Tracking Client Journeys
7 articles
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Add notes to a client journey
Record private notes against a viewer's journey to capture context for follow-up.
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Archive a journey
Hide a journey from the active dashboard without losing any of the viewer's history.
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Download a journey report
Save a PDF copy of a viewer's journey for your client file.
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Preview a journey
See exactly what a viewer will see before you send a journey invite.
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Set a client journey outcome
Record the result of a viewer's journey so you can track and report on next steps.
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Use the Reminders feature
Send automated email reminders to viewers who haven't finished their journey.
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What happens when a viewer completes their journey
What Money Alive Office does once a viewer finishes every video in their journey.