- You must first create your journey.
- Click HERE to learn more.
- (Optional) Save your journey.
- Click HERE to learn more.
- On the left navigation, click Journeys.
- Find the journey you want to edit.
- On the right side of the page, click Actions > User Settings OR Actions > Team Settings.
- If User Settings was chosen, check the box next to the user name(s).
- If Team Settings was chosen, check the box next to the team(s).
- At the top of the screen, click the pen and paper icon.
- A slide out page appears.
- Under Access Settings, check Add Access.
- Under Journey Settings, check on of the following options:
- Activate for all users - The journey will be active for all selected users and teams immediately after you publish.
- Available to activate (opt-in) and deactivate (opt out) - Each user or team selected in your organization will see this journey on their Available Journeys tab. This gives them the option to activate, or deactivate, the journey for their own use.
- (Optional) Check the following:
- Allow users to stop this journey - Allows any user running the journey to manually remove a contact from the workflow.
- Allow users to trigger scheduled events on this journey - Allows for any user running the journey to manually bypass the current pending journey step for a contact.
- Click Submit.
