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Journeys and Milestones FAQ

Answers to common questions about Journeys and Milestones.

Q1: Should I use a Journey to track every step in my Assimilation process from Guest to Member?

While you can do this, we recommend you use only one or two key Milestones for this process. If there are many small actions that take place in a short period of time, then you may want to have a SPoC consult with Support. Many churches find it more convenient to add fields to the Participants page to create a simple list of steps that Users can easily manage on the Participant record (for example, initial call made (yes/no), attended orientation (date), pastor call made (yes/no), references checked (yes/no).

Q2: How do I take someone out of a Journey?

From the Milestones Assigned page, select the last Milestone assigned to them on that Journey and set the Discontinued Journey field to Yes.