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How to create journey templates
How to create journey templates
Updated over a month ago

To create a journey template, follow these simple steps. From the navigation bar on the left, select Journeys, then Library. From that page, click on the "New template" button.

1. Choose a journey type

First, choose what type of journey the template should relate to.

2. Name the template

Add a name and provide a short description for the template

3. Add steps and tasks

Now you can start creating steps and tasks inside that template.


How to create steps from scratch

  1. Click the create from scratch button

  2. Name the step, add a description and define the start and due dates

  3. Start adding tasks to the step you created - You can see how to create tasks in our "How to create tasks in journeys" article.

  4. Once you're done, click Save changes and your template will be ready to be used for your journeys!

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