How to Save Journeys as Templates

Saving a journey workflow as a template allows you to use that saved workflow multiple times. Templates can be copied by users that have access to them as a starting point during the workflow build process.

• Saved templates are available on the Template Settings tab in the journey form. 

For Your Own User Only

1. Save your journey once you have completed the workflow.
   • Click HERE to view more about saving journeys.
2. At the top of the page, click Review & Publish. 
   • If you receive an error message indicating that one or more components require additional settings, add the mandatory information and try again.
3. Under User Publishing Settings, check the box next to Available as a Template. 
4. Under User Publishing Settings, check the agreement box. 
5. Click Save and Publish Journey. 

For Selected Users or Teams

1. Save your journey once you have completed the workflow.
   • Click HERE to view more about saving journeys.
2. At the top of the screen, click Review & Publish. 
   • If you receive an error message indicating that one or more components require additional settings, add the mandatory information and try again.
3. Under Review and Publish, check the agreement box.
4. At the top of the page, click Save Journey again. 
5. Under Review & Publish, click Publish Journey. 
6. Click Ok to confirm. 
   • You are now redirected to the Active Journeys tab where your journey is listed. 
7. On the Active Journeys tab, check the box next to the journey you want to publish. 
8. At the top of the page, click the person icon (User Settings) or the multiple person icon (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).
9. At the top of the page, click the pen and paper icon (Change Settings). 
   • A slide out page appears. 
10. Under Journey Settings, check the box next to Available as a Template. 
11. Click Submit.