Studio Basics

Studio is Iterable's journey-building tool. This article explains the basics of how to use and get around in Studio.

# In this article

# Accessing Studio

To access Studio, go to Messaging > Journeys. If you want to edit an existing journey, select it from the list. To create a new journey, click + New journey. Either action will automatically open the Studio canvas.

Once you're in Studio, you're ready to start working with your journey, using the actions described in the rest of this article.

# Take a tour

The ? icon at the top of the screen is Studio's self-service help center. Open this menu for quick links to Iterable's support documentation, Iterable Academy, and a menu of Studio navigation tips and hotkeys.

Click the ... icon to see your journey's settings or version history, or to duplicate the journey.

The chat icon gives you quick access to Iterable's support chat.

The Review tab gives you performance suggestions and helps you resolve issues before you publish a journey.

To search the canvas for a specific word or tile ID, click the magnifying glass icon and type your search term into the text entry box that appears.

The ^ button at the bottom left of the screen lets you reset or delete the current draft of the journey, or save the journey as an image.

# Configuring journey settings

The Settings menu lets you configure and view important details about your journey. To access a journey's settings, click the overflow menu (three dots), then select Settings. From here, you can review details about the journey, configure metrics that you can use to monitor your journey's performance, and edit the journey's exit rules.

# About tab

The About tab contains basic details about your journey like its name, ID, description, and labels. You can also see when the journey was created and last modified and by which team member.

# Conversion & Metrics tab

The Conversion & Metrics tab lets you view and configure settings for tracking your journey's performance. From here, you can set or update your journey's conversion event(s) and choose which metrics to display on your journey's tiles.

To learn more about these settings, see Monitoring Journey Engagement.

# Exit Rules tab

In the Exit Rules tab, you can add or edit your journey's exit rules.

To learn more about setting up exit rules, see Defining How Users Exit Journeys.

# Working with tiles

Before you start creating your journey, it's helpful to understand how to situate them on the Studio canvas. Clean, easy-to-read journeys are easier to manage and update, so take your time when setting them up.

# Adding tiles

There are two ways to add tiles to the canvas:

# Option 1: Click and drag

To add a tile, grab a tile from the panel and drag it onto the canvas.

# Option 2: Generate tiles with AI

With Journey Assist, you can describe the kind of journey you want to build, and the relevant tiles are automatically generated for you.

To learn more about using Journey Assist, see Journey Assist.

# Deleting tiles

To delete a tile, hover over it on the canvas and click the trash can icon.

When you delete a message tile from a published journey, the campaign is not deleted—it's still listed on the Campaigns page. The campaign's state stays the same, and all of the campaign's metrics are still viewable on the Campaigns page and in Messaging Insights. However, on the Journeys page, the campaign no longer appears in the list of campaigns associated with the journey.

To learn more about deleting tiles and the various ways users exit journeys, see Defining How Users Exit Journeys.

# Selecting tiles

Click a tile on the canvas to select it. A black bar appears around the tile when it is selected.

Hold Shift and click to select multiple tiles.

Or hold Shift and use your mouse to draw a square around the group of tiles you want to select.

# Moving tiles

Click and drag a tile (or group of tiles) to move it around on the canvas.

# Setting up tiles

After you've dragged a tile onto the canvas, double-click it to open its tile settings menu.

When you’ve finished configuring the tile settings, click Update to save your changes.

To learn more about the settings available in each tile type and how to configure them for your use case, see the following support docs:

• Start Tile
• Message Tiles
• Delay Tiles
• Filter Tiles
• User Update Tiles
• Integration Tiles

# Copying tiles

Select a tile or group of tiles and click Duplicate to make a copy of your selection. Or use Ctrl/Cmd + C and Ctrl/Cmd + V to copy/paste your selection on the canvas.

# Connecting tiles

Connecting two tiles creates a path between them. Any users that go through the journey will travel from one connected tile to the next.

To connect two tiles in a journey, drag a line between their connection points.

# Disconnecting tiles

To remove a connection between two tiles, hover over the connection line and click the trash can icon.

# Searching for tiles

To search for a specific tile within a journey, open the journey and click the magnifying glass icon at the top of Studio. This opens a search box where you can type keywords related to the tile you're looking for (such as the tile's name or ID). As you type, any matching information is highlighted on the canvas — so you can quickly locate specific tiles, even in large journeys.

# Creating a tileset

Tilesets are groups of tiles that you can save and reuse in multiple journeys. If you have specific tile flows that you use repeatedly in your journey-building workflows, creating tilesets can help you save time and ensure consistency across journeys that use similar tile flows.

Unlike snippets, tilesets cannot be edited and saved to reflect changes globally.

To create a tileset:

1. Select a group of configured tiles on the canvas and click Create tileset.

2. Enter a name and optionally a description to help team members understand what the tileset consists of and should be used for.

   IMPORTANT

   Once saved, a tileset's name and description cannot be changed. Be sure to review these fields for accuracy and correct spelling before saving.

3. Check the tile count to verify that the number of tiles to be saved to the tileset is correct.

4. Click Create Tileset.

A saved tileset includes:

• The number and types of tiles
• The connections between tiles
• Each tile's configured settings (except Message tiles—attached templates and campaign sending details are not saved in tilesets and must be configured manually each time the tileset is inserted in a journey)

Once saved, tilesets can be inserted into any journey within the same project. All members of your project have access to the same tilesets, so your teammates can use the tilesets you create and vice versa.

To view your project's saved tilesets, drag a Tileset tile onto the canvas. This opens the tileset menu, where you can view, search, insert, and delete tilesets.

After a tileset is added to a journey canvas, you can edit, move, disconnect, and delete individual tiles from the tileset as needed.

# Adding a note

With notes, you can leave comments or suggestions, explain how a stage of a journey works, or remind your teammates not to disconnect certain tiles.

You can put notes directly on the canvas or attach notes to specific tiles.

# Saving a journey

To save your progress as you're building a journey, click Save draft. Journeys are not autosaved, so make sure to click Save draft every time you make changes.

# Want to learn more?

For more information about some of the topics in this article, check out these resources:

Support docs

• Journey Components
• Journey Building Overview