> ## Documentation Index
> Fetch the complete documentation index at: https://docs.auxia.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Journeys

> For a conceptual overview of Journeys and Journey types, see [Journeys](/concepts/journeys) in Product Concepts.

## 4.1 Journey Portfolio

The Journey Portfolio is your central hub for managing all journeys.

### Accessing Journey Portfolio

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

### Portfolio View

The portfolio displays:

| Column         | Description                      |
| -------------- | -------------------------------- |
| **Name**       | Journey name                     |
| **Type**       | Evergreen or Burst               |
| **Status**     | Live, Paused, Scheduled, Expired |
| **Treatments** | Number of treatments             |
| **Start Date** | When journey started/will start  |
| **End Date**   | End date (Burst only)            |
| **Created**    | Creation date                    |

### Filtering Journeys

| Filter     | Options                          |
| ---------- | -------------------------------- |
| **Type**   | Evergreen, Burst, All            |
| **Status** | Live, Paused, Scheduled, Expired |
| **Search** | Search by name                   |

### Quick Actions

From the portfolio:

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

***

## 4.2 Creating a Journey

### Starting Creation

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

### Journey Creation Fields

| Field           | Description           | Required    |
| --------------- | --------------------- | ----------- |
| **Name**        | Journey name          | Yes         |
| **Description** | Purpose and details   | Recommended |
| **Type**        | Evergreen or Burst    | Yes         |
| **Goal**        | Business goal         | Yes         |
| **Start Date**  | When to start (Burst) | Burst only  |
| **End Date**    | When to end (Burst)   | Burst only  |

### Naming Best Practices

Use descriptive names that communicate:

* Purpose: "New User Onboarding"
* Timing (if relevant): "Q1 2026 Spring Sale"
* Audience (if relevant): "Premium Users Engagement"

Examples:

* "Welcome Journey - New Signups"
* "Cart Abandonment Recovery"
* "Holiday 2026 - Gift Guide"
* "Loyalty Rewards Engagement"

### Setting Goals

Link your journey to a business goal:

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

This connection enables proper analytics and attribution.

### 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

### 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**

**Date Considerations:**

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

***

## 4.3 Managing Journey Status

### Status Definitions

| Status        | Meaning                           | Can Treatments Deliver? |
| ------------- | --------------------------------- | ----------------------- |
| **Draft**     | Created, not activated            | No                      |
| **Live**      | Running, delivering               | Yes                     |
| **Paused**    | Temporarily stopped               | No                      |
| **Scheduled** | Will start at future date (Burst) | No (not yet)            |
| **Expired**   | Past end date (Burst)             | No                      |

### Status Transitions

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

Scheduled → Live → Expired (automatic at end date)
```

### Activating a Journey

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

**Requirements for Activation:**

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

### Pausing a Journey

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

**When to Pause:**

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

### Reactivating a Journey

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

***

## 4.4 Journey-Treatment Relationship

### Adding Treatments to Journeys

Treatments are added to journeys during treatment creation:

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

### Viewing Journey Treatments

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

### Treatment Status Dependencies

For a treatment to deliver:

| Requirement          | Must Be   |
| -------------------- | --------- |
| Treatment status     | Live      |
| Journey status       | Live      |
| User eligibility     | Met       |
| Surface availability | Available |

**Key Point:** If the journey is paused, ALL treatments in it stop delivering, regardless of individual treatment status.

### 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

***

## 4.5 Journey Analytics

### Accessing Journey Analytics

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

### Journey-Level Metrics

| Metric                | Description                 |
| --------------------- | --------------------------- |
| **Total Impressions** | All treatment impressions   |
| **Total Clicks**      | All treatment clicks        |
| **Aggregate CTR**     | Overall click-through rate  |
| **Conversions**       | Goal completions attributed |
| **Uplift**            | Impact vs. control group    |

### Treatment Comparison

Within Journey Analytics, compare treatments:

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

### Time-Based Analysis

View performance over time:

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

***

## 4.6 Journey Best Practices

### Organizing Journeys

**By Goal:**

* One journey per business goal
* Makes measurement cleaner

**By Audience:**

* Separate journeys for different segments
* Enables targeted strategies

**By Lifecycle:**

* Acquisition journeys
* Activation journeys
* Retention journeys
* Win-back journeys

### Naming Conventions

Establish consistent naming:

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

Examples:

* "Onboarding - App Adoption - New Users"
* "Retention - Re-engagement - Dormant 30d"
* "Burst - Holiday 2026 - Premium Members"

### Documentation

For each journey, document:

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

***

## 4.7 Burst Journey Considerations

### 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

### Pre-Launch Checklist

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

### During Journey

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

### Post-Journey

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

***

## 4.8 Common Journey Issues

### Treatment Not Delivering

**Check:**

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

### Wrong Treatments Showing

**Check:**

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

### Journey Performance Below Expectations

**Actions:**

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

### Burst Journey Expired Prematurely

**Possible Causes:**

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

***

## 4.9 Journey Archival

### When to Archive

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

### How to Archive

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

### What Happens

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

### Viewing Archived Journeys

Use the "Include Archived" filter to see archived journeys.

***

## Next Section

Continue to [Section 5: Treatments](/guides/comprehensive/treatments) for detailed treatment management documentation.