Information for: DEVELOPERS   PARTNERS

Creating a journey map

Acquia Journey uses journey maps to plan your integrations at a high level, and model data flows from inputs, decision processing, and outputs. Nodes in the journey map represent each decision point. You can associate one or more metrics or goals with each node in your customer journey map.

You can build journey maps from scratch, or you can use a predefined Jumpstart template provided by your system administrator.

Creating a new journey

To create a customer journey for your project, perform the following steps:

  1. Sign in to Acquia Journey.
  2. On the Projects page, click the title of the project you want to customize. Acquia Journey will display the Overview tab for your project.
  3. In the upper-right side of the page, click the Journeys tab.
  4. On the right side of the page, click Create.
  5. Provide a name and description for your journey, and then click Create Journey.

The Journey Mapper user interface

You can use the Journey Mapper interface to create and annotate customer journeys in a free-form manner. You can also create metrics using the Journey Mapper, and associate them with journey elements which can associate with graphs.

The Journey Mapper displays a canvas in the left side of the window, and a panel with tabs for Design and Execution modes on the right. To select a mode, click Design or Execution.

The panel contains several panes, which can expand to fill the full right-hand column by clicking on the Expand icon in the upper-right pane. To collapse the pane, click the Collapse icon.

Design mode

In Design mode, the panel on the right contains the following panes:

  • Edit Map – For editing the journey’s name and description
  • Step – Contains possible steps to assist with the journey

Execution mode

In Execution mode, the panel on the right contains the following panes:

  • The Journey Name and Description pane
  • The Journey Execution pane
  • The Metrics pane

Image generation

You can also use the journey mapper to generate images or screenshots of your journey as either a png or pdf file. Click Generate Image for the following options:

  • Include Title
  • Include Logo
  • Include Border
  • Include Background

Note

The background setting only affects png files. The background will always display on pdf files.

When you are ready to generate the image, click the appropriate button to create an image. You can find the newly-created image in the Downloads section of your OS or web browser.

Drawing and annotating journeys

Adding a journey step

In Design mode, enter a new journey step by performing the following steps:

  • Clicking and dragging

    1. Point to the default Pencil icon in the canvas.

    2. When the grab arrow displays, click, and drag the arrow away from the Pencil icon.

      Click and drag image

  • Right-clicking the canvas

    1. Right-click inside the white Journey Mapper canvas, and select Add Step to Journey.

Adding a style to a journey step

A style is a visual representation of a step in a journey, and enhances the readability of your journey. Styles include:

  • Channels
  • Social Media
  • Sales
  • Miscellaneous
  • Custom

To add a style journey step, perform the following steps:

  1. Right-click the step’s icon in the canvas, and then click Apply New Style to Step.
  2. In the Apply Style dialog box, click the icon of the desired style.
  3. Click Apply Style.

Connecting steps in a journey

After creating a new step and adding an action, connect the new step to existing steps in the journey by performing the following actions:

  1. Click the existing step in your canvas you want to connect to your new step. A grab arrow will display to the right of the step icon.
  2. Click and drag the grab arrow to the new step.
  3. Release the mouse button when your mouse pointer is inside the new step’s icon.
  4. An arrow will display, connecting the steps together.

Join steps together image

To delete the connection between two steps, right-click the arrow, and then click Delete Link.

Deleting a journey step

To delete a step, right-click the step’s icon, and then click Delete Step.

Customizing a step’s appearance

To customize a step’s icon or colors, perform the following actions in Design mode:

  1. Click the icon you want to change in the canvas.
  2. The Customize Journey Step pane will display in the right-hand panel.
  3. In the Customize Journey Step pane, click the Pencil icon next to the attribute you want to customize.
  4. Perform the desired changes. Acquia Journey will save your changes, and update the canvas to reflect your changes.

To customize the Step Name or Description of a step, perform the following actions:

  1. Click the icon you want to change.

  2. The Edit Step pane will display in the Design panel.

  3. In the Edit Step pane, make your desired changes.

  4. Click the Save Edits button before deselecting the step in the Journey Mapper.

    Important

    If you do not save your changes, you will lose your changes when you click the canvas or go to another step.

Displaying icon names

The Journey Map can display the journey icons, or icons and the name of each step. To display step names and icons, click the Show Step Names icon in the upper-right of the canvas.

Display step names image

To hide the step names, click the icon again.

Journey map collaboration

The Journey map and the Graph editor are collaborative tools. One person at a time can edit the journey map, but several people can view the journey map at the same time. If another user is editing the journey map, then the screen will be gray, and a Currently Being Edited By message will display in the lower-right screen. You can watch other people edit the journey during the locked state.

To break the lock, select Release Lock allowing you to edit the journey. If two people release the lock at the same time, the next person to edit the journey will capture the lock.