Overview
The Follow-up view in Journeys shows published In Progress or On Hold Journeys
that need a client follow-up. It uses the last publication date, so publishing another version
restarts the wait. Older Journeys that still show Published crossed out remain eligible while
your team updates their statuses.
When Do Follow-ups Appear?
A Journey appears when all these conditions hold:
- Its status is In Progress or On Hold, or the older retired Published status.
- It was last published at least 10 days ago.
- Its travel end date is today or later.
- It is not archived, unless you choose to show archived Journeys.
A Journey that was never published does not appear, even when it is In Progress.
Publishing does not prove that the client received or opened the link. Use Link Activity
to check recorded views.
Where Do You See Them?
The dashboard shows follow-ups for Journeys you own. Open a Journey to check its details
before contacting the client or travel agent.
Follow-ups Tab
Open Journeys and choose Follow-up. The view puts the longest wait first.
Use search and the Owner filter to focus the list. The view’s eligibility rule determines
its statuses and date window.
Urgency Levels
Urgency counts days since the Journey was last published.
Actions You Can Take
Open the Journey, review the latest published version and contact the client or travel agent
through your usual communication flow. Update its status to reflect the outcome, such as
Followed Up, Accepted or Not Booked. A status change alone does not send an email.
Working in the app? Select the ? icon in the bottom-right corner of this screen to open its Help panel, which also has a Contact support button for a live chat with our team.
