Rename a journey

This article explains how to use rename a journey in Tarvent Journeys.

What we'll cover

  1. Concepts
  2. How to do it
  3. Best practices
  4. FAQ
  5. Need help?

1 Concepts

Purpose
This article explains how to use Rename a journey in Tarvent Journeys.

Where to find it
Open the journey editor and use the left panel, the journey map, or the right-side editor depending on the feature you are working with.

Save changes
After changing settings, click Save to keep the update.

Note: Most journey items are configured in the right-side editor after you click the item in the journey map.

2 How to do it

Here are the steps:

  1. Open Journeys and find the journey.
  2. Use the rename option or open the journey settings.
  3. Update the journey name to a clear, descriptive name.
  4. Save the changes.

3 Best practices

  • Test with a small internal segment first
  • Use clear names for triggers, steps, and paths
  • Review Apply to which contacts criteria carefully
  • Make changes to live journeys carefully when contacts are active

4 Journey notes

  • A journey must have a unique name within the account
  • Renaming a journey has no affect on the journey itself, regardless of its run status.

5 FAQ

Can I use this in a running journey?
Most journey features can be updated while a journey is running, but test carefully when contacts are already active.
Do journey settings still apply?
Yes. Journey-level settings and contact criteria continue to affect how contacts move through the journey.
What is the safest way to test?
Use a small internal segment or a draft journey before launching to a larger audience.

6 Need help?

If you need help with setup or troubleshooting, contact support. We are happy to help.

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