Journey Templates

Journey Templates are pre-defined journeys created by Salesforce or other users. Use a template as-is, or modify it to meet your use case.

Find a template in Journey Builder via one of these methods.

  • Select a template from the gallery on the homepage after you log in to Marketing Cloud Engagement.
  • In Journey Builder, click the Templates tab.
  • In Journey Builder, click Create New Journey, and then click journey template.
Note
Note To see templates that don’t appear on the first page of results, click View More Templates.

Salesforce Templates

Each pre-designed Salesforce Template includes best practice guidance. Click outside the guide on the canvas, or click X to turn off best practice guidance.

Note
Note To disable template guidance for all journeys in your account, including journeys created from a different template, close the guidance three times using the X. To manually disable or re-enable best practice guidance, click guidance button.

Choose a template from these available options.

  • Abandoned Cart - Everyday Purchase
  • Abandoned Cart - Significant Purchase
  • Anniversary Send
  • Birthday Journey with Coupon
  • Event Follow-up
  • Welcome Journey
  • Welcome Journey with Engagement
  • Behavioral Targeting with Audience Studio
  • Re-engagement

Shared Templates

Shared templates help you efficiently replicate journeys that address common use cases across your business unit. Users with the Journey Builder Create/Edit permission for the business unit where the template was created can edit and delete shared templates.

Note
Note To enable users to share templates at the enterprise level, select Enable Enterprise Level Sharing in the Marketing Cloud Engagement Setup app.
  • 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.
  • Create a Shared Template
    Create a shared template from a journey that you created in Marketing Cloud Engagement Journey Builder.