Setting up your first Journey

Prerequisites

• You need the Journey Manager or Journey Editor role to manage a journey.

Procedure

1. Create a new Journey.
2. Add participants to a Journey.
3. Set up stages:
   • Create a stage
   • Set hero content for your stage
   • Set featured content for your stage
4. Set up activities:
   • Add a Task manually
   • Set task dependencies
   • Add a notification manually
5. Add Quick links to your journey.

See more

• About Journeys
• About setting up a Journey
• About journey activities: Tasks and Notifications

Task you can perform

• Grant a user access to manage journeys