Templates

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Overview

Templates are pre-built journey blueprints that give you a head start on mapping common user flows. Instead of building a journey from scratch, you pick a template that matches your use case, preview its step structure, and apply it — the nodes and connections are created automatically in the Journey Builder, ready to review and customize. Templates are exclusively for User Journeys. They define the complete node and edge structure of a flow.

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Browsing Templates

Go to Digital Experiences → User Journeys → Templates tab to open the template gallery.

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Search and Filter

• Search bar — Find templates by name or description (results update as you type)
• Category filter — Narrow results to a specific use case category

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Template Categories

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Official vs Community Templates

Templates come from two sources: Both types appear in the same gallery. Official templates are badged with an Official label; community templates show a user icon.

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Template Cards

Each card in the gallery shows:

• Name — The template’s title
• Category badge — The use case category
• Description — A summary of what the flow tracks
• Node count — Number of steps in the journey
• Tags — Keywords describing the flow (up to 3 shown; “+N” if more)

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Previewing a Template

Click Preview Template on any card to open the preview dialog. This shows:

• Template name and type badge (Official or Community)
• Full description
• Category, node count, and edge count
• All tags
• Interactive flow diagram — A read-only visualization of the full journey graph. Zoom, pan, and inspect the nodes to understand the step structure before committing.
• Fullscreen toggle — Expand the diagram for a better view of complex flows

When you’re ready, click Apply to Journey to start the apply flow.

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Applying a Template

Applying a template creates a new version of a journey pre-populated with the template’s nodes and edges. You can apply to an existing journey or create a new one.

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Option A — Apply to an Existing Journey

1. Click Apply to Journey in the preview dialog
2. Select the journey from the dropdown list
3. Click Apply — a new draft version is created with the template’s structure
4. The journey editor opens so you can review and customize the nodes

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Option B — Create a New Journey and Apply

1. Click Apply to Journey, then click Create New Journey
2. Enter a journey name (or pick a quick-select suggestion)
3. Select the Digital Experience to attach the journey to
4. Optionally add a description
5. Click Create & Select Journey, then Apply

Quick-select name suggestions:

• Landing Page to Contact Form
• New User Onboarding
• Purchase Flow
• Feature Discovery
• Account Setup
• Checkout Process
• Lead Generation
• Content Engagement

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What a Template Contains

Every template includes a complete graph structure that maps directly to the Journey Builder: Nodes — Each step pre-configured with:

• Step name and description
• Node type (Page View, Click, Scroll, Form Submit, etc.)
• Journey Stage (Awareness → Retention)
• Type-specific settings (target URL, CSS selector, scroll depth, etc.)

Edges — Connections between steps defining the progression order After applying, all nodes and edges are fully editable in the builder. The template is a starting point — nothing is locked.

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After Applying

Once a template is applied, you land in the Journey Builder with the flow pre-loaded as a draft version. From here:

1. Review each node — update URLs, selectors, and event names to match your actual site
2. Add, remove, or reorder steps as needed
3. Connect any missing edges or remove unnecessary ones
4. Publish when ready

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Templates in the Setup Guide

During onboarding, the Map Your User Flows step (Step 6 of the Setup Guide) surfaces the official template gallery. You can apply a template directly from the setup flow — it creates a new journey and opens the builder without leaving the setup sequence.