Site notification step

Learn how to use the Site notification step in Tarvent Journeys, what it does, and when to use it in your automation flow.

What we'll cover

  1. Concepts
  2. How to configure this step
  3. Use cases and business examples
  4. Step notes
  5. FAQ
  6. Need help?

1 Concepts

What this step does
The Site notification step shows a site notification message to contacts on your site when they reach the step and match the site conditions.

Common settings you will see

  • Name
  • Edit message
  • Any path
  • Specific path
  • Apply to which contacts
  • Delete
  • Save
Note: Use Specific path when the notification should only appear on one page or area of your site.

2 How to configure this step

Here are the steps:

  1. Open the journey, and add or click the Site notification step.
  2. Use Edit message to create the on-site notification content.
  3. Choose whether the notification should appear on Any path or a Specific path.
  4. Set Apply to which contacts if needed, and click Save.

3 Use cases and business examples

  • Trial onboarding: Show an in-app tip or reminder after a contact starts a trial.
  • Feature adoption: Display a message on a specific page to guide contacts to the next action.
  • Renewal prompts: Show a notice on an account page during a renewal period.

4 Step notes

Here is how this step behaves in a live journey so you can configure it with fewer surprises.

  • You must configure site tracking for this to work. Go to Account > Domains to configure a domain for site tracking. You can use the same domain for sending and site tracking.
  • The contact must have previously been to your website with site tracking enabled, from a campaign sent from Tarvent.

5 FAQ

What is the difference between Any path and Specific path?
Any path allows the notification to appear across your site. Specific path limits the notification to a selected page path.
Can I target only some contacts?
Yes. Use Apply to which contacts to limit who can see the notification.
Do I need to customize the message?
Yes. Use Edit message to control the site notification content.

6 Need help?

If you need help setting up journeys, contact support. We’re happy to help.

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