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Accessing the Journey Plan Section #

  • Click the Activity menu item.
  • Click the Schedule menu item.
  • Click the Journey Plan menu item.

Accessing the User's Journey Plan Section #

Click the User’s row.

Adding a Journey Plan #

Adding a Journey Plan Manually #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

  • Click the Add a New Plan button.
  • Fill in the required info.
  • Click Save to confirm.

Adding a Journey Plan's Branch Visit #

NOTE:

Any changes to the Journey Plan will be applied the following day. Same-day changes will be applied to the next week within the cycle.

Enable the Add for one time checkbox to only create one visit, rather than adding it to the permanent Journey Plan.

Enable the Show all branches checkbox to view all branches regardless of user assigned branches.

  • Click on the day.
  • Fill the required information.
  • Click Save to confirm.
  • Select whether to apply immediately or on the next renewal cycle.
  • Click Submit to confirm.

Adding Journey Plans and Branch Visits in Bulk #

NOTE:

Please use this option to add many Journey Plans at the same time. Once the import has been successful, you will be notified by email.

  • Click the Import button.
  • Download the import template.
  • Fill in the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Select whether to apply immediately or upon completion of the next cycle.
  • Click the Add button and confirm the popup.

Editing a Journey Plan #

Editing a Journey Plan Manually #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

  • Click the Edit “Plan Name” button.
  • Complete the required edits.
  • Click Save to confirm.

Editing Live Journey Plans and Branch Visits in Bulk #

NOTE:

Please use this option to update many Journey Plans and Branch Visits at the same time. Once the import has been successful, you will be notified by email.

  • Click the Import button.
  • Download the import template.
  • Fill in the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Select whether to apply immediately or upon completion of the next cycle.
  • Click the Add button and confirm the popup.

Editing Non-Live Journey Plans and Branch Visits in Bulk #

NOTE:

Please use this option to update many Journey Plans and Branch Visits at the same time. Once the import has been successful, you will be notified by email.

  • Click the Import button.
  • Download the import template.
  • Fill in the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Click the Add button and confirm the popup.

Deleting a Journey Plan #

WARNING:

You cannot restore a Journey Plan once deleted. Use with caution.

  • Click the Edit “Plan Name” button to be taken to the Journey Plan details page.
  • Click the Delete button.
  • Select whether to apply immediately or on the next renewal cycle.
  • Click Save to confirm.

Deleting a Journey Plan's Branch Visit #

WARNING:

You cannot restore a Journey Plan's Branch Visit once deleted. Use with caution.

NOTE:

You can remove a visit from one week by enabling the Remove one time checkbox. If you would like to remove all instances of the visit, enable the Remove permanently checkbox.

  • Click the X icon.
  • Click Remove to confirm.
  • Click Save to confirm.

Deleting a Journey Plan's Entire Week of Branch Visit #

WARNING:

You cannot restore a Journey Plan's Branch Visit once deleted. Use with caution.

  • Click the Clear Week button.
  • Click Continue to confirm.
  • Click Save to confirm.

Deleting a Journey Plan's Branch Visits in Bulk #

WARNING:

You cannot restore a Journey Plan's Branch Visit once deleted. Use with caution.

  • Click the Bulk Action button.
  • Select whether to remove branches for just one instance or permanently.
  • Click Remove to confirm.
  • Click Save to confirm.

Adding/Removing a Journey Plan Week #

WARNING:

You cannot restore a Journey Plan Week once deleted. Use with caution.

  • Click the Add a New Week button.
  • Or click the Remove Week button.
  • Confirm the popup.

Clearing unsaved Journey Plan Changes #

WARNING:

You cannot restore a Journey Plan Changes once cleared. Use with caution.

Click the Clear button.

Field Descriptions #

Field Name

Field Description

Name*

The Journey Plan name.

Cycle Start Week*

The time period the Journey Plan is active.

Enabled*

A checkbox to allow you to deactivate or activate this Journey Plan.

Route

A filter to only show branches that belong to a specific Route.

Branch

A dropdown to select the branch to be added to the Journey Plan.

Add for one time

A checkbox that once enabled only adds the visit once, rather than to the permanent Journey Plan.

Show all Branches

A checkbox that once enabled allows the admin user to search through and assign a Branch that is not assigned to the user.

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