Saving and Publishing a Journey (EDP)

The final step in the journey design process is to save and publish the journey.

 Save a Journey

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To save your journey, either:

  • Click Apply to save your changes and remain on the Journey Designer screen, or

  • Click Save to save your changes and return to the My Journeys screen. 

When you save your journey, the platform validates that the journey flow is valid. If your journey encounters any of the following errors, a message is displayed indicating the nature of the issue. Correct the issue, and retry the save process. 

  • All journey steps have their required settings populated (see Configuring a Journey for more information).

  • The journey has one Start Journey step.

  • The journey has at least one Exit Journey step.

  • The journey can not have circular logic (that is, connections that go in a circle and prevent a consumer from ever exiting the journey). 

  • The journey can not contain any "orphaned" steps that don't have the requisite number of entry and exit connections:

  • Start Journey: one exit connection, and no entry connections.

  • Exit Journey: at least one entry connection, and no exit connections.

  • Action Steps: at least one entry connection, and one exit connection.

  • Wait Steps: at least one entry connection, and one exit connection. 

  • Update Journey: one exit connection, and no entry connections.

  • Decision: one entry connection, and two exit connections. 

  • A / B Split: one entry connection, and either two or three exit connections. 

Note: You can't publish a journey until you have successfully saved it. 

 

 

 Publish a Journey

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When you publish a new journey, the platform changes its status from "Draft" to "Running." The journey is then considered live and in use, and the platform can begin adding consumers to it. 

To publish a journey:

  1. The journey must be saved before you can publish it, so if you have made any changes, click Apply to save the changes and remain on the Journey Designer screen. 

  2. Click Publish. A confirmation screen is displayed, showing all of the dependencies that must be configured to support this journey, such as Messaging Campaigns, EDP Actions and Triggers, Loyalty Offers, etc. 

  3. Click Publish

 

 

 Publish Changes to a Journey

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Whenever you make changes to a live journey, you must re-publish the journey in order to apply the changes. 

When you re-publish a journey, all new consumers added to the journey from that point forward will use the new configuration. For consumers currently in the journey, only consumers that have not yet reached the modified step (or steps) will be affected by the new configuration. 

To publish changes:

  1. In the top-right corner of the Journey Designer screen, click Publish Changes. A confirmation screen is displayed. 

  2. Click Publish Changes

Optionally, you can also discard the changes to roll-back to the "last published" iteration of the journey. To discard changes:

  1. In the top-right corner of the Journey Designer screen, the platform displays a notification reading: "Unpublished changes: publish or discard them." Click the "discard" link. 

  2. A confirmation screen is displayed; click OK.

 


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