Skip to main content
Open in Introw: Journeys

​
How it works

A journey is a reusable set of tasks. You build a journey once, then apply it to the partners who should run it. Applying a journey copies its tasks onto each selected partner, so every partner gets their own progress while the journey itself stays the journey definition. You choose how a journey’s tasks behave. With a flexible order, partners can complete tasks in any sequence. With a sequential order, a task only unlocks after the previous one is done, which is useful when steps build on each other. Introw provides starting templates for onboarding, activation, and certification so you do not begin from a blank page, and you can also create a journey from scratch. Progress is tracked per partner across to do, in progress, and done, and you can view all the partners on a journey from the journey’s own tabs.

​
Activation best practices

Signing a partner is not the same as activating one. A few patterns, drawn from what works across programs, turn new partners into productive ones:
  • Make the lifecycle explicit. Put partners on a journey so the path to first value (first deal, first certification) is a clear checklist rather than something a partner manager carries in their head.
  • Give every step an owner and a deadline. Use per-task assignees and due-date offsets so each step has accountability and a realistic timeframe relative to when onboarding starts.
  • Train early. Pair the journey with onboarding courses so partners can sell and deliver, not just complete admin steps.
  • Nudge and recap. Use partner notifications to keep deals moving and to recap progress, so a stalled partner gets a prompt instead of going quiet.
The aim is a repeatable activation motion: new partners reach their first win faster and stall less often.

​
Prerequisites

  • Write access to Journeys to create and apply them.
  • Partners in Introw to apply a journey to.

​
Settings & configuration

Journeys are managed from the Journeys page. Each journey has its own configuration and progress views.

​
Creating a journey

Add opens a chooser with built-in journeys (onboarding, activation, and certification) and a create from scratch option. Picking a template seeds the journey with a sensible set of starting tasks you can edit. Name identifies the journey in the list and to your team. Give it a name that says what stage it covers, like onboarding or activation. Task execution order is the key behavior setting. Flexible lets partners complete tasks in any order; sequential requires each task to be finished before the next opens. Choose sequential when later steps genuinely depend on earlier ones.

​
Tasks within a journey

On a journey’s configuration view you add, edit, reorder, and remove the tasks partners will complete. Order matters most when the journey is sequential, since it sets the unlock sequence. On each task, Add action configures how the task completes automatically when a partner watches an asset, submits a form, uploads a file, opens a link, completes a course, or obtains a certificate. The course and certificate actions pair naturally with a certification journey, closing the task the moment the partner finishes the course or is issued the certificate.

​
Applying and tracking

Apply publishes the journey to a chosen set of partners, copying its tasks to each of them. The journey’s progress tabs then show partners grouped by where they are: to do, in progress, and done. You can also see and complete a partner’s tasks from that partner’s own task list.

​
Setup walkthrough

1

Create a journey

On Journeys, choose Add and start from a template or from scratch.
2

Set the task order

Choose flexible or sequential depending on whether steps depend on each other.
3

Build the task list

Add and order the tasks partners should complete.
4

Apply it to partners

Use Apply to publish the journey to the partners who should run it.
5

Track progress

Watch partners move across to do, in progress, and done from the journey’s tabs.

​
How-to guides

Assign a journey and track progress

Apply a journey to the right partners, then follow each one through to do, in progress, and done so you can step in before anyone stalls.

Auto-apply a journey from the experience

Use the tasks section in the experience builder to auto-assign a journey to every partner who gets the experience.

Build a journey from scratch

Define your own ordered or flexible set of partner tasks, with each task’s assignee, due date, visibility, and auto-complete action set.

Create a journey from a template

Start from a built-in onboarding, activation, or certification journey, then tailor the tasks, order, assignees, and auto-complete actions to your program.

​
Limits & gotchas

Applying a journey copies its tasks onto each partner at that moment; editing the journey afterward does not rewrite tasks already applied. A sequential journey only opens the next task once the current one is done, so an unfinished early task blocks the rest for that partner.

​
Troubleshooting

  • A partner cannot start a later task - the journey is sequential and an earlier task is not done yet.
  • Edits to a journey did not reach a partner - the partner was applied before the edit; re-apply or update their tasks directly.
  • A journey shows no partners - it has not been applied yet; use Apply to publish it.