Here you can view the Journey Playbooks available, choose one to edit or create a new one.
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Quick Access
You Your most recently used Journey Playbooks show across the top of the home page.
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Each row provides:
Journey Playbooks Playbook name
Classification: Use ClassificatioStateClassification to separate your Playbooks into functional groups
State: Current state of the steps within the playbook - live, to do or proposed
Satisfaction level: Shows an ordered list of the satisfaction levels attained by the Steps steps in the Journey
Milestones: Number of Milestones milestones in the Journey Playbook
Steps: Number of Steps steps in the Journey Playbook
Finding your Journey Playbook
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Click on the orange plus icon on the right. This will open a new Journey Playbook for you to configure.
Opening, Editing, Copying and Deleting a Journey Playbooks
Click Double click on the Journey Playbook tile or row of interest and the Plybook Playbook will open.
Right click on the row or tile and a popup will appear providing three options:
Open: Opens the Journey Playbook screen allowing you to edit it. By default this opens in the same window.
- Open innew window, opens
Keyboard shortcuts on Open:
Click Shift and open - Opens the Playbook in a new window
Click Ctrl and open - Opens the Playbook in a tab
Copy: Copies the selected Journey Playbook
Delete: Allows deletion of the Journey Playbook after confirmation