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Journey reports show whether automation is moving people through the intended experience. Review reports regularly so a journey does not quietly drift from the business goal.
What this guide helps you do
- Review entry counts, step progress, exits, delivery, opens, clicks, and errors.
- Find bottlenecks or broken steps.
- Turn journey results into follow-up work and improvements.
Before you start
- Know the journey goal and expected path.
- Let the journey run long enough to produce useful data.
- Have access to Customer 360 when individual follow-up is needed.
Do it manually
- Open Engagement and choose Journeys.
- Open the journey report.
- Review entries, active people, completed people, exits, and step performance.
- Check email delivery and engagement for message steps.
- Open customer records for high-value or stuck people.
- Create improvement tasks or revise the journey after review.
Ask Faster AI
- Summarize this journey report and identify where people are dropping off.
- Find customers stuck in this journey and suggest safe follow-up tasks.
- Review email engagement by step and recommend one improvement.
Review before saving, sending, or starting
- Compare report numbers to the journey goal, not vanity metrics alone.
- Check whether low performance is caused by Audience fit, timing, content, or sender setup.
- Avoid changing several journey variables at once unless the issue is urgent.
Common issues and fixes
- If no one enters, check entry Audience or trigger.
- If people stall, review wait steps, conditions, and missing data.
- If email steps underperform, review sender, subject, content, and Audience quality.
After the journey starts
- Review entries, active people, exits, and step performance during the first run window.
- Open sample customer records to confirm the journey context matches what the customer actually did.
- Pause before editing live timing, sender, Audience, or message content that could affect people already inside.
- Create improvement tasks from evidence instead of changing several journey parts at once.
Win-back customer journeys
For which win-back metrics matter after a lapsed-customer journey starts, read the win-back article. Win Back Lapsed Customers with Three Emails.
Connected workflows
- Connect a form to an Audience or journey
- Preview Audience counts before sending
- Use customer activity for follow-up
- Review AI drafts before publishing
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- Screenshot placeholder: add an annotated screenshot of review journey reports with customer names, emails, counts, and private campaign data blurred.
- Video placeholder: add a short walkthrough that starts from Engagement, shows the manual path, then shows the review step before any journey, broadcast, newsletter, or sequence goes live.