Journeys overview

A Journey is a multi-step marketing workflow that enrolls members when a defined event occurs. It can send Email or SMS, wait, branch, create a sales opportunity, and end each enrollment at an intentional result.

Use a Journey for an ongoing lifecycle process such as onboarding, nurture, or win-back. Use a Broadcast for one message sent to a Segment at a chosen time. Use Journeys or lead pipelines? when the next step may be individual follow-up.

Create

Choose Blank or clone a template

Configure

Set triggers, re-entry, active exits, and limits

Build

Save and publish a valid workflow version

Activate

Publish the Journey so future trigger events can enroll members

Creation, configuration, workflow publishing, and Journey activation are separate checkpoints.

Campaigns Journeys list filtered to a synthetic Demo journey, with its status, channels, Segment, metrics, and New Journey action — The Journeys list shows each workflow’s status and headline context before staff open it.

When a Journey starts

Publishing activates the Journey immediately. It does not schedule a Broadcast-style send. Future events that match an entry trigger can enroll members while the Journey is Active.

At least one trigger is required:

Segment entry;
membership started through a FitStack stage change;
member created through a non-bulk FitStack flow;
member-linked calendar booking confirmed;
manual enrollment.

Multiple triggers can feed one Journey. FitStack prevents the same member from holding two simultaneous active enrollments in that Journey.

Publishing makes future matching events eligible immediately. Review the trigger, re-entry policy, workflow messages, destinations, exits, and limits together before publishing.

Coming soon: shared Campaigns Email and SMS Templates will be available inside Journey message steps. Today, enter Journey message content in the workflow editor. A Journey workflow template is a separate reusable workflow structure.

What the Journey workspace contains

Overview — headline enrollment, message, trigger, audience, exit, and timeline information.
Settings — entry triggers, re-entry, active exit protections, dormant goal settings, message limits, and opportunity destination.
Diagram — the open draft when present, otherwise the published workflow; the badge identifies which version is shown.
Analytics — aggregate engagement and member-status metrics for the whole Journey.

Continue learning

CreateCreate a journeyName the Journey and decide between Blank and a reusable template.Choose the starting point SettingsConfigure entry and protectionsSet triggers, re-entry, active exits, limits, and opportunity routing; review dormant goal settings.Define who enters WorkflowBuild and publishUse the workflow palette, resolve validation, and publish a version.Build the sequence OperationsManage the lifecyclePause, resume, cancel, archive, and manually enroll at the right time.Operate safely AnalyticsReview analyticsInterpret the current Journey-level funnel, rates, and limitations.Read the outcomes