Ability to Edit Journey Orchestrator Programs

  • 19
  • Idea
  • Updated 3 weeks ago
  • Planned
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.
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Kelly

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  • annoyed

Posted 4 weeks ago

  • 19
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Jeff Kirkpatrick, Champion

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+1000
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Kate Green, Champion

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Kelly - thank you so much for documenting this so thoroughly! +100
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Jeff Kirkpatrick, Champion

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Kelly is da bomb!
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Abhishek Sivaraman, Senior Product Manager

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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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Jeff Kirkpatrick, Champion

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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.
(Edited)
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Kelly

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Thanks Abhishek
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Sai Ram Pulluri, Official Rep

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Hi All, changing this to an Idea post.

Thanks for posting!
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Matthew Lind, Champion

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Well done, Kelly!