Configure Journey designer features
Administrators configure Journey designer for the needs of their organization.
Journey designer administration console apps and configuration
The Journey designer administration console consolidates Journey Accelerator, Journey designer, and Lifecycle Events configuration needs in a single intuitive page. Administrators can see which applications are already installed and other applications that are available for installation.
- Design a journey
- Create and configure Lifecycle Events and Journey Accelerator plans to build and maintain journeys.
- Enhance the journey
- Manage the features you already have installed and see what's available to install and enhance your journeys.
Journey designer console helpful resources
Administrators new to Journey designer can use the resources available on the admin console page to learn about the features and workflow for creating journeys.
- Introduction
- View a video that shows you the basic flow for creating and maintaining journeys. This video offers and detailed explanation about the relationship between Journey designer, Journey Accelerator, and Lifecycle Events.
- Getting started
- Learn more about journeys, Lifecycle Events, and Journey Accelerator. This information helps you to understand everything involved in creating journeys.
- Helpful resources
- Access the Journey designer guided setup or detailed documentation from the helpful resources listed in the console.
Basic configuration process overview
The configuration process depends on the features and integrations used in your organization. Here are the basic process steps for configuring Journey designer.
- Step 1: Create and manage journey configurations
- Create and configure Journey designer journeys
Journey designer configurations are used as templates for creating journeys. Administrators create configurations that are used to trigger journeys.
- Manage Journey designer user roles
Your roles control access for creating and modifying different features in Journey designer.
- Create and configure Journey designer journeys
- Step 2: Configure the Journey
- Create a Journey type to classify the Journey configuration and associate the journey with a Lifecycle Events, Journey Accelerator, or both. Create and manage Journey types
- Step 3: Configure Journey permissions
- Update users' permissions for journeys
- Step 4: Create and manage Journey designer reports and dashboards
- Journey designer dashboards and reports