Create your first journey in 6 steps

Step 1: Create a journey

To create your first journey, navigate to Learning click on New and select Journey.

You will now be asked whether you want to start from scratch or with a template. To understand how journeys work, let’s start from scratch.

Step 2: Journey settings

After you created the journey you’ll land on the settings page. In the beginning, just two things are important:

  1. Give your journey a catchy title, like “Welcome to [your company name]!” in the upper left
  2. Toggle the “sequence” setting to ON: This will turn your journey into a workflow and allow you to send steps day by day.

Step 3: Edit the steps of your journey

Now, go to Builder and edit your first steps. There are different kinds of steps, like messages, content, quizzes, or tasks. We already added the first step for you.

When you click on it, you open it and can start editing.

Here you can now start writing your messages to your employees.

In this example, it is a content step, so you can also embed media like Youtube videos, documents, etc. 👉 Learn more about the content step here.

You can also add surveys-, messages-, quizzes-, and task steps.

💡 Use Zavvy AI to help you write your messages faster by typing “/” and selecting “Ask Zavvy AI”

Step 4: Set up step delivery & notification

Next, you need to define three things for every step:

1.) When: For every step, you can define when it is sent relative to the previous one. The first step will always be sent immediately. Afterward, you can specify how many days a step will be sent after the previous one.

2.) Recipient: Besides the person you assign the journey to (Assignee), you can also send steps to other people, like their manager, their buddy, or specific people you choose.

3.) Notification: You can send steps with notifications (Slack, Teams, or email) or silently.

Step 5: Publish it

Before you can assign a journey you always need to publish it. Publishing doesn’t mean that anyone can see it. Unless you allow self-enrollment on the settings page, only you will see it.

Step 6: Assign it

Next, head to Assign and assign the journey to yourself by clicking on Manually assign people and selecting yourself from the list.

💡 Learn how to assign people.

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