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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Removing/deleting a ti...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Removing/deleting a tile from a customer journey

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Posted on by Dierdre 5

Have tried searching the forum for this topic but am not sure if my key words are correct. 

Basically I have a journey with a "wait X time" tile in it. I no longer want that waiting period in it. How do I delete or remove the tile? 

My journey was live but I stopped it in an effort to edit to delete the tile. I cannot see how to delete a tile. 

If this is something super easy I am missing, pardon my ignorance - new user here! 

Thanks :)

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi,

    The steps of a live journey cannot be modified even the journey has been stopped. 

    Only the few pieces of information that do not affect previous operations can be modified, such as the End date and time or the name of the journey.

    For the situation you describe, the best solution is to

    • stop the current Customer Journey
    • save the current Journey as a Template
    • create a new Customer Journey using this Template
    • delete the Tile you don't need

    pastedimage1630029588967v1.png

    It allows the creation of a new journey while avoiding the tedious reconstruction of steps.

    Of course there may be a scenario where the original journey has already processed a part of the contact and you want the new journey not to duplicate that part.

    For this scenario, a Segment can be created to filter out the contacts that have already been processed by the original journey.

    pastedimage1630029946267v3.png

    After saving and going live the segment, set it as the Exclusion segment audience of the new journey, so that they will not be processed by the new journey.

    pastedimage1630030133707v4.png

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