ACCESS GROUP · ITERABLE

Journey Build - Phase 1

Each journey drawn as the Iterable Journey Builder canvas you will actually build, tile by tile. Every tile below exists in the palette, and every trigger uses an event already live in Iterable.

At a glance
4 Built out in detail Full canvas below, ready to build in Iterable
11 Ready to build Every event live, canvas still to be drawn
4 Waiting on new events Needs dev work before anything can be built
7 Waiting on UID or estimateSet Both still in build and testing
Customer
Lifecycle
entry: Lead
Onboarding - new customer Triggered by ns_customer_created · full branded welcome
CANVAS BELOW
Hire - repeat customer Product-led only · needs estimateSet
PENDING
Review - shared, branched Feedback, then review or recovery · follows the hire journeys
PENDING
Re-engage - dormant No generate_lead in 90 days · hot, warm and cold lanes
DEC 2026
Sunset - unengaged No email engagement in 12 months · 3 email, 2 SMS, then remove from list
DEC 2026

Abandoned quote sits outside the lifecycle fan. It fires on live intent rather than on a stage, and is the fastest of the four to pay for itself.

Reference

Events live in Iterable today

generate_lead add_to_cart select_item view_item view_item_list ns_customer_created ns_activitySet

All gated on User ID ≠ none, so anonymous browsing never arrives. brand is always access-hire, so it carries no segmentation value. Personalisation comes from each contact's own view and lead history.

Tiles we use

StartSegment or Custom Event
EmailMessage send
SMSMessage send
Time delayWait n days
Yes/no splitTwo-way branch
Attribute splitMulti-way branch
Update user profileSet a field
ExitLeave the journey

Confirm the exact label for the profile and list tiles against your palette. The screenshot cuts off below Attribute split, so Update user profile and Remove from list may be named slightly differently in your instance.

Journey 1 · Onboarding

Onboarding - new customer

BUILDABLE NOW

Triggered the moment a customer record is created in NetSuite. The UID is not needed to send this, only to enrich it later with what they browsed before signing up.

Start tile · Custom Event

Trigger on ns_customer_created. The event itself carries only brand, but almost every new customer enquired first, so their last generate_lead supplies branch, industry and contact_type for personalisation.

Tile ID -
StartCustom Event: ns_customer_created
Tile ID -
EmailWelcome to Access Hire. Who we are, the fleet, the service networkonboarding_01_welcome
Tile ID -
Time delay3 days
Tile ID -
EmailHow we look after you. On-site service, genuine parts, on-call, extend your hireonboarding_02_how_we_help
Tile ID -
Time delay5 days
Tile ID -
Yes/no splitAny browse activity since entry?
YES
Emailonboarding_03a_saw_you_looking
NO
Tile ID -
EmailWhat we have at your branch. Fleet overview, filtered by their industryonboarding_03b_fleet_overview
Tile ID -
Time delay7 days
Tile ID -
Yes/no splitgenerate_lead since entry?
YES
ExitActive, hands to hire
NO
Tile ID -
EmailAnything we can help with? Names their branch contact directlyonboarding_04_your_branch_contact
Tile ID -
ExitEnd of sequence · eligible for Dormant at 90 days

What the UID adds later. Today this journey starts from scratch at the moment the customer record is created, so email 1 cannot reference anything they did before that. Once identity stitching lands, the pre-signup browsing attaches to the same person and emails 1 and 3 can open with the machine they were actually looking at. Build it now without that, enrich it later.

Check what creates the record. If ns_customer_created fires on any NetSuite account setup rather than on a genuine first customer, this journey will welcome people who are not new. Confirm the trigger conditions with the NetSuite team before going live.

Journey 2 · Sunset

Sunset - unengaged contacts

IN BUILD · DEC 2026

Same shape repeats five times: send, wait, check engagement, exit anyone who responded. Only the fully silent reach the end.

Start tile · Segment

No email open and no email click in 12 months · still subscribed · sent at least 3 marketing emails in that window · no generate_lead, add_to_cart, view_item, view_item_list, select_item or ns_activitySet in 90 days.

Tile ID -
StartSegment: sunset candidates
Tile ID -
EmailStill want to hear from us?sunset_01_still_there
Tile ID -
Time delay7 days, 0 hours, 0 minutes
Tile ID -
Yes/no splitOpened or clicked sunset_01?
YES
ExitReactivated
NO
Tile ID -
SMSOne line, one link. Skipped where no consentsunset_02_sms_check
Tile ID -
Time delay7 days
Tile ID -
Yes/no splitClicked the SMS?
YES
ExitReactivated
NO
Tile ID -
EmailWhat you would miss. Fleet and rates at their branchsunset_03_what_you_miss
Tile ID -
Time delay7 days
Tile ID -
Yes/no splitOpened or clicked sunset_03?
YES
ExitReactivated
NO
Tile ID -
SMSLast chance by textsunset_04_sms_final
Tile ID -
Time delay7 days
Tile ID -
Yes/no splitAny engagement since entry?
YES
ExitReactivated
NO
Tile ID -
EmailWe are removing you from the listsunset_05_removing_you
Tile ID -
Time delay7 days · the grace period
Tile ID -
Yes/no splitClicked the final notice?
YES
ExitStays on list
NO
Tile ID -
Update user profilemarketingStatus = sunset · sunsetDate = today
Tile ID -
Remove from listAll marketing lists · transactional keeps sending

Set the profile field before removing from the list. If the list removal runs first, the contact can drop out of the journey before the field is written, and you lose the record of why they were suppressed.

Journey 3 · Dormant re-engage

Dormant - no lead in 90 days

IN BUILD · DEC 2026

One Attribute split at the top does the work. Three lanes, each with its own message set, all exiting on the same event.

Start tile · Segment

No generate_lead in 90 days · at least one generate_lead ever · marketingStatus ≠ sunset.

Tile ID -
StartSegment: dormant customers
Tile ID -
Attribute splitSite behaviour in the last 90 days
HOT
EmailStill need the machine?dormant_hot_01_still_need_it
Time delay3 days
SMSRep's direct numberdormant_hot_02_sms_rep
WARM
EmailSaw you were looking at man liftsdormant_warm_01_saw_you_looking
Time delay10 days
EmailGet a rate in one clickdormant_warm_02_get_a_rate
COLD
EmailWhat's new in the fleetdormant_cold_01_whats_new
Time delay7 days
SMSShort nudgedormant_cold_02_sms_nudge
EmailAre you still the right contact?dormant_cold_03_still_you
Tile ID -
ExitAll lanes exit on generate_lead, or at the end of their sequence

Attribute split · the three lanes

Hot: add_to_cart in the last 90 days with no generate_lead after it.

Warm: view_item, view_item_list or select_item in 90 days, no add_to_cart.

Cold: no site activity at all. These feed Sunset later if nothing lands.

Journey-level exit beats a split after every message. Set generate_lead as an exit criterion on the journey itself rather than adding yes/no splits between each tile. Three lanes with splits everywhere becomes unmaintainable fast.

Journey 4 · Abandoned quote

Abandoned quote - cart with no lead

BUILD FIRST

The only one triggered by a custom event rather than a segment, so it fires in real time.

Start tile · Custom Event

Trigger on add_to_cart. The first delay and split do the qualifying, so nobody who converts gets a chase email.

Tile ID -
StartCustom Event: add_to_cart
Tile ID -
Time delay0 days, 24 hours, 0 minutes
Tile ID -
Yes/no splitgenerate_lead since entry?
YES
ExitConverted
NO
Tile ID -
EmailStill need the scissor lift? Item pulled from the page URLcart_01_still_need_it
Tile ID -
Time delay2 days
Tile ID -
Yes/no splitgenerate_lead since entry?
YES
ExitConverted
NO
Tile ID -
SMSRep's direct number. Skipped where no consentcart_02_sms_rep
Tile ID -
Time delay4 days
Tile ID -
Yes/no splitgenerate_lead since entry?
YES
ExitConverted
NO
Tile ID -
EmailOther options, or what stopped youcart_03_alternatives
Tile ID -
ExitEnd of sequence

Add a re-entry rule. A customer who carts three machines in a week should not get three chase sequences. Set the journey to allow re-entry only once every 14 days, and confirm whether select_item fires on the same click as add_to_cart before going live.

Journey backlog · details pending

Captured now so nothing is lost. Each will get a full canvas like the three above as it comes up the queue.

Ready to build · every event already live
Stalled enquiry recoveryPENDING

Chase enquiries NetSuite already knows went cold. Probably the highest value journey on this list.

ns_activitySetns_activityStatusns_activityType
Category browse abandonPENDING

Three or more views of the same category with no enquiry. Shows what they want before they ask.

view_item_listgenerate_lead
Repeat product interestPENDING

Same product page twice in 14 days. Narrow audience, high intent.

view_item[Amplitude] Page URL
Cross-sell by productPENDING

Recommend adjacent equipment using real product names rather than URL slugs.

product_primaryproducts_csv
Project vs single jobPENDING

A six-line enquiry is a project, a one-line enquiry is a job. Different message, different owner.

product_count
Account-level dormancyPENDING

Company quiet versus contact quiet. Sends the contact to a rep instead of a win-back email.

ns_accountID
Depot-routed follow-upPENDING

Finer than branch for routing replies to the right team.

ns_sourceDepotbranch
Lead follow-up by industryPENDING

Separate copy for civil, mining, events and other.

generate_lead.industry
Contact-type splitPENDING

A quote request and a Contact Us enquiry should not get the same email.

generate_lead.contact_type
Product affinity fieldPENDING

Not a journey. A profile field every journey reads, built from view and enquiry history.

view_itemview_item_listadd_to_cartproduct_primary
Preference centrePENDING

Let people choose frequency instead of leaving. Feeds Sunset by reducing who reaches it.

Iterable subscriptions
Waiting on new events · needs dev work first
Rates page, no quotePENDING

High intent and completely invisible today. No page-view event reaches Iterable at all.

page_view event needed
Branch page visitPENDING

Route to that branch's rep. Browse events carry no branch, and the branch page view is not pushed.

branch on browse events
Site search, no resultPENDING

Tells you fleet gaps and earns a "we can source it" reply. No search event exists anywhere.

search event needed
Bounce recoveryPENDING

Hard bounce triggers an SMS to collect a working address. Needs SMS consent coverage first.

Iterable bounceSMS consent data
Waiting on UID or estimateSet · both still in build
Hire - repeat customerPENDING

Product-led, no brand intro. Needs order and product data flowing and validated.

estimateSet
Review - shared, branchedPENDING

Feedback ask, then review request or service recovery. Follows Onboarding and Hire.

follows A and B
Hire end approachingPENDING

Extend or re-hire before the machine goes back. Needs hire dates from NetSuite.

estimateSet
Predicted next hirePENDING

Time the approach to each customer's own hire cadence rather than a fixed window.

estimateSet history
Seasonal re-hirePENDING

Customers who hire the same gear every year, contacted ahead of their season.

estimateSet history
Declining spendPENDING

Fires against a customer's own baseline, well before they hit 90 days quiet.

estimateSet value
One-hire-only, never returnedPENDING

A different problem to a lapsed repeat customer, and worth its own treatment.

estimateSet