Configuring Journey Builder Settings

Administrators can configure the Journey Builder module to establish comprehensive email notification workflows that support user engagement and administrative oversight throughout journey progression. Journey Builder settings enable automated communication systems that keep stakeholders informed about journey assignments, completion milestones, and phase due date reminders while providing internal notifications for administrative teams.

These configuration settings establish the foundational communication framework that ensures users remain engaged with their journeys while providing administrators with visibility into journey activity and completion patterns across organizational communities.

Requirements

To configure the Journey Builder module, users must be assigned a security role with the following permissions:

• Administrator System Role

Accessing Journey Builder Settings

Navigation to Settings Configuration

1. In the Setup Home page, click Create > Journeys
2. Click the Journey Settings tab
3. Access the comprehensive Journey Builder configuration interface

Email Notification Configuration

Internal Administrative Notifications

Journey Start Notifications:

Enable internal notification when partner/customer start a new journey:

• Check this checkbox to enable automatic email notifications to internal employees when users begin new journeys
• Provides administrative visibility into journey engagement and user participation patterns
• Supports proactive support and engagement strategies

Internal email address(es) to notify when partner/customer start a new journey:

• Enter specific internal email addresses that will receive notifications when users start journeys
• Use comma separation for multiple recipients
• Enables targeted administrative oversight and rapid response capabilities

Email template used to notify the partner/customer account owner/internal email address(es) when partner/customer start a new Journey:

• Select the email template that formats journey start notifications for internal stakeholders
• Template provides consistent communication formatting and essential journey information
• Supports administrative workflow integration and tracking requirements

Journey Completion Notifications

Enable internal notification when partner/customer complete a journey:

• Check this checkbox to enable automatic email notifications to internal employees when users complete entire journeys
• Provides completion visibility and success tracking for administrative teams
• Enables recognition and follow-up activities for successful journey completers

Internal email address(es) to notify when partner/customer complete a journey:

• Enter specific internal email addresses that will receive completion notifications
• Supports completion tracking and post-journey engagement planning
• Enables administrative recognition and next-step coordination

Email template used to notify the partner/customer account owner/internal email address(es) when partner/customer completes a Journey:

• Select the email template that formats journey completion notifications
• Template ensures consistent completion communication and recognition messaging
• Supports administrative workflow completion and success measurement

User Reminder Notifications

Enable reminder email notification for Journey phase due dates:

• Check this checkbox to activate automated reminder emails for users approaching phase due dates
• Helps maintain journey momentum and completion rates
• Reduces administrative overhead by automating engagement touchpoints

Reminder (in days):

• Enter the number of days before the phase due date when reminder emails should be sent
• Required field that determines reminder timing and user engagement scheduling
• Allows customization based on phase complexity and organizational preferences
• Typical values range from 1-7 days depending on phase duration and urgency

Email template used to notify the user that their due date is approaching for Journey Phase:

• Select the email template used for phase due date reminder notifications
• Template provides consistent messaging and motivational content to encourage completion
• Should include clear instructions and portal access information for user convenience

Email Notification Workflow Integration

Journey Start Notification Workflow

When properly configured, the journey start notification system operates as follows:

Trigger: Email notifications are sent automatically when users are assigned to journeys or when they begin journey progression for the first time.

Recipients: Notifications are delivered to specified internal email addresses, enabling administrative teams to monitor journey engagement and provide proactive support.

Template Integration: Selected email templates format notifications consistently while including relevant journey information and user details.

Administrative Value: Provides real-time visibility into journey participation rates and user engagement patterns.

Journey Completion Notification Workflow

The completion notification system supports recognition and post-journey activities:

Completion Detection: System automatically detects when users complete all journey phases and steps.

Internal Notifications: Administrative teams receive immediate notification of user achievements and journey completion milestones.

Follow-up Enablement: Completion notifications support timely recognition activities, certificate distribution, and advanced journey assignments.

Phase Reminder Workflow

The automated reminder system maintains journey momentum:

Due Date Calculation: System tracks phase due dates and calculates reminder timing based on configured day intervals.

User Engagement: Reminder emails provide motivational messaging and clear instructions for continued progression.

Administrative Efficiency: Automated reminders reduce manual follow-up requirements while maintaining user engagement.

Configuration Best Practices

Email Template Strategy

Template Consistency: Select email templates that align with organizational communication standards and portal branding for professional, cohesive messaging.

Content Clarity: Ensure selected templates include clear instructions, portal access links, and motivational content that encourages continued journey participation.

Multi-Language Considerations: Consider template localization requirements for organizations serving diverse user communities with different language preferences.

Notification Timing Optimization

Reminder Scheduling: Configure reminder timing based on phase complexity and typical completion patterns to maximize effectiveness without overwhelming users.

Administrative Load Balancing: Distribute internal notification recipients to prevent communication overload while ensuring appropriate oversight and response capabilities.

User Experience Focus: Balance engagement communications with user preferences to maintain motivation without creating notification fatigue.

Email Address Management

Distribution Strategy: Include relevant stakeholders in notification workflows while avoiding unnecessary communication volume that could reduce notification effectiveness.

Role-Based Recipients: Consider using role-based email addresses rather than individual addresses to ensure continuity as organizational personnel changes occur.

Testing and Validation: Test notification workflows with sample journeys to verify proper email delivery and template formatting before full deployment.

Integration with Journey Management

Journey Assignment Integration

Email notification settings integrate seamlessly with journey assignment processes, ensuring users and administrators receive appropriate communications throughout the journey lifecycle.

Progress Tracking Support

Notification workflows complement journey progress tracking by providing real-time communication about user advancement and completion achievements.

Administrative Workflow Enhancement

Configured notifications support administrative processes including user support, recognition activities, and advanced journey planning based on completion patterns and engagement data.

Saving Configuration Changes

After completing all Journey Builder settings configuration:

1. Review Settings: Verify all notification configurations and email template selections meet organizational communication requirements
2. Click Save: Apply changes to activate notification workflows for all journey activities
3. Testing Validation: Test notification delivery and template formatting with sample journey assignments
4. User Communication: Inform relevant stakeholders about notification expectations and administrative oversight processes

Journey Builder settings provide essential communication infrastructure that supports user engagement, administrative oversight, and successful journey completion across your entire portal ecosystem.

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