Overview

Journey Builder 2.0 introduces a new and improved workflow experience with enhanced brand new user interface with improved navigation, additional functionality, and expanded messaging channels. This guide explains how to migrate your existing Journey Builder 1.0 campaigns to the new Journey Builder 2.0 platform.

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The migration feature is not enabled by default.

To use this functionality, you must contact our support team to have it enabled for your account. Please reach out to your account manager or our support team to request activation of the Journey Builder 2.0 migration feature.

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No reverting back

Once a campaign is migrated to JB 2.0, it cannot be reverted back.

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Access permissions

The migration feature is available only to users with the Company Admin, Project Admin, Campaign Manager, or Campaign & Data Manager.

Users with other roles will not see the migration option in their interface.

Accessing the Migration Feature

Once the migration feature has been enabled for your account, you can migrate any Journey Builder 1.0 campaign or template to the new 2.0 version using the migration tool. To access this feature:

For Existing Campaigns

• Navigate to your campaign list
• Locate the campaign you want to migrate
• Click the three dot context menu on the right side of the campaign
• Select "Migrate to JB 2.0" from the dropdown menu

For Campaign Templates

• Navigate to your template list
• Find the template you want to migrate
• Click the three dot context menu
• Select "Migrate to JB 2.0" from the dropdown menu

Migration Process

Before You Begin

Important: You can only migrate campaigns with the following status:

• Template
• Past
• Draft
• Paused

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Migrating running campaigns

You cannot migrate campaigns that are currently running. The system will prevent you from proceeding with migration for active campaigns.

Starting the Migration

After selecting "Migrate to JB 2.0," a popup will appear with information about the migration.

Click 'Start Migration' to begin the process. The system will initiate the migration as a background task. You will be automatically redirected to the Task details page where you can monitor the migration progress.

After Migration Completes

Once completed, you can access your migrated campaign by clicking the redirect link. Your campaign will now be using Journey Builder 2.0.

What Gets Migrated

The migration process transfers all campaign components and settings to the new format:

1. Message Channels
   All channel-specific content and settings will be preserved, including:
   1. Email: All fields, images, PDFs, and formatting. Multi-language emails will be converted to the new tab-based format with English as the default language
   2. Push Notifications (Android/iOS/Web):All content, images, URLs, and notification settings.
      Multi-language push notifications will be transferred to the new separated tabs format.
   3. SMS:All message content and settings. Multi-language SMS will be converted to the new tab-based format.
   4. Inbox:All content, images, URLs, and formatting. Multi-language inbox messages will be migrated to the new separated tabs format.
2. Workflow Components
   All workflow logic and settings will be preserved:
   1. Decision Nodes: All conditions (AND/OR) and all five types of decision conditions
   2. Multi-Decision Nodes: All paths (A-E and else) with their respective conditions
   3. Delays: All five types of delay settings
   4. Ad Retargeting: Both add and remove options
   5. Promotions: Both add and remove options
3. Layout
   The workflow layout will be optimised during migration:
   1. Proper spacing between nodes
   2. Nodes repositioned to avoid overlapping
   3. Layout optimisation for complex workflows with multiple decision nodes

Important Notes

1. Edit Limitations During Migration:
   While migration is in progress, the Edit Workflow button will be disabled.
2. Validation Errors:
   After migration begins, the campaign cannot be saved or launched until migration completes.
3. Duplicate Migration Attempts:
   If you attempt to migrate a campaign that is already being migrated or has been migrated, you will receive an error message.
4. Migration for Running Campaigns:
   If you manage to initiate migration for a running campaign (through another browser tab), the migration task will fail with an error message.

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After Migration

Once migration is complete, your campaign will be fully functional in Journey Builder 2.0 with all content and logic preserved. You can continue to edit and manage your campaign using the new Journey Builder 2.0 interface and take advantage of its enhanced capabilities.