Lead Journey
Why are leads getting ignored in a journey?
When you are using an email component in your journey to send emails associated to a particular topic, certain leads might get ignored due to one of the following reasons: No topic is assigned to those leads. The topic associated with those leads ...
What will happen is leads achieve the journey goal criteria after the set time period?
Leads achieving the goal criteria after the set time period will not be considered as goal achievers.
Why should I associate a topic with the journey?
When leads unsubscribe from the emails sent from journeys, they can choose to unsubscribe from the selected topic or from the entire organization.
What will happen if custom field used in the action skip criteria is deleted?
When the custom field used in the Action Skip Criteria is deleted, the action will stop. You can edit the journey, create another version, change the criteria and activate. However, leads who have already entered the journey will continue to be ...
What will happen if custom field used in the eject criteria is deleted?
When the custom field used in the Eject Criteria is deleted, the journey will stop and cannot be activated again. You can clone the journey, change the criteria, and activate.
When will a lead be skipped while pushing lead data to Zoho CRM?
When there is data missing in the mandatory fields When data entry in certain fields is invalid When there is a permission denial for the lead When there is a permission denial for the account in Zoho CRM
On whom will smart series journey trigger?
The journey triggers for leads who join the mailing list associated with it.
What will happen if the email campaign associated with a re-engagement series is deleted?
The deletion of the associated email campaign will not affect the journey. The series will still be triggered to the recipients who perform the specified actions.
Can I create more that one re-engagement series for a single email campaign?
No. You can create only one re-engagement journey per email campaign.
Can I create a single re-engagement series for more than one email campaign?
No. If you want to create the same series of messages for another email campaign, you can clone the journey, make a copy of it and change the source email campaign to your choice.
On whom will a re-engagement series trigger?
A re-engagement series will be triggered to leads based on their response to your email campaign. Associate an email campaign with the journey and create separate paths for unopens, opens and clicks.
Can I edit an active journey?
Yes. Editing an active journey will create another version of the journey. You can activate the new version once you're done with the changes. When the new version is activated, the previous version will freeze and will process only the leads who've ...
What is meant by list freezing in a closed group journey?
The journey will consider only those leads who are added to list before the date and time you schedule to activate the journey. Leads entering the list after journey activation will not be taken into the journey.
On whom will a closed group journey trigger?
Closed group journey triggers to leads who are added to the associated list before the date and time you schedule to activate the journey.
What will happen if the date field associated with a date-field journey is deleted?
If the date field is deleted, the journey will be stopped and cannot be activated again. You can clone the journey, select another field, and activate.
When will a date-field journey trigger?
A date-field based journey will be triggered based on the date in the custom date-field associated with it.
What will happen if the source mailing list is deleted?
If the source mailing list is deleted, the journey will be stopped and cannot be activated again. You can clone the journey, select another list, and activate.
On whom will a 'List entry' journey trigger?
The series triggers for leads who join the mailing list associated with the journey. The actions will be performed as per the schedule. For example you can schedule the first message to be sent immediately after the lead joins the mailing list (like ...
What is the minimum delay between emails?
The minimum delay between emails is one hour. For smart series and closed group, the minimum delay is one day.
What will happen if the signup form associated with a form submission based journey has been deleted?
If the source signup form is deleted, the leads who have already entered the journey will only be processed.
What is eject criteria?
You can set conditions based on lead's field information or their activity on the previous emails to remove them from the journey process and push them into the end-of-journey actions or remove them from the entire journey.
What is an action skip criteria?
You can set a action skip criteria based on lead's field information or their activity on the perviously sent emails. The action will not be performed for leads who match the set condition.
On whom and when will a Form submission journey trigger?
The series triggers for leads who sign up via the signup form associated with this journey. The messages will be sent as per the schedule. For example you can schedule the first message to be sent immediately after the lead joins the mailing list ...

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