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.
You can do it in 2 ways - either by using previously created reusable steps from your library or by creating steps from scratch.
How to load a reusable step from the library
Click the Load from library button
Choose the steps that you want to load to that template - you can choose multiple steps and rearrange them later if you want.
You can then continue creating your template by modifying any existing steps, loading others from the library, or creating new ones from scratch.
How to create steps from scratch
Click the create from scratch button
Name the step, add a description and define the start and due dates
Start adding tasks to the step you created - You can see how to create tasks in our "How to create tasks in journeys" article.
Once you're done, click Save changes and your template will be ready to be used for your journeys!