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Journeys Overview
Updated over a week ago


Journeys

  • Will have the list of all the active/inactive journeys based on channels.

  • You can search them, filter them based on channel & status and sort them based on alphabetical order, last updated or created at time.

  • Status column will show the active/inactive status of the flow.

  • Triggered column shows the number of times that journey has been triggered so far.

  • Last Updated shows info about the last updated timestamp.

  • By using the 3 dots at the right, you can: Delete, Rename, Test mode on/off, Add past profiles, Enable/ Disable Do Not disturb, Move different, View all customer chats or Duplicate a journey.

  • Additionally, you can edit the journey or view its analytics.

  • In the left menu, you can filter journeys by channel, use case, type, status, or other categories.

  • From this section, you can create a new journey by using New Journey button or access prebuilt journeys by navigating to "My Journeys" and using the Configure Journey Basics option.

Journey Configurations

Default journey (for WA & IG) - If a user initiated conversation starts and it does not match any pre-configured trigger (keyword based or any other trigger), then this flow will be triggered on the respective channel


Pre-built Journeys (for pre-built flow templates)

  • The flow library (here) is a library of templated flows, standard and ideal for e-commerce merchants who want to quickly enable all key messaging for their customers.

  • For your use case, you can choose an existing template from the library and modify it to suit your brand guidelines.

  • Here you can see the detailed information about pre-built journeys here.


Manage Variables

  • This allows you to create, manage and use variables within your chatbot flow.

  • You can define the name of the variable, its type and its default value

  • Use cases:

    • Define static global variables like Store name/description and refer that across the journeys without the need to copy paste the content

    • Define a variable at a user level that can be referred across journeys for that user


Price Please Automation:

  • PP is ‘price please’. Automate your reply to PP comments on ads/posts, reels and stories. Send product card in DM (direct message) and increase revenue through Instagram and Facebook channel.

  • In Link Products, you can configure products for specific Instagram/Facebook posts, reels, and stories.

  • And can Track metrics such as triggered DMs, links clicked, order counts, and revenue value.

  • And view detailed analytics of PP performance using the View Detailed Insights button.

  • In Link Products you can see Products configured for specific Instagram/Facebook posts, reels, and stories.

  • And Metrics including triggered DMs, links clicked, order count, and revenue value.

  • In set up automation you can configure trigger comments and automated replies.

  • And can set up the first DM bubble, product messages, and follow-up messages for Instagram and Facebook.


Journey Settings

  • Set up and manage default and priority flows to ensure your automations run seamlessly.

  • Here you can setup default journeys and keyword-triggered journey rankings for both Instagram and WhatsApp and Conversation starters and persistent menus for the Instagram channel.

  • You can configure test mode for journeys and add custom variables for use in journeys

  • And can set up payment configurations for WhatsApp in journey settings.


FAQs

1) What does "Default journey" mean?
A default journey is triggered when a user-initiated conversation does not match any predefined trigger, ensuring seamless automation on WhatsApp or Instagram.

2) What are Keyword Rankings?
Keyword rankings help prioritize keyword-triggered journeys to ensure the correct journey is activated when specific keywords are detected.

3) Can I configure payment options in journeys?
Yes, payment configurations can be set up for WhatsApp journeys to streamline transactions directly within the chat.


For further assistance or to raise feature requests related to Journeys Overview, please contact [email protected].

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