Create Power List for Relationships

In Journey Orchestrator > Power Lists, you can now create a power list for a relationship type. This power list can be generated using the Data Spaces associated with the selected relationship type. To learn more about Data Spaces, see the article Data Spaces Overview. For example, if you have Relationship Contact (likely to have an email ID field in it) as a linked object, you can use the associated default data space ([Relationship Type name + Relationship Contact]) to filter out contacts for your power list.

In addition, if you want to select contacts from a specific data space, for example, ([Relationship Type Name + CTA]), then select the appropriate data space and add additional criteria. This strategy helps you fetch contacts from filtered relationships.

Create Email Templates

In Journey Orchestrator > Email Templates, click + TEMPLATE. With Email Templates 2.0, you do not need select if the template is specifically configured for a Relationship. Refer to Create Journey Orchestrator Email Templates for more information on how to configure Email Templates.

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Send Relationship Surveys via Journey Orchestrator

In Journey Orchestrator > Email Templates, if you add a survey link, button, or question placeholder, you will be able to select a survey when configuring the message in either Journey Orchestrator > Outreaches or Journey Orchestrator > Programs. For more information on how to configure this step, refer to Create and Execute Journey Orchestrator Outreaches (aka, schedule emails) for Outreaches, and Configure Model and Emails for Programs for Programs.

Create Outreaches or Programs

Depending on if you choose to send your message through Journey Orchestrator > Outreaches or Journey Orchestrator > Programs, select Relationship and the appropriate Relationship Type to create an outreach or program specifically for a relationship type.

Outreaches:

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Programs:

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Filter Analytics for Account or Relationship

In the Journey Orchestrator > Analytics > Customer tab, you can view the analytics for a relationship email. You can filter the analytics for an account or a relationship with the Account/Relationship options.

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