Why Do You Need to Stop a Journey?

There are scenarios where automated communication should stop once a lead takes action.

For example:

• A renewal reminder journey should stop once the customer makes the payment.
  
• A new lead follow-up sequence should stop once the lead signs up.
  
• A promotional email sequence should stop once the lead clicks the product link.
  

Instead of continuing reminders unnecessarily, you can configure the Journey to stop automatically based on specific engagement actions.
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Important Conditions Before Using Stop Journey

Before setting up a Stop Journey condition, note the following limitations:

1. The Stop Journey option cannot be used in the first engagement (E1).
   It can only be configured from the second engagement (E2).
   
2. Stop Journey can be triggered only based on:
   
   • Email Open
     
   • Email Link Click
     
3. Stop Journey cannot be used with:
   
   • On Time conditions
     
   • No response scenarios
     

How Journey Flow Works in This Setup

Example scenario:

• E1 sends an email when a lead is marked as Fresh.
  
• If the lead clicks the link in the email, the system stops further engagements.
  
• No additional reminders are sent.
  

To Create a Journey with Stop Condition, Follow These Steps:

Step 1: Create the Journey

1. Click the Menu.
   
2. Select Journey.
   
3. Click New Journey.
   
4. Enter the Journey Name.
   
5. Optionally add a description.
   
6. Select the Start Date.
   
7. Select the End Date.
   
8. Click Next.
   

Step 2: Configure the Trigger Event

1. Select the Application as Lead.
   
2. Choose the Event as:
   
   • Lead Creation
     
   • Lead Update
     
   • Lead Conversion
     
3. Example: Select Lead Creation.
   
4. Set the Condition:
   
   • Field: Lead Stage
     
   • Operator: Equals
     
   • Value: Fresh
     
5. Click Next.
   

Step 3: Configure Engagement 1 (E1)

1. Select Engagement Trigger as Immediately.
   
2. Choose Engagement Type as Email.
   
3. Select the Email Route.
   
4. Enter:
   
   • Subject
     
   • From Name
     
   • From Email ID
     
   • Reply-To Email ID
     
5. Select the required Email Template from the dropdown.
   
6. Click Save.
   

This completes Engagement 1.

Step 4: Configure Stop Journey in Engagement 2 (E2)

1. Click Add to create Engagement 2.
   
2. In the condition section, select one of the following:
   
   • Email Link Clicked
     
   • Email Opened
     
3. Choose when the stop condition should apply:
   
   • Immediately
     
   • After X minutes
     
4. Example: After 10 minutes.
   
5. Select the option:
   Stop Further Engagement
   
6. Click Save.
   

How the Journey Flow Works After Activation

1. When a lead meets the trigger condition, Engagement 1 email is sent.
   
2. If the lead:
   
   • Clicks the email link, or
     
   • Opens the email (based on configuration),
     then Engagement 2 stops all further engagements.
     
3. No additional reminders or follow-ups will be sent from that journey.
   

To Activate the Journey

1. Click Go.
   
2. Confirm activation.
   

The Journey is now live.

Example Use Cases

You can use Stop Journey for:

• Renewal reminder campaigns
  
• Trial to paid conversion follow-ups
  
• Lead nurturing sequences
  
• Third-party lead campaigns
  
• Product sign-up confirmations
  

Why This Feature Is Important

Stop Journey ensures:

• Leads do not receive irrelevant reminders
  
• Communication remains contextual
  
• Customer experience improves
  
• Automation remains intelligent
  
• Duplicate follow-ups are avoided