Orchestrate is designed to help product teams deliver the right message at the right time to the right users to drive product usage and adoption. With emails and guides working together, you can build cross-channel journeys powered by product data to encourage your users to achieve product goals. Journeys run continuously so that the messages in the journey continue to be delivered as new visitors join the targeted segment.
Create a new journey
Build journeys using emails and guides to encourage users to perform the desired product behavior.
To build a new journey, go to Orchestrate > Journeys and:
- Select Create journey in the top-right corner of the page.
- Select the app where the message included in your journey will display.
- Select Create journey. The journey’s Settings page displays.
- Add a description for the journey, if required, and set the journey's settings.
You can now start adding messages to your journey. For more information, see Add messages to your journey.
Journey settings
In the journey’s Settings page, you can set a journey goal, define the segment you want to target for the journey and schedule a start and expiration date and time for the journey.
Use the dropdown arrow on the right side of the Settings header to show or hide the journey settings details.
Set a journey goal
- In the Journey goal tile, select Set goal.
- Select Edit to open the Journey goal form.
- In the Journey goal form, select the journey goal and select the target of the journey from the dropdown lists.
Set a segment
The Segment tile summarizes the segment rule and the total number of eligible visitors as of today. Select Edit in the tile to add the segment you want to target for this journey. For more information on segments, see Segments.
Set a schedule
You can set a start date and time for the journey and an expiration date and time.
- In the Schedule tile, select Edit.
- Turn on the Start Date/Time button and set the required date and time.
- Turn on the Expiration Date/Time button and set the required date and time.
Setting an expiration date is optional. If there is no expiration date, the journey continues according to the days set for each message in the journey. If you set an expiration date and the journey expires while some visitors are in the middle of the journey, then they won’t receive all the messages in it.
After you set a schedule for the journey to start, you can move the journey status to Scheduled. When this happens, you can’t edit the messages in the journey or any of the journey settings.
Manage journeys
On the Journeys page, you can see a list of all your journeys. Here you can see the status of each journey, the app the journey is running on, and updates and scheduling details. You can filter the list by app or use the Search field to search for a journey. Select a journey to view detailed information about it.
Journey status
The Status column shows the status for each journey:
-
Draft. Indicates that this message is still an in-progress draft.
- Pending review. Indicates that this message is a complete draft that's pending review. Users with appropriate permissions can submit the journey for review. A schedule must be set to submit the journey for review.
- Active. Indicates that the journey is active and continuously sending messages.
- Scheduled. Indicates that the journey is scheduled.
- Completed. Indicates that it was a one-time journey that users have completed.
- Disabled. Indicates that the journey isn't continuously sending messages.