Journey management
This article describes how to manage journeys.
Journey status
The following figure shows how a journey's status changes:
Supported actions
| Journey status | Description | Edit | Approval | Pause | Resume | Finish | Delete Journey | Copy | View Details |
|---|---|---|---|---|---|---|---|---|---|
| Draft | Enters the draft status after you save a draft | √ | √ | √ | √ | ||||
| Approving | Enters the approval status after you save and submit | √ | √ | √ | |||||
| Rejected | Enters the rejected status after the approval is rejected | √ | √ | √ | √ | ||||
| Registering | Approved, but the related data is still being prepared | √ | √ | ||||||
| Failed (registration) | Changes from Registering to the registration failed status | √ | √ | √ | √ | ||||
| Pending | Approved, but the canvas entry start time hasn't been reached yet | √ | √ | √ | √ | ||||
| Running | Approved, and the canvas entry start time has been reached | √ | √ | √ | √ | √ | |||
| Paused | Enters the paused status after you click Pause in the Pending or Running status | √ | √ | √ | √ | √ | |||
| Finished | Changes to Finished after the journey is finished manually or its end time is reached | √ | √ | √ |
If you choose a test run, the journey can't be edited while it's in the test run or paused status. You can finish the journey directly and create a new test version, or submit the canvas to go live officially.
Operations
| Action | Description |
|---|---|
| Pause |
|
| Resume |
|
| Edit |
|
| Finish |
|
Journey versions
After a journey is approved and goes live, you can change the current journey design in two ways:
- Edit the current version
- Create a new version
Edit the current version
On the journey management page, click Edit for a journey to open the journey editing page. By default, you edit the current journey settings. You can edit:
- Journey name/description and node names
- Journey end time
- Add journey goals, and modify journey goal names and descriptions
- Action nodes: modify the push content copy
- A/B test nodes: add/modify experiment metrics and the activation event
After you submit the edits, you can view the change records below the journey on the journey list page. Records marked Update Content are updates to the current version.
This mode allows changes only to settings that don't affect journey execution. Changes that affect how the journey runs (such as editing the target audience, modifying behavior rules, or adding/deleting nodes) aren't supported.
Create a new version
If you want to redesign the journey, or the mode above doesn't meet your adjustment needs, click the upper-left area of the editing page and select to create a new version.
In new version mode, only the following can't be changed:
- Journey timezone
- Journey entry method
- Journey start time
After you save and submit the new version, you can view the change records below the journey on the journey list page. Records marked New version are changes that created a new version.
After the new version is approved and goes live, users enter according to the new version. User instances that already entered the journey under a historical version keep running according to that version's journey design until they exit the journey.
When you view node execution data, the node data is counted and shown by version.
Version and instance management
Click the journey name to open the journey details page. In the upper-right corner of the page, you can view all versions of the journey and the running status of each version's instances. Click Version History to view version creation details:
For historical versions that still have running instances, the version instance status is Running. You can manually choose to make the user instances of a specified version exit. After they exit, the version instance status changes to Finished.
Permissions
The role permissions for journeys are as follows:
| Feature | Permission | Details | Engage | Data Engineer | Engage Admin |
|---|---|---|---|---|---|
Journey | View | View the journey list and journey details. | √ | √ | √ |
| Edit | Create, edit, save and submit, withdraw approval, pause, resume, finish, and delete journeys, and edit the group a journey belongs to | √ | √ | ||
| Manage | Manage other users' journey assets, and add or delete journey groups | √ |