Creating a journey map

Acquia Journey uses journey maps to allow you to plan your integrations at a high level, and model data flows from inputs, decision processing, and outputs. Each decision point is represented by a node in the journey map. 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 customzie. 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

The Journey Mapper interface allows you to create and annotate customer journeys in a free-form manner. The Journey Mapper also allows metrics to be created and associated with journey elements, and for journey elements to be associated 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 each be expanded to fill the full right-hand column by clicking on the Expand icon in the top right of a 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

Drawing and annotating journeys

Adding a journey step

In Design mode, add 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 appears, click and drag it 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 enhance 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 to it, connect it 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 appear 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 appear, 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 while in Design mode:

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

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

  1. Click the icon you wish to change.

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

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

  4. Click the Save Edits button before de-selecting the step in the Journey Mapper.

    Important

    If you do not save your changes, they will be lost when you click the canvas or another step.

Displaying icon names

The Journey Map can display only the journey icons, or icons and the name of each step. To display step names in addition to icons, click the Show Step Names icon at the top right of the canvas.

Display step names image

To hide the step names, click the icon again.

Contact supportStill need assistance? Contact Acquia Support

Acquia: Think Ahead

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Boston, MA 02109
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Phone: 888-922-7842

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