This article…

  1. is intended for marketers deploying Journeys
  2. will show you how to create, edit and rearrange Steps in Journeys
  3. Explain the Step types and settings

What You’ll Need


Step 1: Create a New Step

  1. Open the Journeys Builder
  2. Click Add Step
  3. A new Step in the Journey will appear at the bottom of all steps

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Step 2: Edit Step Settings

  1. Click the 3 Dots to edit a Step’s settings
  2. Select a Step Type
    1. Regular - Default
    2. Disqualification - Allows you to disqualify users based on answers to questions in previous steps
  3. Set a Transition Timer (Optional) to show the current Step for a set period of time and move the user forward automatically.
    1. Set your timer in milliseconds
    2. Ex: 5s timer = 5000