Setup

Journey Step 1: Setup

1. Open Journey Section: Click Journey from the menu to access the listing page.

2. Create Journey: Click Create new Journey to start the creation process.

3. Enter Journey Name (necessary): A warning message will appear if you try to proceed without entering a name.

4. Add Description (optional): Describe the journey's purpose.

5. Select Conversion Event (necessary): Choose an event to define success.

6. Add Trigger Filters (optional): Enable and configure filters for specific event properties.

Start a Journey

Access the Journey Section

Navigate to the main menu and click Journey. This opens the Journey listing page, where you can:

• View existing journeys

• Access journey details

• Stop or manage active journeys

Create a New Journey

Click Create New Journey to begin. This action opens the journey creation wizard, which guides you through the setup process step by step.

Enter Journey Information

Journey Name (Required)

Enter a clear and descriptive name for the journey (for example, Customer Retention Campaign).

• This field is mandatory

• You cannot proceed without entering a name

• If left empty, a warning message appears below the input field

Journey Description (Optional)

Add a description to provide context about the journey’s purpose.

Example: A campaign designed to increase retention of new users through personalized offers based on browsing behavior and purchase history.

Descriptions help teams quickly understand the intent and scope of the journey.

What Is a Conversion?

A conversion represents the successful completion of a predefined user action that delivers business value.

A conversion event is the specific action used to determine when a user has successfully completed the journey’s objective. This event is defined by the business or marketing team and serves as the primary success indicator for the journey.

Conversion Tracking Logic

Conversion tracking is user-based, not event-based. A user can be counted as converted only once per journey, regardless of how many times the conversion event is triggered.

Common Conversion Event Examples

• Making a purchase

• Applying for a credit card

• Updating profile information

Conversions are key metrics for evaluating journey performance and overall campaign effectiveness.

Select Conversion Event

Select the event that represents success for the journey.

• Use the dropdown menu to choose a conversion event

• The selected event determines how journey performance is measured at the user level

Example: Selecting Purchase means the journey is considered successful when a user completes a transaction. If the same user completes multiple purchases, the journey still records one conversion for that user.

• A conversion event must be defined before the journey is started

• Once the journey is live, the conversion event cannot be added or modified

Event Availability

To be selectable here, the conversion event must already be created under Developers > Events.

If the event does not exist, it will not appear in the dropdown. Refer to the Events documentation for instructions on creating new events.

Add Trigger Filters

Enable Add Trigger Filters to track only specific occurrences of the selected conversion event.

Trigger filters allow you to define conditions based on event properties using AND logic, ensuring that only qualified event occurrences can convert a user.

Example filter configuration:

• Product Category equals Electronics

• AND Purchase Amount greater than 100

Even when trigger filters are applied, conversion is still counted once per user, not per event occurrence.

Trigger filters improve measurement accuracy by excluding irrelevant or low-value events.

Stop Counting Conversion After User Exits

After selecting a conversion event, define how long a user can be counted as converted after exiting the journey.

This setting defines a post-exit time window during which conversion events can still convert the user.

Configuration

• Duration can be set in minutes, hours, or days

• No duration is selected by default

• Selecting a duration is mandatory

Scenario	Is the Conversion Counted?	Explanation
Conversion triggered within the post-exit time window	✅ Yes	If the user triggers the conversion event within the configured duration after exiting the journey, the user is counted as converted.
Conversion triggered outside the post-exit time window	❌ No	Conversions occurring after the configured duration expires are not attributed to the journey.
Multiple conversion events triggered within the same journey entry	✅ Yes (counted once)	Conversion counting is user-based. Multiple event triggers by the same user result in only one conversion.
Conversion triggered after re-entry, when the user has not converted before	✅ Yes	If the user has not been counted as converted previously, the conversion is counted after re-entry.
Conversion triggered after re-entry, when the user has already converted	❌ No (no additional conversion)	A user can be counted as converted only once per journey. Re-entry does not create an additional conversion or reduce the user count.

Conversion Attribution Rules

• If a user triggers the conversion event within the configured duration after exit, the user is counted as converted

• If the event is triggered after the duration expires, the user is not counted

• Conversion tracking is user-based

This means:

• A user may trigger the conversion event multiple times

• Only one conversion per user is recorded for the journey

• Additional event triggers do not increase the conversion count