Customer Journey
9 Managing Saved Journeys
Managing Saved Journeys and Journey Actions View, copy, rename, share, or delete saved customer journeys. 5. Manage the Saved Customer Journey Once the customer journey is created and saved, users can manage it using the options available on the ...
8 Creating with AI
Creating a Customer Journey with AI Generate a customer journey automatically using AI. 4.8 Create Customer Journey with AI The creation details are already covered in the Start Journey From Scratch pop-up. Click Create with AI to generate the ...
7 Mapping Channels Flow Feedback SWOT
Mapping Channels, User Flow, Feedback, and SWOT Map channels, user flow, employee feedback/sentiment, and strengths/weaknesses/threats to a stage. 4.7.1 Map Channels to a Stage The Channels field allows users to add the communication or interaction ...
6 Adding Fields
Adding Fields to a Journey Map Add standard and custom fields to enrich a journey stage. 4.6 Add Fields Follow these steps to add fields. Step 1: Click +. Step 2: Click Add Fields. Step 3: Select the required field type from the Field Type dropdown ...
5 Adding Milestones
Adding Milestones to a Stage Add and customize milestones within a journey stage. 4.4 Add Milestone Follow these steps to add a milestone. Step 1: Click the three-dot icon beside stages. Step 2: Click Add Milestone. Step 3: In the Add Milestone ...
4 Building Stages
Building Your Journey Map: Stages Create a blank journey map and add and customize stages. 4.1 Create a Blank Journey Map. The creation details are already covered in the Start Journey From Scratch pop-up. Click Create Blank Journey Map to create an ...
3 Creating a New Journey
Creating a New Customer Journey How to start a new customer journey using templates, AI, or a blank map. 3. Create Customer Journey The Create Customer Journey page allows users to create a new journey map using templates, AI, or a blank journey map. ...
2 Journey Overview Page
Understanding the Customer Journey Overview Page What you’ll see on the main Customer Journey page. 2. Customer Journey Overview The Customer Journeys page gives you an overview of all journey maps created in the system. From this page, you can view ...
1 Getting Started
Getting Started with Customer Journey Mapping Overview and login steps for accessing the Customer Journey Mapping module. 1. Customer Journey Mapping Overview 1.1 Purpose of this User Manual This user manual explains how to use the Customer Journey ...