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Creating a Journey

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Melanie O'Neill Rivera
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Once you have installed the Journeys plugin, you can begin crafting content tailored for individual employee journeys. Use Journeys to welcome and onboard new employees, congratulate users on benchmarks they’ve reached, or make users feel at home in a new user group. 

Configuring the Target Audience for a Journey

In setting a journey target audience, you decide who starts a given journey and how. Choose one of two starting points to begin configuring your target audience:

Onboard New App Users

If you want all new app users to automatically start a journey, you can configure a journey to begin as soon as a new user registers in the app.
  1. In the Studio, navigate to Journeys. 
  2. Select the journey you want to configure or add a new journey by clicking Add Journey. 
  3. Click Set a Starting Point.
    Set_starting_Point_Onboarding.png

    A dialogue to configure the target group for the journey opens.
    Onboard_New_Users.png
  4. Click Onboard New Users.
  5. Click Next.
  6. From the drop down menu, select if you want all new users or only new users in a selected user group to receive journey contents. 
  7. Click Done.
    The target audience of the journey has been saved.

Onboard Users to a User Group

Onboarding new members to a specific user group using journeys is a great way to not only welcome new group members, but also give them an introduction to the group’s character and purpose. This allows you to bring new group members important basics of the group, without overwhelming existing group members with repeated content.
  1. In the Studio, navigate to Journeys. 
  2. Select the journey you want to edit or add a new journey by clicking Add Journey. 
  3. Click Set a Starting Point. 
    Set_Starting_Point_Group_Onboarding.png

    A dialogue to configure the target group for the journey opens.
    Target_Audience_Group_Onboarding.png

  4. Click Onboard Users to a Specific Group.
  5. Click Next.
    Target_Audience_Group_2.png
  6. Under Visibility in the App, select the user groups for which you want new users to receive journey content. 
  7. Under Rejoining a Journey select what happens when a user leaves and rejoins the user group before completing the journey.  
  8. Under Group Members to Begin Journey select if you want the journey to be activated only for new members or all group members. 
  9. Click Done.
    The target audience of the journey has been saved.

After setting up your target group, you can begin creating content for the journey by adding the first journey step.

Creating and Scheduling the First Journey Step

Journey steps bring users the right content at the right time. There are two types of journey steps:

  • Instant Step : Instant steps can be thought of as a greeting message. If configured, users will receive an instant step as soon as they join the journey.
  • Scheduled Step: Scheduled steps can be configured for a specific number of days into a user’s journey.

Anticipate your users’ needs and begin creating journey steps.

  1. Navigate to the journey you want to add content to. 
  2. Click Create First Step.
    Create_First_Step.png

    A content editor opens.
    Create_Step_Editor.png
  3. Provide a title for the Step. 
  4. Under Step Content, add the desired content. You can enrich your content by adding text, media, links, widgets, and more. 
  5. Under Schedule in the right-side menu, select if you want users on the journey to receive the first journey step instantly or at a  scheduled time.

    Users only receive instant posts the instant they join a journey. You can continue to create instant posts for an active journey, but existing journey users will no longer receive instant posts, only new users.


  6. To schedule a journey step, select on which day of the journey the step will reach users under Journey Day and the specific time under Time of Day.
  7. Click Save.
    The Journey Step has been saved.

You can edit or delete the step, as well as add additional steps from the Journey overview page at any time. 

Activating a Journey

Once you have configured the target audience and created the desired journey content, you are ready to activate your journey for users. 

  1. Navigate to the journey you want to activate. 
  2. Click Activate Journey.
    Activate_Journey.png
    The journey is now active and users can begin receiving journey content. 

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