Managing Journey Steps

Overview

Steps represent the 'pages' that a customer passes through in the e-commerce flow. These steps can include Sign Up, Category, Confirmation and Details, Payment Details, Subscription Terms, and Cancellation.

The look and feel of these steps can be determined in the e-Commerce template assigned to the page. For additional information on e-Commerce pages, view the articles Templates, and E-Commerce Page Concepts.

From the left hand navigation, Steps can be found under:

• Subscribe > Journeys

• Mouse over the journey you wish to view

• Click on the Actions Button, then View

• You can scroll down to the Steps section

Adding a Step

To add a step click the “Add Step” button in the header of the step section.

There are three different fields that need to be filled out.

• Number: This is a picklist that determines the order in which the steps will appear.

• Title: A name for the step needs to be filled in, either the same name as the Type, or a custom name to identify the step. This Step name will be displayed in the e-commerce flow navigation bar.

• Type: Choose the type of step from the picklist options.

Once all fields are filled click the "Add" button.

Editing a Journey Step

Once a Step is created it can be edited at any point in time.

To edit a step:

• Mouse over the step that needs to be changed

• Click Actions Button > Edit

Editing a step will allow you to change the Number, Title and Type of the step along with any of the additional fields.