Create and manage plan configurations in Journey designer version 1

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create and manage plan configurations that are based on a plan type. Plan configurations are customized for specific employee audiences.

    Before you begin

    Procedure

    1. Navigate to All > Journey Designer > Manage Plan Configurations.
    2. Click New, or open an existing plan configuration.
    3. On the form, fill in the fields.
      Table 1. Plan Configuration form
      Field Description
      Title Descriptive title so that managers can identify different plan configurations. For example, Sales Employee Plan Configuration.
      Audience A group of users. Select an audience so that you can control which specific groups of users can access the plans.
      Note:
      The plan configuration preview feature depends on whether the plan configuration owner has access to the selected Audience type. These Audience types are accessible to all plan configuration owners.
      • HR Profile
      • HR Criteria
      • Users
      • Users Criteria
      • Upload file
      Active Option that you can select to make the configuration available for use.
      Note:
      A plan cannot be active until it contains at least one stage.
      Journey Accelerator plan type Plan types. The top-level classification is used to identify different types.
      Short description Brief description of the plan.
      Description Detailed description of the plan.
    4. Click Submit.
    To add stages to the plan, do the following:
    1. Click the plan you just created.
    2. Click New.
      1. Select an available stage name.
      2. Enter the stage order.
      3. Click Submit.
      The Active option can now be enabled.
    3. Click Update.