ℹ️ There are three basic journey types built into the module: pre-onboarding, onboarding, and offboarding.
Since these may not cover all processes that occur in a company (eg. pay raise, promotion, crossboarding, etc.), we allow for the creation of additional custom journey types!
How to create a custom journey type
1. Go to Settings → Configuration → Journey → Types and click Add journey type
2. Give the new journey type a name, add a description and choose an icon
3. Define the access levels for the journey type you're creating
Archiving and deleting custom journey types
ℹ️
A journey type must always be archived before deletion. Archiving a journey type makes all its journeys and templates inaccessible. An archived journey type can either be deleted (all data will be lost) or restored, which will make all data accessible again.
How to archive a journey type:
Go to Settings > Configuration > Journeys > Types
Select the journey type you want to archive and/or delete
Go to the Manage tab and click Archive journey type
Once a journey type has been archived, you can either delete it or unarchive it to restore it, both these options are found in the same Manage section.