With Draft mode, you can edit a journey without worrying about messing up the live version. Change some tiles, get a teammate to review your draft, and save your progress in the background while your users continue through the live version as usual. Then publish your changes when you're ready. (Take your time, we won't judge! 🙂)
In this article
Creating a draft
To edit a published journey, open the journey in Studio and click Edit journey. This will create a new draft version of your live journey and switch you to Draft mode.
NOTE
You can have one draft version of a published journey at a time.
Once you've added a draft to a published journey, you can easily switch between the live version and the draft version to compare them. Click the arrow at the top of the page and select Published or Draft from the dropdown.
Or click View drafted edits at the bottom of Studio.
NOTE
Be careful! Only one person should edit a journey at a time — if you try to edit at the same time as one of your teammates, you could accidentally overwrite their changes.
When you’re ready to make your changes live, click Publish. This brings up a confirmation menu with a list of everything that's changed:
If everything looks good, click Publish. This will replace the current version of the live journey with the draft version. Any users who are currently in the live journey will be switched to the new version as soon as they complete the step they're on. Any users who were in tiles you've deleted will exit the journey.
Resetting a draft
If you change your mind about your edits, you can reset your draft and start over.
To do this, click the ^ button and select Reset draft.
This will revert your draft to the same configuration as the published version, but it won't delete the draft.
Deleting a draft
You can also completely delete a draft.
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To delete a draft from the Journeys page, go to the Drafts tab. Click the three dots menu on the draft's row and click Delete.
NOTE
This only works for drafts that have never been published before. (Ones that say
Draftin the Status column.) -
To delete a draft while you're in Draft mode editing a journey, click the arrow in the bottom left of Studio, and select Delete draft.
Deleting a draft is permanent, so use caution!
Turning a journey on/off
If you need to pause a published journey for a while, click Turn off. This prevents new users from entering the journey and removes users who are already in the journey (after they complete the step they're on).
TIP
- To keep existing users moving through the journey, but prevent new users from entering, don’t turn off the journey—disconnect the Start tile instead.
When you’re ready for users to start entering the journey again, click Turn on.
To learn more about creating journeys, see Tutorial: Build Your First Journey.
Viewing previous versions of a journey
To see a timeline of all the different versions of a published journey, click the three dots at the top of the page and select Version history.
You'll see a list of versions that shows each time the journey was published or turned on or off, which team member created each version, and a list of changes that were made in each version (if any).
NOTE
The version history feature only goes back to July 20, 2022. Any versions you created before this date won’t be listed in your journey's version history.
Heads-up: Not all changes show up in the journey's version history. Here's what does and doesn't:
| Shows up in the version history | Doesn't show up in the version history |
|---|---|
| Publishing a draft | Adding a draft |
| Turning the journey on | Saving a draft |
| Turning the journey off | Editing a draft |
| Adding a tile | Updating a campaign |
| Removing a tile | Renaming the journey |
| Editing a tile | Adding a note |
| Connecting a tile | Editing a note |
| Disconnecting a tile | Removing a note |
IMPORTANT
Changes you make to a campaign that's part of a journey will not be reflected in the journey's version history. Learn more.
Restoring a previous version of a journey
Need to roll back some changes you made? No problem! After you've edited a published journey, you can revert to a previous version.
NOTE
To restore a previous version of a journey, you need the Draft and Manage & Publish Journeys permissions. (If you don’t want certain team members to be able to restore a previous version of a journey, they should not have these permissions.)
While you're viewing a journey's version history, select the version you want to restore and click Restore as draft.
When you restore a previous version of your journey, the changes are added as a draft — the published journey doesn't change. You can review the draft and double-check your edits before you publish them.
NOTE
If you already have an existing draft for your journey, restoring the version will overwrite your existing draft. Use caution!
Every time you re-publish or turn off your journey, a new version will be added to the version history timeline (even if no edits were made).
If the version you restore removes some message tiles from the journey, you'll stop seeing updated analytics for those campaigns. If the restored version adds any message tiles to the journey, you'll start to see metrics for those campaigns in Messaging Insights.