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Journeys organize your treatments into coordinated experiences. Before creating treatments, you need to set up a journey to contain them. This guide shows you how to create and manage journeys effectively.

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What is a Journey?

A journey is a coordinated set of treatments that work together toward a common goal. Example Journeys:
  • “New User Onboarding” - A 7-day welcome journey for new users
  • “Cart Abandonment” - Re-engage users who left items in their cart
  • “Holiday Sale 2026” - Time-limited promotional journey

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Journey Types

Auxia Console supports two types of journeys:

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Evergreen Journeys

Always-on journeys that run continuously without end dates. Use when:
  • Running ongoing engagement efforts
  • Personalizing user experience continuously
  • Building long-term user relationships
Examples:
  • Welcome messaging
  • Product recommendations
  • Loyalty journey communications

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Burst Journeys

Time-limited journeys with specific start and end dates. Use when:
  • Running promotional efforts
  • Seasonal or holiday marketing
  • Limited-time offers or events
Examples:
  • Black Friday sale
  • App launch promotion
  • Holiday promotion

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Creating a Journey

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Step 1: Navigate to Journey Portfolio

  1. Click Treatments & Journeys in the sidebar
  2. Select Journey Portfolio
  3. Click + Create Journey button

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Step 2: Choose Journey Type

Select whether this will be an Evergreen or Burst journey.

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Step 3: Configure Journey Details

Fill in these fields:

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Journey Name

Give your journey a clear, descriptive name. Good examples:
  • “New User Welcome Journey”
  • “Q1 2026 Engagement Journey”
  • “Cart Recovery Journey”

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Description

Explain the journey’s purpose and strategy. Example:

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Goal

Select the primary goal this journey supports:
  • Increase purchases
  • Boost engagement
  • Reduce churn
  • etc.

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For Burst Journeys Only

If creating a Burst journey, you’ll also configure:
Note: Burst journeys automatically activate at the start time and deactivate at the end time.

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Step 4: Review and Create

Review your settings and click Create Journey.

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Managing Journeys

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Journey Portfolio View

The Journey Portfolio shows all your journeys with:
  • Journey name and type (Evergreen/Burst)
  • Status (Active, Paused, Draft, Scheduled)
  • Number of treatments
  • Performance summary

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Journey Statuses

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Adding Treatments to Journeys

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Option 1: During Treatment Creation

When creating a treatment (Step 1), you select which journey(s) it belongs to.

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Option 2: Edit Existing Treatment

  1. Go to Treatment Portfolio
  2. Find the treatment you want to move
  3. Click to edit
  4. Change the journey assignment
  5. Save changes

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Option 3: Bulk Assignment

If you have many treatments to assign:
  1. Use Bulk Upload feature
  2. Specify journey in the CSV file
  3. Upload and create treatments with journey assignments

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Journey Best Practices

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Naming Convention

Use a consistent naming pattern:
Examples:
  • “Welcome Journey - New Users - Evergreen”
  • “Summer Sale - All Users - Burst - 2026”

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Journey Organization

Do:
  • Group related treatments in the same journey
  • Use separate journeys for different goals
  • Keep journey scope focused
Don’t:
  • Put unrelated treatments in one journey
  • Create too many journeys (hard to manage)
  • Mix burst and evergreen logic in mental models

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Burst Journey Timing Tips

  • Consider time zones: Choose times that work for your audience
  • Plan end carefully: Decide if you want sharp cutoff or gradual wind-down

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Viewing Journey Performance

To see how a journey is performing:
  1. Navigate to Analytics > Journey Analytics
  2. Select your journey from the dropdown
  3. View metrics including:
    • Click-through rate (CTR)
    • Treatment performance
    • Audience reach
    • Conversions
See Understanding Analytics for detailed analytics guidance.

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Common Questions

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”Can a treatment belong to multiple journeys?”

Typically, a treatment belongs to one journey at a time. If you need the same content in multiple journeys, create a copy of the treatment.

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”What happens when a Burst journey ends?”

  • The journey status changes to “Completed”
  • Treatments stop delivering
  • Historical data is preserved
  • You can view performance in analytics

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”Can I change an Evergreen journey to Burst or vice versa?”

Generally, you should create a new journey of the desired type and reassign treatments. Converting between types is not recommended.

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”Should I pause or delete a journey?”

  • Pause if you might resume it or want to preserve data
  • Delete only if the journey was created in error (this may lose data)

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Next Steps

Now that you’ve created a journey:
  1. Create Your First Treatment - Add treatments to your journey
  2. Understanding Analytics - Track journey performance
  3. Using Agent and AI Insights - Get optimization recommendations