You must be an Admin or Manager to create and edit tracks.
๐ Getting Started
- Go to doozy.live/app and open Tracks
- Click to create a new track
- Either describe your track to the AI builder (it drafts the steps and timing for you to review) or choose Build manually
- Set a trigger, add steps, then save or activate
๐งฑ The Track Builder
A track is built on a visual canvas: a trigger at the top, followed by a sequence of steps connected in a flow. Give your track a name (and an optional description) in the builder.1. Choose a trigger
The trigger decides how users enter the track. Pick one:
You can also turn on Allow users to self-join this track, and use Advanced
filters to limit who enters by group, country, work location, or manager status.
Learn more about triggers โ
2. Add steps
Add steps from the builder sidebar. Steps are grouped by purpose:
Each step has a destination (who receives it) and its own settings. Reorder
steps on the canvas to control the flow.
A track can include only one Mentor Assignment step and one Cohort step.
3. Save or activate
The builder has two actions:- Save Draft - saves your track without running it
- Activate - validates the track and makes it live so it starts triggering for users
Editing an active track that already has people partway through it applies your changes to them as they reach their next step. For larger changes, duplicate the track instead so current enrollees finish the version they started.
โ๏ธ Managing a track
Open a track from the Tracks list to reach its detail page, where you can:- Edit the track in the builder
- Pause and Resume it
- Archive, Duplicate, or Delete it
- Manage Admins - other people who can manage the track
- Enroll users manually and view each enrolleeโs progress
๐ Example: Onboarding Track
โญ Best Practices
๐ Related
Triggers
How users enter tracks
Step Types
All available step types
View Progress
Monitor user progress through tracks
Add Users
Manually add users to a track