Configure AI Journeys settings

BFCM 2026 Note: AI Journeys works as usual during BFCM. Keep Smart Sending on for AI Journeys. Confirm your budget early so you don't need to turn off AI Journeys during or after BFCM.

Before BFCM, review:

  • Sitewide sale dates, start and end times, and time zone
  • Offers assigned to your sign-up units for Welcome messages
  • Abandonment offer settings
  • Shipping and return policy text
    Use Sitewide Sales to automatically add promotion details, timing, and language to Welcome and Abandonment messages. Don't enter a coupon code in Sale Details, because Sitewide Sales is only for automatic sitewide discounts. To set up abandonment-specific offers, contact your CSM.

AI Journeys Settings includes the following: which subscribers and products are eligible for AI Journeys messaging, whether sitewide sale information is included, and the shipping and return policy text AI Journeys uses.

What is it?

AI Journeys Settings is a dedicated tab within AI Journeys where you can:

  • Exclusions — keep specific subscriber segments or product feeds from receiving or appearing in AI Journeys messages, or keep offers and sitewide sales from appearing alongside products they don’t apply to.
  • Sitewide sales — include sitewide sale information in AI Journeys messages to keep them relevant during promotions.
  • Shipping and returns — set the shipping and return policy text AI Journeys references when it generates messages, so AI-written copy matches your actual policies.

How do I use it?

Access AI Journeys

Image showing navigation to AI Journeys

Head to Journeys > AI Journeys using the left navigation panel to navigate to performance, messages, and settings.

Image showing options within AI Journeys settings

Exclusions

  1. Go to AI Journeys.
  2. Click Settings > Exclusions

Segments

  1. Under Segments, click the Excluded segments dropdown and select one or more segments to exclude.
    • Don't have the right segment yet? Click + Create a new segment to build one without leaving the page.
  2. Click Save settings.

Image showing segment exclusions

Excluded subscribers don't stop hearing from you entirely — they're shifted to your control group's default messaging instead of AI Journeys messaging.

  • If your excluded segments add up to more than 25% of your subscriber list, AI Journeys shows a warning that it will hinder performance.
    • This also applies to the use of multiple segments — the cumulative subscriber count cannot exceed 25% of your total audience.
  • It is not recommended to exclude high intent subscriber groups
  • You can exclude up to 3 segments at a time.

Products

A product feed is a saved group of products (for example, everything tagged “Gift Card”). You can use product feeds in AI Journeys to define which products to exclude.

  1. Under Products, click the Excluded product feeds dropdown and select one or more product feeds to exclude.
  2. Click Save settings.

Image showing product exclusions

If an AI Journeys message would otherwise feature an excluded product, that message is suppressed rather than sent with a substitute product. This requires an active product catalog with product feeds enabled. You can exclude up to 3 product feeds at a time. If your account doesn’t have a product catalog enabled, this section will prompt you to reach out to your CSM to enable product feeds.

Offers and sitewide sales

Image of product feed selection

Some products may not qualify for your discounts (for example, a welcome offer that excludes new arrivals or gift cards). Offer exclusions keep AI Journeys from pairing an offer or sitewide sale with a product it doesn’t apply to. AI Journeys still sends the personalized message about that product, just without the offer or sitewide sale.

  1. Under Products by offer/sitewide sale, select an offer from the relevant dropdown. 
  2. Choose what the exclusion applies to:
    • All offers
    • All sitewide sales
    • A specific offer or sitewide sale — select it from the dropdown.
  3. Select one or more product feeds to exclude. Don’t have a product feed for this yet? Click + Create a new product feed.
  4. Click Save settings.

Note:

  • Offer exclusions are separate from the product exclusions above. Use product exclusions when you don’t want a product in AI Journeys messages at all. Use offer exclusions when the product can appear, just without a discount.
  • If a message’s featured product is excluded from an offer or sitewide sale, AI Journeys removes that promotion’s details from the message and keeps the featured product. It doesn’t select a replacement offer or product. If both promotions are present, each is checked independently: AI Journeys removes whichever the product is excluded from, including both if applicable.
  • “All offers” and “All sitewide sales” also apply to any offers or sales you create later.
  • Requires an active product catalog with product feeds enabled.

Sitewide sales

Sitewide sales lets AI Journeys reference your active sitewide sale information in its messages to keep them relevant during promotions.

  1. Go to AI Journeys.
  2. Click Settings > Sitewide sales.
  3. Click Add sale.
  4. More details on Sitewide sales can be found here!

Image showing sitewide sale menu

Shipping and returns

  1. Go to AI Journeys.
  2. Click Settings > Shipping and returns.
  3. Enter your policy text in the Shipping information field (e.g., "Free shipping on orders $75+").
  4. Enter your policy text in the Return information field (e.g., "Free returns for 100 days with 100-day guarantee").
  5. Click Save settings.

If you leave these fields blank, AI Journeys won't include shipping or return details in its messages.

Image showing shipping and return menu

Why should I use it?

AI Journeys Settings lets you fine-tune who and what your AI Journeys program touches without engineering support. Excluding segments helps you meet compliance or internal testing needs. Excluding product feeds helps keep AI Journeys from promoting items that are out of stock, not yet available, or otherwise a poor fit. Excluding product feeds from offers and sitewide sales helps prevent subscribers from receiving a discount that won’t work at checkout, while still sending them a message about the product they’re interested in. Adding sitewide sale information helps keep messages aligned with the promotion you’re running. Customizing shipping and return information helps keep AI-generated messages consistent with your real policies instead of relying on generic assumptions.

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