Create Journeys Using Templates

The preconfigured templates found in the Launchpad help you streamline your workflows! There are a couple of different ways to get started. You can use the Launchpad navigation button on the left-side navigation panel, or you can choose Create > From Template as you start a new journey. However you choose to get started with your Launchpad template, there are some important things to know: 

• All fields normally required for a journey to go active are still required. Some of these may be filled in from the template, but you should always check your fields.
• Saving a journey as active removes all template instructions. Instructions cannot be recovered unless you start a new journey from the same template.

From your journey:

1. When you click the Create button, you'll see two options: From Template or From Scratch. Select From Template to open the Launchpad.
    
   (If you want to start a new journey without a template, you can select From Scratch to open the play configuration page.)
2. Once you find the configuration that you think will work best for you, click the Use This Journey button.
    
   A  journey loads with the configuration applied. You'll see helpful information as you move through creation, including links to more resources. These tips, tricks, and best practices will remain until you make your journey active.
   
   • Remember, the journey is not ready to go active as soon as you load up the template! You must add your own information. Think of the templates as a foundation to support you while you build up the rest of your journey. 

From Launchpad:

1. From the left-side navigation bar, select Launchpad. 
2. Use the search options to filter your results. We'll start with two, but you can create more specific searches according to your needs. For more information, see: Introduction to the ChurnZero Launchpad.
   • Select Editions: This narrows down your results to templates that are compatible with your edition of ChurnZero.
   • Select Types: This allows you to specify if you want to see all templates or just templates for plays or journeys. Click the checkmark beside Journeys to see only journey templates.
3. Browse the template cards to find the one that works best for your needs. You can continue to filter results using the search options. (For example, you can narrow down results to templates focused on renewals with the Select Use Case(s) dropdown.) 
   • Click View Details to see more information about the template.
4. Click Use This Journey to create a new journey with the configuration applied.