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Journey Canvas creation: step-by-step

Creating a Journey Canvas allows you to design personalized and automated customer journeys tailored to specific triggers and conditions. Follow this step-by-step guide to create your first Journey Canvas effectively.

Creating Journey Canvas

You can create a journey through the Journey Canvas tab. Clicking on the 'Create Journey’ button on the top will bring you to Journey Canvas settings. 

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A new window with the journey settings will be opened:

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Name

The name under which the journey will be displayed in the Journey Canvas list.

Status


The "Status" indicates the current state of each Journey Canvas, helping you understand whether it's in draft mode, pending activation, or actively running, or finished:

  • Draft: The initial state where the journey is editable.

  • Pending: The journey is waiting to be turned into an active state, set for a future date.

  • Active: The journey is currently running.

  • Passive: The journey automatically stops when it reaches its end date and time, or by manual intervention.

Configurations

A window that allows you to set the entry node and other nodes, defining the journey's flow and behaviour.

Description

A brief overview or description of each Journey Canvas, providing additional context to understand its purpose and objectives.