Setting up your Journeys and Making them Active

Setting up your Journeys and Making them Active

This is the Final step when the Journey content has been added and now ready to be assigned and Active , as you can see on the image below Click on the Settings tab adjacent to Create

‚Äč



About Journey 

On settings Page you will see to set up your journey name with Tags and Description

Tags can be anything to represent a particular journey for eg; in the image below the Tags are Pre - Boarding and New hires which represents that this journey is for New hires on Pre boarding stage.

Define the Trigger 

This is the option where you can set the Time when you want a particular journey to trigger , it can be on the Start Date of the user or Any Specific Date or it can be when the Criteria matches.

Auto Assign Criteria 


Auto Assign has various targeting Criteria such as Start Date for if you want to select any specific date for your journey , you can also select the particular department for this journey or the particular Location .



When all being done you can activate the Settings for your journey by making it Active and if you want to track the engagement of journeys to appear on analytics view you can make that section active




    • Related Articles

    • Configure Your Journeys

      Configuring the journeys is an important step as it makes sure to whom the content has been assigned with the Reminder actions and Escalations so that all the given actions are completed within a time frame. As you can see in the image below Adjacent ...
    • Deleting Journeys

      To Start, login to Tydy with the admin account and select journeys. Search for the journey and click on the three dotted lines, refer to the image below. Select Delete Please note that once after deleting the journey you will not be able to see the ...
    • What are Journeys?

      Journey as already mentioned is an Employee Onboarding tour which is Unique and needs to be Personalized. Employee onboarding Tour is the process by which a new employee is introduced to their new organization and integrated into its culture, values, ...
    • Navigating the Employee View and Exploring the assigned journeys

      The Employee View gives employees access to features that enable them to get to know the company better. Lets Deep Dive and know More... Dashboard: Helps employees understand all the content that is assigned to them, see their status on the ...
    • Editing Added Content

      Journeys can be edited as per the requirements ,To edit journeys login to Tydy with an admin account and Go to Journeys In order to edit a particular content, select Edit next to the content, as you can see below in the image below. Edit the content ...