Journey designer
Enable managers and employees engage in rich, collaborative journeys from onboarding to offboarding and everything in between.
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About
Journey designer brings together the power of Lifecycle Events and the flexibility of Journey Accelerator, so that employees and managers have one unified experience for curating and navigating a journey.
Admins build journey configurations for employee transitions such as onboarding, offboarding, leaves of absence, career growth, and more. Managers create and modify their own journeys for team members. They can also add recommended learning (powered by machine learning) and send personalized emails to their employees from the journey.
Admins can assign owners and approvers to plan configurations. The assigned owners can access the plan configurations as ‘journey templates’ in Employee Center and add task templates and stages. They can submit changes for approval. This will allow for the right owners (ex: the sales department training group) to have control of the journey content, without relying on the admin.
Key Features
From the Journey designer application, administrators can:
- Use the Journey designer admin console to get an intuitive experience consolidating Lifecycle events, Journey Accelerator and Journey Designer features for seamless configuration and management
- Build journey configurations using Lifecycle events and/or Journey Accelerator plan types
- Guided set up available
- Set journey owner and mentor permissions for certain journeys (enabling or restricting certain features such as allowing owners/managers to add tasks to a journey)
- Track progress and usage from dashboards
- Target pulse surveys directly in the journeys to gauge satisfaction (requires Listening Posts)
- Set up actionable notifications using Virtual Assistant (requires VA plugin)
- Update similar tasks in similar journeys in a single action.
From the Employee Center, managers and mentors can:
- Create a new journey or access an existing one created from other entry points (record producer, integration, business rule)
- Add a mentor to a journey
- See which journeys need attention and quickly act
- Add, edit, or delete journey stages and tasks (from Journey Accelerator)
- Add recommended learning for an employee (requires Learning Posts)
- Send personalized messages to welcome new hires
- Add quick links for easy access to commonly used sites
- Create and track journeys from Manager Hub (requires Manager Hub)
From the Employee Center, employees can:
- Track their progress on outstanding journeys
- Complete all tasks and learning in a journey from one experience in Employee Center
- Now mobile support for Journey designer (Utah and later):
- Tracking progress
- Task completion
Version History (14)
+ 4 more versions