A journey lives inside a campaign — there is no canvas outside one. The portal’s own dialogs sometimes call the same thing a flow; it is the diagram on the canvas either way.
Step 1: Open the canvas
Two ways in, both from the Campaigns section of the left menu. From the campaign list. Go to Campaigns → List, then open an existing campaign or select New campaign. A new campaign opens on Start building your campaign, where Start Orchestration takes you to the canvas. Creating one is covered on Create a campaign. From Orchestration. Go to Campaigns → Orchestration. Under Start orchestrating your journey there are two cards:- Empty canvas — “Start with an empty canvas and build a custom journey”. It asks for the campaign’s details in a dialog first, then drops you onto the canvas.
- From existing campaign — opens a Select Campaign dialog and takes you to that campaign’s canvas.
There is no journey template to start from. Every canvas starts empty, and the empty state says as much: Drag in your first block. What can be reused is smaller — saved segment definitions from the Use templates panel (Step 3), and saved activities, covered on Reuse with templates.
Screenshot needed — orch-02: An empty canvas with the Block library open
Where: Campaigns → Orchestration → Empty canvasMust show: The empty canvas alongside the open Block library, with the library’s five groups visible.Why this shot: The reader needs to see the two halves of the screen — library on one side, canvas on the other — before any instruction about dragging blocks makes sense.Placeholder — replace with the image once captured. 1440px, light theme, test data only.
Orchestration is one of three views, alongside List and Calendar. The left menu’s Campaigns section moves you between them, and inside an open campaign the same three sit in a switcher at the top of the screen. Nothing on this page depends on which one you came from.
Step 2: Decide what starts it
A journey starts from a block that takes nothing in and passes something on. There are two kinds:- A trigger — something that happens fires the journey. In the Block library, open the Trigger group and add the one that matches — see the Block reference for what each does.
- An audience block — not every journey starts with a trigger. One that runs to a schedule has no trigger block at all: it starts from its Member segment or Seed block, and the schedule is set for the campaign as a whole, below the canvas. See Step 7.
Step 3: Build the audience
Add the blocks that decide who the journey acts on.- From the Segment group, add a Member segment block to select customers by rules, or a Seed block to upload a list.
- From Operators, add any blocks that reshape the result — Combine, Intersect, Exclude, Split, or Enrich to attach extra data.
Step 4: Add what happens
From the Activity group, add the blocks that act on the audience — a communication such as Push or Email, an activity such as Offer or Game, or a Channel block to export the result. From Controls, add Delay to hold customers for a period, or Limit to cap how many pass a step.Step 5: Connect the blocks
Drag from one block’s output port to the next block’s input port. A link only carries what the earlier block passes on, so the order matters — see What can connect to what. Two things to expect while connecting:- Some blocks have more than one input, and the labels are load-bearing. The Exclude block’s ports read Include input 1 and Exclude input 2; connecting them the wrong way round inverts the result without any warning. Exclude is also built for two or more inputs per port, though it only warns you when a port has nothing connected at all.
- Some blocks cannot be removed. When you delete a selection, the confirmation lists any blocks that can’t be removed from the canvas separately from those that can.
Step 6: Save the canvas
Save sits at the top of the canvas, in the line carrying the campaign’s details, and stays disabled until something changes. If you navigate away with changes outstanding, the portal offers Save and continue rather than losing them. Saving is not publishing. A saved canvas still does nothing until Step 7.Step 7: Publish and run it
- Scheduled runs sit below the canvas. The Scheduled runs panel lists the runs set up for the campaign, and Create new run opens the dialog that defines one. Until you add one it reads No runs created yet. Job types, frequencies and what each kind of run does are covered on Schedule and run a campaign.
- The Save button runs it now. Save is a split button; its chevron opens Execute, Simulate and Count for a one-off run. Execute reads Save & Execute while there are unsaved changes. Execute and Count need a Member segment or a Seed on the canvas, and Simulate needs a Personal Offer block as well — without them the item is greyed out and the tooltip says what to add.
- Past runs are in Executions. The Executions list below the canvas shows what has run and how it ended. Before the first run it reads There are no executions available.
Troubleshooting
A block I need is missing from the library
Blocks are enabled per setup. If a block described in the Block reference isn’t in your library, it isn’t switched on for you — that is configuration, not a fault.My audience is smaller than the segment said
Check any Enrich block for the Do not remove member without result checkbox, and any Limit block for a cap that has already been reached.I can’t connect an activity
It is probably Active. Set it back to draft, connect it, and publish again.Changing a Delay affected customers already waiting in it
It does. The portal asks you to confirm and tells you how many customers are currently held in that block. Where the delay is set in days, reducing it to zero releases all of them immediately.I deleted a Delay and customers dropped out
Deleting a Delay makes you choose Delete, send forward or Delete, remove from flow, and warns you when the choice will drop customers — sending them forward drops them if one or more actions downstream is still in Draft. If there is no downstream activity at all you get no choice, and the customers waiting in the block are dropped.Related
- Block reference — every block, what it needs, and what it passes on
- Create a campaign — the campaign the canvas sits inside, and its Permissions field
- Schedule and run a campaign — schedules, triggers and executions
- Find and manage campaigns — finding, cloning and monitoring campaigns
- Audiences & Data — the rules and attributes segments are built from