Journey Duplication

Journey duplication lets you create a copy of an existing journey in TheyDo. You can duplicate within the same workspace, to another workspace, or even across organizations.

You can choose how much content to include. This ranges from just the journey structure to a full copy with nested journeys, building blocks, hierarchies, and taxonomy.

How to duplicate a journey

You can start duplication from within a journey.

1. Open the journey you want to duplicate.

2. Click "..." next to the journey title.

3. Choose where to duplicate the journey:

   • To this workspace

   • To a different workspace

   • If applicable: To this organization or to a different organization

4. Select a copy mode (see below).

5. Choose which building block types to include and whether to include taxonomy.

6. Click "Duplicate the journey".

You’ll be redirected to the new journey once it’s ready. A confirmation notification will appear when the duplication is complete.

*Large or complex journeys may take a few minutes to duplicate, especially when using the full copy option.

You’ll receive a notification once the process is complete, so you don’t need to wait in the journey.

Copy modes

Choose how much content you want to duplicate. Each mode gives you a different level of control.

Link existing

• Default for duplication within the same workspace

• Available only in the same workspace

Creates a new journey structure that links to existing content instead of copying it.

What’s included

• Journey structure (steps, lanes, phases, properties)

• Links to existing building blocks

• Links to existing nested journeys

What’s not included

• No new building blocks are created

• No new nested journeys are created

Just the structure

• Available for all destinations

Copies only the journey layout without any content.

What’s included

• Journey structure (steps, lanes, phases)

• Journey properties

What’s not included

• Building blocks

• Nested journeys

• Any content inside the structure

This journey only (no nested journeys)

• Available for all destinations

Copies the journey and its directly linked building blocks as new, independent items. Nested journeys are excluded.

What’s included

• Journey structure and properties

• Directly linked building blocks

• Building block hierarchies

• Relationships between copied items

• Optional: selected building block types and taxonomy

What’s not included

• Nested journeys

• Building blocks not directly linked to the journey

Everything (full copy)

• Default for duplication to other workspaces

• Available for all destinations

Creates a complete copy of the journey and all related content.

What’s included

• Journey structure and properties

• All nested journeys

• All linked building blocks and their hierarchies

• Relationships between all copied items

• Optional: selected building block types and taxonomy

Choosing what content to include

After selecting a copy mode, you can refine what gets duplicated.

Building block types

Select which building block types to include, such as insights, opportunities, or metrics.

• Only selected types will be copied

• Child building blocks of selected types are included automatically

Taxonomy

Choose whether to include taxonomy linked to the journey and its building blocks.

• Missing taxonomy items will be created in the destination workspace automatically

What never gets duplicated

Some elements are always excluded, regardless of your settings.

• Ownership assignments
  Owners are not carried over. You’ll need to reassign them.

• Data integration connections
  Data is copied, but live integrations are not maintained.

• View configurations
  Custom views are reset to default in the duplicated journey.

• Sources
  Quotes won’t retain their source when duplicated to another workspace.

• Documents
  Documents are not included in duplication.