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)

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