Build and monitor journeys

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A journey moves contacts through connected messages, waits, decisions, actions, and goals.

Create a journey

Open Journeys.
Select New Journey.
Enter Journey Name.
Select Create Journey.

Choose an entry type

Select the Trigger node.
Open Trigger Type.
Choose Tag Added, Contact List, Link Clicked, Conversion, Manual Entry, or Scheduled Time.
For Tag Added, choose Tag.
For Contact List, choose Contact List and Contact Order.
For Conversion, choose Action Type.
For Scheduled Time, set Schedule Date, Schedule Time, Timezone, and Tag (contacts to enroll).

Link Clicked and Manual Entry do not show more entry fields.

Add and connect nodes

Drag a node from the palette onto the canvas.
Use Send SMS to send a message.
In its panel, choose Use Template or write the Message.
Enter Sender ID.
Set Track URLs to shorten and track links.
Use Wait for a fixed delay, a time, or a day and time.
Use Condition, Click Check, or Conversion Check to create a decision.
Use A/B Split, Multi-Split, or Random Split to divide contacts.
Use Action to add or remove a tag, call a webhook, or send a notification.
Use Goal to watch for a click, conversion, added tag, or custom goal.
Connect the node handles in the order contacts should follow.
Select each node and complete the fields shown in its panel.

The Send SMS panel shows a character count under the message. Its macros and spintax buttons insert placeholders. See the segment rules before writing a longer message.

Save and activate

Select Save after changing the canvas.
Select Activate when the journey is ready.
Select Pause when processing should stop.

Read journey statistics

Select View journey statistics on a journey.
Review Total Enrolled, Active, Completed, and Goals Met.
Review SMS Sent, Errors, Clicks, Registrations, and Deposits.
Use Current Enrollments to see contacts still in the flow.
Use Recent Activity to inspect the latest journey actions.

Permissions

Journey permissions separately control reading, creating, updating, and deleting. The create action is hidden without create permission. Saving, activating, and pausing require update permission.

Troubleshooting

Confirm that the journey has a Trigger before saving.
Connect every intended path before activation.
Check the required fields in each node when activation fails.
Ask the account owner to review journey permissions when an action is missing.