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: Journey templates can be stored in a folder structure similar to data definition and
entry sources.Journey templates can also be searched through global search bar as we
have currently for entry sources, data definition and Journeys. 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.