Adding or modifying a journey CRM workflow step

You can add or modify a journey CRM workflow step. A CRM workflow step in a journey enables a user to manually start the selected CRM workflow.

To add or modify a journey workflow step:

  1. Select Journey on the Navigation bar, Administration > Journey. The Journey list view is displayed. See Using the Journeys list view.
  2. Click a journey in the list or use the Lookup to locate a journey. The selected journey detail view is displayed. See Using lookup.
  3. Click the Add Step on the tab toolbar to create a new step.
    Note: You can also click the step name link of the step to modify.
  4. Specify this information:
    Step Name
    The name of the step.
    Description
    A brief description of the step.
    Order
    The numeric order value of the step within the journey stage. Determines the order in which steps must be completed.
    Required
    Select to indicate the step is required and therefore must be completed before proceeding to the next step.
    Action
    Click the arrow and select Workflow from the list.
  5. Click the Workflow Options tab.
  6. Click Lookup and select active CRM workflows for the entity associated with the journey.
  7. Click OK to save the step and close the window.
    Note: You can click Save and New to save the record and clear the check box so you can create a new journey step.
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