Journey editor
EARLY ACCESSEditor overview
The Journey editor is the interface used to build and configure journeys. It provides a visual canvas where you can add and connect journey elements, configure settings, and manage the journey.
How to access the editor
Existing journey:
- Go to the Journeys page.
- Select the journey you want to open.
- The journey opens in the editor.
New journey:
- When you create a new journey, the editor opens automatically.
The numbers shown in the image correspond to specific areas of the editor interface, outlined below.
Structure of the editor
The editor consists of the following areas.
Header
The header bar at the top of the editor shows:
| Element | Description |
|---|---|
| 1. Journey name | The editable name of the journey. Select the pencil icon to rename. |
| 2. Version | The current version number (for example, v.1). |
| 3. Status badge | The current journey status (for example, Drafted, Active). |
| 4. Last saved | Timestamp showing when the journey was last saved. |
| 5. Settings (gear icon) | Opens the Journey settings side panel. |
| 6. Validate (checkmark icon) | Validates the journey configuration before launch. |
| 7. Launch | Launches the journey. See saving and publishing. |
| 8. Three-dot menu (⋮) | Additional actions. See Editor actions. |
Editor actions
The three-dot menu in the header provides the following actions:
- Duplicate: Create a copy of the journey.
- Delete: Delete the journey (Drafted journeys only).
- Save as template: Save the journey as a custom template.
- Copy to another account: Copy the journey to a different Infobip account.
- Export: Export the journey.
Canvas
The main workspace where you add and arrange journey elements to design the flow. See canvas navigation for zoom controls, connection line styles, and enhanced controls.
Side panel
Opens on the right when you select an element or open journey settings. Shows configuration options for the selected item. See configuring elements.
Footer bar
The footer bar at the bottom of the editor contains the following controls:
| Control | Description |
|---|---|
| 9. Settings (gear icon) | Opens canvas controls: Enhanced controls toggle and Connection line style (Bezier or Stepped). |
| 10. Debug | Toggle debug mode on or off. |
| 11. Add entry point | Add an entry point to the journey. |
| 12. Errors | Shows the number of validation errors. Select to view error details. |
| 13. Set a goal | Open the Goal settings. |
Journey settings panel
Select the Settings gear icon in the header to open the Journey settings side panel. The panel has the following tabs:
| Tab | Description |
|---|---|
| Frequency | Configure frequency cap settings (journey reenter, time delay, entry limitations, simultaneous interactions, batch processing). |
| Scheduling | Configure scheduling (journey start, stop, time zone). |
| Goal | Set a goal event to track journey performance. |
| Variables | Create and manage journey variables. |
| More | Additional settings: Shared message history (share message history with Conversations agents) and Tags (add campaign tags to the journey). |