Copying a Customer Journey

You can copy a stage to the current customer journey or select a different active customer journey for the same entity.

To copy a customer journey stage

  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 the Stages/Steps tab.
  4. Click the Copy Stage for the stage you want to copy.
  5. Click the Customer Journey drop-down arrow and select the customer journey you want to copy the stage to.
    Note: By default the current customer journey is selected. The list of customer journeys is limited to the customer journeys for the same entity.
  6. Click OK. You can edit the stage as needed. See Adding or Editing a Customer Journey Step.