Studio makes it easy for you to build joyful customer journeys. Whether you're just getting started or you're already a journey-building pro, here's how to get the most out of Studio.
In this article
To create, edit, or copy a journey, you'll need the Draft Journeys, Campaigns, & Experiments permission.
To delete a draft of a journey, you'll need the Manage and Publish Journeys permission.
Creating a new journey
When you create a new journey, it will open in Draft mode. In this view, you can add and edit tiles, test things out, and save your work without worrying about adding any users to the journey before you're ready.
Adding and deleting tiles
To add a tile to your journey, grab a tile from the panel and drag it onto the canvas.
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 asssociated with the journey.
Selecting and moving tiles
Click a tile on the canvas to select it. A black bar will appear 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.
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.
When you edit a Time Delay tile, the new delay time only applies to users who enter the tile after you edited it. Users already in the Time Delay tile are delayed for the original amount of time. To learn more, see Journey Setup: Delay 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 and disconnecting 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.
To remove a connection between two tiles, hover over the connection line and click the trash can icon.
Collaborating on journeys
To help you and your teammates build journeys more efficiently, Studio includes a couple of useful collaboration features.
Notes let you add comments and questions to the canvas to collaborate with your teammates. Notes are internal only (your users won't ever see them).
You can use notes to leave a comment or suggestion, explain how a stage of a journey works, or remind your teammates not to disconnect a certain tile — whatever makes the most sense for your use case!
You can put notes directly on the canvas to leave comments or questions about a section of the journey, or attach notes to specific tiles.
Notes are just like tiles — if you click Align connected tiles, they'll move. To attach a note to a specific tile so they stay together when you move things around, add your note inside the tile settings menu.
Got a group of tiles you add to journeys all the time? Save them as a tileset!
Tilesets are groups of tiles that you can save and reuse in multiple journeys, so you can spend less time repeating yourself and more time building delightful customer experiences. When you save a tileset, all of your tile settings save too (except for message tiles — you'll need to set up the details for your campaigns individually).
To create a tileset, select a group of tiles on the canvas and click Create tileset.
Once you've created a tileset, you and your teammates can quickly add it to any journey within the same project. When you add a tileset to a journey, you can edit, move, or delete the individual tiles if you need to.
Tilesets are not like snippets. If you edit a tileset, your changes won't be reflected in any of the journeys that contain that tileset.
Saving a journey
To save your progress as you're building your journey, click Save draft. Journeys are not autosaved, so make sure to click Save draft every time you make changes.
You can find all of your drafts under the Drafts tab of the Journeys page.
You can also download an image of your journey to share with other members of your team. To do this, click the arrow in the lower-left corner of Studio and select Save as image.
A PNG image will appear in your Downloads folder.
Publishing a journey
When you're ready to start adding users to your journey, click the Publish button. This will switch you to Published view.
When you publish a journey for the first time, it becomes live. Eligible users will be added to the journey and start receiving messages from the associated campaigns.
In Published view, you can see your journey's performance data and turn the journey on or off, but you can't edit any of the journey's tiles, settings, or connections.
If you want to edit your journey, you'll need to switch back to Draft mode. (See Editing Journeys).