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Creating a Journey

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Denise Simon
 
Activation
 
System-wide Editor

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.

Adding Contributors to a Journey

When creating a journey, you can assign contributors to help you maintain the content by adding, updating, or deleting journey steps. These contributors cannot modify journey settings or activate or deactivate a journey. This way, you can delegate some content management tasks to contributors without having to give permissions that are not required.

  1. In the Studio, navigate to Content > Journeys.
  2. Click Add Journey.
    The Add a Journey dialog opens.
    Add_Journey_Dialog.png
  3. Provide a name for the journey.
  4. Select a space for the journey.
  5. Select contributors to assist you in adding, updating, or deleting journey steps.
  6. Click Add Journey.

Setting a Journey Starting Point to Configure the Target Audience

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 dropdown 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.

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