Create and manage plan configurations in Journey designer
Create and manage plan configurations that are based on a plan type. Plan configurations are customized for specific employee audiences.
Before you begin
- A plan type must exist: Create and manage plan types
- Journey designer v1
- Role required: admin [sn_jny.admin]
Procedure
Navigate to All > Journey Designer > Manage Plan Configurations.
Select New, or open an existing plan configuration.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Title | Descriptive title so that managers can identify different plan configurations. For example, Sales Employee Plan Configuration. |
| Audience | A group of users. Select an audience so that you can control which specific groups of users can access the plans.Note: The plan configuration preview feature depends on whether the plan configuration owner has access to the selected Audience type. These Audience types are accessible to all plan configuration owners.
|
| Active | Option that you can select to make the configuration available for use. Note: A plan cannot be active until it contains at least one stage. |
| Journey Accelerator plan type | Plan types. The top-level classification is used to identify different types. |
| Short description | Brief description of the plan. |
| Description | Detailed description of the plan. |
Select Submit.
To add stages to the plan, do the following:
Select the plan you just created.
Select New.
Choose an available stage name.
Enter the stage order.
Select Submit.
The Active option can now be enabled.
Select Update.
Parent Topic:Configure Journey designer features