> ## Documentation Index > Fetch the complete documentation index at: https://razorpay-60c89f9a-mintlify-audit-missing-sections-1778528421.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Auto Engagement > The Auto Engagement feature, also known as Journey Builder, allows brands to build powerful, personalised post-purchase marketing journeys that enhance customer loyalty, drive repeat purchases and increase overall revenue. ## Overview The AutoEngagement feature in BillMe enables businesses to create automated, multi-channel customer engagement journeys triggered by billing events. This powerful tool allows you to design personalised customer experiences across digital bills, emails, SMS and surveys with intelligent timing and targeting. ## Key Benefits * **Automated Customer Journeys**: Set up once and let the system handle customer engagement automatically * **Multi-Channel Communication**: Engage customers through digital bills, emails, SMS and WhatsApp * **Event-Driven Triggers**: Automatically initiate campaigns based on bill generation and other events * **Intelligent Timing**: Control message timing with built-in delays and scheduling * **Targeted Audience**: Segment customers by brands, stores and specific criteria * **Real-Time Monitoring**: Track campaign performance and engagement metrics ## Journey Creation Process The Auto Engagement feature requires you to configure customer journeys for post-purchase engagement. You can design your customer journeys based on the following steps: ### Step 1: Journey Details Configure the basic parameters for your engagement campaign: **Required Fields:** * **Journey Name**: Descriptive name for your campaign (For example - "Billme Promotion") * **Journey Description**: Detailed explanation of the campaign purpose * **Company Selection**: Choose the company account for this journey * **Start Date & Time**: When the journey should begin accepting triggers * **End Date & Time**: When the journey should stop processing new triggers **Best Practices:** * Use clear, descriptive names that indicate the campaign purpose * Set appropriate date ranges based on promotional periods * Include campaign objectives in the description for team reference ### Step 2: Audience Targeting Define who will receive your engagement messages: **Brand Selection:** * Choose specific brands from your account * Multiple brand selection supported * Brand selection enables store filtering **Store Selection:** * Select specific stores within chosen brands * Store selection becomes available after brand selection * Allows for location-specific campaigns **Targeting Options:** * All customers from selected brands/stores * Specific customer segments * Individual customer targeting ### Step 3: Journey Flow Builder Design your automated engagement sequence using the visual workflow builder: #### Available Components **Start Triggers:** * **Event Occurrence**: Triggered by specific events like bill generation * Event Type: Bill * Sub Event: Bill Generation **Customer Targeting:** * **All Customers**: Target entire customer base * **Customer Segment**: Target specific customer groups * **Specific Customer**: Target individual customers **Digital Bill Engagement:** * **Bill Monitor**: Display monitoring information on bills * **Ad Below**: Show advertisements below bill content * **Sell Below**: Display sales content below bills * **Banner**: Add promotional banners to bills * **Survey**: Embed surveys within digital bills * **Pop Over**: Show overlay messages on bills **Third-Party Engagement:** * **Send SMS**: Automated SMS messaging * **Send Email**: Automated email campaigns * **Send WhatsApp**: WhatsApp message automation **Time Controls:** * **Wait For Some Time**: Add delays between actions * Configurable wait periods * Date-based conditions * Custom timing rules #### Building Your Flow **Start with a Trigger**: Drag "Event Occurrence" to begin your journey **Add Customer Targeting**: Connect "All Customers" or specific segments **Design Engagement Sequence**: Add engagement components in logical order **Insert Timing Controls**: Use "Wait For Some Time" to space out communications **Configure Components**: Set up each component with appropriate content and settings **Flow Example:** ``` Event Occurrence (Bill Generation) ↓ All Customers ↓ Banner → Pop Over → Send Email ↓ Survey ↓ Wait For Some Time (Delay) ↓ Send SMS ``` ### Step 4: Review & Publish Final review and launch your journey: **Campaign Summary:** * Review all journey details and settings * Verify audience targeting configuration * Confirm engagement flow sequence **Journey Overview:** * Visual representation of your complete workflow * Component status indicators * Flow validation check **Preview Functionality:** * **Preview Pane**: Test your journey before going live * Click tiles to preview individual components * Validate message content and timing **Publishing:** * Click **"Publish"** to activate your journey * Journey will start processing triggers based on your start date * Monitor performance through the main dashboard ## Component Configuration You can configure various components of the journey based on your selections. ### Event Occurrence Setup * **Event Type**: Select "Bill" for billing-related triggers * **Sub Event**: Choose "Bill Generation" for new bill triggers * **Conditions**: Set additional trigger conditions if needed ### Digital Bill Components **Banner Configuration:** * Upload banner images or create text-based banners * Set display duration and positioning * Configure click-through actions **Pop Over Setup:** * Design overlay content and messaging * Set display timing and triggers * Configure user interaction options **Survey Integration:** * Create or select existing surveys * Set survey display conditions * Configure response handling ### Third-Party Messaging **SMS Configuration:** * Ensure DLT compliance for SMS campaigns * Link Telemarketer ID with DLT account * Create message templates with personalisation * Set delivery timing and frequency limits **Email Setup:** * Design email templates with rich formatting * Configure sender information and reply-to addresses * Set up email tracking and analytics * Include unsubscribe options ### Time Regulator * **Wait Duration**: Set specific time delays (minutes, hours, days) * **Conditional Waits**: Wait until specific dates or conditions * **Business Hours**: Respect customer communication preferences ## Best Practices These are the recommended best practices while creating a customer journey: ### Journey Design * **Start Simple**: Begin with basic flows and gradually add complexity * **Customer Experience**: Consider the entire customer journey from their perspective * **Timing Matters**: Space out communications to avoid overwhelming customers * **Test Thoroughly**: Use preview functionality before publishing ### Content Creation * **Personalisation**: Use customer data to personalise messages * **Brand Consistency**: Maintain consistent branding across all touchpoints * **Clear CTAs**: Include clear calls-to-action in all communications * **Mobile Optimisation**: Ensure content displays well on mobile devices ### Compliance * **SMS Regulations**: Follow TRAI guidelines for SMS marketing * **Email Standards**: Include proper unsubscribe mechanisms * **Data Privacy**: Respect customer data privacy and preferences * **Opt-out Options**: Provide easy ways for customers to opt out ### Performance Optimsation * **Monitor Metrics**: Track engagement rates and conversion metrics * **A/B Testing**: Test different content versions and timing * **Continuous Improvement**: Regularly review and optimise journey performance * **Customer Feedback**: Incorporate survey responses and feedback