Platform 2 Guide — This article applies to the new platform. Looking for classic platform docs? Browse the Platform 1 collection.
Why: Engage your members with structured, time-bound content experiences that guide them through a journey. This feature allows you to create personalized programs that unlock content progressively, helping your members stay motivated and on track.
Navigate: App Station > Content Library > Add Content > Journey or App Station > Content Library > Journeys > [Journey]
Quick Start
Click Add Content in the Content Library.
Select Journey from the dropdown.
Enter the journey title and configure the settings (anchor type and cadence).
Add steps to your journey, linking content (recipes, meal plans, resources) as needed.
Click Publish when ready to make the journey available to members.
Overview of Journeys
Journeys are designed to provide a guided experience for your members, delivering content over a set period. Each member progresses through the journey at their own pace, making it ideal for onboarding, challenges, or structured courses.
Key Concepts
Anchor Types: Determine how a member's start date is calculated.
Enrollment: Starts when the member enrolls.
Calendar: Starts on a fixed date, useful for seasonal challenges.
Cadence: Choose between daily or weekly content unlocks. This controls how often new steps become available.
Content Visibility: Use ASSIGNED visibility for journey content, ensuring members only see what they have access to as they progress.
Creating a New Journey
To create a journey, follow these steps:
Add a Journey: Go to the Content Library and click Add Content, then select Journey.
Configure Settings:
Title: Give your journey a name.
Anchor Type: Choose between Enrollment or Calendar.
Cadence: Select Daily or Weekly for how often steps unlock.
Add Steps: Click on the Timeline tab to add steps. Each step can have:
Title: A name for the step.
Summary: A short teaser for members.
Body: Optional rich-text content for detailed instructions or messages.
Linked Content: Attach recipes, meal plans, or resources to each step.
Managing Steps and Content
Adding Steps
Click Add Step in the Timeline tab.
Fill in the details for each step, including the title, summary, and body content.
Use the Sort Order to determine the sequence of steps.
Linking Content
You can link various content types to each step, such as:
Recipes
Meal plans
Resources
This allows you to provide a comprehensive experience for your members.
Rich-Text Content
For each step, you can add optional rich-text content. This is useful for delivering messages or instructions without needing to attach library items. The summary acts as a teaser, while the body provides detailed information.
Configuring the Journey
Visibility Controls
Use the hideUntilUnlocked toggle to ensure content is only visible when the step is unlocked.
The Visibility Panel in the Timeline tab helps you manage the visibility of all linked content.
Enrollment Management
You can manually enroll members in a journey, even while it is still in draft mode. This allows you to set everything up without sending notifications or granting access until you publish the journey.
Manual Enrollment: Add members one at a time or in bulk.
Self-Enrollment: Once published, members can enroll themselves in the journey.
Notifications and Progress Tracking
Members will receive notifications as they progress through the journey. Each step unlocks based on the configured cadence, and members can track their progress through the journey.
Pre-Enrollment: Members enrolled while the journey is in draft mode will start fresh from step 1 on the publish date. No notifications or content access occurs until the journey is published.
Member Experience
Members experience journeys through a step-by-step unlock process. They can see their progress and receive notifications for each new step as it becomes available.
Joining a Journey: New members start from step 1, while those added to an ongoing journey will begin from the current step without receiving past notifications.