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Merged
merged 13 commits into from
Jun 23, 2025
41 changes: 24 additions & 17 deletions src/_data/sidenav/main.yml
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Expand Up @@ -470,29 +470,36 @@ sections:
section:
- path: '/engage/journeys'
title: Journeys Overview
- path: '/engage/journeys/build-journey'
title: 'Build a Journey'
- path: '/engage/journeys/step-types'
title: 'Journey Step Types'
- path: '/engage/journeys/journeys-edits'
title: 'Journey Edits and Versioning'
- path: '/engage/journeys/send-data'
title: Send Data to Destinations
- path: '/engage/journeys/journeys-analytics'
title: Journeys Analytics
- section_title: Event-Triggered Journeys
slug: '/engage/journeys/event-triggered-journeys'
- section_title: Journeys V1
slug: '/engage/journeys/v1'
section:
- path: '/engage/journeys/v1/build-journey'
title: 'Build a Journey'
- path: '/engage/journeys/v1/step-types'
title: 'Journey Step Types'
- path: '/engage/journeys/v1/send-data'
title: Send Data to Destinations
- section_title: Journeys V2
slug: '/engage/journeys/v2'
section:
- path: /engage/journeys/event-triggered-journeys
- path: /engage/journeys/v2/
title: Overview
- path: /engage/journeys/event-triggered-journeys-steps
- path: /engage/journeys/v2/event-triggered-journeys-steps
title: Event-Triggered Journeys Steps
- path: /engage/journeys/journey-context
- path: /engage/journeys/v2/exit-rules
title: Exit Rules
- path: /engage/journeys/v2/journey-context
title: Journey Context
- path: /engage/journeys/v2/use-cases
title: Use Cases
- path: /engage/journeys/v2/limits
title: Product Limits
- path: '/engage/journeys/journeys-edits'
title: 'Journey Edits and Versioning'
- path: '/engage/journeys/journeys-analytics'
title: Journeys Analytics
- path: '/engage/journeys/faq-best-practices'
title: Journeys Best Practices and FAQ
- path: '/engage/journeys/use-cases'
title: Example Journeys Use Cases
- path: '/engage/journeys/journeys-logic'
title: Understand Journeys Logic
- path: '/engage/journeys/key-terms'
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1 change: 1 addition & 0 deletions src/engage/journeys/use-cases.md
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@@ -1,6 +1,7 @@
---
title: Example Journeys Use Cases
plan: engage-foundations
hidden: true
redirect_from:
- "/personas/journeys/use-cases"
---
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Expand Up @@ -3,6 +3,7 @@ title: Build a Journey
plan: engage-foundations
redirect_from:
- "/personas/journeys/build-journey"
- "/engage/journeys/build-journey"
---

## Before you begin
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Expand Up @@ -3,6 +3,7 @@ title: Send Journeys data to a Destination
plan: engage-foundations
redirect_from:
- '/personas/journeys/send-data'
- '/engage/journeys/send-data'
---

When you send data to destinations, you send a series of events or user lists, depending on the destination type.
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@@ -1,6 +1,8 @@
---
title: Journeys Step Types
plan: engage-foundations
redirect_from:
- "/engage/journeys/step-types"
---

On this page, you'll find information about the steps you can add to a Journey.
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@@ -1,6 +1,8 @@
---
title: Event-Triggered Journeys Steps
plan: engage-foundations
redirect_from:
- "/engage/journeys/event-triggered-journeys-steps"
---

[Event-Triggered Journeys](/docs/engage/journeys/event-triggered-journeys/) in Engage use steps to control how users move through a journey based on their actions or predefined conditions.
Expand Down Expand Up @@ -195,25 +197,25 @@ Segment evaluates each journey instance independently. This means a user could b

You can configure a Randomized Split step with the following options:

| Setting | Description |
| ---------------------------- | ---------------------------------------------------------------------------- |
| Branches | Add up to five branches. Each branch must be assigned a percentage. |
| Distribution percentages | Define what portion of users should go down each branch. Total must be 100%. |
| Branch naming | Branches are labeled alphabetically (for example, Branch A, Branch B). |
| Consistent branch assignment | Optionally ensure a user always enters the same branch on re-entry. |
| Setting | Description |
| ------------------------ | ---------------------------------------------------------------------------- |
| Branches | Add up to five branches. Each branch must be assigned a percentage. |
| Distribution percentages | Define what portion of users should go down each branch. Total must be 100%. |
| Branch naming | Branches are labeled alphabetically (for example, Branch A, Branch B). |
| Assign same branch | Optionally ensure a user always enters the same branch on re-entry. |

Segment won't publish your journey if the percentages don’t add up to 100%, or if any percentage is left blank.
Segment won't let you save or publish your journey if the percentages don’t add up to 100%, or if any percentage is left blank.

> info "Branch assignment is random"
> The Randomized Split step uses probabilistic logic to assign users to branches. At lower volumes, actual distribution may not exactly match your configured percentages, but it tends to even out at scale.
> info "Actual branch counts may differ from percentages"
> The Randomized Split step assigns users to branches based on probability, not fixed rules. At lower volumes, the actual distribution may not match your configured percentages exactly, but results typically even out with more traffic.

To add a Randomized Split to your journey:

1. From the journey canvas, click **+** to add a new step.
2. Select **Randomized Split**.
3. Give the step a unique name.
4. Add up to five branches and assign a percentage to each one.
5. (Optional) Enable **Keep branch assignment consistent** if you want users to always go down the same branch on re-entry.
5. (Optional) Enable **Assign same branch** if you want users to always go down the same branch on re-entry.
6. Click **Save**.

Once configured, Segment routes profiles through this step based on your distribution settings.
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@@ -1,6 +1,8 @@
---
title: Event-Triggered Journeys
plan: engage-foundations
redirect_from:
- "/engage/journeys/event-triggered-journeys"
---

With Event-Triggered Journeys, you can build real-time, event-based marketing workflows to automate and personalize customer journeys.
Expand Down Expand Up @@ -96,6 +98,44 @@ For example, in an abandonment journey, suppose a user starts two applications (
- **Supported destinations:** Only Actions Destinations in the Segment catalog are supported.
- **Data mapping:** Ensure all required keys for the destination are properly mapped to avoid errors.

## Duplicate a journey

To save time and avoid recreating steps from scratch, you can duplicate any existing journey.

Duplicating a journey creates a copy of the configuration and opens it in **Draft** mode. You can duplicate both draft and published journeys, but journey names must be unique.

### What gets copied

When you duplicate a journey, Segment copies the following:

- Entry conditions and filters
- All journey steps and structure
- Destination actions, including:
- Event names
- Payload configuration
- Trait and context enrichment
- Attribute mappings

Segment **doesn't** copy the following:

- Journey name (you must enter a new, unique name)
- Activation destination keys (Segment will regenerate these)

> warning ""
> If a destination action was disabled in the original journey, it will be enabled by default in the duplicated version.

### How to duplicate a journey

1. Go to **Engage > Journeys** and find the journey you want to duplicate.
2. Click the **•••** (Options menu), either in the list view or from within the journey.
3. Select **Duplicate**.
4. Enter a new name when prompted.
5. Review the duplicated journey and make any needed changes.
6. If your journey includes destination sends, be sure to copy the new destination keys into your destination system.

> warning
> Currently, you can only duplicate journeys within the same Engage space. Duplicating across spaces or workspaces is not supported.

## Best practices

Follow the best practices in this table to optimize your event-triggered journeys:
Expand All @@ -115,9 +155,8 @@ Segment built Event-Triggered Journeys to respond instantly to events, offering
- **Entry event requirements**: The entry event you use must already exist in your Segment workspace for it to appear as a selection in journey setup. Make sure that you've already created the event before setting up your journey.
- **Event property filters**: You can filter event properties using the `equals` or `equals any of` operators. When you apply multiple conditions, filters operate with `AND` logic, meaning all conditions must be true for the event to trigger entry into the journey.
- **Audience filtering**: You can only use active, pre-existing audience records as filters. For more complex filtering, like specific profile traits or multiple audiences, first [create the audience](/docs/engage/audiences/#building-an-audience) in **Engage > Audiences**, then apply it as a filter once it’s live.
- **Destination options**: While Event-Triggered Journeys support all [actions-based destinations](/docs/connections/destinations/actions/) and Destination Functions, you can only add one destination per Send to Destination step. If you need to send to multiple destinations, you can use multiple Send to Destination steps.
- **Destination options**: Event-Triggered Journeys support all [actions-based destinations](/docs/connections/destinations/actions/) and Destination Functions.
- **Event payload structure**: Each payload sent to a destination includes a unique key to identify the specific send step within the journey, rather than the journey instance itself. You can also set a custom event name to make it easier to identify the specific event instance you want to track in your destination.
- **Editing and versioning**: After you publish an event-triggered journey, you won't be able to edit it. To modify a journey, create a new journey.
- **Real-time delivery**: Event-Triggered Journeys aim for an expected delivery time of under 5 minutes from the moment an event is performed to when the payload reaches the destination, assuming there is no delay step in the journey. However, external factors outside of Segment's control may occasionally introduce latency.

## Observability
Expand Down Expand Up @@ -176,3 +215,5 @@ Start by setting the `checkout_started` event as the trigger and specify a uniqu
Say you want to follow up with users after they engage with specific content, like downloading an e-book or watching a demo video. Event-Triggered Journeys can help you send timely, personalized messages based on these interactions.

To do this, set the entry event to `content_downloaded` or `video_watched` and configure the journey to send a follow-up email. You could even personalize the email with details from the triggering event, like the content title or timestamp, by configuring your destination payload to enrich the message with event-specific context.

For detailed instructions on setting up journeys for these use cases, see [Journeys (V2) Use Cases](/docs/engage/journeys/v2/use-cases)
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@@ -1,6 +1,8 @@
---
title: Journey Context
plan: engage-foundations
redirect_from:
- "/engage/journeys/journey-context"
---

[Event-Triggered Journeys](/docs/engage/journeys/event-triggered-journeys/) redefine how you orchestrate and personalize customer experiences.
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