Add or update stages in a journey plan configurations

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Owners add or update the stages in journey plan configurations.

    Before you begin

    Role required: Owner or co-owner of a Journey designer plan configuration.

    About this task

    Journey designer plan configuration owners can change or create task templates for a plan configuration.
    • Add stages
    • Delete stages. A stage must not have any task if you want to delete it.
    • Publish a journey template (plan configuration) for approval by reviewer.
      Note:
      If a plan configuration doesn't have any assigned approver, the plan configuration is immediately published when the changes are submitted.
    • Plan configurations that are published and currently in use aren’t impacted by changes.

    Procedure

    1. From the Employee Center service portal, navigate to the Journeys page.
    2. Select the Journey templates tab.
    3. Select the plan configuration that you want update.
      Owners can:
      • Reorder stages
      • Change stages
      • Create additional
    4. Make the changes to the plan configuration.
    5. Select Publish changes.
      Note:
      Plan configurations need only one approval to be published. If the changes require review by a certain approver, be sure to communicate special instruction for approval to all approvers.
    6. Add details about the changes to the Additional details field.
    7. Select Submit.