Can I create my own templates?

Yes, next to the standard Journey Templates that come preloaded with TheyDo, you can also create your own.
Please note that creating and managing templates can only be done by Admins. Contributors can only use the templates.

You can create your own template straight from a journey. TheyDo templates only save the outline of the journey (phases and lanes) but not the content.

1. Create a new journey

2. Name it how you would like to name your template

3. Define the phases of the template

4. Add the lanes you want to include in the template

5. Save the template: click the ••• menu on the top-right and click ‘Save as Template’.

For more detailed instructions, see our guide on creating templates.