Creating Your First Journey
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.
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
Journey Types
Auxia Console supports two types of journeys:
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
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
Creating a Journey
Step 1: Navigate to Journey Portfolio
- Click Treatments & Journeys in the sidebar
- Select Journey Portfolio
- Click + Create Journey button
Step 2: Choose Journey Type
Select whether this will be an Evergreen or Burst journey.
| Type | Best For | Duration |
|---|---|---|
| Evergreen | Always-on | No end date |
| Burst | Time-limited | Has start/end dates |
Step 3: Configure Journey Details
Fill in these fields:
Journey Name
Give your journey a clear, descriptive name.
Good examples:
- "New User Welcome Journey"
- "Q1 2026 Engagement Journey"
- "Cart Recovery Journey"
Description
Explain the journey's purpose and strategy.
Example:
This journey welcomes new users during their first 7 days.
Includes: Welcome message, feature highlights, first purchase incentive.
Goal: Increase 7-day retention by 15%.
Goal
Select the primary goal this journey supports:
- Increase purchases
- Boost engagement
- Reduce churn
- etc.
For Burst Journeys Only
If creating a Burst journey, you'll also configure:
| Field | Description |
|---|---|
| Start Date | When the journey begins |
| Start Time | Specific time to start |
| End Date | When the journey ends |
| End Time | Specific time to end |
Note: Burst journeys automatically activate at the start time and deactivate at the end time.
Step 4: Review and Create
Review your settings and click Create Journey.
Managing Journeys
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
Journey Statuses
| Status | Meaning |
|---|---|
| Draft | Journey created but not activated |
| Active | Journey is live and delivering treatments |
| Paused | Temporarily stopped (can be resumed) |
| Scheduled | Burst journey waiting for start date |
| Completed | Burst journey that has ended |
Adding Treatments to Journeys
Option 1: During Treatment Creation
When creating a treatment (Step 1), you select which journey(s) it belongs to.
Option 2: Edit Existing Treatment
- Go to Treatment Portfolio
- Find the treatment you want to move
- Click to edit
- Change the journey assignment
- Save changes
Option 3: Bulk Assignment
If you have many treatments to assign:
- Use Bulk Upload feature
- Specify journey in the CSV file
- Upload and create treatments with journey assignments
Journey Best Practices
Naming Convention
Use a consistent naming pattern:
[Goal/Theme] - [Audience] - [Type] - [Date/Version]
Examples:
- "Welcome Journey - New Users - Evergreen"
- "Summer Sale - All Users - Burst - 2026"
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
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
Viewing Journey Performance
To see how a journey is performing:
- Navigate to Analytics > Journey Analytics
- Select your journey from the dropdown
- View metrics including:
- Click-through rate (CTR)
- Treatment performance
- Audience reach
- Conversions
See Understanding Analytics for detailed analytics guidance.
Common Questions
"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.
"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
"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.
"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)
Next Steps
Now that you've created a journey:
- Create Your First Treatment - Add treatments to your journey
- Understanding Analytics - Track journey performance
- Using Agent and AI Insights - Get optimization recommendations