Additional operations on Journey canvas
You can perform the following actions when you are on the Journey canvas screen:
Viewing or editing a Journey
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Procedure
Duplicating a Journey
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You can also duplicate Journeys from the Journey listing page. For more information, see Duplicating a Journey.
You can duplicate a Journey in any state (Published, Draft, Paused, or Completed). The newly created Journey, after duplication, will be in Draft state. Since the newly created Journey is in a draft state, duplicating a Published Journey does not automatically resend communication to the customer.
To create a copy of an existing Journey, complete the following steps:Procedure
Deleting a Journey
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You can also delete a Journey from the Journey listing page. For more information, see Deleting Journeys.
You can only delete a Journey that is in Draft state.
To delete a Journey, complete the following steps:
Procedure
Exiting a Journey
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Procedure
Saving a Journey
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Procedure
Publishing a Journey
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Publishing a Journey starts the execution of a Journey. Journey execution does not have options like test run or production run. Publishing a Journey directly executes the production run. You cannot publish a Journey if any Touchpoint or Journey control is not configured. You should have appropriate permissions to Publish or Pause a Journey. For more information, see Assigning permissions to Journey Roles.
To test a Journey, assign the Entry Source, containing the sample data, to the Journey and publish the Journey. This helps you to run the sample audience, or test audience, from the Journey and validate your Journey design. Once you verify the Journey with the sample data, pause the Journey and change the Entry Source to point to the production Entry Source. After this, you can republish the Journey with production data.
To publish a Journey, complete the following step:
Procedure
Pausing and Editing a Journey
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You can pause and edit a Published Journey.
The rules for editing a Journey in a Paused state are as follows:
- You can only modify the Name field, Description field, and the Folder location for Journeys in Published state.
- You can modify the Journey canvas when a Journey is in Paused state.
- You can add Entry sources for Journeys in Draft and Paused state.
After editing the Paused Journey, republish the Journey to start the execution.
To pause and edit a Journey, complete the following steps:
Procedure
Marking a Journey as complete
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You can manually mark a Journey as complete or you can automate it by setting goals. For automating the completion, see Journey Goals. You can only mark a Published Journey as complete.
To manually mark a Journey as complete, complete the following steps: