Understand end-to-end journey creation process using this tutorial. We illustrate in detail how to create sources, define account, define job search criteria, and us these components in a journey. Finally, we review the data gathered by the journey and understand its reporting.
Step 1: Create a Source
For every Journey a Source is required to start the Journey. Here, you create the source basis the Journey use case you want to run in Tapistro.
Create a Source and give it a name. Provide an Origin Type value for the Source. You specify where the data for the Source resides.
Configure the signal:
Name your Source, for example,
Job Searchin this case.From the Type list, select
Job Search.In Max Accounts Per Run field, enter the maximum number of accounts you want to search in each run. Recommended value range (10-30).
In Max Jobs Per Account, specify the maximum number of jobs to search for within each account. We recommend a range of 5 to 15.
2. Account Criteria:
Account Countries: Enter the countries for the accounts in the location you want to search.
Industries to Include: Select the industries you want to search within from the dropdown.
Industries to Exclude: Optionally, add industries you want to exclude. For example, you may exclude Staffing and Recruiting agencies unless targeting those firms specifically.
Technology to Include and Exclude: Specify any account-based technologies that should be included or excluded in the search.
You can also define the minimum and maximum employee count, as well as the minimum and maximum revenue for the accounts to be searched in the signal.
3. Job Search Criteria:
Include/Exclude Job Title Patterns: Specify the job title patterns you want to include or exclude in the job search.
Job Description Patterns: Add any keywords or details the job description must contain. The system will search for the presence of these keywords.
Include/Exclude Technology: Define the technologies that should or should not appear in the job postings.
Job Postings Max/Min Age (in days): Set the time range for how old or recent the job postings should be.
Job Countries: From the list, select countries where you want to search for jobs.
Step 2: Create a Journey
Log into Tapistro, go to the Journeys page, and select New Journey from the upper-right area.
In the Journey Canvas, provide a relevant name for your journey.
From the Source ID bar, select the source you want to work with i.e the Job Search Source created in step 1.
You will see a 'Source Discovery' step as well. No further configurations are needed in this step. This helps Tapistro store the signals and discover the information in them.
Step 3: Add a filter node
Add a Filter node to exclude your existing customers or competitors using a CRM list, such as a HubSpot list.
Filter expressions for checking against CRM such as HubSpot could look like:
"payload->> 'hubspotlistId:X' IS NULL AND payload->> 'hubspotlistId:Y' IS NULL"
where X,Y could be the list ID in your CRM.
Step 4: Add account enrichment step
Step Name: Give this node a name like Account Enrichment.
Config Type: Select Account Profile Enrichment.
Enrichment Source: Choose the Account Profile Enrichment Source from the available dropdown list for eg: Apollo, Wiza and others.
You may also create a new custom connection if needed.
Step 5: Fork style two-pronged nodes
Add a Slack activation node
To enable real-time alerts via Slack, follow these steps:
Step Name: Name it something like Slack Alerts – Account Update.
Config Type: Select Activation.
Destination Settings:
Type: Choose Slack Account Message.
Slack Channel: Enter the name of the Slack channel where you want alerts sent (e.g., #sales-alerts).
Slack Connection:
You will need to create a Slack connection if it hasn’t been done already. Refer to our article on creating a connection.
Person Search
Name the step with a relevant title, for example
Buying Group Persona Searchin this case.Config type: Select Person Search.
Persona ID: Choose the appropriate persona created for this journey. Refer to our article on creating a persona.
Add Work Email Validation using third-party services, such as NeverBounce, ListClean, or Hunter. It ensures email accuracy by cleaning and verifying the contacts.
Step 6: Activation
Activate in different channels done via Destinations Step
Trigger orchestrated, multi-channel actions based on rules or manual review:
🔁Email: Launch hyper-personalized outbound using 20+ micro-segments
📥 Route to AE/SDR via Slack, Teams or CRM
🤖LinkedIn Automation: Automatically send connection + nurture sequences
📞Calling: Activate high-touch calls for top-tier accounts
📥List : Download the data as a list with engagement data enriched.
In Tapistro we define activation in Destinations. Follow these steps:
Config Type: Select Destination.
Destination: Choose the Destination for this journey via the list.
Save your journey and review.
Example: Creating a SmartLead Email Campaign Destination
Example: Creating a SmartLead Email Campaign Destination
In Destinations tab:
Name your Destination.
Type: Choose SmartLead destination and select it as the Connection ID.
Enter the Campaign ID and the Campaign Name. Hit Save.
Example: Exporting the enriched data in a CSV
Example: Exporting the enriched data in a CSV
In Destinations tab:
Name your destination.
Destination Type: Choose Account Export/Person Export to set the destination.
🧠 Objective: Deliver orchestrated, intent-based engagement across every GTM surface.