There are several ways you can add a new journey map:
Import it to the platform;
Create a new map from scratch or use one of pre-filled templates;
Generate a map with AI.
You can create a customer journey map from the Dashboard...
... or Tag page.
On the popup window, select the option that fits you best:
Importing a map as table data — importing it from an Excel/CSV file or Google Sheets or pasting map data.
Using one of our templates;
Note: By adding a journey map template to your workspace, you create a customer journey map inside the workspace. If the template contains a persona, you also create a new persona inside your workspace.
Adding an empty map.
Once the document is added, you’ll be taken to the new document page and see a popup with map details. On the popup, you can set a map name, assign it a status, manage document owners, and add tags and metrics.
If you don't add any tag to the document, this document will only be visible to you and the people you share it with individually.
Note: A document with no tags is visible only to its creator. To make it visible to other people, this user can:
assign the document a Workspace tag, making it available to everyone in the workspace;
assign the map a personal tag and share this tag with specific people;
share this document individually with others:
How to add and remove tags
Documents inside a workspace can have multiple tags.
You can assign a tag to your customer journey map:
On the Dashboard page
Go to the settings in the Tags column…
…or to the document settings:
You can also assign tags to documents in bulk:
On the Tag page
Note: Creating a map on a Tag page automatically assigns this tag to the map. You can remove this tag or add more tags afterward if needed.
On the document page
