Copying a customer journey step

You can copy a step to any stage in any active customer journey of the same entity.

To copy a customer journey step:

  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 is displayed.
  3. Click the Stages/Steps tab.
  4. Click the Copy Step for the step you require to copy.
  5. Click the Customer Journey arrow and select the customer journey that contains the stage you require to copy the step.
    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 the Stage arrow and select the stage you require to copy the step to. The list of stages is determined by the selected Customer Journey.
  7. Click OK. You can modify the step as required. See Adding or modifying a customer journey step.
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