Add or update stages in a journey plan configurations

Owners add or update the stages in journey plan configurations.

Before you begin

Role required: Owner or co-owner of a Journey designer plan configuration.

About this task

Journey designer plan configuration owners can change or create task templates for a plan configuration.

• Add stages
• Delete stages. A stage must not have any task if you want to delete it.
• Publish a journey template (plan configuration) for approval by reviewer.
  Note:

  If a plan configuration doesn't have any assigned approver, the plan configuration is immediately published when the changes are submitted.
• Plan configurations that are published and currently in use aren’t impacted by changes.

Procedure

1. Navigate to All > Employee Center > Journeys.
2. Select the Journey templates tab.
3. Select the plan configuration that you want update.
   Owners can:

   • Reorder stages
   • Change stages
   • Create additional
4. Make the changes to the plan configuration.
5. Select Publish changes.
   Note:

   Plan configurations need only one approval to be published. If the changes require review by a certain approver, be sure to communicate special instruction for approval to all approvers.
6. Add details about the changes to the Additional details field.
7. Select Submit.