Copying a journey

You can copy the data of an existing journey to create a new journey. The stages and steps are also be copied to the new journey. The entity of a copied journey cannot be modified, so you can only copy a journey for the same entity.

Note: The system administrator and users with the appropriate role can access these features.

To copy a journey:

  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.
  3. Click Copy.
  4. Specify the name of the new journey in the Name field.
  5. Specify a short description for the journey, in the Description field.
  6. Select the Active check box if required. The Active check box must be selected for the journey to be available to users.
  7. Click Save to save the new journey.
  8. Use the Stages/Steps tab to manage the copied stages and steps for the new journey.
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