Understand end-to-end journey creation process using this tutorial. We illustrate in detail how to create sources, define account, define account search criteria, and use 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 based on 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.

1. 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.

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: TheSwarm, TheirStack 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-Healthcare 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 must create a Slack connection if you haven't done it already.

Buying Group Expansion

Name the step with a relevant title, like "Person Search.”
Config type: Select Person Search.
Persona ID: Choose the appropriate persona created for this journey.
Search Source such as TheSwarm, Wiza etc.
Add Work Email Validation using tools such as NeverBounce, ListClean, or Hunter to ensure email accuracy by cleaning and verifying contacts.