Managing Journeys

For a conceptual overview of Journeys and Journey types, see Journeys in Product Concepts.

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4.1 Journey Portfolio

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Accessing Journey Portfolio

1. Click Treatments & Journeys in the sidebar
2. Select Journey Portfolio

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Portfolio View

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Filtering Journeys

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Quick Actions

• Click a journey to view details
• Edit using the edit icon
• Pause/Activate using status toggle
• View treatments in the journey

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4.2 Creating a Journey

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Starting Creation

1. Navigate to Journey Portfolio
2. Click + Create Journey

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Journey Creation Fields

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Naming Best Practices

• Purpose: “New User Onboarding”
• Timing (if relevant): “Q1 2026 Spring Sale”
• Audience (if relevant): “Premium Users Engagement”

• “Welcome Journey - New Signups”
• “Cart Abandonment Recovery”
• “Holiday 2026 - Gift Guide”
• “Loyalty Rewards Engagement”

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Setting Goals

• Increase purchases
• Boost engagement
• Reduce churn
• Drive signups

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Evergreen Journey Creation

1. Select Evergreen type
2. Enter name and description
3. Select goal
4. Click Create
5. Journey is created in Draft status

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Burst Journey Creation

1. Select Burst type
2. Enter name and description
3. Select goal
4. Set Start Date (when journey begins)
5. Set End Date (when journey stops)
6. Click Create

• Start date can be immediate or scheduled future
• End date must be after start date
• All treatments stop automatically at end date

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4.3 Managing Journey Status

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Status Definitions

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Status Transitions

Draft → Live → Paused → Live (can toggle)
                      ↓
                   Archived

Scheduled → Live → Expired (automatic at end date)

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Activating a Journey

1. Open journey from portfolio
2. Ensure at least one treatment exists
3. Change status to Live
4. Confirm activation

• All required fields completed
• At least one treatment (recommended)
• For Burst: valid date range

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Pausing a Journey

1. Open active journey
2. Change status to Paused
3. All treatments stop delivering immediately

• Need to make bulk changes
• External factors require stopping
• Performance issues need investigation

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Reactivating a Journey

1. Open paused journey
2. Change status to Live
3. Treatments resume delivering

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4.4 Journey-Treatment Relationship

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Adding Treatments to Journeys

1. Create a new treatment
2. In Step 1, select the journey(s)
3. Treatment becomes part of that journey

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Viewing Journey Treatments

1. Open journey from portfolio
2. Navigate to Treatments tab/section
3. See all treatments in the journey

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Treatment Status Dependencies

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Moving Treatments Between Journeys

1. Edit the treatment
2. In Step 1, change the journey selection
3. Save the treatment
4. Treatment now belongs to new journey

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4.5 Journey Analytics

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Accessing Journey Analytics

1. Click Analytics in the sidebar
2. Select Journey Analytics
3. Choose a journey to analyze

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Journey-Level Metrics

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Treatment Comparison

• Which treatment performs best?
• Which surface drives most engagement?
• Which content resonates?

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Time-Based Analysis

• Daily trends
• Weekly patterns
• Journey duration (Burst)

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4.6 Journey Best Practices

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Organizing Journeys

• One journey per business goal
• Makes measurement cleaner

• Separate journeys for different segments
• Enables targeted strategies

• Acquisition journeys
• Activation journeys
• Retention journeys
• Win-back journeys

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Naming Conventions

[Lifecycle Stage] - [Goal] - [Audience]

• “Onboarding - App Adoption - New Users”
• “Retention - Re-engagement - Dormant 30d”
• “Burst - Holiday 2026 - Premium Members”

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Documentation

• Business goal and success criteria
• Target audience definition
• Treatment strategy
• Expected timing/frequency
• Measurement plan

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4.7 Burst Journey Considerations

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Planning Burst Journeys

1. Define timeline - Clear start and end
2. Prepare treatments before start date
3. Test with QA before launch
4. Monitor closely during journey
5. Analyze results after end

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Pre-Launch Checklist

• All treatments created and tested
• QA verification complete
• Correct date range set
• Content approved
• Analytics tracking configured

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During Journey

• Monitor daily performance
• Be ready to adjust if needed
• Track against goals

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Post-Journey

• Analyze full journey results
• Document learnings
• Plan for next journey

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4.8 Common Journey Issues

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Treatment Not Delivering

• Journey status is Live
• Treatment status is Live
• User meets guardrails
• For Burst: current date within date range

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Wrong Treatments Showing

• Correct journey assigned
• Guardrails are correct
• Surface configuration is right

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Journey Performance Below Expectations

• Review individual treatment performance
• Check guardrail reach
• Verify content relevance
• Analyze timing/frequency

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Burst Journey Expired Prematurely

• End date was set incorrectly
• Journey was manually paused
• System issue (contact support)

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4.9 Journey Archival

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When to Archive

• Journey is complete
• Journey is no longer needed
• Cleaning up old journeys

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How to Archive

1. Ensure journey is paused
2. Select Archive option
3. Confirm archival

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What Happens

• Journey moves to archived state
• Treatments remain but don’t deliver
• Historical data preserved
• Journey no longer appears in active list

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Viewing Archived Journeys

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