Viewing a Journey

To access and manage journeys, navigate to the Journeys page under the Subscribe tab. From here, you can assign journeys to profiles and e-commerce pages to create personalized experiences for end-users.

To view a journey, simply hover over the desired journey from the list. An "Actions" button will appear on the right-hand side of the row. Click on the View option from the dropdown menu to see all the components of the journey.

These components include Categories, Products, Rule Sets, Steps, and Configurations. Each of these components can be easily set up and managed within the journey.

Categories group products together for end-users to browse and select from. Products represent the customer-facing offerings of a company, and can be customized using different templates. Rule Sets allow additional actions to be triggered during the e-commerce flow. Steps represent the pages that a customer goes through during the journey, such as sign up, category selection, and payment details.

At the bottom of the journey, you will find the configurations. These settings define the business logic and behavior of the journey. There are four configuration tabs to navigate between: General, Terms, Cancellation, and Contact Details. These tabs allow you to assign items like Terms of Service and Partner to subscriptions, determine subscription settings, and control contact fields displayed to customers.

By managing these components and configurations, you can create seamless and personalized experiences for your end-users.

When you open a journey to view, you will see organized lists of Categories, Products, Rule Sets, and Steps that have been created within the journey. Below these components, you will find the Configurations that are specific to that particular journey.

At the beginning of a journey, you will find a list of categories. This is where you can add, edit, and delete categories. Journey Categories are used to group products together, making it easier for end-users to browse and choose from. Remember, you must create at least one category before you can create products.

For additional information on categories, view:

• Adding a Journey Category

• Editing a Journey Category

Under the Categories section, you will find a list of products associated with the journey. From here, you can easily add, edit, and delete products. By clicking on the Edit button, you can manage the different components of a product.

In PeakCommerce, a product represents the customer-facing offering of a company. It utilizes the Product, Rate Plan, and Rate Plan Charges configured in the linked billing system, along with settings like Currency and Name. You can apply different templates to a product to determine how the product options are displayed to customers, enhancing their overall experience.

For additional information on products, view:

• Products

• Adding a Product

• Editing a Product

• Product Bundles

After the Products section, you will find a list of Rule Sets associated with the journey. Rule Sets are optional components of journeys that enable additional actions to be triggered by events in the e-commerce flow. This feature is constantly evolving, and more information will be provided as it is expanded in the future.

For additional information on Rule Sets, view:

• Adding Journey Rules

• Enforce Quantity Rule

• Raise Error Rule

• Match Quantity Rule

• Deactivate or Select Plan Rules

After the Rule Sets section, you will find a list of the steps that have been created for the journey. These steps represent the different 'pages' that a customer will go through during the e-commerce flow. Some examples of these steps include Sign Up, Category Selection, Confirmation and Details, Payment Details, Subscription Terms, and Cancellation.

For additional information on Journey Steps, view:

• Journey Steps

• Types of Journey Steps

• Adding a Journey Step

• Editing a Journey Step

• Confirmation Page Step

• Split Payment Steps

• Subscription Term Step

• When to use the right journey step

At the end of a journey, you will find configuration settings. These settings determine the default business logic and behavior for the entire journey. Configurations are applied to all categories and products within the journey. There are four tabs to navigate through: General, Terms, Cancellation, and Contact Details. These tabs allow you to customize various aspects of the journey such as the Terms of Service, subscription settings, cancellation options, and contact fields displayed to customers.

These settings allow you to assign items like Terms of Service and Partner to subscriptions that are created using products in this journey.

For more information, view Journey Configuration: General.

These settings determine the subscription settings when creating a subscription in Zuora. They also determine which Profile is assigned to the user in PeakCommerce upon order completion if the journey is of the New Order type.

For more information, view Journey Configuration: Terms.

These settings are only applicable to Cancel Order type journeys.

For more information, view Journey Configuration: Cancellation.

These fields determine which contact information is shown to customers during the e-commerce process and which fields are required for them to complete their transaction.

For more information, view Journey Configuration: Contact Details.

For more information, view Journey Configuration: Payment Details.