When we work with a new client, one of the first things we do is talk to them about their real estate experience. Are they a first time home buyer or a seasoned investor? Moving less than 5 miles or to a whole new state. Each of these journeys needs a different type of service and emphasis. You can now create multiple kinds of journeys in Rayse and save those as templates. So moving forward, you can show how you work with that specific type of client!
How to Modify your Journey Template
Create a new journey by selecting the "+" button in your journeys panel.
Enter in your client's information for this new journey.
Name
Email
Phone Number
Start date
Select which template you would like to modify from the drop down.
Under the "Select a template" drop down, select Edit.
Select Next.
In your template you can create any new outcomes you would like in your journeys.
Reorder your outcomes by clicking and dragging them in the order you prefer.
Hide outcomes you don't wish to see in your journey.
When you have completed all modifications select Next.
Give your new template a name.
Select Save.
You will see your new journey with all the modifications you made