Anyone can create a track, and a track can be edited by an Owner or by
anyone added as an admin of that track, but activating a track needs an Admin or
Manager. Cohort tracks are managed by their cohort program’s editors - see
Cohort.
🚀 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
For a quiz, survey, or poll step, the AI builder first checks whether your
account already has one that clearly fits - anything you could already pick by hand
from your library (your own active quizzes and scheduled surveys/polls, each with
real questions in them). On a confident match it attaches that instead of writing new
content, and names it in its reply; anything less certain writes fresh content, same
as before. Remove the activity from its step to bring back the picker and choose
something else, or tell the AI to write new content and it’ll skip your library for
that track. The same item is never reused twice in one track, and editing a reused
item updates it everywhere it’s used.
🧱 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 people enter the track. Pick one:
You can also turn on Allow people 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 →
2. Add steps
Add steps with the + button on the canvas. 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.
3. Set the timing
Every step runs on a day of the track (Day 1, Day 7) at a send time shown next to its title (9:00 AM by default). Click the + between steps and choose Send on a day to start a new day; day dividers group the steps on the canvas. Days count the track’s run days (Monday to Friday by default, adjustable in the trigger settings), so steps skip any day the track does not run on, and Day 1 is the member’s first day on the track (the day they are added). Learn more about step timing →4. 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.
⚙️ 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. Pausing stops anyone new being added; people already part-way through finish their remaining steps, and a cohort track’s running cohorts deliver to the end. To stop a track for everyone, including those mid-track, archive it instead
- Archive, Duplicate, or Delete it. Archiving a track attached to a cohort program warns you first, naming the program (see Cohort)
- Manage Admins - other people who can manage the track
- Enroll users manually and view each enrollee’s progress
📋 Example: Onboarding Track
⭐ Best Practices
🔗 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