Browse & filter your journeys browse-journeys
Journey dashboard dashboard-jo
In the JOURNEY MANAGEMENT menu section, click Journeys. Two tabs are available: Overview and Browse.
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The Overview tab displays a dashboard with key metrics related to your journeys.
- Profiles processed: total number of profiles processed over the last 24 hours
- Live journeys: total number of live journeys with traffic over the last 24 hours. Live journeys include Unitary journeys (event-based) and Batch journeys (read audience).
- Error rate: ratio of all profiles in error compared with the total number of profiles who entered over the last 24 hours.
- Discard rate: ratio of all profiles discarded compared with the total number of profiles who entered over the last 24 hours. A discarded profile represents someone who is not eligible to enter the journey, for example because of an incorrect namespace or because of reentrance rules.
note note NOTE This dashboard takes into account the journeys with traffic over the last 24 hours. Only the journeys you have access to are displayed. Metrics are refreshed every 30 minutes and only when new data is available. -
The Browse tab shows the list of existing journeys. You can search for journeys, use filters and perform basic actions on each element. For example, you can duplicate or delete an item.
Filter your journeys journey-filter
In the list of journeys, use various filters let you refine the list of journeys.
You can filter journeys according to their status, type, version, and assigned tags from the Status and version filters.
Use the Creation filters to filter journeys according to their creation date or the user who created them.
Display journeys which use a specific event, field group or action from the Activity filters and Data filters.
Use the Publication filters to select a publication date or a user. You can choose, for example, to display the latest versions of live journeys that were published yesterday.
To filter journeys based on a specific date range, select Custom from the Published drop-down list.
Additionally, in the Event, Data source and Action configuration panes, the Used in field displays the number of journeys that use that particular event, field group or action. You can click the View journeys button to display the list of corresponding journeys.
Journey types journey-types
The type of a journey depends on the activities used in that journey. It can be:
- Unitary event - Unitary events journeys are linked to a specific profile. Events relate to the behavior of a person or something happening linked to a person (for example, a person reached 10 000 loyalty points). Learn more.
- Business event. Business events journey start with a non-profile-related event. The event configuration is performed by a technical user and cannot be edited. Learn more.
- Audience qualification - Audience qualification journeys listen to the entrances and exits of profiles in 51黑料不打烊 Experience Platform audiences in order to make individuals enter or move forward in a journey. Learn more.
- Read audience - In Read audience journeys, all individuals in the audience enter the journey and receive the messages included in your journey. Learn more.
Learn more about journey types and associated entry management in this page.
Journey statuses journey-statuses
The journey status depends on its lifecycle. It can be:
- Closed: the journey has been closed using the Close to new entrances button. The journey stops letting new individuals enter the journey. Persons already in the journey can finish the journey normally.
- Draft: the journey is in its first stage. It has not been published yet.
- Draft (Test): the test mode has been activated using the Test mode button.
- Finished: the journey automatically switches to this status after the 91-day global timeout. Profiles already in the journey finish the journey normally. New profiles can no longer enter the journey.
- Live: the journey has been published using the Publish button.
- Stopped: the journey has been switched off using the Stop button. All individuals instantly exit the journey.
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The Journey authoring lifecycle also includes a set of intermediate statuses which are not available for filtering: 鈥淧ublishing鈥 (between 鈥淒raft鈥 and 鈥淟ive鈥), 鈥淎ctivating test mode鈥 or 鈥淒eactivating test mode鈥 (between 鈥淒raft鈥 and 鈥淒raft (test)鈥), and 鈥淪topping鈥 (between 鈥淟ive鈥 and 鈥淪topped鈥). When a journey is in an intermediate state, it is read-only.
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If you need to modify to a live journey, create a new version of your journey.
Journey versions journey-versions
In the journey list, all journey versions are displayed with the version number. When you search for a journey, newest versions appear at the top of the list the first time the application opens. Then, you can define the sorting you want and the application will keep it as a user preference. The journey鈥檚 version is also displayed at the top of the journey edition interface, above the canvas.
Create a new version of a journey journey-create-new-version
If you need to modify to a live journey, create a new version of your journey. To create a new version of an existing journey, follow the steps below:
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Open the latest version of your live journey, click Create a new version and confirm.
note note NOTE You can only create a new version from the latest version of a journey. -
Make your modifications, click Publish and confirm.
From the moment the journey is published, individuals will start to flow into the latest version of the journey. People who have already entered a previous version stay in it until they finish the journey. If they later reenter the same journey, they will go into the latest version.
Journey versions can be stopped individually. All versions of journeys have the same name.
When you publish a new version of a journey, the previous version automatically ends and switches to the Closed status. No entrance in the journey can happen. Even if you stop the latest version, the previous version stays closed.
Duplicate a journey duplicate-a-journey
You can duplicate an existing journey from the Browse tab. All objects and settings are duplicated to the journey copy.
To perform this, follow the steps below:
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Navigate to the journey you want to copy, click the More actions icon (the three dots next to the journey name).
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Select Duplicate.
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Enter the name of the journey and confirm. You can also change the name in the journey properties screen. By default, the name is set as follows:
[JOURNEY-NAME]_copy
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The new journey is created and available in the journey list.