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Journeys

Journeys allow you to set up automated workflows for coaching your Participants. A Journey is a visual state machine that automates the delivery of content, activities, and interventions based on participant behavior and progress.

Core Concepts​

A Journey is built from three key components:

  • States: The building blocks of a Journey. Each state represents a phase or stage that a participant moves through.
  • Transitions: The connections between states that define how participants move through the Journey. Transitions contain Attachments (cards, activities, content) that are delivered when the transition fires. Transitions are triggered by Signals based on time, participant actions, or external events.
  • Signals: The triggers that cause transitions to fire. Signals can be based on schedules, activity completion, scores, or custom conditions.

How Journeys Work​

  1. A participant is assigned to a Journey and enters the start state
  2. When a transition's signal conditions are met, its attachments (cards, activities) are delivered and the participant moves to the next state
  3. This process repeats as the participant progresses through states
  4. This continues until the participant reaches an end state or is removed from the Journey

Key Features​

Automated Delivery​

Journeys automatically schedule and deliver content at the right time. Set up a Journey once and it runs continuously for each participant.

Conditional Logic​

Use signals to create branching paths based on participant responses, scores, or behaviors. For example, route participants to different content based on their assessment results.

Recurring Actions​

States can include recurring action plans that deliver activities on a schedule (e.g., daily check-ins, weekly assessments).

Multiple Journeys​

Participants can be enrolled in multiple Journeys simultaneously, allowing you to layer different programs or interventions.

Getting Started​

  1. Plan your workflow: Map out the states participants will move through and what triggers transitions
  2. Create your content: Build the activities, content cards, and other attachments you'll deliver
  3. Build the Journey: Create states, connect them with transitions, and add attachments to transitions
  4. Define signals: Set up the conditions that trigger each transition
  5. Test: Assign a test participant and verify the Journey behaves as expected
  6. Deploy: Assign the Journey to your participants