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Add stages and content to a Journey

A stage is a milestone or checkpoint within the journey, such as Preboarding, Day 1, or First 90 Days.

Prerequisites

  1. From the main burger bar menu, select Journey setup and then either select an existing journey or Create a new Journey.
  2. Add team participants to a Journey.

Procedure

Create a stage

  1. Select the Stages and Content tab, select Add Stage, and in the Add Journey stage dialog box, enter the Name of this stage.
  2. Under the Timing section, specify when the stage starts and the stage's length, for example, seven days or 30 days:
    1. Before another: From the list of other stages, select an existing stage. 
    2. After another: From the list of other stages, select an existing stage. 
    3. On start date: Enter the duration in days.
    4. On end date: Enter the duration in days.
  3. Select SAVE.

Set hero content for your stage

  1. On the Journey stages and content page, select the stage, and in the dialog box, scroll down and select Edit Hero.
  2. Select the Include hero section option and complete the rest of the form:
  3. Enter a Title and Subtitle for your stage, for example, "Welcome" and "Let's get you onboarded." This is shown at the top of the user's journey page.
  4. You can enhance this stage in the journey by adding descriptive text and an engaging graphic to liven up the page.

Set featured content for your stage

  1. On the Journey stages and content page, select the stage, and in the dialog box, select Select content.
  2. There are two sections, one for employees and one for managers. In either section, select the existing content that you want to make available to the user.
  3. Once you've selected all your content, select SAVE.

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Follow-up tasks

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