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User Guide
Journey Template
Templates page lists all the saved Journey templates. Details like Template Name, Template ID, create date, Data Definition associated and preview is available on this page. Click on the Preview hyperlink to see the preview of the Journey template.

User Guide
- An Introduction to Unica Journey
  Unica Journey is a goal-based orchestration solution to craft, execute, and visualize context-driven, personalized, multi-step omnichannel customer experiences.
- Getting started with Unica Journey
  The following sections will explain the basic flow of events in designing Journeys.
- Entry Sources
  Entry source is the source from which you are providing data for the Journey. A Journey can have one or multiple entry sources.
- Data Definitions
  Data definitions are the schema of your data.
- Journeys
  Unica Journey is a goal-based orchestration solution to craft, execute, and visualize context-driven, personalized, multi-step omnichannel customer experiences.
- Journey chaining
  Unica Journey contains capabilities for drip marketing. Marketers can run different Journeys for a single audience group and serve customers with better communications in each stage of marketing.
- Journey Template
  Templates page lists all the saved Journey templates. Details like Template Name, Template ID, create date, Data Definition associated and preview is available on this page. Click on the Preview hyperlink to see the preview of the Journey template.
- Offer Integration with Journey
  Journey support offer from Centralized Offer Management (COM). Offer created in COM can be directly associated in email touchpoint with Link connectors in Unica Journey.
- Settings
  Use the settings menu to manage the Journey integrations like Email connectors, SMS connectors, CRM connections, and REST integrations.
- Basic features
  The basic features are features that are accessible at any time.
- Common features

Journey Template

Templates page lists all the saved Journey templates. Details like Template Name, Template ID, create date, Data Definition associated and preview is available on this page. Click on the Preview hyperlink to see the preview of the Journey template.

Hover the cursor over the required Journey and select > to delete a template.

Hover the cursor over the required Journey and select > to create a Journey using the template. The Create Journey from this template? dialog appears. Provide a name to the Journey and click on Create. User is redirected to the Journey canvas page.

Note: Journey template cannot be edited. For any changes in the template, user need to create a new Journey make the updates and save as template. No user roles and permissions are attached to Create template. Templates cannot be copied from one environment to another, user can use Journey import / export functionality for the same. Journey goals and Journey milestones will not be associated with template / stored in template.

Note: We are currently not having any folder structure associated with template on the UI. We are keeping the template in the same folder as of Journey. There can be templates with same name but different template IDs. The template will get saved with data definition details. Entry sources associated with the Journey would not be saved with the template. Journey settings will be saved in the template.

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