Leads Journey Builder\" class=\"wp-image-23882\"\/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-notifications-and-tracking\"><span class=\"ez-toc-section\" id=\"Notifications_and_Tracking\"><\/span>Notifications and Tracking<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Stay in the loop!<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Whenever a lead responds to your follow-ups, you&#8217;ll be promptly notified.<\/li>\n\n\n\n<li>Want a holistic view? Navigate to the <a href=\"https:\/\/www.roomvu.com\/agent-dashboard\/leads-list\">leads page to access<\/a> comprehensive information about the leads and all the follow-up details.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.roomvu.com\/leads\"><img loading=\"lazy\" decoding=\"async\" width=\"803\" height=\"626\" src=\"https:\/\/www.roomvu.com\/academy\/wp-content\/uploads\/2023\/08\/image-99.png\" alt=\"roomvu Leads Journey Builder\" class=\"wp-image-23883\"\/><\/a><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"roomvu_Leads_Journey_Builder_Conclusion\"><\/span>roomvu Leads Journey Builder: Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>roomvu&#8217;s Leads Journey Builder isn\u2019t just a tool; it\u2019s a revolution in lead management. As you embrace this functionality, you automate a crucial aspect of your business and ensure that every lead is treated as valued, nudging them closer to a fruitful collaboration. So, dive in and embark on this journey of effective lead nurturing.<\/p>\n\n\n\n<p><a href=\"http:\/\/roomvustore.com\" target=\"_blank\" rel=\"nofollow\">roomvustore.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dive deep into Roomvu&#8217;s Leads Journey Builder, an innovative tool tailored for effective lead management. From creating unique journeys using default templates to customizing follow-up messages with videos, this tutorial offers a step-by-step guide to ensuring your leads always feel valued and engaged.<\/p>\n","protected":false},"author":1,"featured_media":23890,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[640],"tags":[],"class_list":["post-23866","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorials"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.7 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>roomvu Leads Journey Builder: Tutorial - roomvu Academy<\/title>\n<meta name=\"description\" content=\"Discover the roomvu Leads Journey Builder: a comprehensive guide to crafting personalized lead nurturing paths for enhanced engagement.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.roomvu.com\/academy\/roomvu-leads-journey-builder-tutorial\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"roomvu Leads Journey Builder: Tutorial\" \/>\n<meta property=\"og:description\" content=\"Discover the roomvu Leads Journey Builder: a comprehensive guide to crafting personalized lead nurturing paths for enhanced engagement.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.roomvu.com\/academy\/roomvu-leads-journey-builder-tutorial\/\" \/>\n<meta property=\"og:site_name\" content=\"roomvu Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/roomvu\/\" \/>\n<meta property=\"article:published_time\" content=\"2023-08-30T16:30:38+00:00\" \/>\n<meta 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