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How to bulk-edit journey maps in the list

Select several journey maps from the dashboard list at once and tag, archive, or update them all in a single action.

Change many journey maps at once instead of opening each one. Select the maps you want from the dashboard list, then use the bulk edit bar at the bottom of the screen to tag them, archive them, or update shared settings across the whole selection.

How to select maps and open the bulk edit bar

The row checkboxes are hidden until you hover, so they're worth pointing out. Hover over a row to reveal its checkbox, then tick the maps you want.

1

Open the journey maps list

In the workspace sidebar, click Journey maps.

2

Select the maps you want

Hover over the left side of a map's row and a checkbox appears. Tick it to select that map. To select everything in the list, use the checkbox in the header row next to NAME.

3

Use an action from the bulk edit bar

Once at least one map is selected, a dark Bulk edit N items bar pins to the bottom of the screen, showing a live count of what you've selected. Pick an action from the bar to apply it to every selected map at once.

Journey maps list with two rows selected and the dark Bulk edit 2 items bar pinned at the bottom showing the Users, Coordinator, Performance, Tags, Add to account library, Remove from account library, and Archive actions. The Bulk Edit modal for Tags is open in front.
Selected maps, the bulk edit bar, and the Tags modal

What the bulk edit bar can do

The bar applies one action to every map you've selected:

  • Users - Add or remove the people assigned to the selected maps.

  • Coordinator - Set the coordinator across the selection.

  • Performance - Set the performance status on every selected map.

  • Tags - Add or remove tags in bulk. See below.

  • Add to account library and Remove from account library - Move the selected maps in or out of the shared account library.

  • Archive - Archive every selected map. There's no bulk delete; archiving is the closest action, and archived maps stay recoverable. See How to archive a journey map.

The account library actions need the Account Library, available on the Framework plan and above once you have two or more workspaces.


How to add or remove tags on several maps at once

Tagging is the most common bulk edit, so it has its own two-step modal.

1

Click Tags in the bulk edit bar

The Bulk Edit modal opens, confirming how many maps the change will affect.

2

Choose whether to add or remove

In the operation dropdown, change Keep as is to Add tags or Remove tags. Leaving it on Keep as is makes no change.

3

Pick the tags

In the Select tags picker, choose the tags to apply or strip. The list shows the tags that already exist in your account.

The Bulk Edit modal with the Select tags picker open, listing existing account tags such as Young Adult, Professional, Family, High Income, Small Business, Corporate, and Retired, each shown as a segment tag.
The Select tags picker lists existing account tags

You can only pick from tags that already exist. To create a new tag, go to Account settings > Tags first, then come back and apply it here.

4

Save the change

Click Save bulk edit. The tags are added to or removed from every selected map.


How to copy maps to another workspace

Copying maps to another workspace is a per-map action, not part of the bulk edit bar. Open a map's three-dot menu in the list and choose Copy to other workspace. For what does and doesn't travel with the copy, see How to copy assets across workspaces.

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