When you update a reusable step, all associated journey templates will automatically reflect these changes, but it won’t affect any active journeys.

Example:

An employee’s first day at work is usually similar across various positions within a company.

You can create reusable steps for this first day and add them to different onboarding templates. Whenever you update these steps, all templates that include them will automatically show the changes — no need to adjust each one individually.

In your sidebar, click on Journeys, then select Library. Click on the Reusable steps tab and then click New step.

Specify the type of journey that is associated with your reusable step.

Provide a name and a brief description of the reusable step.

You can set the start and due dates for a reusable step based on events like the employee start date, the end of the probationary period, or the end of employment.

Next, add all the tasks the employee must complete as part of this step.

You can now use your reusable step in a journey or journey template! Learn how to implement reusable steps into templates or journeys here.