Platform 2 Guide — This article applies to the new platform. Looking for classic platform docs? Browse the Platform 1 collection.
Why: Offer your members a structured, time-bound experience that guides them through content step-by-step. This helps keep them engaged and motivated as they progress through your programs.
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 a title and description for your journey.
Add steps to your journey, linking relevant content (recipes, meal plans, resources).
Configure the anchor type and cadence, then click Publish when ready.
Understanding Journeys
Journeys are designed to provide a guided experience for your members, allowing them to progress through content over a set period. You can create journeys that unlock content daily or weekly, ensuring members receive information at a manageable pace.
Key Concepts
Anchor Types: Determine how a member's start date is calculated.
Enrollment: Starts when the member enrolls, ideal for self-paced journeys.
Calendar: Starts on a fixed date, suitable for seasonal challenges or group events.
Cadence: Choose between daily or weekly unlocks. Daily journeys unlock steps every day, while weekly journeys unlock steps once a week.
Member Experience
Members experience journeys through a step-by-step process. They can track their progress and receive notifications as they unlock new content.
Progress Tracking: Members can see their completion percentage and know what’s next in their journey.
Notifications: Members receive notifications for each step as it unlocks, keeping them engaged.
Creating a New Journey
To create a journey, follow these steps:
Access the Journey Creation Tool:
Go to the Content Library and click Add Content.
Select Journey.
Set Up Your Journey:
Enter a Title and Description.
Choose the Anchor Type (Enrollment or Calendar).
Set the Cadence (Daily or Weekly).
Add Steps:
Click Add Step to create individual steps within your journey.
For each step, link relevant content such as recipes, meal plans, or resources.
You can also add optional rich text content to provide instructions or coaching tips.
Configure Visibility:
Use the hideUntilUnlocked toggle to ensure content is only visible when the step is unlocked.
Review the visibility panel to check the status of all timeline content.
Publish Your Journey:
Once you are satisfied with the setup, click Publish. Remember, until you publish, no notifications or content access will occur for members.
Pre-Enrollment
You can enroll members in a journey while it is still in draft mode. This allows you to build the timeline at your own pace. Once published, all pre-enrolled members will start fresh from step 1 on the publish date, receiving content according to the set cadence.
Adding Members
You can add members to your journey in two ways:
Manually: Add a single member or bulk enroll multiple members through the journey management interface.
Self-Enrollment: For published journeys, members can enroll themselves directly.
When adding members to an already-running journey, they will start from the current step without receiving notifications for past steps.
Managing Your Journey
Editing Steps
Adding Steps: Safe to add new steps. Existing members will not be affected until the new step's unlock date.
Removing Steps: Past content grants remain, ensuring that members retain access to previously unlocked content.
Editing Content: Changes to step content will take effect during the next notification cycle.
Notifications and Flood Prevention
The system is designed to prevent members from being overwhelmed with notifications:
While a journey is unpublished, no notifications or content grants are created.
When you publish a journey, all pre-enrolled members will have their enrollment date reset to the publish date, ensuring they start fresh.
Progress Tracking
Members can view their journey progress on their My Stuff page. This includes:
Current step index
Total steps in the journey
Percentage of completion