Journeys

Build lifecycle journeys from a simple brief

Build lifecycle journeys from a simple brief

Sortment creates the journey structure, message steps, timing, branches, and measurement plan, based on your goal, audience, trigger, and channels

Sortment creates the journey structure, message steps, timing, branches, and measurement plan, based on your goal, audience, trigger, and channels

No credit card · No migration · One revenue metric moved in 30 days

No credit card · No migration · One revenue metric moved in 30 days

Jazeel to add the audiences view here, vertically stacked

When lifecycle teams use it

What Strategy AI is built for

Use it when the opportunity is already in your data, but no one has time to find, size, and act on it.

Catch funnel drops before they compound

Strategy AI flags when a cohort starts behaving differently — before the weekly review catches it.

Surface high-intent users before the window closes

Find users who completed a key step but haven't taken the next one.

Build audiences without a data ticket

Describe what you want in plain language. Strategy AI writes the logic and builds the audience.

Trial-to-paid conversion dropped 11 pts this week. Free users who hit 3 sessions are converting at 19% vs. 30% last month.

Metric
Last week
This week

3-session users

440

481

Trial-to-paid

30%

19% ↓

Formulating…

|

Catch funnel drops before they compound

Strategy AI flags when a cohort starts behaving differently — before the weekly review catches it.

Surface high-intent users before the window closes

Find users who completed a key step but haven't taken the next one.

Build audiences without a data ticket

Describe what you want in plain language. Strategy AI writes the logic and builds the audience.

Trial-to-paid conversion dropped 11 pts this week. Free users who hit 3 sessions are converting at 19% vs. 30% last month.

Metric
Last week
This week

3-session users

440

481

Trial-to-paid

30%

19% ↓

Formulating…

|

Journey builder

From lifecycle goal to live journey

Describe what you want users to do. Sortment builds the entry logic, branches, timing, channel steps, and goal, all editable before you launch.

Describe the lifecycle goal

Ask for the journey in plain language. Include the trigger, audience, channels, and any timing or suppression constraints.

Review the journey path

Sortment creates a full canvas with entry rules, branches, wait steps, channel messages, and a goal. Every node is editable before launch.

Launch, monitor, and improve

Publish when ready. Sortment tracks goal completion, shows where users drop off, and flags steps that need attention.

Create a retention journey for paid users who haven't logged in for 7 days. Email first, push if no open in 48 hours.

Thought for 9s

Mapping a login recovery journey — entry trigger, email + push branch, session goal.

Goal: Session started

Step
Type
Content

1

Email

"We've missed you"

2

Wait

48 hours

3

Branch

Email opened?

4

Push

"Still there?" (if no open)

Paid Retention: Login Recovery

~3,200/week

Entry: No login in 7 days

Checking for journey overlaps...

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“I feel like I'm able to, in 20% of my time, execute on what normally a team of three to five full-time lifecycle marketers would do — without needing engineering, data, or shared resources.”

Drew Price, VP, Growth Marketing, BryteBridge Group

“I feel like I'm able to, in 20% of my time, execute on what normally a team of three to five full-time lifecycle marketers would do — without needing engineering, data, or shared resources.”

Drew Price, VP, Growth Marketing, BryteBridge Group

Journey Capabilities

Built for real lifecycle complexity

Beyond basic drip sequences — branching logic, multi-channel steps, goals, API triggers, and overlap controls.

Track goals and see where the journey drops

Tracks goal completion step by step, flags where users drop off, and surfaces the probable cause.

Email exits are high after repeated subject exposure.

Step
Reached
Exited
Exit Rate

Email · Day 0

2,860

514

18%

Push · Day 2

2,346

621

26%

Goal reached

1,725

Likely cause: subject line seen 3× in 14 days

Suggested: shorten subject · reduce send delay

No user enters two journeys at once with suppression

Sortment checks every user for active journey enrollment before entry, suppressing conflicts or queuing them automatically.

2,860 users are ready to enter this journey, while 428 users are being held in the re-entry queue after exiting.

Conflicting Journey
Overlap
Resolution

Retention — Winback

340

✓ Suppressed

Onboarding — Day 7

88

✓ Queue after exit

Trial Upgrade

0

No user is in two active journeys simultaneously

Branches based on what users do.

Routes users differently based on what they do — opened, clicked, converted, or exited.

No login in 7 days

"We've missed you"

Wait 48 hours

Was the email opened?

All your channels in one workflow

One journey, multiple channels, preference checks and suppression applied at every step.

Step
Channel
Status

1

Email

Sent

2

Push

Sent

3

SMS

Day 5

4

Webhook

Exit

Triggers on events, schedules, or API calls.

Trigger on user actions, schedules, audience changes, journey exits, or API calls. (Confirm API depth with product team.)

User action (event)

Audience enters segment

Schedule

API call

Journey exit event

What one marketer built in a year

BryteBridge scaled a new brand from 2 states to 20 with one lifecycle marketer, no data engineering team, and Sortment.

10x

Revenue, year-over-year

2,000+

Campaigns shipped in 12 months

1

Marketer. No engineers.

The business case

Why lifecycle teams use Journeys

The highest-leverage journeys close a single lifecycle gap — first value, drop-off recovery, or conversion before the window closes.

Guide users to first value

Build onboarding journeys that move new users through the steps that matter before they disengage.

The faster users reach value, the longer they stay.

Signup, no first action

Setup incomplete after day 3

Feature adoption gaps

Recover users before churn

Create journeys that catch usage drops, renewal risks, and inactivity signals before they become lost accounts.

Act before the user stops caring.

7-day login gap

Renewal risk, 30 days out

Dormant high-value accounts

Convert intent into revenue

Launch journeys around trial expiry, upgrade intent, and cart behavior so every conversion window gets a follow-through.

Intent without a journey is a missed opportunity.

Trial-to-paid window

Abandoned checkout

Upgrade signal detected

Start where you are. Go as far as you want.

How teams use Sortment

Add Sortment to Braze, Iterable, or any other ESP without migrating, or use it to replace your CEP entirely.

Work with your existing stack

Full CEP replacement

Keep your CEP, add Sortment where it helps.

Your warehouse. Your ESP. Sortment sits in between.

Sortment connects to your warehouse and works with your existing ESP, so you can build real-time audiences, AI-created traits, and segments without data team support.

Replace scattered tools with one AI-native CEP.

One platform. Every channel. No handoffs.

Sortment replaces your CEP entirely. Journeys, campaigns, segments, content, analytics, and AI agents all run in one platform.

No more coordinating across Asana, Jira, or Slack. No shared resources, no data team tickets, no waiting. Everything your lifecycle team needs to execute, in one place.

Email

WhatsApp

SMS

In-app

Push

Webhooks

Find the growth signals your team is missing.

Find the growth signals your team is missing.

Book a 30-minute call. See how Sortment turns opportunities into revenue.

Book a 30-minute call. See how Sortment turns opportunities into revenue.

QUESTIONS?

FAQs

Can Sortment send campaigns and run journeys?

Do I need a technical team to use Sortment?

Will migrating from my current tools be difficult?

Does Sortment work with my existing stack?

Is Sortment secure and compliant?

Secure & Compliant

Enterprise-grade security for world-class campaigns

When lifecycle teams use it

What Strategy AI is built for

Use it when the opportunity is already in your data, but no one has time to find, size, and act on it.

Catch funnel drops before they compound

Strategy AI flags when a cohort starts behaving differently — before the weekly review catches it.

Surface high-intent users before the window closes

Find users who completed a key step but haven't taken the next one.

Build audiences without a data ticket

Describe what you want in plain language. Strategy AI writes the logic and builds the audience.

Trial-to-paid conversion dropped 11 pts this week. Free users who hit 3 sessions are converting at 19% vs. 30% last month.

Metric
Last week
This week

3-session users

440

481

Trial-to-paid

30%

19% ↓

Formulating…

|

Catch funnel drops before they compound

Strategy AI flags when a cohort starts behaving differently — before the weekly review catches it.

Surface high-intent users before the window closes

Find users who completed a key step but haven't taken the next one.

Build audiences without a data ticket

Describe what you want in plain language. Strategy AI writes the logic and builds the audience.

Trial-to-paid conversion dropped 11 pts this week. Free users who hit 3 sessions are converting at 19% vs. 30% last month.

Metric
Last week
This week

3-session users

440

481

Trial-to-paid

30%

19% ↓

Formulating…

|
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