Rival Help CenterWorkflow

Launch a journey

Launching a journey (event) activates it for a specific employee. The system generates tasks based on the event definition's categories, people, and dates.

Launch an event for an employee

  1. Go to Launch an Event.
  2. Select the event and employee.
  3. Click Next. The categories, people, and start date options for the event are shown.
  4. Select the categories and people for this launch.
  5. Select the start date.
  6. (Optional) Customize tasks for this launch.
  7. Click Finish/Save. The event is launched for the employee on the selected start date.

Alternate method: You can also launch an event from an employee's profile (Edit Profile).

Customize tasks at launch

You can add or remove tasks during an event launch for a specific employee. Customizations apply only to that individual launch — they do not modify the event definition globally.

Note: The Customize Tasks button is only available if Allow Task Customization is enabled on the event definition.

  1. On the Launch an Event page, click Customize Tasks.
  2. To add a task, click Add a Task and select a task from the list.
  3. To remove a task, click the delete icon beside it. To remove multiple tasks, select the checkboxes and click Remove Selected.

Good to know

  • An event launch is always specific to one employee.
  • Categories and people selected at launch determine which tasks are generated for that employee.
  • To change an event after launch (start date, categories, people), see Manage a running journey.