Journey Lifecycle Management | Axero Documentation

Journeys move through several lifecycle stages, starting in Draft and progressing through Active, Paused, and optionally Archived or Stopped. Each status affects how the journey behaves and what actions admins can take at each stage. Understanding these states helps manage enrollment, content updates, and communication timing.

Draft

Every journey begins in the Draft state. It can be built and reviewed but is not yet available to participants. No steps are triggered, and no users can be enrolled.

While in Draft, admins can:

• View Journey in read-only mode.
• Edit Journey to define or revise its steps, messages, and settings.
  
  Note: When selecting content located in a private space while editing a draft that is not yet active, or when editing a standalone draft not related to any currently active journey, a popup will appear prompting to add an "Add to Space" step if one is not already included. This ensures participants will have access to the private content once the journey is activated. Only the content inside a step can be modified - for example, replacing an article with a wiki. The steps themselves cannot be added, removed, or reordered.
• Activate Journey to make it available to users.
• Delete Journey permanently (cannot be undone).
• Reassign Author to another admin if needed.

Active

Once activated, a journey becomes live. Users can be enrolled and will start progressing through the defined steps. Messages and automations are delivered as configured.

While Active, admins can:

• View Journey in read-only mode, including the full content and configuration of each step.
• Edit Journey content and steps.
  
  Note: Only the content within a step can be changed, for example, replacing an article with a wiki. Steps themselves cannot be added, removed, or reordered once the journey is active. If the step includes private content, it can only be replaced with content from the same space, as the Add to Space step that grants users access to the specific content cannot be changed once the journey is active. If administrators need to reconfigure Add to Space step, they must stop the journey first.
• Manage Users to enroll and remove participants.
• Pause Journey to temporarily halt progress.
• Stop Journey to unenroll all users and return to Draft.
• Archive Journey to prevent new enrollments but keep existing progress.
• Reassign Author if ownership needs to change.

Paused

Pausing a journey suspends all activity. Users remain enrolled but cannot advance, and no communication is sent.

While Paused, admins can:

• View Journey in read-only mode.
• Resume Journey by setting it back to Active.
• Stop Journey to return it to Draft and remove all users.
• Archive Journey to preserve participant state without resuming.
• Reassign Author if necessary.

Archived

When a journey is archived, it no longer accepts new participants. Existing users remain at their current step, and no further messages or automations are sent.

While Archived, admins can:

• View Journey in read-only mode.
• Copy Journey to start a new draft from the same structure.
• Reassign Author for visibility or ownership updates.
• Rename Journey to update its title.
• Delete Journey permanently.

Stopped

Stopping a journey removes all participants and returns the journey to Draft. It is used when the journey needs to be reset or discontinued.

After stopping, the journey reverts to the Draft state, with all corresponding actions available:

• View, Edit, Activate, Delete, and Reassign Author.
  Participant progress is not retained.