Journey settings
Last updated
Last updated
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Conversion Goals let you measure the effectiveness of your Customer Journey. A Goal is a target event indicating that the customer reaches the marketing objective you set. To define a goal, press the Set Conversion Goals button on the top of the page.
Select the app which events you're going to set as journey goals. Choose the event you' consider the indicator of the journey's success.
To specify the event's attributes, press the Add condition button. Choose an attribute, operator, and value(s).
To cancel remaining messages once a user reaches a Conversion Goal, check the End journey after this event checkbox. Messages that haven't been sent to the moment the goal is reached won't be sent to the customer who reached the goal.
Press Apply to save the goal setup.
When several goals are set, a user who reaches any of them ends the journey at that point.
To prevent users from getting messages at an inappropriate time, set the Do not disturb mode when no notifications and emails are sent to journey travelers.
Press the Set silent hours button at the top of the page, toggle ON and set the period in 24-hour format.
That period will repeat at the same time every day on the subscriber's device timezone. During silent hours, if a user goes to any messaging journey element (Send push / Send email), they will wait until the silent hours end and then receive the scheduled message.
As some events that start journeys can repeat from time to time (even several times a day), you might consider not overwhelming users with messages and In-Apps. Here, Frequency Capping comes in handy – define how many times a particular person can enter the journey within a specified period.
Let’s say a user has added a product to their cart, thus starting the journey. If no capping is applied, that same user will enter the journey once again if adds some other product after exiting. To prevent users from entering the one and the same active journey too often, set the Frequency Capping rules.
Set Frequency Capping to let users go through the journey once
a day (since the moment they enter),
a week (seven days after the start events happens),
a month (30 days from entering the journey),
or even once in all the time the journey is active.
A day, a week, and a month are counted off from the start event happening.
In the example below, a user gets in the journey when they add some product to their shopping cart and won't re-enter if triggers the same event within a day from entering.
Any journey can be cloned, including all the elements and settings. Cloning journeys comes in handy, for instance, when you prepare a sample journey and re-use it later, customizing its parts as needed for a specific goal or case.
To create a copy, press the Clone button on the top of the journey canvas or the Clone icon in the journeys list.
When the journey is set in full or in part, you can save it as a draft and return to its editing later.
Press the Save Journey at the top right of the page, and the journey will appear in the journeys list with the Draft status.
To edit the draft journey, press the Edit icon next to the journey draft in the journeys list.
Once everything's set up, press the Activate button at the top right of the journey canvas to let users enter the journey and go through. From that moment, the journey starts tracking users' behaviors and sending messages to them.
Please be aware that active journeys cannot be edited further, so make sure everything's set up correctly. An active journey can only be cloned and edited as a new one.
