Before you start
You need the Organization Admin role. Journey templates are admin-only, and everything stays scoped to your own organization.
Start a journey from a pre-defined template
Instead of starting from a blank journey, you can pick a pre-defined template and customize it. Templates are grouped by where a person is in the program:
Pre-Boarding and Keep Warm. Keep new hires engaged in the stretch between their offer and their start date.
Onboarding and Program. Welcome people when they start and keep them engaged through the program.
Offboarding to Alumni Engagement. Wrap up the program and stay connected after people become alumni.
Each template is a ready-made journey you can edit before it goes live. Use one as-is or adjust the steps, emails, and timing to fit your program.
To use a pre-defined template:
Start a new journey.
Choose the template that matches the stage you are building for.
Review the steps and edit anything you want to change.
Assign your people and publish.
Journeys how-to: https://help.symba.io/en/articles/9191161-journeys
Save and reuse your own email templates
You can also save a journey email once and reuse it in any journey email step.
Create a template with an email subject and body. Add images with the image control rather than pasting them into the body, and keep emails under roughly 500 KB.
Reuse it by pulling it into an Email step when you build a journey.
Duplicates are blocked. Saving a template with the same subject and body as an existing one is stopped, so your library stays clean.
Deleting archives the template rather than removing it permanently, and only active templates show in your list.
Related articles
Journeys: build, publish, and monitor a journey: https://help.symba.io/en/articles/9191161-journeys
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We're here to support you. If you have any difficulties or questions, please contact us at support@symba.io.
Best, The Symba Team