Journeys - Guides
Last updated
Last updated
To initiate the creation of a Guide, navigate to the "Engagement" section "Journeys-Guides" and click on "Create Guide" or use the shortcut "Command + K" or "CTRL + K" and enter "Create Guide" to access the respective page.
Provide essential information such as name, title, and description. Choose the guide type as either sequential or non-sequential.
Sequential : Users can navigate through journey steps in a sequential order, user cannot click on next step without completing the previous step.
Non-sequential : Users have the flexibility to click on any step and complete the corresponding journey.
Select "Add Step" input the title and description, and designate when the step should be marked as complete. Search and choose the desired command or help documentation for the steps.
To incorporate steps in groups, activate the group switch and add the necessary groups. If groups are enabled, all created steps must be associated with some group.
You also have the option to set steps as sequential or non-sequential within each group.
Upon completion of all steps, display a thank you message. Customize the message title and description. If you wish to include confetti, activate the confetti switch.
Specify the behavior to determine the audience and location from where the journey should commence.
On the right side, you'll find the preview. Utilize the "Change Pinned View" button to observe both the main view and pinned view previews simultaneously. Additionally, enable the dark mode switch to preview how it will appear on a dark-mode screen.
Once you've made all the required modifications, switch the status to "public" and then click the save button.
Additionally, utilize our extension to initiate the journey and preview how it will appear in your dashboard. Evaluate the functionality by clicking on individual steps.
Select "Create New," go to Smart Journeys, and click on the play icon to start the journey.
Refer to the screenshot below to visualize the appearance of both the main view and pinned view.
