To start setting up a customer journey, go to the journey overview and select "New Journey". The following window will now open up:

You are first asked to provide a name and a description for your journey. If you have a specific goal in mind, try and make your name / description match that goal so you know exactly what journey serves what purpose. This is especially helpful if you end up creating multiple journeys. 

Note: You can always change this information later down the line.

In the next step you are asked to select the conversion you want this journey to focus on. By default a journey will track all conversions. You do however have the option to only track e-commerce conversions or set a manual conversion. It's recommended to select the right conversion here, since not only performance will be reported on this, also the algorithms will focus on increasing this conversion.

The third step asks you to choose the target audience for this journey. By default it will be set to all segments. You do have the option to select an existing segment and use that as the target audience. Your third option is setting up manual targeting. This allows you to set up the exact criteria that matches with your business rules. It's recommended to target on the domain name you want to show the customer journey on and exclude non-relevant pages (URL contains domain.com AND doesn't contain /privacy AND doesn't contain /about-us etc.)

The fourth step requires you to set your A/B Test ratio. Want to know more about our A/B-Testing Methodology? Check out this article. It's recommended to start with 50% since the results will be significant the quickest, you can scale it up in steps of 10-20% later on.

Note: The fifth step is about budget. This feature is currently not used and can thus be skipped.

Congratulations! Your first customer journey has now been created. The next step is filling the journey with touchpoints and you can start using it.

Want some ideas to use in your journey? Check out these articles

Did this answer your question?