Journey Builder Playbook (JBP200)

2 Day Class
Runs 9am - 4pm Wednesday - Thursday

$1999* (usd)

Upcoming Class Dates
February 18 - 19, 20256 (EDT)
March 18 - 19, 2026 (CDT)

Journey Builder Playbook: Master Automation with Confidence


Take your customer journeys to the next level with this hands-on, 2-day course designed to help you build smarter, more strategic automation inside Salesforce Marketing Cloud.

Whether you’re new to Journey Builder or ready to deepen your expertise, this program provides a clear, structured framework for designing, building, and optimizing automated customer experiences — from foundational journeys to complex, multi-step lifecycle programs.

You’ll learn how to unlock the full potential of your customer data to deliver coordinated, personalized engagement that drives meaningful results.

This course is taught by Spider Graham, founder of Blue Cloud University and former Senior Applications Instructor at Salesforce Trailhead University, bringing real-world expertise and practical insight to every session.

If you’re looking to build a deeper understanding of Salesforce Marketing Cloud — without needing a technical background — this course is designed for you.

At Blue Cloud University, we specialize in making complex tools approachable and practical. Through structured guidance and hands-on application, you’ll learn how to use Marketing Cloud’s powerful capabilities to create personalized, data-driven marketing that feels intentional, not overwhelming.

Whether you’re a digital marketer, content strategist, marketing operations professional, or business leader, this training equips you with the skills to build impactful campaigns, streamline your workflow, and drive measurable results with confidence.

Journey Builder Playbook (JBP200) Course Outline:

    • Understand what Journey Builder is and how it fits into Marketing Cloud.

    • Explore the differences between journeys, automations, and campaigns.

    • Learn the anatomy of a journey: entry sources, activities, exits, and goals.

    • Identify use cases for automating customer communications and lifecycle touchpoints.

    • Get familiar with the Journey Builder interface and key terminology.

    • Learn how to map business objectives into measurable journey goals.

    • Explore examples of awareness, conversion, and retention journeys.

    • Understand how entry criteria and goal metrics align with marketing strategy.

    • Recognize how contact data drives segmentation and targeting.

    • Discover best practices for planning before you build.

    • Understand the types of entry sources (Data Extensions, APIs, CloudPages, etc.).

    • Configure entry events and filters to control who enters your journey.

    • Learn the differences between re-entry, multiple entries, and one-time journeys.

    • Explore the role of Event Definitions and Entry Data in personalizing content.

    • Avoid common pitfalls with entry source configuration.

    • Master drag-and-drop activities: email sends, waits, decisions, and updates.

    • Learn how to structure journeys for clarity and efficiency.

    • Explore contact decision splits and engagement paths.

    • Understand how to sequence communications for optimal timing.

    • Apply best practices for naming conventions and organization.

    • Understand the different types of splits: decision, engagement, random, and join.

    • Learn how to route contacts based on behavior or data conditions.

    • Explore testing options for A/B and multivariate experiments.

    • See how branch logic impacts reporting and goal achievement.

    • Build dynamic customer experiences using conditional logic.

    • Learn how to use Update Contact, Salesforce Data, and API Activities.

    • Understand how to sync CRM updates and external data in real time.

    • Explore entry events and triggered sends to automate communication flow.

    • Discover how to maintain data accuracy throughout the journey.

    • Review compliance and governance best practices for data-driven automation.

    • Discover how personalization enhances customer experience.

    • Apply AMPscript and dynamic content within journey emails.

    • Learn how entry data and attributes work together for tailored messaging.

    • Explore personalization strategies that don’t require coding.

    • See how to test personalization using Contact Preview and Test Sends.

    • Learn how to validate, test, and publish journeys safely.

    • Use the Journey Builder Dashboard to monitor active journeys.

    • Understand journey logs, error handling, and troubleshooting workflows.

    • Explore versioning best practices to avoid breaking live journeys.

    • Learn how to pause, clone, and update journeys without disruption.

    • Discover how to measure journey success with reporting and analytics tools.

    • Use Journey History, Email Tracking, and Einstein Insights to find patterns.

    • Learn how to identify and resolve bottlenecks in journey performance.

    • Understand the value of iteration and continuous improvement.

    • Create a repeatable framework for testing and optimizing journeys.

    • Plan, design, and build a complete journey from start to finish.

    • Apply entry rules, activities, and personalization learned throughout the course.

    • Collaborate with peers to troubleshoot and refine real-world use cases.

    • Present your journey strategy and discuss optimization opportunities.

    • Leave with a reusable template for future campaigns.

    • This course includes a downloadable workbook that includes all course slides and exercises.

    • This course is live and instructor led, and is available in different US time zones at different times. See our schedule for this course above. Interested in a private training for your team? We offer both virtual and on-site training customized to fit your organization’s unique needs. Please send us a note outlining those needs and we will be happy to work with you to get things started.

    • Ask us about our special discount for our friends who work in education!