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kelly
Helper ⭐️⭐️⭐️
September 21, 2018
Released

Ability to Edit Journey Orchestrator Programs

Related products:CS Journey Orchestrator
  • September 21, 2018
  • 36 replies
  • 1193 views
I continually hear that this is a commonly requested feature but was surprised that there doesn't seem to be a post specific to this topic (searched by Programs and Advanced Outreach) vs the one off requests for individual program functions. 

I have to highlight just how frustrating it is that you cannot edit a published Program (save for the schedule and entry criteria).

You can't change the query
You can't add or remove a step
You can't tweak the settings of a Create CTA step (this required duplicating the journey twice to to try a different setting and then remove the step due to the bug)
You can't adjust the wait timer
You can't modify the conditions on a conditional wait

Nearly every single adjustment to a Program requires duplicating it and then tracking historical metrics manually. This is not just an issue with live Programs but with Programs that are built to test. Since it has to be published to run through the test conditions, any corrections are to be made on a duplicated version.

The biggest issue I have found regarding this missing functionality is that you lose any 'once in a lifetime'  or re-entry criteria limitations you set on the original journey. Any time we've had to make a little tweak, either due to addressing bugs or actual changes to our flow, has required duplicating the journey (now on our 4th iteration) and we lose that limitation.

There is no native way to prevent someone from re-entering the duplicate journeys. The only way I can think to prevent this is to now go back and edit the logic in the query builder filter to exclude any contact that received a specified email in X amount of days...which is a different space/data set task to incorporate and will require a rework of my entire query AND . . . duplicating the journey.

    36 replies

    techtouchtam
    Contributor ⭐️⭐️⭐️
    November 21, 2019

    Any update on the ability to edit/add to additional programs?

    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    January 3, 2022

    Beyond needed. The ability to add a condition to a conditional wait but the greyed out time limit field make no sense from a priority standpoint. Before adding new things we need to be able to modify existing conditions………….. Please fix this. 

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    January 4, 2022

    Hey @anirbandutta, can you bring this up to the team? It seems nothing’s happened for two years and the issues remain the same. Thanks!

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
    anirbandutta
    Expert ⭐️
    January 4, 2022

    @PavanCh could share the latest on this?

    It's an opportunity for engagement
    sarahmiracle
    VIP ⭐️⭐️⭐️⭐️⭐️
    January 19, 2022

    Chiming in here as well. The inability to edit the conditional wait when it is a default step in the program (but ability to edit a conditional wait when it is a non-default conditional wait step) is very frustrating. As Kelly said, if I make a mistake, or want to adjust a program because I find that I want to change the conditional wait after testing out an initial program launch, I have to duplicate that program and now have to historically track previous participants manually with my reporting. 

    Please provide the ability to edit the conditional wait step when it is a default step in a program.

    Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
    anna-whitehouse
    Contributor ⭐️⭐️⭐️⭐️
    January 22, 2022

    Hi there, it’s been more than 3 years. I would love to be able edit the steps in a program without creating an entirely new one. It’s obnoxious when it comes to reporting.

    For example, I need to add a conditional wait. It would be great if I could just pause the program to make the simple change. 

    kvanderwyk
    Contributor ⭐️⭐️
    January 26, 2022

    +1 on the above as well, I need to make a tiny tweak to a Conditional Wait and now need to recreate a very complicated NPS Journey. Please please please consider this again soon!

    Contributor ⭐️⭐️
    February 10, 2022

    It looks like there have been some changes to JO in the previous 3 years. However, I don’t see a way to add a new conditional wait step here without deleting every step after it and then rebuilding. 

    It’s very time consuming and also limits your ability to iterate as you learn how customers are engaging with the sequence. 

    Are there any plans to be able to move steps around and/or add new steps inside of existing journeys?

    anirbandutta
    Expert ⭐️
    February 11, 2022

    @PavanCh anything we can share?

    It's an opportunity for engagement
    dayn.johnson
    VIP ⭐️⭐️⭐️⭐️⭐️
    June 23, 2022

    Any updates here? It would also be convenient to be able to add a conditional wait step immediately following the participant step to give additional flexibility to these programs. It would also be a welcome change to be able to drag and drop on the canvas. Curious if either of those are on the roadmap.

    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member