Building and Editing Journeys

Studio makes it easy for you to build, edit, and publish 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

# Required permissions

• 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.

# Building 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.

# 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.

# Editing tiles

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

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

# Copying tiles

Select a tile or group of tiles and click Duplicate to make a copy. 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.

# Adding a tileset

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.

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.

Grab a Tileset tile and drag it onto the canvas. Then, select which tileset you want to insert.

Once you've added a tileset to a journey, you can edit, move, or delete the individual tiles if you need to.

# 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 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 a journey).

# Editing a journey

With Draft mode, you can work on a journey without worrying about messing up the live version. Edit 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! 🙂)

# Creating a draft

To edit a published journey, open the journey and click Edit journey. This will create a new draft version of your live journey and switch you back to Draft mode.

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 in the bottom right of the page.

When you’re ready to make your changes live, click Publish. This will bring 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.

• 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 Draft in 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.

  

Once you delete a draft, you won't be able to recover it—so make sure you really want to delete it!

# 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).

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).

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

# 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.

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.

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.