My Journeys

Overview

The My Journeys screen displays a list of all your current journeys, as well as their status.

The possible status values for a journey are:

Access

To navigate to the My Journeys screen, click Journeys from the top navigation bar in Journey Designer.  

Features

The features available from the My Journeys screen are described below. 

 Filter My Journeys

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To filter the journeys that are displayed on the My Journeys screen:

  1. Click one of the filter buttons near the top of the screen. Please note that the Published filter option encompasses journeys with a status of "Running," "Stopped," and "Failed." 

  2. The screen is refreshed to show only the journeys that currently have the selected status. 

 

 View or Edit a Journey

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To view or edit the details of a journey:

  1. Optionally apply a status filter to the list of journeys as described above. 

  2. Click the name of the journey, or click Edit. The Journey Designer screen is displayed and populated with the flow for this journey.  

 

 Change Journey Status

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The menu icon (three dots) displayed next to the journey status is used to change the status of this journey.

Depending on the journey's current status, this menu allows you to make the following changes:

  • Journey is in Draft status: Either Publish or Archive this journey.

  • Journey is Running: Either Stop or Archive this journey. 

  • Journey is Stopped: Either Resume this journey (change status to Running) or Archive it.

  • Journey is Failed: Either Resume this journey (change status to Running) or Archive it. 

  • Journey is Archived: Either Publish this journey (change status to Running) or Delete it. 

Whenever you make changes to a live journey, you must re-publish the journey in order to apply the changes. If a journey currently has un-published changes, an exclamation point icon is displayed next to the journey name.

Select Publish Changes from the menu icon to re-publish the journey and apply the changes. 

If you want to discard the changes, select Discard Changes from the menu icon. 

 

 Create a New Standard Journey

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When creating a new journey, the platform allows you to either use an existing standard journey as the starting point, or you can create a new journey from scratch.

To create a new journey based on one of the standard journey types: 

  1. From the My Journeys screen, hover your mouse cursor over Add Journey in the top-right corner of the My Journeys screen.

  1. From the drop-down menu, select "Start from a library template." The Journey Library is displayed. 

  2. Click the desired standard journey. The Journey Details screen is displayed.

  3. Click Create

  4. Enter a name for your journey, then click Create

  5. The Journey Designer screen is displayed and populated with the default flow for the selected standard journey. 

Note: While you can create multiple instances of each of the standard journeys, only one instance can be published at a time. This restriction will be eliminated in a future release of Journey Designer.

 

 

 Create a New Blank Journey

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When creating a new journey, the platform allows you to either use an existing standard journey as the starting point, or you can create a new journey from scratch. To create a new blank journey: 

  1. From the My Journeys screen, hover your mouse cursor over Add Journey in the top-right corner of the My Journeys screen.

  1. From the drop-down menu, select "Start from a blank canvas." 

  2. Enter a name for your journey, then click Create

  3. A blank Journey Designer screen is displayed. 

 

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