Journey Analytics Previously known as Transact Insights. | Analytics User | v17.10 This feature was introduced in v17.10.
Milestones are significant events that occur in a transaction. There are two types of milestones:
Custom milestones can be used for several purposes based on the needs of the business and/or the Application. They allow customers to build Analytical reports that answer specific questions to enable data-driven decisions that improve the onboarding experience and conversion. It is important to note that once a milestone is sent, it will forever be recorded against this transaction in Journey Analytics and cannot be revoked.
You can send custom milestones from a Groovy or Fluent service running on Journey Manager by updating the transaction's submission object by using
TxnUpdater.addmilestone() API as shown below.
import com.avoka.tm.svc.* import com.avoka.tm.vo.* import com.avoka.tm.query.* Txn txn = new TxnQuery() .setTrackingCode("[transaction tracking code]") .firstValue() .addMilestone("Sample Milestone") .update() new TxnUpdater(txn)
Presently, there are two ways Insights uses custom milestone data.
In the context of User Journeys, custom milestones are markers that represent the path the users take within the transaction. These custom milestones are captured from either a Maestro or Composer application or from Journey Manager. Custom milestones from Journey Manager could be sent while a user is completing the application, or after the user submits the application.
As part of checking the credit background of an Applicant, a "Credit Check Done" milestone could be sent soon after the credit check is completed on Journey Manager.
new TxnUpdater(txn) .addMilestone("Credit Check Done") .update()
If you want to understand the Approval and Rejection rate of submitted applications, you could send "Approved", "Declined" or "Review" milestone based on the decision as part of a Collaboration Job Action.
new TxnUpdater(txn) .addMilestone("Approved") .update()
new TxnUpdater(txn) .addMilestone("Declined") .update()
new TxnUpdater(txn) .addMilestone("Review") .update()
Custom milestones are a good way to distinguish between transactions made by applicants and transactions made by reviewers. A common use-case is once an applicant has completed an application, the submitted transaction will be reviewed by a review team which creates a second transaction. In Insights, the events from review transactions will skew all metrics for applicant transactions. For example, for one end-user completed application, Insights will show the completed count as 2. In most cases, you will only want to consider and analyze transactions made by applicants. To address this issue, you can implement custom milestones on Journey Manager to identify the type of transaction and send a custom milestone to reflect that type.
new TxnUpdater(txn) .addMilestone("Applicant Transaction") .update()
new TxnUpdater(txn) .addMilestone("Review Transaction") .update()
Depending on which Collaboration Job Step the transaction gets created, you could send either an “Applicant Transaction” (transactions initiated by applicants) or when a transaction is a “Review Transaction” (transactions initiated by reviewers).