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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

    tippetts
    Contributor ⭐️⭐️⭐️
    April 30, 2024

    Not going to lie, “new” JO still feels very clunky and buggy:

    • Can’t modify query on a Published JO Program - Am I crazy or was this easily done in the “old” JO Program. Huge step backward if we can’t do that. 
    • Regularly have issues trying to load the audience (existing query just doesn’t show as existing)
    • Multiple errors trying to Publish without any context or description
    • Saved filters in Email versions disappearing
    • Created a CTA step and “Survey Response URL” just disappears each time you try and save
    • Can’t do semi-anonymous surveys, at all
    • Weird behaviors and loading when looking at Participants

    Don’t get me wrong, some of the updates are awesome and super slick, but just seems to come at the cost of basic functionality and having the customers doing the QA’ing. 

     

    sjacobi123
    Contributor ⭐️⭐️
    May 1, 2024

    Adding on here that we are seeing the same issues @tippetts and also have the same frustration that we cannot edit filters in the queries even if the journey is paused @mobrien14. Having the ability to edit and update over time as the business needs evolve is a must have.  Restarting a whole new journey is not a positive end user/admin experience!

    kelly
    kellyAuthor
    Helper ⭐️⭐️⭐️
    November 7, 2025

    Not being able to edit (add or remove) steps in JO when no participants have made it to those steps yet is indescribably maddening

    Contributor ⭐️⭐️
    February 9, 2026

    Hi Gainsight Product Team,

    I am reaching out as a long-time marketing and customer experience professional with experience working with Email Service Providers and lifecycle automation platforms. I understand that Gainsight CS is not positioned as a traditional ESP and leans more towards a Customer Success ecosystem. However, the current limitations within Journey Orchestrator create significant challenges for any organization that needs to operate with true lifecycle agility.

    Right now, the inability to edit the Action Execution Schedule (Plus other JO edit functionality) of an active Program is extremely restrictive. Lifecycle strategies depend on a very clear operating rhythm: launch, monitor, optimize, and iterate. This is the foundation of effective engagement and customer experience design.

    Under the current setup in Gainsight CS, where we must pause with limited flexibility or completely duplicate a program whenever a schedule adjustment is needed, this iterative model becomes very difficult. This leads to several issues:

    1. Operational inefficiency:
      Each time we need to adjust a schedule, we are forced to clone and rebuild entire journeys. This doubles the workload and increases the risk of inconsistencies.

    2. Fragmented data and loss of continuity:
      Instead of maintaining a single, continuous journey where we can analyze trends and long‑term performance, we end up with multiple versions. This creates a scattered view of engagement metrics and makes it harder to test and validate improvements over time.

    3. Governance challenges and system clutter:
      Rebuilding journeys over and over again leads to unnecessary duplication and creates a bloated program library. This goes against the goal of simplicity and clarity that Gainsight works so hard to support.

    4. Barriers to continuous improvement:
      Lifecycle programs must stay flexible. When the system is rigid, it prevents the very optimization cycles that marketing, CX, and CS teams rely on to improve customer outcomes.

    The ability to update the Action Execution Schedule in an active journey is absolutely essential for running an efficient, scalable, and truly customer‑focused lifecycle communication strategy.

    I strongly encourage the product team to enable this capability. It would improve flexibility, reduce operational overhead, and better support the iterative processes that modern engagement teams depend on.

    Gainsight has created a strong foundation with Journey Orchestrator. Adding the ability to adjust schedules within active programs would make the tool significantly more powerful and aligned with how today’s organizations need to operate in order to deliver consistent, timely, and high‑value customer communication.

    Thank you for taking the time to improve the platform to support better customer experiences.

    vmallya
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    April 27, 2026
    New IdeaReleased
    Vijay | PM | JO | Gainsight
    vmallya
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    April 27, 2026

    Thank you for all the detailed feedback on this thread over the years. Sharing a consolidated update across the asks raised here:

     

    Structural edits  (​@kelly , ​@adil.malik , ​@dayn.johnson ​@heather_hansen )  — as of April 2026, the new version of JO supports inline step addition and skip on active programs using the ‘Edit’ option, so you can insert a new step or skip an existing one without cloning. Reorder and remove aren't supported, and the experience is inline rather than drag-and-drop on the canvas.

     

    Wait & timing edits (​@sarahmiracle , ​@anna-whitehouse , ​@alizee , ​@Stacie ) — with the same April 2026 release, you can modify Evaluate conditions (including default ones) and adjust wait timers. Updates to the Action Execution Schedule on active programs will be supported in the next release.

     

    Query filter edits ( ​@angela_domenichelli , ​@Stuart,  ​@mobrien14, ​@tippetts , ​@sjacobi123 ) — shipped in Q1 2025 in the new version of JO. Use cases like changing a filter in query no longer requires cloning, which should also unblock the Advanced → new JO migration.

     

    Pause & edit (​@anna-whitehouse , ​@mobrien14 )— you can pause a program, make your edits, and resume. While you could edit an Active Program too.

     

    Together these should cover the full iterate-without-cloning flow this thread has been pushing for. Please keep the feedback coming if you hit gaps. 

    Vijay | PM | JO | Gainsight