Overview

Journey States in CleverTap refer to the distinct phases a user experiences within an automated Journey. Each state is defined by unique characteristics determining how and when users enter, progress through, or exit the Journey. These states offer valuable insights into user behavior, enabling marketers to monitor engagement and optimize workflow efficiency.

The following illustration and table give a quick overview of key aspects for each journey state:

• User Entry
• User Movement
• Possible Next Actions
• Possible Next States

The current status of the Journey is displayed under the Journeys list page. After the Journey is published, you can modify the following: the What section, the Provider for Email, SMS, or WhatsApp engagement nodes, and the user distribution for the IntelliNODE journey split in manual mode. Let us understand these states in detail.

Draft State

The Draft State in CleverTap refers to a Journey created but not published. Any unsaved changes in this state may be lost unless explicitly saved. If you have an existing unsaved Journey in the cache and choose to create a new Journey, CleverTap provides the option to either start a fresh Journey or restore the cached Journey for further editing.

If you restore the cached Journey, the most recent version saved in your browser cache loads, enabling you to continue editing from where you stopped. The cache is specific to each user and depends on the web browser, ensuring that only the user who created the Journey can access it while preventing accidental data loss.

The Created By and Published By columns on the Journeys List page identify the users responsible for creating and publishing the Journey. The Created By column identifies the user who creates the Journey; however, the Published By column denotes the user who publishes it, transitioning the Journey from Draft to Scheduled or Running.

Scheduled State

The Scheduled state indicates that the journey is set to go live in the future but is not currently editable except for the What section. The following table describes the key difference between the Past Behavior and Live Behavior Journeys in the Scheduled state:

In this state, users start to qualify for the journey on publish or at a scheduled time. As a result, no user will qualify for the journey. If the Journey is stopped in the Scheduled state, it will not start at the scheduled time, and no users will qualify for the journey.

Running State

The Running state indicates that the journey is active and the users execute actions as defined. In this state, users enter the Journey as they qualify and move ahead in the Journey as per the flow after qualifying (refer to the following GIF).

As users move through the Journey nodes (for example, receiving a message, meeting a condition, or dropping off), the stats are updated immediately in the dashboard. The date range selection in the calendar widget directly influences the Node stats. Consider an example where the Journey running from Jan 1–Jan 10 sends push notifications to users. On Jan 5, you use the calendar widget to filter data for Jan 1–Jan 4. The Node stats update to reflect only the number of users who entered, dropped off, or converted during that time frame. Always ensure you are analyzing the correct time frame. For nodes with scheduled actions (for example, if a campaign is scheduled to run after two days), stats are updated only when those actions are triggered.

Paused State

The Paused state indicates that the already qualified users or the users who have entered the journey continue to advance in the journey. However, no new users qualify for the journey until it resumes (refer to the following GIF). For example, consider a Journey targeting users who abandon their cart without completing a purchase within 30 minutes. If you pause the Journey, users already qualified continue to progress and receive the notifications as per the Journey setup, such as receiving a discount after 24 hours, while new users who meet the criteria during the pause do not enter. Once the Journey resumes, new users qualify again based on the cart abandonment trigger. Existing user progress remains unaffected by the paused period.

Stopped State

The Stopped state indicates that the journey has been permanently deactivated. Users in the journey do not progress further, and their entry is halted (refer to the following GIF). The users systematically exit from the journey over a period of 30 days. The journey cannot be edited once stopped.

Completed State

The Completed state indicates that the user entry is marked completed for the journey, but the already qualified users continue to move ahead (refer to the following GIF). It can move to this state if the journey timelines are reached or all the users have moved out of the journey after reaching the last node.