Create a Journey from a Template

To create a journey using a journey template, select a template from the Marketing Cloud Engagement home page or in Journey Builder. Alternately, select a template from the template gallery, which includes both Salesforce and shared templates. Users with the Journey Builder Create/Edit permission in the business unit where the template was created can edit and delete shared templates.

Note Configure the schedule each time you create a journey from a shared template.

1. Select a template
   

   Tip Access journey templates from the Engagement home page or the Journey Builder Templates gallery.
2. Click Get Started.
3. To configure the journey settings, click .
4. To set a goal, click .
5. To set an exit criteria, click .
6. Configure the entry source.

   When you access a shared template, the entry source isn’t configured, but it matches the entry source type used in the template. You can copy the data extension in a template to use it as the entry source or you can choose a different data extension. When you choose to copy the data extension, you must rename it. If a data extension is deleted after it's included in a template, template users must choose a different data extension.

7. If applicable, configure each canvas activity.
   

   Note In a shared template, random split, decision split, and wait activities maintain the configuration that the template’s creator set. However, you must reconfigure any other activities for the new journey. Decision splits in a journey created from a template that originated in a different business unit maintain only the number of paths and path names. Decision splits in a journey created from a template in the same business unit that contains only Contact Data attributes maintain an identical configuration.
8. Click Save.
9. Click Validate.
10. Click Test.
11. Click Activate.