This article only applies to your community if your Firstup contract includes this functionality. Please contact your Customer Success Manager with any questions about feature availability for your community.

Before You Start

This article assumes you are signed in to Creator Studio and have a role with permissions to create manage journeys. You will learn how to manage the status of and duplicate journeys. For detailed guidance on creating journeys, refer to the articles below:

Journey Automation
Starting a Journey
Adding Journey Steps
Journey Member Visibility
Journey Reporting
Using Audience Attributes and Date Operators for Journey Automation
Journey Insights
Journey Use Cases

Looking for training on Journeys? Enroll in our eLearning course in the Training Center!

Ending a Journey

If a member qualifies to re-enter a journey while they are already in it, the new entry will be ignored and they will continue progressing through their current journey. Members can only re-enter a journey if the Member Entry Frequency is set to “Every Time,” and they have reached the End Journey step before qualifying again.

Editing an Active Journey

You can edit the configuration of all active journey steps without removing members from the journey; however, steps cannot be added or removed. Branches within a Decision step also cannot be added or removed. Refer to each start type for details on which start settings can be edited. To modify an active journey, select Edit draft from the ellipses menu on the Journeys page.

When you edit an active version of a journey, we create a “Journey Draft.” You are free to make edits to the journey draft while the members in the active version of the journey remain uninterrupted. When you are ready to publish the draft, it will overwrite the current active version of the journey and all members will remain exactly where they are in the journey. 

Note: We only allow you to make changes to the existing steps of a journey that is active with a draft. You cannot add or remove steps of a journey that is active with a draft.

Pausing a Journey

Pausing a journey will prevent new members from entering the journey. Existing members will remain in the journey but will not progress until it is resumed.

This is useful when you need to temporarily “freeze” members in place while making edits. When a journey is paused, any time spent paused is effectively added to delay steps.

For example, if a member is 3 days into a 5-day delay and the journey is paused for 1 day, they will complete the delay after a total of 6 days.

If your delay steps are time-sensitive, you may prefer to keep the journey active while making edits so members continue progressing as expected. For instance, if a member is 3 days into a 5-day delay and edits are made on day 4 without pausing the journey, they will still complete the delay in 5 total days.

Stopping a Journey

Stopping a journey is different from ending a journey. Ending a journey is a journey step, triggered by rules within the journey. Stopping a journey requires a user to stop the journey on the Journeys page manually. Stopping a journey will remove all members and turn the active journey back to its original draft state. This action cannot be undone.

Journey members who were removed from the journey when stopping it, CAN re-enter that journey if it is reactivated and they meet the criteria again

Archiving a Journey

You can archive journey drafts or older journeys that may have already run, and you want to retire. Active journeys cannot be archived. Only draft journeys can be archived. Active journeys must be stopped and reverted to drafts before archiving them. When a journey is archived, it is removed from the main Journeys page list view. Archived journeys can be filtered for and unarchived at any time, turning them back into drafts and making them visible in the primary Journeys page list view. Archived journeys cannot be published directly; they must be unarchived before publication.

Duplicating a Journey

You can duplicate a journey at any stage. This will create an exact copy of the entire journey, including its workflow, audiences, settings, and steps. If you duplicate a journey that is active with a draft, the current active version will be copied. Please note that users from the duplicated active journey will not be active in the new version. All duplicated journeys will start in draft status and must be published before audience members can progress through them.