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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:
Modifying the details of a Journey
You can modify the details of a Journey from the 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 Records Validation
    When records enter a Journey, users can set validation on the records.
  - 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

Modifying the details of a Journey

You can modify the details of a Journey from the Journey listing page.

About this task

Editing rules are as follows:

You can modify all fields and the Journey canvas for journeys in Draft state.
You can only modify the Name field, Description field, and the Folder location for journeys in Published state, Paused state, or Completed state.
Journey canvas will be editable for journeys in Draft and Paused state.
Journey canvas will be non-editable for journeys in Completed and Published state.
You can add Entry sources for journeys in Draft and Paused state.

You can also modify Journey Details from inside the Journey canvas. For more information, see Viewing or editing a Journey.

To modify a Journey, complete the following steps.

Procedure

Hover the cursor over the required Journey.
Select the > icon. Alternatively, click the Journey Name.
Make the required modifications. For more information, see Creating Journeys.
To save the modifications, click Update journey.

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