Documentation Journey Optimizer B2B Journey Optimizer B2B Edition Documentation

Account journeys

Last update: April 1, 2025

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Account Journeys

With account journeys, you can streamline demand generation and buying group qualification and drive more qualified demand for your acquisition, upsell/cross-sell, and retention programs. Tailor your journeys for each buying group and buying group member using automated engagement across email, SMS, events, and more.

Define sales-driven engagement that includes email, SMS, and more inside account journeys to coordinate inbound marketing with outbound sales activities for each buying group member.

Video Watch the overview video

Get started with a journey

To get started with account journeys:

Create a journey.
Add the nodes and define the journey flow in the journey map.
Publish the journey.

Access and browse account journeys

In your Adobe Experience Platform home page, click Adobe Journey Optimizer B2B Edition.
On the left navigation, click Account journeys.

The displayed journeys page includes the following columns:
- Name (click the name to open the journey for editing)
- Status
- Description
- Created by
- Last updated at
- Last updated by
- Published on
- Published by

Use the Search tool at the top to locate the journey by name. You can sort the list by Status by clicking the column header.

You can customize the columns that are displayed in the table by clicking the Customize table ( ) icon in the top-right corner. Select or clear the checkboxes in the dialog and click Apply.

Choose the columns to display in the acount journeys list

Anatomy of an account journey

Click the name (displayed as a link) in the Account journeys list to review the details, make changes, and take actions.

Account journey workspace

The header of each account journey map includes:

Journey name
Access to edit the journey name ( Edit icon)
Status of the journey

The status of a journey can change based on the actions that you apply. Based on the status of a journey, certain actions are/are not available from the right side of the header.

Status

Description

Available actions

Draft

An unpublished journey that is editable.

Publish
Duplicate
Delete

Live

Journey status changes from Draft to Live when a journey is published. In this state, it is no longer editable.

Duplicate
Close to new entries
Abort

Closed to new entries

The journey status changes from Live to Closed to new entries when you click Close to new entries in the top navigation.

Duplicate
Abort

Aborted

Journey status changes from Live or Closed to new entries when you abort a journey. An aborted journey cannot be restarted.

Duplicate
Delete

Finished

When all accounts in a journey complete the journey, the status changes from Live or Closed to new entries to Finished.

Duplicate
Delete

Manage journeys

The Account Journeys list includes all journeys in your Journey Optimizer B2B Edition instance.

Abort journey

If you abort (stop) a live or scheduled journey, accounts in the journey immediately stop their progress, and no further journey entrance can happen. An aborted journey cannot be restarted.

IMPORTANT

When the account journey is used in another journey from a Take an action node with the Add Account to (other) Journey action, aborting the journey blocks that action from that journey.

Click the journey name to open it.
Click the More… menu at the top right and choose Abort.
In the confirmation dialog, click Abort.

Close to new entries

If you close a live journey, accounts that are currently in the journey continue their path in that journey and no further journey entrance can happen. A closed journey cannot be restarted. You can duplicate a closed journey.

IMPORTANT

When the account journey is used in another journey from a Take an action node with the Add Account to (other) Journey action, closing it to new entries blocks that action from that journey.

Click the journey name to open it.
Click the More… menu at the top right and choose Close to new entries.
In the confirmation dialog, click Close to new entries.

Duplicate journey

A duplicate action is similar to a clone function, but a duplicated journey does not include any created journey content assets. You can duplicate the details for the account journey, or just a simple skeleton of the flow and path structure.s

Click the More icon (…) next to the journey name and choose Duplicate.

Depending on the status of the account journey, you can also access the duplicate action from the journey details or journey map:
- For a draft journey, click the More… menu at the top right and choose Duplicate.
- For all other journey statuses, click Duplicate at the top right.
In the Duplicate Journey dialog, set the Name and Description for the new journey.

By default, the dialog uses the name of the duplicated journey appended with _copy. Enter another unique name for the journey as needed.
Choose the duplication Type:
- Partial content duplication - Use this type to copy everything in the journey, excluding any created emails or SMS messages. Nodes that reference a Marketo Engage email or SMS message are fully intact.
- Duplicate without details - Use this type copy only the node structure and paths. All node settings and path conditions are undefined (default), so that you can reuse the basic flow with different audience, actions, and path segmentation settings. All Wait nodes use the default of five days.
Click Duplicate.

The duplicated account journey opens in the journey map, where you can set the details and create journey content as needed.

Delete journey

Use a delete action to delete a journey permanently. You cannot delete a live or scheduled journey.

Click the More icon (…) next to the journey name and choose Delete.

Depending on the status of the account journey, you can also access the delete action from the journey details or journey map:
- For a draft journey, click the More… menu at the top right and choose Delete.
- For other journey statuses, such as Finished or Aborted, click Delete at the top right.
In the confirmation dialog, click Delete.

Overview video

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https://video.tv.adobe.com/v/3443202/?learn=on

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