Journey Tracker

Article Overview

The following article describes the Journey Tracker feature. It explains what the Journey Tracker is used for and how to use it.

What is the Journey Tracker?

The Journey Tracker feature enables you to track your live processes and view the status of their different stages. The information the Journey Tracker displays is saved for 30 days maximum.

Navigate to the Journey Tracker Screen

(See Figure 1 and Figure 2)

To navigate to the Journey Tracker screen, perform the following steps:

Figure 1: Operate Tab

1. Click the Operate tab (1).

Result:

The Operate tab options appear:

Figure 2: Journey Tracker Option

2. Click the Journey Tracker option (2).

Journey Tracker Main Screen

Figure 3 and Table 1 describe the structure of the Journey Tracker screen.

Figure 3: Journey Tracker Main Screen

Table 1: Journey Tracker Main Screen

Tracking List

(See Figure 4)

The tracking list displays a list of tracked processes that were deployed to a production environment. Each tracked process displays the following information: 

• Process Name
• Last Status Update

• Sender - the name of the sender
• Customer Name

• Customer Phone
• Customer Email
• Status - the current status of the process:
  • Link-Sent - a link of the process was sent to a recipient
  • Opened - the link was clicked and opened by the recipient
  • Reminder-Sent - a reminder to finish the process (or one of its steps) was sent to a recipient
  • Completed-Step - a recipient completed one of the process's steps
  • Completed (Process Completed) - the entire process was completed
  • Cancelled - the link of the process was canceled and is no longer accessible

Figure 4: Tracking List

NOTE

The button loads and displays additional processes for tracking, up to the last 30 days.

Detailed Tracking Information and Actions

(See Figure 5 and Figure 6)

When clicking a process from the list, detailed tracking information appears:

• Master RID (1) - a unique identifier of an EasySend transaction. 
• Transaction Events (2):
  • The date the event was created
  • The time the event was created
  • Event type
  • Customer name
  • Customer role
  • RID - a unique identifier of a transaction's step. The RID is nested under the Master RID. When creating a transaction, it can be divided into steps, for example, when using the Workflow Manager. Each step will receive its own unique RID as part of its URL, for example: player-demo.easysend.app/customer/onboarding/page0/0?lang=en&rid=qDzVpy_U7gY. 
    

Figure 5: Detailed Tracking Information

While the status of a process is not Completed (Process Completed) or Cancelled, you can perform two actions:

• Cancel the link of the process (and update its status to Cancelled).
• Resend the link of the process (and update its status to Link-Sent).  

Figure 6: Additional Actions

Customer Name Tagging

(See Figure 7 and Figure 8)

The customer name on the Journey Tracker will be empty by default unless metadata tagging is performed.

To perform the tagging:

Figure 7: Tagging 1 of 2

1. Access the Model screen of the digital process.
2. Click the relevant data item for the name information (1).
3. Click Metadate (2).
4. Click the Tagging dropdown (3).
5. Click customerFirstName (4). 

Result:

The data item is tagged:

Figure 8: Tagging 2 of 2