Create and manage Journey Accelerator plan configurations

task australia Updated Sep 10, 2026 1 min read create-manage-ja-plan-configuration.md
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Create and manage plan configurations that are based on a plan type. Plan configurations are customized for specific employee audiences.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Journey Accelerator > Manage Plan Configurations.

  2. Click New, or open an existing plan configuration.

  3. On the form, fill in the fields.

Field

Description

Title

Descriptive title so that managers can identify different plan configurations. For example, Sales Employee Plan Configuration.

Audience

Group of users. Select an audience so that you can control which specific groups of users can access the plans.

Active

Option that you can select to make the configuration available for use. Note: A plan cannot be active until it contains at least one stage.

Journey Accelerator plan type

Plan types. The top-level classification is used to identify different types.

Short description

Brief description of the plan.

Description

Detailed description of the plan.

4. Click **Save**.
  1. To configure the stages for this plan, click New.

    1. Select an available stage name.

    2. Click Submit.

  2. Click Update.

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