Copying a Customer Journey

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

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

To copy a customer journey:

  1. Select Customer Journey on the Navigation Bar, Administration > Customer Journey. The Customer Journey list view is displayed. See Using the Customer Journeys list view.
  2. Click a customer journey in the list or use the Lookup to locate a customer journey. The selected customer journey detail view opens.
  3. Click Copy.
  4. Specify the name of the new customer journey in the Name field.
  5. Specify a short description for the customer journey, in the Description field.
  6. Select the Active option if required. The Active check box must be selected for the customer journey to be available to users.
  7. Click Save to save the new customer journey.
  8. Use the Stages/Steps tab to manage the copied stages and steps for the new customer journey
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