For the complete documentation index, see llms.txt. This page is also available as Markdown.

Purpose

A journey's Purpose declares the function it serves — for example Change Plan or Cancellation. Purpose is how PeakCommerce decides which journey to run when a customer or CSR triggers an action from a portal.

Why purpose matters

The portal and CSR Change Plan and Cancel Plan entry points resolve the journey to run by its type and purpose (and the customer's cohort) — not by its name. You can rename a journey freely without breaking the link: a journey named "Win-Back 2026" carrying the Cancellation purpose still powers the Cancel Plan button.

This replaces the older approach of naming a journey exactly (for example "Customer Cancellation") so the portal could find it — set the Purpose instead. A legacy name match is still honored as a fallback, but purpose is the durable binding.

Purposes

Common purposes include:

  • Change Plan — powers the portal and CSR Change Plan flow.

  • Cancellation — powers the Cancel Plan and retention flow (see Customer Retention Journey).

Choosing among several journeys

When more than one active journey shares the same type and purpose, PeakCommerce uses profile assignments to target cohorts — so different customer segments, or the CSR portal versus the customer portal, can run different journeys for the same purpose.

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