Journey Editor

What is this for?

The Journey Editor is where you build automated communication sequences for your events. You visually arrange actions — currently only sending emails — on a timeline relative to the event (before, at registration, after). The editor shows a clear flow: actions before event → the event itself → actions after event. This lets you design drip campaigns, reminders, follow-up sequences, and notifications without writing code.

Step-by-Step Instructions

1. Open the Journey Editor

• From the Journeys List, click CREATE JOURNEY to start a new one.
• Or click Edit in the menu (⋮) of an existing journey to modify it.
• The editor opens with a top toolbar and a canvas area below.

2. Understand the Canvas Layout

The canvas displays your journey as a horizontal flow:

• Left side (Before Event): Actions that trigger before the event starts, ordered by time (subscribe triggers first, then time-before-event triggers from longest to shortest offset).
• Center (Event): Fixed event milestone marker — shows the event name and a calendar icon.
• Right side (After Event): Actions that trigger after the event ends, ordered by time (shortest offset to longest).
• Arrows connect each step, showing the execution order.

3. Add an Email Action (Job)

1. In the top toolbar, locate the JOBS section (left group).
2. Click the envelope icon (tooltip: "create mail job").
3. A popup appears — configure the email action (see the Email Action Settings guide for details).
4. Click Save in the popup.
5. The new email action card appears on the canvas in the correct position based on its trigger type.

4. Edit an Existing Email Action

1. On the canvas, find the email action card you want to change.
2. Click the dropdown menu (⋮) on the card.
3. Select Edit.
4. Modify the settings in the popup and click Save.
5. The card updates on the canvas.

5. Delete an Email Action

1. On the canvas, open the dropdown menu (⋮) on the action card.
2. Select Remove.
3. Confirm in the dialog. The action disappears from the canvas and the journey.

6. Set Journey Metadata (Name and Description)

1. In the top toolbar, find the ACTIONS section (right group).
2. Click the metadata icon (tag/label icon, tooltip: "Add metadata").
3. A popup opens with two fields:
   • Name (required, max 100 chars) — defaults to "Custom journey"
   • Description (optional, max 200 chars)
4. Fill in the fields and click Save.
5. The journey name appears in the list and when assigning to events.

7. Save the Journey

1. In the ACTIONS section (right group of the toolbar), click the Save button (disk icon, label: "save").
2. If new: the journey is created and the URL updates with its ID.
3. If editing: changes are saved. A success toast appears.

8. View Where the Journey Is Used

1. In the TOOLS section (center group of the toolbar), click the info icon (i in circle, tooltip: "used journey events information").
2. A popup lists all events using this journey, with their names and statuses.
3. If the journey is used in any active event, a lock icon appears on the canvas with the message "lock edit, used in active events!" — you cannot edit actions in this state.

9. Return to Event Constructor (if applicable)

• If you opened the editor from the Event Constructor (when configuring a journey for an event), a Back to Editor button appears in the ACTIONS section.
• Click it to save the journey and return to the Event Constructor with the journey pre-selected.

Important Rules & Tips

Note: Currently only one action type exists — Email Action (Send Email). Future updates may add SMS, webhooks, or other action types.

Lock Rule: Once a journey is assigned to an active (published) event, the entire journey becomes read-only in the editor. You'll see a lock icon and the message "lock edit, used in active events!" — you cannot add, edit, or remove actions. To make changes, deactivate the event or create a copy of the journey and assign the copy to the event.

Visual Sorting: You cannot drag-and-drop actions to reorder them. The system automatically positions actions based on their trigger type and timing:

• Subscribe-time triggers always appear first (leftmost).
• Time-before-event triggers sort by offset descending (e.g., 5 days before → 30 min before).
• Time-after-event triggers sort by offset ascending (e.g., 30 min after → 5 days after).

Character Limits:

• Journey Name: 100 chars max
• Journey Description: 200 chars max
• Email Subject: 100 chars max
• Email Body: 300 chars max (in the editor)

Required Fields: Journey Name and at least one Email Action with all its required fields (Template, Subject, Body) must be filled to save successfully.

Common Questions & Troubleshooting

Why is there a lock icon on the canvas and I can't edit anything? The journey is used in at least one active event. This is a safety measure. Deactivate the event or create a copy of the journey to make changes.

I added an action but it appeared in the wrong position. Actions auto-sort by trigger type and time. Check the trigger type (Before/After/Subscribe) and offset value — the position is calculated automatically.

The Save button doesn't seem to do anything. Check that you've entered a Journey Name in the Metadata popup and that all email actions have their required fields filled (Template, Subject, Body). Errors appear as red text under empty required fields.

Can I have multiple email actions with the same trigger time? Yes. They appear as separate cards in sequence. The order between same-time actions follows creation order.

What happens if I delete an action that already fired for some subscribers? Deleting an action only affects future executions. Emails already sent or queued for upcoming triggers are not revoked.

How do I test my journey before using it in a real event? Create a test event, assign the journey, and use the "Preview Email" function in each email action's popup to see how the email renders with shortcodes.