Create or Edit a Journey

New journey

  1. From the left navigation, expand Campaigns then click Journeys:
  2. Click Create Journey.

Existing journey

  1. From the left navigation, expand Campaigns then click Journeys.
  2. Search for and select a journey.
  3. To edit the journey, click Edit Draft:
Click Edit draftClick Edit draft

Click Edit draft

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Edit and Review mode

There are two ways to interact with journeys:

  • Edit: Use this to build your journey and make changes to the structure, actions etc.
  • Review mode: Use this to review the settings without any risk of accidentally making a change. Users who only have view permissions can still inspect all the steps and their corresponding settings. You can also use this mode to take lifecycle actions like publish, stop, copy etc.

Because you are likely to design differently in Journeys 2 based on the new editor, you can't convert a Journeys 1 journey into a Journeys 2 version.

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Where is the save button?

The changes that you make are auto-saved. Steps can be added and saved even with missing fields. This means that you can sketch out a journey by, for instance, adding and naming actions before you have your templates and subject lines ready. You can then add those later on. Validations will ensure that all required fields are there before you can publish the journey.

Name your journey and enter criteria

  1. Next to the journey name, click the cog. The Journeys Settings window appears.
Click the cogClick the cog

Click the cog

  1. In Basic Details, give your journey a name (or edit the existing one).
Basic Details, Journey NameBasic Details, Journey Name

Basic Details, Journey Name

  1. In Entry Criteria:
Entry CriteriaEntry Criteria

Entry Criteria

  • Note: Use this field to remind yourself or a peer about the contacts your collecting, to come back to this later, or anything else important. For example, "Including segment A for X purpose."
  • Select Entry Segment: From the drop down, select the segment that represents the contacts you want included in this journey. You may need to start typing the name of the segment to see it appear. See event-based segmentation for more details about using those segments.

Re-entry criteria (frequency capping)

  1. Frequency capping in Journeys 2 is known as Re-Entry Criteria. This setting works at the journey level, so it controls whether a contact enters the journey. (This is different from flows, where the setting is at the action level). Choose Re-Entry Criteria:
Re-Entry CriteriaRe-Entry Criteria

Re-Entry Criteria

There are three settings:

  • Contacts can re-enter anytime: there is no limit on re-entries.
  • Contacts can re-enter after exit: user can configure this as immediately after exit or a number of days after exit. Days are calculated as 24-hour periods after exit. For example, with a setting of one day, if a contact exits the journey at 3 pm, they are eligible to re-enter at 3 pm the following day.
    Contacts can never re-enter: contacts can only enter this journey once (e.g. for an onboarding journey).
  • Re-entry settings cannot be modified after a journey is launched.

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Pro tip

In addition to frequency capping (re-entry criteria) you can:

  • Add a time window to your entry segment so that contacts will not enter the segment until you want them to be able to receive the journey again. For example, if the purchase is between 1 and 90 days ago, rather than just 1 day ago.
  1. If you'd like to include exit criteria, toggle the option on.
Exit CriteriaExit Criteria

Exit Criteria

  1. From the first drop down:
  • Choose are in to exclude contacts at this point in the journey if the are in your specified segment
  • Choose are not in to keep all entry contacts except those in your specific exit segment
  1. From the second drop down, type to search for an existing segment (learn how to build a segment).

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Should I use exit criteria?

Use exit criteria if you want contacts to exit the journey when they meet certain conditions.
There are two ways that contacts can exit a journey:

  • At the end of the journey: exit points are labeled in review mode
  • With exit rules:
    • If the contact meets the criteria for the exit rule, they'll exit at any point
    • If the contact meets the exit rule immediately after entering the journey they will exit right away and not advance to the first step.
  1. Click anywhere in the editor to exit the journey settings and move on to the next step.

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