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User Guide
Journeys
Unica Journey is a goal-based orchestration solution to craft, execute, and visualize context-driven, personalized, multi-step omnichannel customer experiences.
Operations on Journey listing page
The Journey listing page is split into four tabs:
Import Journey
You can Import Journey from Journey listing page.

User Guide
- An Introduction to Unica Journey
  Unica Journey is a goal-based orchestration solution to craft, execute, and visualize context-driven, personalized, multi-step omnichannel customer experiences.
- Getting started with Unica Journey
  The following sections will explain the basic flow of events in designing Journeys.
- Entry Sources
  Entry source is the source from which you are providing data for the Journey. A Journey can have one or multiple entry sources.
- Data Definitions
  Data definitions are the schema of your data.
- Journeys
  Unica Journey is a goal-based orchestration solution to craft, execute, and visualize context-driven, personalized, multi-step omnichannel customer experiences.
  - Creating Journeys
  - Designing the canvas
    Design the behavior of a Journey by adding goals, touchpoints, and controls.
  - Operations on Journey listing page
    The Journey listing page is split into four tabs:
    - Fields in Journey listing pages
      The Journey listing pages are split into four tabs, where each tab represents the status of a Journey. Each tab has its own list of fields. Some fields are default fields.
    - Adding or removing listed columns in Journeys
      You can add or remove columns from listing pages for Published Journeys, Draft Journeys, Paused Journeys, and Completed Journeys.
    - Import Journey
      You can Import Journey from Journey listing page.
    - Modifying the details of a Journey
      You can modify the details of a Journey from the Journey listing page.
    - Moving Journeys to another folder
      You can move journeys only from the listing page. You can only view the journeys in the Folders page.
    - Export Journey
      You can Export Journeys from the Journey listing page. User can export Journey in any state (Published, Draft, Paused, or Completed).
    - Deleting Journeys
      To delete a Journey, or multiple Journeys, you have to access the Journey listing page. You can only delete Journeys that are in Draft state.
    - Duplicating a Journey
      You can either duplicate the Journey from the Journey listing page or from the Journey canvas page. You can duplicate a Journey in any state (Draft, Published, Paused, or Completed). A duplicated Journey's status, at the beginning, will be in Draft state.
  - Journey Settings or Deduplication
  - Journey Goals
  - Journey statistics
    You can view Journey statistics when a Journey is Published or Completed.
  - Journey Status
    A Journey can have one of the four following status: Draft, Published, Paused, Completed.
- Journey chaining
  Unica Journey contains capabilities for drip marketing. Marketers can run different Journeys for a single audience group and serve customers with better communications in each stage of marketing.
- Journey Template
  Templates page lists all the saved Journey templates. Details like Template Name, Template ID, create date, Data Definition associated and preview is available on this page. Click on the Preview hyperlink to see the preview of the Journey template.
- Offer Integration with Journey
  Journey support offer from Centralized Offer Management (COM). Offer created in COM can be directly associated in email touchpoint with Link connectors in Unica Journey.
- Settings
  Use the settings menu to manage the Journey integrations like Email connectors, SMS connectors, CRM connections, and REST integrations.
- Basic features
  The basic features are features that are accessible at any time.
- Common features

Import Journey

You can Import Journey from Journey listing page.

About this task

To Import a Journey, complete the following steps:

Procedure

Click on Import Journey
The search window appears.
Select the required crc and zip file to be imported from the system.

Note: If user selects only zip file or only crc file then on Open an error message is displayed saying Select at least 2 files two proceed .
Click on Open
Journey file imported successfully.
Imported Journey appears on the Journey listing page under Draft Journey.
On every import, following details will get copied from source Journey into target Journey:
- Entry Source same as source system will get created with new entry source code.
- Data definition same as source system will get created with new data definition code.
- Journey - Folder structure, Journey details like name, description will be copied. For All Link and Deliver touchpoints – Name and description will get copied but touchpoints will remain unconfigured as the Link instance can be different on target environment. Email template will not be assigned for Deliver respectively.
- Engagement split - All details will be copied, except for Link click dropdown in case of Deliver since template will not be assigned to Deliver touchpoint after import.
- Journey Milestones will get copied. Entry Source associated with each milestone will be copied along with the milestone conditions.
- All Journey Goals will get copied. In case of Deliver, Link click dropdown will not be copied.
- Journey De Duplication settings will get copied as it is.
  
  Note: Offer Integration settings or partition settings will not get copied
- Only one Journey can be exported at a time. However, same exported file can be used to import journey multiple times in target system. (This would again create entry sources and data definition each time journey is imported)
Note: If user has Journey with CRM touchpoint configured and has goals configured on it. When Journey is imported in target system, CRM touchpoint needs to be configured again in target system to access edit goal page without any error.

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