Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Creating/CreatingJourneys.htm

## Creating Journeys in Campaign Manager

Journeys are active, long-running campaigns that marketing users can add new targets to on an ongoing basis, ensuring newly eligible HCPs can begin the journey at defined frequencies. These long-running programs enable customers to define journey channels and actions once, avoiding rebuilding them on a regular basis.

**Who can use this feature?**

* Marketing Users – Browser
* [Creating Journeys](#Creating)
* [Defining Journey Frequency](#Defining)
* [Entering Journey Notes](#Entering)
* [Planning and Executing Journeys](#Planning)
* Users require Campaign Manager and Approved Email licenses

### Configuring Journeys for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#)

To configure this feature:

1. Ensure the following features are configured:

   * [Configuring Campaign Manager](../Config/ConfigCM.htm)
   * [Configuring Approved Email](../../Multichannel/ApprovedEmail/InitialConfig/ConfiguringAE.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | Campaign (campaign\_\_v) | CRE | suite\_campaign\_\_v | * mode\_\_v * end\_datetime\_\_v * scheduled\_activation\_datetime\_\_v | Read |

### Creating Journeys as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#)

Marketers can create ongoing outreach programs that automatically process new targets at defined intervals. This allows for testing engagement with small segments before expanding to larger audiences.

#### Creating a Journey

To create a new journey:

1. Navigate to **Campaign Manager > Home**.

   ![](../../../Resources/Images/CampaignManager/CreateCampaigns.png)
2. Select the **Create Journey** tile.
3. Select the appropriate template. The following templates are supported:

   * [Single Action](SingleAction.htm)
   * [Multi-Action](MultiAction.htm)
4. Enter the following information:

   * Name – A maximum of 80 characters is supported
   * Select Type – Select Journey
5. Select **Create**. The new journey is created with the following fields automatically populated:

   * owner\_\_v – Populates with the user who created the journey
   * vcountry\_\_v – Populates with the vcountry\_\_v field of the user who created the journey. If this field is not populated, the country is selected based on the user's country.
   * campaign\_time\_zone\_\_v – Populates with the timezone of the user who created the journey

The new campaign displays in the Campaigns tab in a console view, providing marketing users with the following information:

* An Overview tab - Marketing users can use this tab to create a target list, define frequency intervals, and add details for the journey
* A Builder tab - Only available for [multi-action](MultiAction.htm) journeys, enabling marketing users to visually build the journey's actions. See [Journey Builder in Campaign Manager](../Details/Builder.htm) for more information.
* An edit icon in the journey header - Select this icon to edit the journey’s name, country, timezone, or description
* A pill indicating the status of the journey

![](../../../Resources/Images/CampaignManager/CreatingJourneys.png)

#### Editing Journey Details

To view or edit details:

1. Select the information icon in the upper right corner to display journey details.
2. Select the **Edit** icon to edit the journey details as needed.
3. Select **Save**.

A warning displays if users attempt to navigate away from or close a tab without saving edits to the details.

### Defining Journey Frequency as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#)

The frequency of a journey determines how often the journey flow is initiated for newly added targets.

To define the frequency:

1. Navigate to the **Set Frequency** section.

   ![](../../../Resources/Images/CampaignManager/CreatingJourneys1.png)
2. Select the **Set Frequency** tile.
3. Populate the following information:

   * Frequency – Populate with one of the following options:
   * Daily
   * Weekly – When selecting this option, users must also populate the Day of Week field with the appropriate day of the week
   * Monthly – When selecting this option, users must also populate the Day of Month field with the appropriate day of the month
   * Time – Enter the appropriate time
   * Time Zone – Defaults to the owner’s time zone

   ![](../../../Resources/Images/CampaignManager/CreatingJourneys2.png)
4. Select **Set Frequency**.

![](../../../Resources/Images/CampaignManager/CreatingJourneys3.png)

### Entering Journey Notes as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#)

A Journey Notes modal displays in the lower right corner of each campaign details tab for users to enter additional information about the journey. These notes are visible to any user with access to view the journey.

To enter notes, expand the Journey Notes window in the bottom right corner of the screen.

![](../../../Resources/Images/CampaignManager/CreatingJourneys4.png)

Enter line breaks and text formatting as needed.

The Save button is disabled until changes are made to the text field.

Select the modal header to collapse or expand the modal as needed. To view an extra-large version of the modal, select the expand icon in the text field.

Edit, delete, or enter additional text as needed.

### Planning and Executing Journeys as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#)

Once the journey is created, marketing users must configure the journey based on the selected template:

* [Single Action](SingleAction.htm)
* [Multi-Action](MultiAction.htm)

Email is the only currently supported channel. Support for other channels is planned for in a future release.

### Related Topics

[Creating Multi-Action Campaigns and Journeys](MultiAction.htm)

[Creating Single Action Campaigns and Journeys](SingleAction.htm)

[Segments and Flows in Campaign Manager](../Details/Segments.htm)