To create a new Journey, navigate to the Journeys tab from the main menu. You will be presented with two options.

Drafts are where your inactive Journeys are stored. Once you turn the Journey on, it will show up in the Active Journeys page. Click "New Journey" to begin creating a Journey

Creating Your Journeys

Once you start creating a new Journey, you will be prompted to put in some basic information about the Journey.

Journey Begins When

There will be 3 options for when a Journey should begin:

• Manually Started- this means that Accounts will not enter the Journey until you specifically designate them to be in that Journey
• Segment Criteria Is Met- Addition to a Journey is based off of a segment. There will be 3 options:
  • Enters- An Account will enter the Journey when it enters the selected segment
  • Is In- Any account in a segment will be entered into the Journey
  • Exits- The Journey begins when an Account exits the selected segment
    

    Note: These distinctions are important. For example, if you set up the citeria to be when an account "Enters" a segment, this will not include accounts already in that segment before the Journey is created. Think about each of these options carefully to determine which one works best for your use case.

• When Another Journey Completes- Have your Journeys work together by initiating a new Journey when one Journey completes.

If you are setting Journey Beginning automatically (not manual entry/exit) there will be a check box that looks like this:   . Check this box if you want to also be able to add accounts to the Journey manually, in addition to the automation you have set up.

Journey Completes When

There will be 3 options for when a Journey should complete:

• Manually Completed- This means that Accounts will not leave the Journey until you remove them from the journey.
• Automatically When All Milestones Complete- Milestones are achievements and tasks that are completed by an account throughout the Journey. An account can complete a Journey when all Milestones are marked as completed.
• Segment Criteria Is Met- Addition to a Journey is based off of a segment. There will be 3 options:
  • Enters- An Account will exit the Journey when it enters the selected segment
  • Is In- Any account in a segment will complete the Journey
  • Exits- The Journey ends when an Account exits the selected segment

Journey Should Take

This is where you enter in the the expected amount of time that it should take to complete your Journey. For example, Onboarding should be completed within 90 days, etc.

Progress Scale

There are 3 statuses an account can be in a journey: On Track (Green), Behind (Yellow), or Stuck (Red). Here you can set the parameters for what designates these different statuses.  This will also allow you to create Account Segments, Alerts, and to run Plays based on where someone is in their Journey. So if Onboarding is supposed to take 90 Days, 0-90 Days might be On Track, 90-120 might be Behind, and anything over 120 would be considered Stuck

NEXT: Setting Up Your Milestones