Journey management

Journeys are an automatization tool, where users can set up marketing scenarios in an easy-to-use graphical editor. It can be used for segmentation, sending, contact management. Users are also able to create a chain of multiple journeys, where recipients move between them while retaining all the data from the journeys they went through previously.

Overview

Each journey contains nodes, which are divided into five categories:

These nodes define how recipients travel through the Journey, which way they go on the crossroads, what data they will enriched by at specific points, and what happens when they reach the end of the journey.

Once you drag&drop a node into a scenario, the main menu will indicate in color that the node has been used at least once in the scenario. Nodes that have not yet been used in the scenario will remain white.

Journey creation nodes
Basic example of a journey:
Example of a basic journey

A journey always starts with a Trigger, usually has a Data Source to put recipients into the journey, Operations are used for segmentation and to direct the segments onto different paths, and Actions are used for sending or recipient management.

Basic Journey management

Much like the Campaigns, all journeys in your account are automatically sorted into tabs by status:

  • Active – journeys that have been edited or switched on in the last month,
  • Inactive – journeys that have not been edited or switched on for over a month (in last 30 days),
  • Disabled – journeys that have been disabled (and can't be switched on unless enabled),
  • All – all journeys in the account.

To delete, disable or enable a journey, click the arrow to the left of the journey name.

 

Icons to the right of the journey name:

  • Duplicate – Duplicate  –> copy selected journey,
  • Export journey – Export  –> generates a JSON file containing the scenario content
  • Edit – Edit  –> complete journey editing (as well as clicking on the journey name).
Journeys list

New journey

New journeys can be created by clicking the "Add journey" button at the top right section of the Journeys list. The dialogue window which appears next contains basic information about the new journey - it’s name and description.

Add journey

Exporting and Importing Journeys

If you need to share a journey with colleagues, copy or transfer it to another account, or simply back it up, you can easily export it by clicking the ​​​​​​ journey export icon in the journeys list.

journey export

Once the JSON export of the journey is ready, you can download it via the notifications menu in the top-right corner of Mailkit – just as you would, for example, exported recipient lists.

You can import the JSON file into another scenario by clicking the journey import icon in the journey editor.

journey import
ATTENTION: The canvas content will be replaced by the imported journey and saved immediately. This action cannot be undone.

 

If you import a journey within the same account, the node structure and all node settings will be preserved. If you import a journey into a different Mailkit account, the node structure and connections will be transferred, but some nodes (such as EMAIL, SMS, RECIPIENTS, etc.) will not retain their settings.

Therefore, before running a journey that was imported from another account, we strongly recommend carefully reviewing the settings for the entire journey and its individual nodes.