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

Number	Name	Description
	Search Bar	Enables to search the tracking list by a: Process name Customer name Customer phone Customer email Request Identifier (RID) NOTE For additional information about RID, see the Detailed Tracking Information and Actions section
	Business Groups	Displays the names of business groups that exist in the environment Displays the number of the business group's processes that are currently displayed in the tracking list  Enables to filter the tracking list and display business group specific processes by clicking a business group name
	Select All Checkbox	Enables to select/unselect all the displayed processes from the tracking list at once
	Status Filter	Enables to filter processes from the tracking list according to different statuses NOTE For additional information about different statuses, see the Tracking List section
	Tracking List	Displays a list of tracked processes with the different information Enables to select tracked processes and cancel their links or resend them    NOTE Only processes that were deployed to a production environment will be tracked using the Journey Tracker For additional information, see the Tracking List section

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.
• Time - the time when the process's status last changed.

• 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.
  • Data Submitted - a recipient submitted a process's step.
  • 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 step. 
  • Completed (PROCESS COMPLETED) - the entire process was completed. 
  • Cancelled - the link of the process was cancelled and is no longer accessible.  

Figure 4: Tracking List

The Load more.. 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:

• masterRID (1) - a unique identifier of an EasySend transaction. 
• Status list:
  • The date when the process's status changed. 
  • The time when the process's status changed. 
  • The status.
  • Customer Name.
  • Role.
  • RID - a unique identifier of an EasySend step. The RID is nested under the masterRID. 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 or Cancelled, clicking the dropdown of a tacked process (3) enables the platform user to 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)

Customer name on the Journey Tracker will be empty by default unless metadata tagging was 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