You can Edit, Clone and Remove clicking on the correct icon for each Journey. It is an easy way to update all journeys.
You don't have to be a genius but keep journeys tidy. Every journey should have a suitable name and you must remove what you don´t need. You will save time!
On the top area, you have two green bottons:
Validate: The Validate button is created to help you about the creation process. If when you click, a pop-up windon opens to say that it is not possible to validate then something is wrong. Please check all steps to see if any field is empty or wrong.
Activate: When your journey is ready and after validating, click on Activate button to start. Then a new window will appear to give you some options about the journey and the option of the user to enter into this specific journey once or several times.
After answering these options, please click on the Activate button. Then you can upload your .CSV file with your audience from the journey list clicking on the up arrow icon.
You need to upload a .CSV file with the customerId (externalId) of each user you want to impact. Good! Now the journey is working.
Once the journey is activated, you can´t edit it. If you need any change, you will clone it and edit with the new needs the new created journey. Remember you need Validate and Activate it to start.
You can deactivate a journey anytime to finish its activity. Be careful; this action is irreversible.
Updated 20 days ago