Manage Journeys: Edit and Delete
Learn how to edit journey details, manage journey lifecycle, and understand journey deletion permissions.
Table of Contents
Journey management encompasses the ongoing tasks of editing, updating, and maintaining journey maps as customer experiences evolve. Understanding journey management capabilities ensures your maps remain accurate and valuable over time.
Editing Journey Details
Journey Information Updates allow you to modify journey name, description, and scope as your understanding of the customer experience evolves. Access journey settings through the journey header menu to update basic information without affecting touchpoint content.
Scope Adjustments help refine journey boundaries when you discover the customer experience extends beyond original assumptions or when business requirements change. You can expand journey scope to include additional touchpoints or narrow focus to specific customer segments.
Context Updates ensure journey maps reflect current business reality. Update customer personas, business objectives, and success metrics as market conditions change or as you gather more customer experience data.
Journey Content Management
Bulk Operations enable efficient updates across multiple touchpoints when customer experience patterns change. Update touchpoint categories, emotions, or metrics across the entire journey to maintain consistency and accuracy.
Content Migration supports moving touchpoints between journeys when you reorganize customer experience scope or create new journey maps for specific scenarios. Preserve touchpoint details while adjusting journey structure.
Version Control tracks journey changes over time with automatic snapshots and change history. Compare journey versions to understand how customer experience understanding has evolved and revert to previous versions if needed.
Collaboration and Workflow
Edit Permissions control who can modify journey content based on team roles and project requirements. Team administrators can adjust editing rights for specific journeys or establish default permissions for new journey maps.
Review Processes establish quality controls for journey updates through approval workflows and stakeholder sign-off procedures. Configure review requirements based on journey importance and impact on business decisions.
Change Notifications keep team members informed about journey updates through customizable alert systems. Choose notification frequency and content to balance awareness with productivity.
Journey Lifecycle Management
Journey Status tracks where each journey stands in your organization’s customer experience mapping process. Use status indicators like “Draft,” “In Review,” “Approved,” or “Archived” to communicate journey readiness and reliability.
Archival Processes provide organized storage for completed or outdated journey maps while preserving historical customer experience insights. Archive journeys that represent past customer experiences or completed projects without losing valuable reference information.
Journey Dependencies require careful management when journeys connect to or reference other customer experience maps. Update cross-references and dependencies when journey scope or status changes to maintain accuracy across your journey ecosystem.
Journey Deletion
Deletion Permissions are strictly controlled to prevent accidental loss of valuable customer experience work. Only team administrators and journey creators can delete journey maps, with additional confirmation requirements for journeys with extensive content or collaboration history.
Who Can Delete Journeys depends on team configuration and journey ownership. Team administrators always have deletion rights, journey creators maintain deletion permissions for their own work, and team settings can extend deletion rights to senior team members based on organizational requirements.
Deletion Process requires multiple confirmation steps to prevent accidental data loss. The system prompts users to confirm deletion intent, warns about data loss implications, and provides final opportunity to cancel before permanent removal.
Pre-Deletion Backups automatically create recovery snapshots before journey deletion. These backups allow recovery of accidentally deleted journeys within a limited timeframe, providing safety net for irreversible actions.
Data Export and Backup
Journey Export enables data portability and backup creation before making significant changes or deletions. Export journey data in multiple formats for archival purposes or migration to other systems.
Team-Wide Backups provide comprehensive protection for entire journey mapping projects. Schedule regular exports of all team journeys to ensure business continuity and protect against data loss.
Selective Recovery allows restoration of specific journey elements without affecting other team work. Restore individual touchpoints, journey sections, or complete journeys from backup data as needed.
Quality Maintenance
Regular Audits ensure journey maps remain accurate and valuable as customer experiences evolve. Schedule periodic reviews of journey content, metrics, and relevance to maintain high-quality customer experience insights.
Performance Monitoring tracks how journey maps contribute to business outcomes and team effectiveness. Monitor usage patterns, collaboration frequency, and business impact to optimize journey mapping processes.
Continuous Improvement incorporates lessons learned from customer experience changes into journey mapping practices. Update templates, processes, and guidelines based on what works best for your team and customer experience goals.
Next Steps
With solid journey management practices in place, you’re ready to explore the canvas interface where you’ll build and visualize the detailed customer touchpoints that comprise complete customer experiences.