What Is a Milestone?
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.
