Platform 2 Guide — This article applies to the new platform. Looking for classic platform docs? Browse the Platform 1 collection.
Why: Create structured, time-bound experiences for your members, guiding them through content step-by-step. This helps keep your audience engaged and ensures they receive the right content at the right time.
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 to create a new journey.
Add steps to your journey timeline by clicking Add Step.
Link content (recipes, meal plans, resources) to each step as needed.
Configure the journey settings, including anchor type and cadence, then click Publish when ready.
Understanding Journeys
Journeys are designed to provide a personalized progression for your members. Each member can follow a unique timeline, starting from step 1, which is ideal for onboarding programs, structured courses, or transformation challenges.
Key Features of Journeys
Anchor Types: Determine how the start date is calculated.
Enrollment: Starts when a member enrolls.
Calendar: Starts on a fixed date, useful for seasonal challenges.
Cadence: Control how often steps unlock.
Daily: Steps unlock one day apart.
Weekly: Steps unlock one week apart.
Member Experience
Members experience journeys through step-by-step unlocks, tracking their progress as they complete each step. They receive notifications when new steps become available, enhancing engagement.
Creating a New Journey
To create a journey:
Go to the Content Library and click Add Content.
Select Journey.
Fill in the journey details, including title and description.
Add steps by clicking Add Step. Each step can include:
A title and summary.
Linked content (recipes, meal plans, resources).
Notification settings for when the step unlocks.
Configure the journey settings:
Anchor Type: Choose between Enrollment or Calendar.
Cadence: Select Daily or Weekly.
Adding Content to Steps
For each step, you can link various content types:
Recipes: Provide specific dishes for members to prepare.
Meal Plans: Organize recipes across days.
Resources: Include downloadable files or videos.
Publish Workflow
While building your journey, you can pre-enroll members even if the journey is still in draft mode. This allows you to set up the timeline without sending notifications or granting content access until you publish the journey.
Important: Nothing happens until the journey is published. No notifications are sent, and no content is accessible to members until the publish date.
When you publish the journey:
All pre-enrolled members will start fresh from step 1 on the publish date.
They will receive content according to the configured cadence from that point forward.
Managing Members
You can manage members in your journey in several ways:
Manual Enrollment
Single Enrollment: Add members one at a time through the journey management interface.
Bulk Enrollment: Use the bulk option to add multiple members at once.
Self-Enrollment
For published journeys, members can enroll themselves. They will start from step 1 and receive notifications as each step unlocks.
Adding Members to Running Journeys
If you add members to an already-running journey:
They will start from the current step without receiving past notifications. This ensures a smooth experience without overwhelming them with previous content.
Tips for Successful Journey Management
Plan Your Timeline: Take your time building the journey timeline. You can enroll members while the journey is still in draft mode.
Use Assigned Visibility: Ensure that content linked to your journey steps is set to Assigned visibility. This prevents members from accessing content until the corresponding step unlocks.
Monitor Progress: Keep track of member progress through the journey to identify engagement levels and make adjustments as needed.