9 Managing Saved Journeys

9 Managing Saved Journeys

Managing Saved Journeys and Journey Actions

View, copy, rename, share, or delete saved customer journeys.


5. Manage the Saved Customer Journey

Once the customer journey is created and saved, users can manage it using the options available on the journey map page. These options help users review the journey, share it with others, apply filters, and view it in the required language.

The available options are:

  1. Download: Downloads the customer journey map for offline review or sharing.
  2. Share: Shares the customer journey map with other users for review or collaboration.
  3. Date Filter: Filters the customer journey data based on the selected date range.
  4. Language: Changes the display language of the customer journey map.

6. Manage Journey Actions

The Actions column on the Manage Journeys page provides quick options to manage an existing customer journey. These actions help users open a journey, create a copy, update the journey name, share it with others, or remove it when it is no longer required.

The available actions are:

  1. View: Opens the selected customer journey so you can review or continue working on it.
  2. Delete: Permanently removes the selected customer journey from the list.
  3. Copy: Creates a duplicate of the selected customer journey for reuse or further modification.
  4. Rename: Updates the name of the selected customer journey.
  5. Share: Shares the selected customer journey with other users for collaboration or review.




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