Editing a Journey Category

Once a category is created, the Name, Priority, and Layout can be changed at a later time. To do this, hover the cursor over a category in the list at the top of a segment. An "Actions" button will appear on the ride-hand side of the row. This button has drop-down options to Edit or Delete a category. Click Edit.

This will pull up the specific category and its 3 components. The Name, Priority, and Layout can be edited. Click Update to save changes.


Similar to editing a category, a category may be deleted by clicking Delete in the "Actions" dropdown. This will prompt an "Are you sure you want to delete this category?" pop-up with options to select Close or Ok. Click Ok.

Category Example

Suppose you have a Netflix type of offering where you have a digital service and DVD's. Customers can choose to add them independently to the subscriber cart.

Category #1 - Digital

  • Product #1 - Digital, 1 streaming device
  • Product #2 - Digital, 2 streaming devices
  • Product #3 - Digital, 4 streaming devices

Category #2 - DVDs

  • Product #4 - DVD, 1 dvd at a time
  • Product #5 - DVD, 2 dvd's at a time
  • Product #6 - DVD, 4 dvd's at a time

Alternately, suppose you have a Digital offering and a combined Digital + DVD bundle:

Category #1 - Digital

  • Product #1 - Digital, 1 streaming device
  • Product #2 - Digital, 2 streaming devices
  • Product #3 - Digital, 4 streaming devices

Category #2 - Digital + DVD

  • Product #4 - Digital + DVD, 1 device, 1 dvd at a time
  • Product #5 - Digital + DVD, 2 devices, 2 dvd's at a time
  • Product #6 - Digital + DVD, 4 devices, 4 dvd's at a time

You can include as many categories on a page as you prefer or you can break them out into different steps. Category #1 can be displayed on one page whereas Category #2 can be displayed on the next page which is common for support or add-on products.