Additional operations on Journey canvas

You can perform the following actions when you are on the Journey canvas screen:

Viewing or editing a Journey

About this task

To view or edit a Journey, complete the following steps:

Procedure

  1. For a Journey, on the Journey canvas screen, click More Actions > View/Edit Details.
    • You can add or remove Entry Sources and Data Definition of a Journey in Draft state.
    • Deleting the Data Definition will erase the canvas.
    • For a Published Journey, you can only change the Name, Description, and Folder.
    • For a Paused Journey, you can add or remove Entry Sources.
    The Details page appears.
  2. Make the necessary changes and click Save & proceed. For more details, see Creating Journeys.
  3. If required, you can edit or delete the Touchpoints and Control configurations for a Draft Journey or a Paused Journey and click Save to save the Journey in Draft state. You can also click Publish to publish the Journey.

Save as template

User can save a Journey as template and create a new Journey from the saved templates. To save a template, complete the following steps:

Procedure

  1. For a Journey, on the Journey canvas screen, click More Actions > Save as template.
    The Save this journey as a template? dialog appears.
  2. Provide a name to the new template.
  3. Click on Save

    Saved template will be available under Templates page. For more information, see Journey Template

Duplicating a Journey

About this task

User can also duplicate Journeys from the Journey listing page. For more information, see Duplicating a Journey.

User 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

  1. For a Journey, on the Journey canvas screen, click More Actions > Duplicate.
    The Duplicate Journey dialog appears.
  2. Click Copy to create a copy.
    All details of existing Journey, which includes Entry Sources, Data Definitions, and Journey canvas with their configurations, will be copied.
    Note: If any goals are configured, they will not be copied.

    If required, you can change the Entry Source or Data Definition. Changing the Data Definition, in a copied Journey, will erase the copied Journey canvas. A confirmation dialog appears before deleting the canvas.

    The newly duplicated Journey will open in Canvas mode.

Exporting a Journey

This functionality helps in deploying Journey from one instance to another. User can export Journey in any state (Published, Draft, Paused, or Completed).

To export a Journey, complete the following steps:

Procedure

For a Journey, on the Journey canvas screen, click More Actions > Export Journey.
crc file and zip file will get downloaded.
Note: If user has Journey with CRM touchpoint configured and has goals configured on it. When Journey is exported in target system, CRM touchpoint needs to be configured again in target system to access edit goal page without any error.

You can also Export Journeys from the Journey listing page. For more information, see Export Journey

Deleting a Journey

About this task

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

  1. For a Journey, on the Journey canvas screen, click Delete to delete the Journey.
    A confirmation box appears.
  2. Click Yes to delete the Journey.

    All details of existing Journey, which includes Entry Sources, Data Definitions, and Journey canvas with their configurations, will be deleted.

Exiting a Journey

About this task

To exit from the Journey canvas page, complete the following step:

Procedure

For a Journey, on the Journey canvas screen, click Exit to exit the Journey canvas screen.

Saving a Journey

About this task

To save a Journey, complete the following step:

Procedure

For a Journey, on the Journey canvas screen, click Save to save the added or updated details of Journey.

Publishing a Journey

About this task

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

For a Journey, on the Journey canvas screen, click Publish to publish the Journey.

Pausing and Editing a Journey

About this task

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

  1. Select > Published.
  2. Select a Journey for modification. For more information, see Modifying the details of a Journey.
    The Journey canvas for the selected Journey appears.
  3. Click Paused and Edit.
    A confirmation box appears.
  4. Click Pause.
    The Journey is paused and the Journey entry will be moved to the Paused Journeys listing page.

Marking a Journey as complete

About this task

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:

Procedure

  1. Select > Published.
  2. Select a Journey to mark it as complete. For more information, see Modifying the details of a Journey.
    The Journey canvas for the selected Journey appears.
  3. Select More Actions > Mark a Journey as complete.
    The Journey is marked as complete.