Summary
The User Journey Report provides a detailed, member-level view of participation in various configured user journeys. This report allows you to track how each member progresses through the steps of a journey, monitor completion status, and evaluate engagement effectiveness across key events like loyalty actions and reward issuance.
This document will guide you on how to read and interpret each column in the report, ensuring that you can make the most of the insights it provides.
Navigation: Reports > Journey Report
How to Search the Report
You can filter the report using the following criteria:
- User ID (Member ID) – Enter the specific member’s unique ID.
- Journey ID – Enter the specific journey ID you want to examine.
Once the desired filters are entered, click Search to display the corresponding results. This allows you to quickly locate and analyze a specific member’s journey record or verify participation in a particular journey.
How to Read the Report
Each row in the report represents a unique member’s participation in a specific user journey. The columns provide data, allowing you to assess overall member engagement and progress.
- Journey ID: A system-generated unique identifier for the journey. This ID helps differentiate between multiple journeys, especially when similar names exist.
Use: Use this ID to trace journey configuration details or cross-reference with journey setup data.
- Journey Name: The name assigned to the journey during setup, often reflecting its objective (e.g., "Anniversary Campaign" or "30May").
Use: Helps identify the journey’s theme or purpose.
- Journey Status: Indicates the current status of the journey itself, not the member’s progress.
- Published: Journey is live and accepting member activity.
- Draft: Still in creation or editing phase.
- Archived: Journey is no longer active.
Use: Ensures you are analyzing active journeys that are live for member participation.
- User ID (Member ID): Displays the unique identifier (often the email address or system ID) of the member participating in the journey.
Use: Track how individual members are performing across one or more journeys.
User Journey Status
Displays the current status of the member within the selected journey.
The following statuses are supported:
- In Progress
The member has started the journey but has not completed all the required journey nodes and mandatory reward selections.
The journey remains In Progress while it is active, and the member is still eligible to complete it.
2. Completed
The member has successfully completed all required journey nodes and mandatory reward selections within the configured journey duration.
When a journey is completed:
- User Journey Status displays Completed.
- User Progress displays 100%.
- Journey Completion Date is populated.
3. Abandoned
The member did not complete the journey before it expired or became unavailable.
A journey is automatically marked as Abandoned when:
- The configured journey duration expires before the member completes the journey, or
- The journey is archived while the member's journey is still in progress.
Once a journey becomes Abandoned:
- The member can no longer continue the journey,
- The progress percentage remains unchanged, and
- The Journey Completion Date remains blank.
Info: If a journey expires or is archived before a member completes all required journey activities, the member's User Journey Status is automatically updated to Abandoned. Journeys that were completed before being archived retain the Completed status.
User Progress
- Indicates the percentage of journey completion for the member, calculated based on the number of completed journey nodes and required reward selections.
- The displayed percentage reflects the member's latest progress.
- For abandoned journeys, the progress percentage remains unchanged and represents the progress achieved before the journey became unavailable.
Journey Completion Date
- Displays the date and time when the member successfully completed the journey.
- This field is populated only when the User Journey Status is Completed.
- For In Progress, and Abandoned journeys, this field remains blank.
View Details
By clicking on View Details, you can analyze the full lifecycle of a member's journey from entry to completion. This expanded view includes step-by-step actions and their respective completion status.
Sample Details for a Member:
User Journey ID: 970a9ac7-0b84-4a36-b271-37b9...
Journey ID: 537ec543-e1e6-4290-a577-…
| Step Type | Name | Status |
|---|---|---|
| Entry | Entry | Completed |
| Loyalty Action | Action_123 | Completed |
| Rewards | Reward_1 | Completed |
| Reward Group | RewardGroup | Completed |
| Rewards | Reward_3 | Pending |
| Rewards | Reward_2 | Completed |
| Benefit Group | Benefit_Issuance | Completed |
| Rewards | Reward_4 | Completed |
| End | End | Completed |
Use: This granular breakdown helps you verify whether key milestones like rewards or actions were achieved and can be used to identify drop-off points or technical issues.
Key Benefits of the Report
- Member-Centric Insights: Track how each member engages with various steps in a journey.
- Completion Visibility: Identify how many members completed journeys versus those in progress or inactive.
- Data-Driven Optimization: Use completion data to refine future journeys or re-engagement strategies.
- Audit-Friendly View: Gain complete transparency over member-specific actions and reward outcomes.
By reading and analyzing the User Journey Report, you can make informed decisions about campaign performance, member engagement, and how to tailor future journeys for better results.