In the JOURNEY MANAGEMENT menu section, click Journeys. Two tabs are available: Overview and Browse.
The Overview tab displays a dashboard with key metrics related to your journeys.
This dashboard takes into account the journeys with traffic over the last 24 hours. Only the journeys you have access to are displayed. Metrics are refreshed every 30 minutes and only when new data is available.
The Browse tab shows the list of existing journeys. You can search for journeys, use filters and perform basic actions on each element. For example, you can duplicate or delete an item.
In the list of journeys, use various filters let you refine the list of journeys.
You can filter journeys according to their status, type, version, and assigned tags from the Status and version filters.
Use the Creation filters to filter journeys according to their creation date or the user who created them.
Display journeys which use a specific event, field group or action from the Activity filters and Data filters.
Use the Publication filters to select a publication date or a user. You can choose, for example, to display the latest versions of live journeys that were published yesterday.
To filter journeys based on a specific date range, select Custom from the Published drop-down list.
Additionally, in the Event, Data source and Action configuration panes, the Used in field displays the number of journeys that use that particular event, field group or action. You can click the View journeys button to display the list of corresponding journeys.
The type of a journey depends on the activities used in that journey. It can be:
Learn more about journey types and associated entry management on this page.
The journey status depends on its lifecycle. It can be:
The Journey authoring lifecycle also includes a set of intermediate statuses which are not available for filtering: “Publishing” (between “Draft” and “Live”), “Activating test mode” or “Deactivating test mode” (between “Draft” and “Draft (test)”), and “Stopping” (between “Live” and “Stopped”). When a journey is in an intermediate state, it is read-only.
If you need to modify to a live journey, create a new version of your journey.
In the journey list, all journey versions are displayed with the version number. When you search for a journey, newest versions appear at the top of the list the first time the application opens. Then, you can define the sorting you want and the application will keep it as a user preference. The journey’s version is also displayed at the top of the journey edition interface, above the canvas.
Usually, a profile cannot be present multiple times in the same journey, at the same time. If reentrance is enabled, a profile can reenter a journey, but cannot do it until they fully exited that previous instance of the journey. Read more.
If you need to modify to a live journey, create a new version of your journey. To create a new version of an existing journey, follow the steps below:
Open the latest version of your live journey, click Create a new version and confirm.
You can only create a new version from the latest version of a journey.
Make your modifications, click Publish and confirm.
From the moment the journey is published, individuals will start to flow into the latest version of the journey. People who have already entered a previous version stay in it until they finish the journey. If they later reenter the same journey, they will go into the latest version.
Journey versions can be stopped individually. All versions of journeys have the same name.
When you publish a new version of a journey, the previous version automatically ends and switches to the Closed status. No entrance in the journey can happen. Even if you stop the latest version, the previous version stays closed.
Specific guardrails and limitation apply to the versioning of the journeys. Learn more on this page.
You can duplicate an existing journey from the Browse tab. All objects and settings are duplicated to the journey copy.
To perform this, follow the steps below:
Navigate to the journey you want to copy, click the More actions icon (the three dots next to the journey name).
Select Duplicate.
Enter the name of the journey and confirm. You can also change the name in the journey properties screen. By default, the name is set as follows: [JOURNEY-NAME]_copy
The new journey is created and available in the journey list.