Manage Journeys
You can edit, clone, and delete a journey in your builder. This article will help you learn how to manage your journeys in Zoho Marketing Automation.
Edit Journeys
You can edit all the components of a journey that is in draft. However, once you activate a journey you cannot edit the trigger components but can edit the process and action components of a live journey. Read on to learn how to edit a journey in draft and how to edit a live journey.
To edit a journey in draft:
- From the navigation tool bar, choose Journeys and select View Journeys .
- Select the journey you want to edit from the journey list view.
- Click the Edit icon on the desired trigger, process and actions components of the journey.
- Make the edits and click Save .
- Click Review and Launch to activate the journey.
- The total number of contacts qualified for this journey and a brief note about the criteria and goals configured for your contacts will be displayed.
- Note : You can edit the goal and re-entry criteria for your journey by clicking the Edit icon.
- Click Launch to make your journey live.
- If you are still working on your journey and you wish to launch it later, click Save .
- You can access this draft from the journey list view. Click on the required journey to open the journey builder, where you can make any necessary changes. Click Review and Launch to make your journey li ve.
To edit a live journey:
- From the navigation tool bar, choose Journeys and select View Journeys .
- Select the active journey you want to edit from the journey list view.
- Click Pause in the top-right corner above the journey builder.
- Click the Edit button.
- Click the Edit icon on the desired process and actions components of the journey.
- Make the edits and click Save .
- Click Relaunch to activate the journey again.
Note : You cannot edit triggers in an active journey.
Pause Journeys
You can pause an active journey if you need to perform any edits to the process and actions components.
To pause a live journey:
- From the navigation tool bar, choose Journeys and select View Journeys .
- Select the active journey you want to pause from the journey list view.
- Click Pause in the top-right corner above the journey builder.
Clone Journeys
You can clone journeys while in draft and while they are active. Follow the steps below to clone a journey in draft and an active journey.
To clone a journey
- From the navigation tool bar, choose Journeys and select View Journeys .
- Mouse over the journey you want to clone from the journey list view.
- Click the More icon in the far-right corner of the journey and click Clone .
- Alternatively, select the journey you want to clone from the journey list view.
- Click the More icon in the top-right corner above the journey builder and click Clone .
Delete Journeys
To delete a journey in draft:
- From the navigation tool bar, choose Journeys and select View Journeys .
- Mouse over the journey you want to delete from the journey list view.
- Click the More icon in the top-right corner and click Delete .
- Alternatively, select the journey you want to delete from the journey list view.
- Click the More icon in the top-right corner above the journey builder and click Delete .
To delete a live journey:
- From the navigation tool bar, choose Journeys and select View Journeys .
- Select the active journey you want to delete from the journey list view.
- Click Pause in the top-right corner above the journey builder.
- Click the More icon on the top-right corner above the journey builder and click Delete .
X-Ray
Explore the paths your contacts have taken during their journey using this feature. Find out which components of your journey are the most and least engaging, as well as which paths your contacts have taken most frequently and least frequently. This feature can only be enabled if at least one contact has entered an active journey with multiple output components, such as those with If/Else, Multi-way Split, and Random Split conditions. Click the enable button to view a green line that shows the most engaged component, a yellow line showing the least engaged component, a blue line that shows the most engaged path and a red line showing the least engaged path.
Trace Contact Path
You can view the exact path your contacts have taken at any point in the Journey using the Trace Contact Path feature. This allows you to track their movement, analyze engagement, and edit your Journey flow issues.
To trace a contact's path in a Journey:
- From the navigation tool bar, choose Journeys and select View Journeys .
- Select the active journey for which you want to trace contact path. In this case, we will be selecting the journey 'Trace Path'.
- The trace contact path option will be in the bottom-left corner of the journey tab. Enter the contact's email address and click 'View Path' to view the path they have taken in your journey.
- As seen from the screenshot below, the path the contact has taken will be highlighted in blue and information about when the contact passed through each component will be displayed on the left.
- You can also click the Clear button to remove the entered email address and enter a different contact’s email to trace their path.
- Click Remove Contact from this Journey to remove a contact from the Journey. Once removed, they cannot re-enter unless re-entry is enabled in the Journey settings.
Contact Details
The Contact Details section provides insights into the contact’s Journey, including:
- Trigger Type: The event that initiated the Journey for the contact.
- Trigger Time: The exact time the contact was triggered into the Journey.
- Current Stage: The present stage of the contact within the Journey.
- Last Execution Time: The most recent time a trigger or action was executed for the contact in the Journey.
- Total Time in Journey/ Contact’s Path Duration: The duration the contact has spent in the Journey.
Timeline
The Timeline section provides a chronological record of the contact’s movement through the Journey. It includes key events such as when the contact entered the Journey, any updates to their lead score, interactions with messages, and their exit from the workflow. Additionally, the Timeline allows you to compare the current state of the Journey with how it was when the contact was actively moving through it, helping you identify any changes that may have occurred over time.
Note: Each contact follows a unique path, and the details displayed in the Contact Details and Timeline sections will vary based on their specific interactions within the Journey.
Journey Status
There are three states when a journey would be present at any given time:
- Draft : When you are still building a journey for your contacts.
- Active : When the journey is live and currently processing contacts.
- Paused : When a journey is paused to make edits to the process and action components.
Note :
To learn how to manage trigger components of a journey, click here .
To learn how to manage process components of a journey, click here .
To learn how to manage action components of a journey, click here .
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Create a Journey in Marketing Automation
In Zoho Marketing Automation, a Journey is an automation tool that helps you build business workflows by defining the path your contacts will follow based on specific conditions and targeted actions. With Journeys, you can automate repetitive tasks, ...Understand Action Components
Configure the actions your contacts must perform and engage them in your journey. You can let contacts perform various actions based on the behavior they exhibit during the journey. Using these actions, you can develop various solutions for your ...Understand Process Components
The process components determine the direction your contacts will take in your journey. The journey's flow can be decided using the process components according to predefined criteria, contacts' behaviour, or at random. The merge process component ...Understanding Why Contacts Get Skipped in Journeys
There are various reasons why a contact might be skipped or prevented from entering a Journey in ZMA. Below, we’ve categorized these reasons to help you address them effectively. Email Sending Issues Exceeding Mail Policy Limits If a mail policy ...View Journey Reports
Reports of your activated journey show you information about the list of contacts entering the journey and the goals they've achieved across a certain time line. To view reports for activated journeys From the navigation toolbar, select Journeys and ...
New to Zoho LandingPage?
Zoho LandingPage Resources