Autopilot: Manage your Journeys using collections and folders
By default, the Journeys app has the following tabs to help sort your Journeys:
However, if you want to sort your Journeys in a more granular way, you can do so using collections and folders.
What are collections and folders?
Collections are groups of Journeys. For example, you might make a collection called "Newsletters" and put all of your newsletter Journeys in it.
Folders are groups of collections. For example, you might make a folder called "Sales" and put all collections created by your sales team in it.
Add a new collection or folder
Follow the steps below to add a new collection or folder:
Add Journeys to a collection
Follow the steps below to add Journeys to a collection:
To keep things simple,. This does not include "All Journeys", "Running", "Drafts", or "Stopped" as these aren't collections; they are just sorting options.
Add collections to a folder
Follow the steps below to add collections to a folder. As demonstrated, you can use drag and drop or the menu:
To keep things simple, a collection can only be in one folder.
Move and remove Journeys from collections
Follow the steps below to move and remove Journeys from collections:
Move and remove collections from folders
Follow the steps below to move and remove collections from folders:
Manage collections and folders
You can access the rename and delete options via the menu. To re-arrange collections or folders, use drag and drop as demonstrated below:
Add a collection or folder to team favorites
Team favorites make it easy for your team to highlight the collections and folders that matter the most. Follow the steps below to favorite a collection. As demonstrated, you can use drag and drop or the menu:
Manage the Journeys "tree"
Follow the steps below to customize what is shown in the Journeys "tree":