Remember: Journeys are only able to be created, launched and edited on desktop. Only network administrators, group admins, and users who received permission from admins are able to create and manage journeys.
To create your first journey go through the following steps:
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- Ensure you have selected the Journeys (admin panel) in the menu bar
- Press the big “+ New Journey” Button
- Here you will be given the option to create “by myself” or “With AI”
If you selected “With AI” you will be shown a prompt screen here you will need to choose:
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- Type of Journey
- Who it is for
- What kind of organization
- Number of steps
- Language
Once you press create journey you will be redirected to a draft version of the journey. Here you will need to wait 2 - 5 minutes before the content is generated. AI can take some time, so please be patient and refresh the page after a few minutes.
Please note if you chose to create with AI, we highly recommend that you proofread the content. Also note that the journey will be in draft status so you will still need to choose an audience and launch this journey yourself.
If you selected “by myself” you will now be in the journey creation page where you can start by choosing the following things:
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- Select a cover photo
- Select a Journey color
- Give your Journey a title
You can then go on to choose your audience and create some steps.
In the journey creation page press the “+Add Page” button. This will lead you to the page where you can create your first step. You also have the option to “+Add Question”, by doing so you will have the chance to quiz your participants on their knowledge; want to know more about this option? Click here to see the dedicated article!
Once you have clicked on “+Add Page” you will be presented with a page editor where you can work on a title and any step content that you like. The text can be formatted via the formatting bar above the paragraph, and the content can include images, videos, file attachments and text.
Once you are happy with your first step you can press the back button in the right-hand corner (just next to the step title) and create your next step. There is no need to save! All changes made are automatically saved if you follow this procedure.
Please ensure you have added content and titles to each step as you won’t be able to launch without doing so.
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There are three drop-downs to choose from when selecting the target audience for your journey.
The first drop-down lets you select the time of enrolment:
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- New members: If you select this users will be enrolled from the moment they are added or join the selected target group(s)
- Existing members: If you choose this you will only enroll members who are already part of the selected target group(s) meaning no one who joins after the journey launch moment.
- New & existing members: If you select this both of the above member types will be enrolled in the selected target group(s)
The second drop-down will take you to an audience picker much like in other parts of the Speakap platform. You will have the ability to choose your entire network, department(s) and/or group(s).
The third drop-down gives you two options:
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- Internal users only: This option will exclude any external users who might be part of the selected group(s) or department(s)
- Internal & external users: This will invite everyone both internal and external from any of the selected group(s) or department(s)
Once you have added all the steps to your journey and you are happy with what you have created, you are ready to launch!
You can launch your journey by pressing the big button in the top right hand corner.
Please note that it may take a few minutes before the journey is processed depending on the amount of images and videos included in your journey.
You may want to preview the journey before launching to your target audience to ensure everything looks good. Currently we do not have a preview button per se but, if you would like to do this, you can create a new group where you are the only participant and then launch it to yourself first.
If happy with the journey, you can then go back and edit the target audience to include everyone necessary.