Journey Settings

The journey settings panel is divided into the following key sections:

• Scheduling

• Entry limits

• Exit triggers

• Goals

Each section enables you to fine-tune how and when users interact with your journeys.

1. Scheduling

Purpose: Define the active periods for your journey-when it starts and optionally when it ends.

Configuration steps:

• Activate this journey at a specific date and time:

  • Enable this option to schedule the journey’s start.

  • Set the desired start date and time using the calendar and clock controls.

  • The time zone is displayed (e.g., GMT+05:30).

• Set end date and time (optional):

  • Enable this checkbox if you want the journey to automatically end at a specified date and time.

  • Specify the end date and time as required.

2. Entry limits

Purpose: Control how many times users can enter the journey.

Configuration options:

• No limits:

  • Users can enter the journey an unlimited number of times.

• Sunset after a specific number of trips:

  • Set a maximum number of entries (trips) per user.

  • Once the limit is reached, users will no longer be able to enter the journey.

3. Exit triggers

Purpose: Set up criteria for users to exit the journey before completion.

Configuration steps:

• Add exit rules:

  • Click "Add Rule" to define exit conditions.

  • Select an event from the dropdown menu to specify what triggers a user's exit from the journey (e.g., a user action, inaction, or system event).

• Multiple rules:

  • You can add multiple exit rules, each based on different events.

4. Goals

Purpose: Assign and track goals for your journey to measure user conversions.

Configuration steps:

• Conversion event:

  • Select the event that represents a successful conversion for this journey (e.g., purchase completed, signup).

• Goal deadline:

  • Define the maximum time (in days) allowed between a user entering the journey and achieving the goal.

Summary table

Setting	Description	Options/Inputs
Scheduling	Set start/end date and time for journey activation	Date, Time, Time Zone
Entry Limits	Restrict number of journey entries per user	No limits, Sunset after N trips
Exit Triggers	Define conditions for early journey exit	Add rules based on events
Goals	Track conversions and set deadlines	Conversion event, Goal deadline (days)