Create and manage Journey Accelerator plan configurations
Create and manage plan configurations that are based on a plan type. Plan configurations are customized for specific employee audiences.
Before you begin
Role required: admin
Procedure
Navigate to All > Journey Accelerator > Manage Plan Configurations.
Click New, or open an existing plan configuration.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Title | Descriptive title so that managers can identify different plan configurations. For example, Sales Employee Plan Configuration. |
| Audience | Group of users. Select an audience so that you can control which specific groups of users can access the plans. |
| Active | Option that you can select to make the configuration available for use. Note: A plan cannot be active until it contains at least one stage. |
| Journey Accelerator plan type | Plan types. The top-level classification is used to identify different types. |
| Short description | Brief description of the plan. |
| Description | Detailed description of the plan. |
Click Save.
To configure the stages for this plan, click New.
Select an available stage name.
Click Submit.
Click Update.