Tutorial: Creating a journey map

Learn how to get started using Journey Designer to create customer journeys.

1. From the main storyboards page, click New.

   You see a blank canvas and the palette tools on the right.

   
2. Click the pencil icon next to the default New Storyboard name and call it Webinar.
3. Let's create a journey from the persona's point of view. From the Canvas tools, drag a persona onto the canvas, and follow the prompts to define it.
4. Next, you'll define the three main stages of the journey: Use the Stages tool to drag three boxes onto the canvas and assign colors. Use Notes to label each stage. Call them Register, Reminder, and Follow-up.
   
5. Now let's use touchpoints to define what will happen during each stage: Drag touchpoints onto the stages for each interaction that you are planning. For example, add an email to each stage, add a Landing page to the Register stage, and add a Mobile push to the Follow-up stage.
   
6. As you add each touchpoint, click it, then use the Details menu to configure it. Assign an in-house Due Date for when the digital content and design must be finished, and assign an In Market Date for when it will go live.
   
7. Connect the persona and stages with magnetic arrows, so if you reposition any elements on the screen they will stay connected.
   You can either drag the Arrows tool onto the canvas or click a touchpoint then select Connect to from the contextual menu.
   

   For complex journeys, you can use shapes (Circles, Squares, Diamonds) to indicate decision points between stages. But let's keep this journey simple.

8. Now add digital content for each touchpoint: Drag the Content tool onto the canvas, select a touchpoint, then upload an image file.

   For example, upload the Invitation email that you'll use to notify people about the webinar. Your collaborators can get a real sense of what the user will see at each stage, and they can review the email and make suggestions or changes.

   
9. Now let's use some of the collaboration features:
   1. To share the storyboard, turn on Public at the bottom of the palette.

      Now others can see and interact with the storyboard in real time.

   2. Click Chat to communicate and share files while you work.
   3. To assign work items or ask for approvals, use the Request link at the top of the page.
10. To see all of your touchpoints organized by due dates, click Timeline View .

    This view lets you see when internal due dates are approaching and when each touchpoint will go to market. You can drag touchpoints on the timeline or click a touchpoint to edit it. If you change a date, a notification is sent out to keep others informed.

    To filter the view, click the Frequency options.

    Click Canvas View to return to the original view.

11. If you want to produce hard copies of your work, choose Actions > Export to PDF.