For the complete documentation index, see llms.txt. This page is also available as Markdown.

Edit a journey

Open Content → Journeys, then choose Edit from the journey's row menu () — or click Edit on the journey's view page. This opens the journey builder.

The journey builder: the journey's type, status, and structure up top, then the Steps tab listing each step with its page, output variables, and commerce actions, and Steps / Flow / Settings tabs
The journey builder — edit the journey's details and manage its steps; opening a step launches the full-page step editor.

Adding a step — or opening an existing one — launches the full-page step editor, which organizes the step's settings into sections you switch between (see Managing journey steps).

Edit details

Click Edit details to change the journey's top-level settings:

  • Name

  • Type — E-Commerce, Customer Self-Service, or CSR Self-Service

  • Status — draft or active

  • Order Structure — how products are grouped when the journey creates orders

  • Subscription term — Evergreen or Termed

Build the flow

The builder has three tabs:

  • Steps — add, reorder, and configure the pages a customer passes through. Each step maps data in and out and can run commerce actions (create order, update account, fraud check, …). See Managing journey steps.

  • Flow — connect steps and add branching logic.

  • Settings — set the subscription term, the profile assignments that control who can enter the journey, and SEO & metadata for the public page. See Journey Settings.

Click Done to save your changes. Publish the journey to make the changes live for customers.

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