Build a Journey

Mixpanel’s Journeys allows you to create a scheduled sequence of messages that are sent based on cohorts, filters, or end-user’s actions. You can add entry criteria, message blocks, filter blocks, and time delays to a journey. This article explains how to build a journey. Learn about Journeys basics here

Access The Journey Table

To view the the journey table, select Journeys under Messages & Experiments. The journey table includes all of your active, inactive, and draft journeys. 

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Create a New Journey

To create a new journey, click Create New.

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Click the Untitled Journey field above the toolbar to add a name, and optional description to your journey. 

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Note

All journeys must start with an entry criteria and include at least one message block.

Entry Criteria

Add an entry block to decide how and when users qualify for the first message of your journey.

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A user can only enter a journey once. You can configure entry criteria based on events. Select AFTER PERFORMING AN EVENT for Entry type

Click the arrow icon to collapse the editing panel when you’re done configuring your entry criteria.

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Event Based Entry Criteria

AFTER PERFORMING AN EVENT means that a user will qualify for the journey after they perform the selected event. Click Select Event to choose which event you want to use as your entry criteria. 

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You can use custom properties with event based entry criteria to determine when a user will qualify for the journey.

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Use the time selector to configure when users must have performed the event to qualify for the journey. Click on the date range displayed under In the last to access the days, weeks, and months options. The default is “In the last 7 days”.  

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Filter by Property

You can filter the entry criteria event by an event or user profile property. Select Add filter to choose an event or user property to filter by.

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Add a Message

You can add Webhook, Email, SMS, and Push message blocks to your journey. All messages in Journeys are copies of messages that have been previously created and saved in Messages

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Note

Any changes you make to the messages in your journey do not persist outside of that journey. If you edit a message in Journeys, those changes will not impact the original message it was copied from.

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Click the plus icon to add a copy of a message and select Webhook, Email, SMS, or Push

You can also drag and drop the message type you want to connect to a block in your journey.

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Click the message block to configure your message. Click Select a message to search for the message you want to connect to your journey.  

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To edit the message block name, click the Block name field to edit. The name of the message block will default to the name of the message you select from the Messages drop down. 

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Note

You can only select a message that you have already saved in Messages.

Add Time Delay

Messages are sent as soon as possible, or you can add a time delay to each message to control when your message is sent. You can set a different time delay for each message block in your journey. 

To configure a time delay, select either AS SOON AS POSSIBLE or AFTER A DELAY. If you select AS SOON AS POSSIBLE, the message will be sent as soon as users qualify for the message. If you select AFTER A DELAY, use the time selector to choose the days, weeks, or months that the message is delayed. 

The time delay is based on when the previous message was sent. If you are adding a time delay to the first message in your journey, the time delay is based on the entry criteria. The time delay is at least the amount of time selected, not exactly. 

The time delay is the minimum amount of time between when the user received the previous message, and when the next message is sent.

Note

If a message block has multiple incoming connectors, the blocks associated with those connectors will all have the same time delay.

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Edit or Delete a Message

You can edit or delete a saved, paused, or started journey. 

Delete connectors from a message block to change how users progress through the message blocks in a journey. You can edit the message content by editing the message block. You can disconnect a message block, or delete a message block from a journey.

Edit Message Block

To edit the content of a message, select the message block and click Edit. You can change the content of a message block without changing the message type by editing the existing message block. 

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Note

In a started or paused journey, editing the existing message is the best way to avoid users at that step not proceeding through the journey.

Incoming Connectors

All message and cohort blocks, besides the entry criteria block, must have at least one incoming connector.

Outgoing Connectors

You can delete outgoing connectors from a message block to stop a user’s journey at that message in a started or paused journey. New users who qualify for a message that has no outgoing connectors will exit the journey.

Delete outgoing connectors from a message block by hovering over the connector and clicking the trash icon. 

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Disconnect a Message Block

Disconnecting, but preserving the message block, allows you to track how many users did not proceed past that message in your started or paused journey. 

Users who have received the disconnected message but have not qualified for the next message will not proceed through the rest of the journey. These users will not be able to re-enter the started journey. 

New users cannot qualify for the disconnected message block. 

To disconnect a message block from a journey, hover over the connectors and click the trash icon to delete the incoming and outgoing connectors.

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Delete a Message

When you delete a message block, users at that stage in the started or paused journey will not proceed through the rest of the journey. These users will not be able to re-enter the started journey.

To delete a message, hover over the message block and click the trash icon. 

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Split Journey Path

Add a cohort to split the path of your journey and filter which users receive your message. For more information about cohorts see this article.  

Click the plus icon on a block, and then click Cohort to split the path of your journey. You can also drag and drop the cohort filter from the toolbar to add a cohort to your journey.

Under Name, click Select Cohort to choose the cohort you want to use. You can select an existing cohort or create a new cohort. To create a new cohort, click Create cohort. For more information about how to create a cohort see this article.

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Messages in a journey check to see if new users qualify every fifteen to thirty minutes. Users can not enter cohorts more than once in a journey. 

Note

Cohort filters must be connected to a previous entry or message block, and have at least one connection to a following message block in your journey.

Connect Blocks in a Journey

Click the plus icon and select Connect to existing to connect a block to another existing block in your journey. 

Note

You cannot connect a block to a previous block.

To remove connectors, hover over the arrow you want to delete and click the trash icon. 

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Manage Your Journeys

Click the Journeys tab to view all of your saved journeys. You can open, duplicate, delete, pause or resume a saved journey. Screen_Shot_2020-01-31_at_1.49.48_PM.png

Review a Journey

To start a journey, click Review Journey and then click Start Journey.

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Open a Journey 

To open an active, inactive, or draft journey, click the journey you want to open.

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Delete a Journey

To delete a journey, click on the three dots next to the journey you want to open. Select Delete.

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Pause or Resume a Journey

Click Pause or Resume to stop or start your journey. When you pause a journey, scheduled messages will not be sent. Users who qualify for a message while the journey is paused and then unqualify before the journey is restarted will not receive any messages. Any users who dropped out of the journey, while the journey is paused will not re-enter the journey when you resume the journey. 

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