Help Centre

What happens when a viewer completes their journey

Last updated 13 October 2026

When a client finishes every video in a journey, we let you know and their journey moves on your dashboard, so you can pick up the conversation.

What happens

  1. An email: the system user who sent the journey gets an email saying the client has finished. Your firm's notification email address (1) can get one too. Set it in Settings, then Journey settings.

    Journey settings

  2. The dashboard: on the Client dashboard, journeys move from Sent (1) to Active (2) when the client starts, and to Done (3) when they finish.

    The Client dashboard

  3. The journey report: click the client to see what they watched (2) and the Next steps they clicked (3).

    A journey report

  4. Save it: download the report as a PDF from its three-dot menu. See Download a journey report.

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