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What Is a Milestone?

Getting Started

A milestone is a meaningful stage inside a journey. It contains the steps users work through, and it's complete when all its steps are done.

A milestone is a meaningful stage inside a journey. It contains the steps users work through, and it's complete when all its steps are done.

How milestones help users

Milestones divide a larger outcome into manageable stages. Users open a journey, choose a milestone, and work through its steps. Progress updates as they complete the work.

For example, an email-campaign journey could have a Strategy milestone followed by a Writing milestone. Those are phases of one outcome, not separate journeys.

What you can customize

Open the milestone's Settings:

  • General: its name and Published status.
  • Customize: its icon, color, and background.
  • Content → Welcome & Explanation: its description, explainer text, image or video, and media layout.
  • Content → Completion: the completion popup's title, message, icon, color, and celebration.
  • Visibility: conditions controlling when it appears to users.
  • Versions: whether users can create separate versions for repeatable work.

See Customize a Milestone for the full walkthrough.

Background inheritance

A milestone inherits background fields from its journey or hub unless you override them in Settings → Customize. Steps use the milestone's background; they don't have separate background settings.

Repeatable work

Enable milestone versions when users may need to repeat the same process for a different project or situation. Each version keeps that work separate.

See Understanding Milestone Versions.

Custom labels

Milestones is the default label. Change it under Hub Settings → Customize → Custom Label for Milestones to something that fits your program, such as Phases or Sections.

To change the sequence, see Reorder Journeys, Milestones, and Steps.

Frequently asked questions

Can I reorder milestones?
Yes. Reorder them from the journey page.
What happens when a user finishes a milestone?
The milestone is marked complete. OBIE shows completion guidance for the milestone, journey, or hub, depending on where the user is in the sequence.
Can I hide a milestone until earlier work is done?
Yes. Use Settings → Visibility to add completed-step conditions or other rules.