How do I edit a journey?

To edit a journey in draft:

1. From the Navigation toolbar, select Journeys and choose All journeys .
   
2. Select the intended journey from the list view.
   
3. Click the Edit button in the top-right corner of the journey detail view page.
   

This will open the journey canvas, where you can make the necessary changes.

To edit a running journey:

Editing an active journey will create a new version; changes that you make will be saved to this new version.

1. From the Navigation toolbar, select Journeys and choose All journeys .
   
2. Select the intended journey from the list view.
   
3. Click the More button in the top-right corner of the journey detail view page and select the Edit option.
   

This will open the journey canvas, where you can make the necessary changes.

Once you're done with the changes, activate the new version. Activating this version will freeze the previous active version. In other words, it will stop taking in new leads and process only the leads who already entered that version. The newly activated version will take in the new leads. You can have a maximum of 25 active (running of frozen) versions per journey.

How do I clone a journey?

1. From the Navigation toolbar, select Journeys and choose All journeys .
   
2. Mouse over the journey you wish to clone. The Clone icon will appear in the far-right corner. Click this icon to create a clone of the active version of the journey.
   

If you want to create a clone of a specific version of your journey:

1. From the Navigation toolbar, select Journeys and choose All journeys .
   
2. Select the intended journey from the list view.
   
3. Select the version you want to clone from the top-right corner.
   
4. Click the More button in the top-right corner of the version detail view page and select the Clone option.
   

How do I stop a journey from processing on new leads?

Freeze the running journey to stop it from processing on new leads. Actions will be performed on the leads who had entered the journey before you froze the journey.

To do this:

1. From the Navigation toolbar, select ourneys and choose All journeys .
   
2. Select the journey you wish to freeze.
   
3. Click Freeze in the top-right corner.
   

You can also freeze the journey from the list view. Mouse over the journey you wish to freeze. Click the Freeze icon in the far-right corner.

Click Resume button on the top-right corner of the page if you want to resume the journey.

How do I completely stop a journey?

Shut down a journey if you need to stop it from processing any leads (even those leads who have already entered the journey). You can only shut down a frozen journey.

To do this:

1. From the Navigation toolbar, select Journeys and choose All journeys .
   
2. Select the journey you wish to shut down.
   
3. Click Freeze in the top-right corner if the journey is not already frozen.
   
4. After the journey is frozen, click More in the top-right corner and select Shut down .
   

For a safe shut down, you can freeze the journey and wait for it to perform actions on the leads who have already entered the journey, then shut it down.

How do I delete a journey?

A running journey cannot be deleted. You need to shut the journey down before you delete it.

To do this:

1. From the Navigation toolbar, select Journeys and choose All journeys .
   
2. Click the journey you wish to delete.
   
3. Click Freeze in the top-right corner, if the journey is not already frozen.
   
4. After the journey is frozen, click More in the top-right corner and select Shut down if the journey is not already shut down.
   
5. After the journey is shut down, click More in the top-right corner and select Delete .
   

How do I trace my lead's path?

Journey status

• Active : When you have activated the journey and the journey is running
  
• Draft : Before you activate the journey
  
• Frozen : When you manually freeze an active journey
  
• Suspended : When the custom field used in the Eject criteria has been deleted. If needed, you can edit the criteria. You will then need to activate the journey manually.
  
• Stopped : A journey will be stopped for the following reasons:
  
  • When the source mailing list is deleted.
    
  • When the date field associated with a date-field trigger has been deleted.
    
  • When goal or the domain associated with a goal achieved trigger is deleted or is inactive.
    
  • When the field associated with a field update trigger is deleted.
    
  • When the video associated with a video click trigger is deleted.
    
  • When the file associated with a attachment download trigger is deleted.
    
  • When the tag associated with a tag assigned or a tag removed trigger is deleted.
    

• Active : When you have activated the message and the message is running
  
• Paused : When you manually pause the message
  
• Suspended : When the custom field used in the Message skip criteria has been deleted. If needed, you can edit the criteria. You will then need to activate the message manually.
  
• Stopped : A message will be stopped for the following reasons:
  
  • When the merge tag used in the message subject line has been deleted.
    
  • When the video tag used in the message content has been deleted.
    
  • When the message's sender address has been deleted.