Journey Builder Checklist

Essential Journey Builder Tasks for Administrators

To deploy journeys for partners, customers, and employees, the Journey Builder module must be properly configured with comprehensive phase and step management, user assignment capabilities, and progress tracking systems. Journeys provide structured onboarding and user engagement experiences that guide users through essential processes while maintaining accountability and progress visibility across organizational communities.

Foundation Setup

☐ Understanding the Journey Builder Module Familiarize yourself with comprehensive guided user experience capabilities including multi-phase journey structure, diverse step types (course completion, deal registration, profile updates, business processes), sequential and non-sequential progression options, progress tracking analytics, and automated notification systems. Understand how journeys integrate with existing Magentrix modules to create seamless workflow experiences.

☐ Configuring Journey Builder Settings Configure foundational Journey module settings including internal notification recipients for journey start and completion events, email template selection for user communications, and reminder notification workflows for phase due dates. Establish communication framework that supports administrative oversight and user engagement throughout journey progression with appropriate notification timing and recipient management.

Journey Creation and Management

☐ Creating and Sharing Journeys Master comprehensive journey creation process including required fields (Name, Description, Owner assignment), sequential phase progression configuration, and final completion message setup. Configure journey sharing permissions with Security Roles and User Groups to control access across different user communities. Understand sharing permission levels (View and Manage) and user assignment capabilities for targeted journey deployment.

☐ Configuring Journeys Configure detailed journey structure including phase creation with names, descriptions, due dates, and sequential step completion requirements. Master the 15 available step types including Course Completion, Deal Registration, Qualified Deal Registration, Idea Submission, Form/Survey Submission, Event Registration, MDF Request Submission, DocuSign Agreement signing, Profile Updates (User and Company), Calendly Meeting Booking, Team Member Invitation, Business Plan Completion, and Document/Video Review. Configure optional step settings with understanding that final steps in phases cannot be optional.

Advanced Journey Configuration

☐ Journey Phase Management Configure comprehensive phase settings including activation controls, due date management, and sequential step completion enforcement. Understand phase status workflow from inactive development through active deployment. Master drag-and-drop phase and step reordering capabilities and phase-level configuration options including descriptions that guide user understanding and engagement throughout the journey experience.

☐ Journey Visual Customization Configure journey banner settings including Show Banner toggle, custom banner images (recommended 1920x400 pixels), banner headings and messages with multi-language support, text color customization, and call-to-action button configuration. Set up visual branding elements that align with organizational identity while maintaining professional presentation and user engagement throughout the journey experience.

User Management and Assignment

☐ Managing Journey Assignments Configure user assignment processes including individual user assignment, user group targeting, and security role-based deployment. Understand journey assignment workflow including automatic journey start notifications, progress tracking capabilities, and assignment deletion procedures. Master both journey-specific and user-specific assignment management through the reporting interface and user management tabs.

☐ Journey Progress Monitoring Configure comprehensive progress tracking including user journey reports with completion metrics, phase and step timing analytics, and individual user progress monitoring. Understand reporting capabilities including average completion times, progress status tracking (Not Started, In Progress, Completed), and user activity analysis. Set up administrative oversight tools that support user success and journey optimization.

Journey Lifecycle Management

☐ Journey Status and Publication Management Master journey lifecycle workflow including Draft development status, Publication process for user availability, Revert to Draft capabilities for modifications, and Archive functionality to prevent further user progression while preserving historical data. Understand status transitions and their impact on user access, progress tracking, and administrative management capabilities.

☐ Journey Maintenance and Optimization Configure ongoing journey management including content updates, phase modification, step reconfiguration, and user assignment adjustments. Understand journey cloning capabilities for template creation and iterative development. Establish processes for journey analytics review, user feedback integration, and continuous improvement based on completion rates and user engagement patterns.

Best Practices for Implementation

Initial Setup Considerations

• Start with simple journey structures and expand complexity based on user engagement and feedback patterns
• Test journey workflows thoroughly across different user types and scenarios before broad deployment
• Configure banner and visual elements for professional, branded appearance that aligns with organizational identity
• Validate notification workflows and email template effectiveness for consistent user communication

Ongoing Management

• Monitor journey completion rates and user progress patterns to identify optimization opportunities
• Regular review of step configurations and phase timing based on user feedback and completion analytics
• Journey content analysis to optimize user engagement and ensure continued alignment with business objectives
• Periodic assessment of user assignment strategies and journey sharing configurations for maximum effectiveness

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