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What you’ll achieve

A journey applied to a selected set of partners, each with their own task progress, and a live read on where every partner sits so you can act on the ones who are stuck. Onboarding or activation actually completes, rather than quietly stalling.

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Before you start

1

Confirm setup

The journey and its tasks should be ready, and the partners you want to apply it to should exist in Introw.

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Watch it

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Steps

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Apply the journey

1

Open the journey

On Journeys, open the journey you want to apply.
Open the journey
2

Start applying

Choose Assign to partners to open the partner picker.
Start applying
3

Select the partners

Pick the partners who should run this journey, for example a new cohort or a group that has gone quiet. You can apply to many partners at once.
Select the partners
4

Confirm

Confirm to publish. Introw copies the journey’s tasks onto each selected partner so they each get their own progress.
Applying a journey copies its tasks onto each partner at that moment. Editing the journey afterward does not rewrite tasks already applied, so a partner keeps the version they were given. Re-apply, or edit their tasks directly, when a later change needs to reach partners already on the journey.
Confirm

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Track progress

1

Read the progress tabs

Back on the journey, use the tabs to see partners grouped by to do, in progress, and done. The to do and in progress groups are where your attention is needed, since those partners have not finished.
Read the progress tabs
2

Drill into a partner

Open a partner to see their specific tasks and how far they have gotten, so you know exactly what is blocking them. For a sequential journey, an unfinished early task blocks the rest, so look for the task they are stuck on.
Drill into a partner
3

Follow up

Reach out to partners who have stalled, or complete a task on their behalf when that is appropriate, to keep the journey moving. Partners shift between the groups as they complete tasks, giving you a live view of journey health.

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Verify it worked

The journey’s progress tabs list the partners you applied it to, starting in to do, and each partner sees the tasks on their own task list. As partners work through the journey, they move across to do, in progress, and done, so the tabs always show current journey health.

Build a journey from scratch

Define the tasks and order first.

Auto-apply a journey from the experience

Enroll partners automatically from the portal instead.

Organize the partners list

Reflect lifecycle stage on the partners list.

Implementation reference

Full configuration options for journeys.