Partially Fixed

Ability to Edit Journey Orchestrator Programs

  • 21 September 2018
  • 11 replies
  • 156 views

Userlevel 7
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I continually hear that this is a commonly requested feature but was surprised that there doesn't seem to be a post specific to this topic (searched by Programs and Advanced Outreach) vs the one off requests for individual program functions. 

I have to highlight just how frustrating it is that you cannot edit a published Program (save for the schedule and entry criteria).

You can't change the query
You can't add or remove a step
You can't tweak the settings of a Create CTA step (this required duplicating the journey twice to to try a different setting and then remove the step due to the bug)
You can't adjust the wait timer
You can't modify the conditions on a conditional wait

Nearly every single adjustment to a Program requires duplicating it and then tracking historical metrics manually. This is not just an issue with live Programs but with Programs that are built to test. Since it has to be published to run through the test conditions, any corrections are to be made on a duplicated version.

The biggest issue I have found regarding this missing functionality is that you lose any 'once in a lifetime'  or re-entry criteria limitations you set on the original journey. Any time we've had to make a little tweak, either due to addressing bugs or actual changes to our flow, has required duplicating the journey (now on our 4th iteration) and we lose that limitation.

There is no native way to prevent someone from re-entering the duplicate journeys. The only way I can think to prevent this is to now go back and edit the logic in the query builder filter to exclude any contact that received a specified email in X amount of days...which is a different space/data set task to incorporate and will require a rework of my entire query AND . . . duplicating the journey.

11 replies

Userlevel 7
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Thanks and please do Abhishek.  If this is the direction GS is going - per the roadmap earlier this week - we want to know when these necessary changes are coming as they will have a large impact on our adoption of the feature.
Userlevel 6
Hi Kelly, Kate and Jeff,

Thanks for sharing this. We are planning to have post edit changes in JO for the following in the short term roadmap. I will update here once we know the ETA.

a. Edit CTA Steps
b. Edit wait timer
c. Edit Conditional Wait
d. Edit Query - Allow to edit filters in the query

Thanks
Abhishek S
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Kelly - thank you so much for documenting this so thoroughly! +100
Userlevel 7
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Kelly is da bomb!
Userlevel 6
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Well done, Kelly!

Userlevel 7
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+1000
Userlevel 7
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Hi All, changing this to an Idea post.

Thanks for posting!
Userlevel 7
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Hi,

This is saying Implemented, but I'm not sure all of the things in the post have been implemented. For example, I have a Email Model running that I need to add a step to, and it doesn't appear I can do so without cloning and completetly redoing it. Maybe I'm missing something though. I'm also running into the same issue of preventing someone from re-entering duplicate journeys without a good deal of work.

Userlevel 7
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With the July release, you can make changes to the query and make changes to a CTA, but I agree many of the items in the post are implemented yet.

For preventing a contact from re-entering a program, I pull in a dataset of previous participants for that program and then exclude them in the final output task. I do that on each.and.every.journey. It would be so much easier if query builder lists were created outside of the program and then could be referenced several times across programs, ie an exclusion list. Feel free to vote for the post here :)

Userlevel 7
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Thanks Abhishek
Userlevel 1

Any update on the ability to edit/add to additional programs?

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