Work with Journey
Last updated
Last updated
Following these steps below to change the status of the journey:
Select Journey
Click Action and change status
Activate
It activates the designed journeys
Pause
It uses for pausing. After pausing, the journey will resume receiving new audiences. Audiences that have already entered the journey will be placed in the queue waiting for the next node
Freeze
It uses for freezing the journey. Once frozen, the journey will stop receiving new audiences. Audiences that have already entered the journey will be queued for the next node
Reactivated
It uses for reactivating the journey
Close
It uses for closing the journey. Once closed, the journey will stop receiving new audiences. Audiences that have entered the journey will be processed until the end of the flow
Abort
It uses for aborting the journey
The status of a journey could be changed in the journey settings.
See more about the Status of the Journey
Note: It does not allow to remove journeys activated and scheduled
Use 'Create copy' to make a copy of existing journeys.
Label the journeys which helps group journeys with related characteristics. For example, label journeys by quarter, label journeys for VIP customer groups, etc.
Click here to see more label utilities.
Following these steps to edit the Journey name quickly:
Enter the name
Moreover, the journey can also stop allocating content in the Journey settings.
Versions of a journey could be viewed and restored in Version History
Select a journey name
Go to the settings of that journey
Click Edit
Click Version History
In Version History, could
View the edit history
Restore the version
After clicking SAVE CHANGE, a version history is recorded.
These 2 tabs record the information about times that a Journey executed.
The trigger type of a Journey will decide which of these 2 tabs it has.
If the journey is triggered by the action-based trigger, it would have Action History tab.
If the journey is triggered by the schedule trigger, it would have Schedule History tab.
Every time an audience enters a journey by performing an event, a Process ID is created. Action History manages the data about these Process IDs.
In the tab, it provides:
Process ID
Process type is the trigger type of the journey
Visitor ID and Customer ID is the IDs of the audience who entered the journey
Resumed process ID is the ID of a process that was resumed
Journey version is the version which the audience entered
State is the status of process ID, etc
Every time an audience enters a journey during the time period set in the Trigger node, a Process ID is created. Schedule history manages the data about these Process IDs.
If you a process ID, the screen direct you to the details of that process ID.
The details are divided into two tabs
Diagram shows the nodes which the audience has been and the status of each node
Detail shows the details of each node
The chart section in the detail tab helps users have a more intuitive view of the results of the processes.
There are 2 chart type: line chart and score card.
To show line chart, click on Chart type, select Line chart.
Select metric to show value in the chart. Metrics that can be chosen are the states of the process ID
Click on adjust to choose how to divide the points on the chart
To show scorecard, click chọn Chart type and select Scorecard.
Click on + Add Scorecard to choose metric show in chart. Metrics that can be chosen are the states of the process ID
A process ID could be resumed following these steps
Go to Action/ Schedule History
Select the cell
Click EDIT
Select a Resume type
There are three types of resume for a process of a journey
Resume whole process: the process selected is resumed all nodes that the audience went through from the trigger node to the destination node. Not allow selecting a node to be resumed.
Resume from node: select a node to be resumed, and the journey is resumed. The resumed journey
Starts from the trigger node
Goes through the nodes required, which are before the selected node
Ends at a destination node.
Resume specific node: select at least a node to be resumed, and the journey is resumed.
The resumed journey
Starts from the trigger node
Goes through the nodes required, which are before the selected node.
Ends at the selected node.
The explore function gives you an overview of the data collected from the Journeys by visualizing with tables and charts.
You could create and customize visualizations yourself or using the system's built templates which provide neccessary fields of the object you want.
Select Create custom template to create template explore or Use a available template.
In Explore pop up, you can add charts or drag and drop to change the dimensions and metrics as desired.
In Explore pop up, you can add charts or drag and drop to change the dimensions and metrics as desired.
In Explore pop up, you can add charts or drag and drop to change the dimensions and metrics as desired.
There are 5 templates you could use:
Variants: Includes default fields and metrics collected from variants
Campaigns: Includes default fields and metrics collected from campaigns
Journeys: Includes default fields and metrics collected from journeys
All Levels
Target Segment: By providing fields related to Segment, this template allows you to know which segments the Journeys are targeting.
Hover and click on the Journey name
Click
CDP 365 stops allocating the branch content of journey or the variant content by switching the status from to .
Click on button.
Click on to Save this explore become Private template (only you can view and edit) or Public template (everyone can view and use.) Or select Manage template to view all template you can view.
Click on button.
Click on to Save this explore become Private template (only you can view and edit) or Public template (everyone can view and use.) Or select Manage template to view all template you can view.
