Journey automation enables you to nurture leads automatically and deliver timely, relevant content based on customer behaviors and triggers. This FAQ guide helps optimize your automated workflow management by addressing common questions about testing, editing live journeys, and tracking contact progression through your marketing automation sequences.
When properly configured, automated journeys can substantially improve engagement by ensuring contacts receive personalized messaging at optimal moments in their customer journey, while scaling personalized communication without manual intervention.
1. How do I end a contact in a Welcome Journey after they make a purchase?
You have two options to do this:
- Make another journey that stops journey 1 when the product is purchased
- Journey API call to stop contacts
2. How do I test a Journey?
You can clone the Journey and update the Segment Event to pull in only your email. Then, create a testing list where each email falls into a path. Our team usually creates one with Gmail since you can create variations of your address by adding a ‘+number.’
For example:
Katharine+1@gmail.com
Katharine+2@gmail.com
Katharine+3@gmailcom
3. Can I make edits to a Live Journey?
Yes. Contacts can only sit at Delays, so you will not be able to delete a Delay. But, you can make edits to the order of elements and/or the details within the element.
Once you click SAVE, the changes will be live.
Note: If you click Save as Draft, the journey will be toggled off until you complete the journey and save.
4. Can I see where a Contact is in a Journey?
Contacts can only sit at a Delay and End widget. The best way to find where a contact is in a Journey is to use the search bar on the canvas:
When you click the magnifying glass icon, a search bar will appear. Type in the email address of the contact you want to find. When you do, you’ll find the contact at either one of two places: at a Delay, or at an End.
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