Now that your Journeys are live, use the below guide to navigate the Active Journeys section and read your candidate data with ease!
The Active Journeys section houses all your active Journey records and individual candidate accounts. There are filtering options to help you narrow your search while viewing multiple records at once. Additionally, this is where you can access individual Candidate Profiles.
Filtering Options
To narrow your search, use the below filtering functions:
Search Bar
The Search Bar located at the top of the screen allows you to type in any part of the candidates’ name and see results instantly.
Sidebar options, located on the left hand side of your screen, let you narrow down your records using the following criteria:
- Journeys
- This section is going to show all of your active Journey Templates
- Risk Level
- Based on candidates’ current progress, use:
- Not Registered, High, Moderate, Low
Data Columns
The Active Journeys page displays data for each of the 10 columns (shown in the visual below) for your active records.
- Name: Candidates’ first and last name as uploaded
- Progress: a % calculation of a candidates’ individual progress within their Journey
- Template: the Journey Template that candidate record reflects.
- NOTE: Candidates can be enrolled in multiple Journeys
- Current Step: the Step Title your candidate is on within their Template
- Timestamp: the date you enrolled that candidate on their Journey
- Chat: quick access to send a Chat to that candidate
- Phone: quick access to call/text that candidate
- Email: quick access to send a direct email to that candidate
- Link: quick access to copy that candidates’ unique url
- NOTE: each template a candidate is enrolled in will generate a unique url
- Alerts: update planned Step notifications for specific candidates prior to them being sent
Sorting Options
The following data columns are sortable, allowing you to sort in alphabetical or numerical order on the following columns. To sort, click on the column headers.
- Name
- Progress
- Template
- Current Step
- Timestamp
Candidate Profiles
Once a candidate creates a profile within Abode, they will have a Candidate Profile that houses their information and gives you a detailed view of their profile and engagement data.
There are 2 main sections to the Profile:
Profile
This section will display your candidates’ self-reported Public and Private Profile data and quick access to email or Chat them directly. As a note, the Public Profile information is the same information shown on their Journey Directory.
Journeys
The Journeys section will show you detailed information about all the Templates a candidate is enrolled in addition to their engagement with them. Use the Enrolled Journeys section to select the Journey you would like to view and then utilize the View Analytics tab to navigate through the Steps of that template.
You will be able to see the number of Views, Clicks, and any Responses a candidate has made across any available Steps.
The Notifications tab will display engagement analytics for any Notifications, or ad hoc Steps, you send out across that Template. If there haven't been any Notifications, it will remain blank.