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GuidesJourneysJourney builder

Journey builder

The journey builder is a visual canvas where you design multi-step automations by dragging nodes and connecting them with edges.

Accessing the builder

  • New journey: Engage → Journeys → Create → Blank canvas (or pick a template)
  • Edit existing: Engage → Journeys → [journey name] → Edit

Canvas layout

The builder has three zones:

Left sidebar — node palette

Drag nodes from the palette onto the canvas:

  • Trigger — entry point (every journey starts with one)
  • Wait — pause
  • Send — deliver a message
  • Branch — conditional split
  • Split — A/B test
  • Exit — endpoint

Center — the canvas

The main workspace. Nodes appear as cards on an infinite canvas. Zoom in/out, pan, and arrange nodes freely. The canvas auto-layouts when you add nodes, but you can reposition manually.

Right panel — node config

Click any node to open its configuration panel. Each node type has different settings — see the individual node guides for details.

Connecting nodes

Click the output port on the bottom of a node and drag to the input port on top of another node. This creates an edge (connection) — the graph stores it in the edges[] array with a label (e.g. "true", "false", "timeout") and optional waypoints. Edges are pointers, not logic — branch decisions live in the branch node’s config.

Rules:

  • A trigger node has one output
  • A send node has one output (continues after the message is queued)
  • A wait node has one output (fires when the wait condition is met)
  • A branch node has 2+ outputs (one per condition: yes/no, or multi-branch)
  • A split node has 2-5 outputs (one per variant)
  • An exit node has no outputs

You can connect any output to any input, except:

  • You can’t create a cycle (loop back to an earlier node)
  • You can’t connect to the trigger (it’s entry-only)

Templates

Instead of starting from a blank canvas, pick a pre-built template:

TemplateWhat it builds
Welcome seriesTrigger on signup → Send welcome → Wait 1 day → Send tips → Wait 3 days → Branch on engagement → Send promo or exit
Cart abandonmentTrigger on cart_abandoned → Wait 1 hour → Send reminder → Wait 1 day → Branch on purchase → Send incentive or exit
Post-purchaseTrigger on order_completed → Wait 3 days → Send review request → Branch on review → Send thank-you or send follow-up
ReactivationTrigger on segment “inactive 30d” → Send we-miss-you → Wait 7 days → Branch on re-engagement → Send offer or exit

Templates pre-populate all nodes with sensible defaults. Customize any step before publishing.

Publishing

When your journey is ready:

  1. Click Review — the builder validates your flow (checks for unconnected nodes, missing configs)
  2. Fix any warnings (red badges on nodes with issues)
  3. Click Publish — the journey goes live and starts accepting contacts

Editing a live journey

You can edit a published journey. Changes create a new version:

  • New contacts entering after the edit use the new version
  • Contacts already in-flight continue on the version they entered
  • You can view version history and roll back if needed

What’s next

OverviewTrigger node