Design your Lifecycle by outlining your goals, your audience, the stages along the customer journey, potential customer data points along the journey, the marketing touchpoints at each stage, and how you define success. See how to design a marketing Lifecycle.

Define your audience: Which profiles enter and exit the Lifecycle as a whole, and which profiles are part of each stage along the way? See how to define a Lifecycle audience.

Create the Lifecycle itself and add Lifecycle stages in sequence. See these steps for creating and configuring a Lifecycle.

Add marketing touchpoints to each stage. See steps for adding marketing touchpoints to Lifecycle stages.

Select Lifecycles in the BlueConic navigation bar and click the Add lifecycle button.

The Add lifecycle gallery window appears, with a set of templates you can use to create a customer Lifecycle.

In the Add lifecycle window, choose the any template to get started.

The new Lifecycle appears, and you can show or hide the metadata section at the top of the page. Here you can tag a Lifecycle as a favorite, and add labels and a description to make it easy to find and sort among Lifecycles. You can also specify a domain that determines who in your organization can edit this Lifecycle.

Start by giving your Lifecycle a name. Notice in the upper right corner you'll see the number of profiles to which you can target this Lifecycle.

This example Lifecycle comes with four stages, with the first stage including all available profiles that have not (yet) joined a stage.

To determine which profiles enter the Lifecycle, click Select criteria and define the audience of profiles that will join your Lifecycle.

In the newly created Lifecycle, click Select criteria (or Change criteria when the Lifecycle criteria are already defined). Building the audience for a Lifecycle and for each Lifecycle stage is similar to how you build BlueConic segments, by filtering profiles using properties, segments, and objectives.

Click Select condition to choose conditions for profiles to enter the Lifecycle.

To target profiles in an upsell lifecycle, you can start by choosing a segment of customers who have already made a purchase. All profiles with in the segment Customers will be part of this Lifecycle.

Click Close. BlueConic updates the number of profiles available for this Lifecycle.

Click in the stage to customize its name.
Note that "Profiles not assigned" contains all profiles that meet the Lifecycle criteria but have not yet joined a stage.

Click the audience icon in each subsequent stage to set the stage criteria. Note: Stages are mutually exclusive, so be sure to set your stage criteria to have at least one criterion that differs from one stage to the next.
After you have defined which profiles are eligible for each stage, you can add the set of marketing touchpoints to each stage.

Click Add touchpoint to add BlueConic dialogues and/or connections to each stage.
An overlay window appears showing all eligible dialogues and connections.

When you select a connection with multiple goals as a touchpoint, you need to open the dropdown menu and select a specific connection goal.

You add stages by clicking the plus icon to the right of a stage, naming the stage, and defining its audience. You can add as many as ten stages to a lifecycle, including the 'Profiles not assigned' stage. To see all stages in a lifecycle if they go beyond your window, click the right arrow next to the stage names to scroll.