Downloading a journey profile configuration template

Last Updated : Jul 12, 2023 |

About this task

You can download a configuration template to import journey profiles to the contact center. After downloading a template, fill it in with your configuration details.

Procedure

  1. On the Configuration Server web portal, go to Administration > Customer Journey > Journey Profile.
  2. At the top-right corner of the Customer Journey Profiles page, click the More icon and select Download Template.

    Configuration Server downloads the journey profile configuration template in the .xlsx format. The template contains journey profile configuration sections on sheet 1 and the guidelines for updating them on sheet 2. Sheet 3 lists call and agent events and corresponding event attributes.

Next Steps

Fill in the downloaded template with your journey profile configuration details following the guidelines on sheet 2. Ensure that the event data matches the data from the list of events and event attributes on sheet 3.