Adding a Journey

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To add a journey, login as an administrator and navigate to Subscribe > Journeys.

In the journey list view, click Add Journey button.

Choose the type of journey you'd like to create and enter a name for the journey. The following types of journeys are available:

  • New Order

  • Change Order

  • Renewal Order

  • Cancel Order

Once you've created the journey, there are additional related records that must be created before it can be deployed to a user experience.

Related Records

  • Journey Categories

  • Products

  • Rule Sets (optional)

  • Steps

Journey Configurations

In addition to the related records, journeys have default configurations that can be set to define business logic and behavior.

  • Partner (optional, choose default)

  • Profile

  • Invoice Owner

  • Subscription Term Length

  • Term Type

  • Invoice Separately

  • Term Start Date

  • Contract Effective Date

  • Service Activation Date

  • Customer Acceptance Date

Journeys are assigned to profiles and e-commerce pages to define experiences for end users. To help save time when adding the related records, you can import categories, products, and sub-products (bundles).