In Tapistro, all activities that you perform culminate in some form of outreach or enrichment—for example, reaching out to a potential lead, attempting to convert a person or organization into a customer, or enriching your entity information. To orchestrate this, you create a Journey. A Journey brings together various entities that you create in Tapistro to accomplish your GTM use case.
Any outreach to a person or an account is referred to as an activation. All activations in our solution occur when a Journey completes its execution, and vice versa.
Steps as Building Blocks of Journeys
Steps are the building blocks that you use to add logic, data sources, etc. to a Journey. Journeys consist of multiple steps, where each step builds the overall Journey by contributing logic or conditions, sources of information, outreach methods, and so on.
The steps that are available to create a Journey belong to one of the following categories. See the complete list of all the steps available across the categories below.
A Source is the first step in any Journey. It is a source of data that a Journey processes. A Source can be ingested events, CSV upload, or Tapistro-generated events. After you define the Sources and connections, Tapistro fetches your data from external data sources for use in a Journey. Learn more.
A Filter is a step that refines your data by filtering information based on rules that you define. To implement these rules, you write expressions.
A Condition or decision steps that decide the next steps, depending on a predefined condition being met or a condition fulfilled by an AI prompt. You define the criteria for these rule-based decisions to work inside the step. Alternatively, you provide the context and the prompt for the AI model to work on.
Person Search is a step that helps you find the relevant person for outreach. For example, you find the decision maker using this step.
Tapistro AI Agent lets you enrich the gathered information based on some rules, static information, or even fuzzy logic. For example, generating a score for a list of leads.
A Destination is the last step in any Journey. In Tapistro, at the end of a Journey, information about a person or an account may be enriched in a database, added to a campaign, alerted to a chat, or exported to an offline CSV file.
Create a Journey
You create a Journey by selecting and configuring the steps on a Journey canvas.
Navigate to the Journeys UI and click New Journey in the upper-right corner.
Create the first step with Source Ingest as the Type.
A: Enter a name for your Journey that you use to recognize it in the Journey UI.
B: Ignore the schedule field.
C: Optionally, change the status to inactive. All new Journeys are active by default.
D: Enter the name of the step that is selected. It can be any name that helps you recognize the step later.
E: Define a Type of the selected step.
F: Click the pencil icon to add a Source if you select Source Ingest.
G: After you've created the Journey, save it.
H: Controls to view the canvas in a desired way.
I: Option to add more steps.Click the pencil icon to add a Source from a list of Sources in your account.
Add as many steps as needed to create the desired logic and outcomes in your Journey. For each step, define its mandatory configuration.
Add a Destination to send the information gathered and data enriched in online systems or offline files at the end of a Journey.
Create a Journey using an existing Journey as a template
You can reuse an existing Journey to create a new one.
Go to the Journeys UI, hover your pointer over an existing Journey, and click the Copy icon.
Edit the copy of the Journey. Modify the default name and any necessary steps.
After completing the Journey editing, click Save journey.
List of steps you can use in Journeys
The following steps are available for use in a Journey:
Account Data Enrichment
Account Discovery
Account Job Enrichment
Account Search
Conditional Branch
CRM Ingest
Data Filter
Destination
Email Import
File Upload
G2 Lead Ingest
Hubspot Activity Tracking Import
Hubspot Data Source
HubSpot Person Record Import
Job Listings Search
Lead Feeder Lead Ingest
LinkedIn Ads Engagement Ingest
List as a Source
Outreach Signal Enrichment
Person Count
Person Data Enrichment
Person Discovery
Person Phone Number Enrichment
Person Search
Signal Enrichment
Source Discovery
Source Ingest
Squid Signal Enrichment
TAP AI Agent
Webhook Data Source
Start and run a Journey
Two ways in which a Journey starts:
On-demand manual trigger starts a Journey when you want it to execute.
Always on Journey executes based on a trigger event.
Manage your Journeys
In the Journeys UI, you can view, create, and edit journeys. You can get detailed information about Signals, Activations, Persons, Accounts, and more. You can search existing journeys using a full-text search and filter active vs inactive journeys.
You can manage your journeys in the following ways:
Create a new journey.
Copy an existing journey and use it as a template to create a new journey.
Edit an existing Journey to modify its logic.
Delete a journey.
Draft a journey by marking it inactive when you create it.
Deactivate and archive a journey by marking it inactive if you don't use it anymore.
View signals received and activations done by a Journey
After execution, a Journey does some activation or outreach. It receives signals to do these. You can view this information in the Journey UI.
Go to the Journey UI and locate the desired Journey.
Click on the Journey name to open its details.
Select the relevant tab to find Journey-specific information about Signals, Activations, Persons, and Accounts.
Troubleshoot a failed Journey
We make sure that a Journey with an invalid configuration in a step can't be saved. It prevents an invalid Journey from being created and ensures that all Journeys work as desired. For example, if you try to specify a Source for which a connection doesn't exist then you can't create it or use it in a Journey.
However, for various reasons, a previously working Journey can stop working. For example, if the source of data or a destination used in the journey is deleted, or if an external service is not functioning and causes a transient issue in its connection.
When a Journey fails, we recommend that you follow the guidance below:
View the Last Execution Status column in the Journey UI. A
Failedexecution status means that the Journey did not execute completely.
To view the failure-causing step, click on Journey > Canvas and locate the step that is highlighted with a fail icon.
Tapistro does a timeout for external data sync operations after 24 hours of execution. It can lead to a
Failedstatus. In this rare case, restart the Journey.Ask the AI assistant that is available in our app or on our help docs. If the issue remains unresolved, you can use the same AI assistant to contact Tapistro support.
Tips, Tricks, and Limitations
You can mark a journey as inactive in the following cases:
Your one-time requirement is met. Marking it as inactive helps you filter out the unused ones on the Journey page.
You are creating a Journey for future use and don't want it to execute right now.