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What you’ll achieve

A new journey seeded from a built-in template and tailored to your program: the right tasks, execution order, per-task assignees and due dates, visibility, and auto-complete actions, ready to apply to a cohort.

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Before you start

1

Confirm access

You need write access to Journeys.

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Watch it

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Steps

1

Open the add chooser

On Journeys, choose Add, then Journey.
Open the add chooser
2

Pick a template

Choose the playbook that fits the moment:
  • Partner onboarding - the steps a brand-new partner works through to get set up.
  • Partner activation - the steps that push a signed partner toward their first win.
  • Certification journey - the steps that drive a partner through training and certification.
Pick a template
3

Review the seeded tasks

The journey opens with a starting set of tasks. Read through them and keep the ones that fit your program.
Review the seeded tasks
4

Set the execution order

Confirm the task execution order: Flexible lets partners complete tasks in any order, while Sequential unlocks each task only after the previous one is done. Switch it if the template’s default does not match how dependent your steps are.
Set the execution order
5

Tailor each task

For each task you keep, open it and adjust the same inputs you would set when building from scratch:
  • Due date - the offset in days after the journey is applied, so each step has a deadline relative to onboarding start.
  • Assignee - your team, the Partner, a specific Role on the partner’s team, or a named Individual (which can dynamically resolve to the partner’s assigned partner manager).
  • Visibility - Public, Internal, or Assignee (a partner-assigned task cannot be Internal).
  • Description - reword the instructions to match your program’s voice and specifics.
  • Action - add or change an auto-complete action (Watch asset, Upload, Submit form, Go to link, Complete course, or Obtain certificate) so the task completes itself when the partner acts, with the Button label they see. Complete course and Obtain certificate are especially useful in a certification journey, since they close the task the moment the partner finishes the course or earns the certificate.
Add steps unique to your program and remove any that do not apply.

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Verify it worked

The new journey appears on Journeys with its tailored tasks and order, ready to apply to partners.

Build a journey from scratch

Start with a blank journey instead.

Assign a journey and track progress

Apply the journey and follow partners through it.

Implementation reference

Full configuration options for journeys.