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What is customer journey mapping?

Customer journey map template, the customer journey mapping process, data inputs for your customer journey map, why should you use customer journey maps, the uses of customer journey mapping, how to improve a customer journey, tools to help you with your journey mapping, see how xm for customer frontlines works, customer journey mapping 101: definition, template & tips.

22 min read Find out about how to start customer journey mapping, and how to improve it for the benefit of your customers and the business.

If you want to improve your customer experience you need to be able to understand and adapt the customer journey you offer when someone interacts with your organization. Whether their journey is entirely online , offline, or a blend of both, there are multiple journeys a customer might undergo.

Understanding the customer journey in depth helps you identify and take action on customer pain points and repeat what’s working. By doing this, you will improve the overall experience that your customers have, which will have better outcomes for your business.

Outlining the potential customer journeys your audience might go through requires a process called customer journey mapping.

Free Course: Customer journey management & improvement

Creating a customer journey map is the process of forming a visual representation of customers’ processes, needs , and perceptions throughout their interactions and relationship with an organization. It helps you understand the steps customers take – the ones you see, and don’t – when they interact with your business.

It enables you to assess:

• Insights – from your existing customer journey, how to understand it better
• Impact – how to optimize budgets and effort for changes we want to make to the customer experiences
• Issues/opportunities – Diagnose the existing customer journey
• Innovation – where you might want to completely change the existing customer experience

A customer journey map gives you deeper insight into the customer, so you can go beyond what you already know. Many brands see the customer journey as something that is visible – where the customer interacts with the brand. But in reality, this is not true, and only accounts for a percentage of the entire customer journey. Creating a customer journey map gets you thinking about the aspects of the journey you don’t see, but have equal weight and importance to the entire experience.

When mapping out the customer journey, you are looking for the moments that matter – where there is the greatest emotional load.

If you’re buying a car, then the greatest moment of emotional load is when you go to pick the car up because it’s yours , after picking the color, choosing the model, and waiting for it to be ready.

Ensuring these moments match your customers’ expectations of your product, brand and service teams are key to helping you reach your business goals. But you can only do that by understanding the journey your customers go on in order to get there, what they’re thinking and needing from you at that time. Developing a customer journey map puts you in their shoes so you can understand them better than ever before.

Getting started when creating a customer journey map template doesn’t have to be difficult. However, your customer journey map template will need to cover several elements in order to be effective.

There are several ingredients that make up the anatomy of a customer journey, all of which should be looked at carefully so that you can find out where the customer journey runs smoothly and meets customer needs at that moment in time – and where the experience does not, and needs some improvement.

Understanding their behaviors and attitudes also means you can fix bad experiences more effectively too because you know why you haven’t met your customers’ expectations and what you need to do to make amends. There may be times when things go wrong, but it’s how you adapt and what you do to fix these experiences that separates the best. Knowing how the customer will be feeling makes taking that decisive action much easier.

When exploring and visualizing the customer journey we are assessing:

• Customer behavior What is your customer trying to do?
• Customer attitudes What is your customer feeling/saying?
• The on-stage experience Who/what is your customer directly interacting with? (This includes various channels, such as TV ads or social media)
• The off-stage experience Who/what needs to be in place but which your customer is NOT directly aware of?

So what could the customer journey map examples look like when starting the process of buying a car?

Customer journey vs process flow

Understanding customer perspective, behavior, attitudes, and the on-stage and off-stage is essential to successfully create a customer journey map – otherwise, all you have is a process flow. If you just write down the touchpoints where the customer is interacting with your brand, you’re typically missing up to 40% of the entire customer journey.

There is no single customer journey. In fact, there are multiple. The best experiences combine multiple journeys in a seamless way to create a continuous customer lifecycle as outlined below.

Getting started with customer journey map templates

To begin, start by choosing a journey that you would like to create a customer journey map for and outline the first step that customers will take.

You can use this customer journey map template below to work out the customer behaviors, attitudes, the on-stage and off-stage processes – and the KPIs attached to measuring the success of this experience.

Download our free journey mapping template here

The step-by-step process of mapping the customer journey begins with the buyer persona .

Step 1 – Create a customer persona to test

In order to effectively understand the customer journey, you need to understand the customer – and this is where creating a persona really helps. You may base this around the most common or regular customers, big spend, or new customers you haven’t worked with before. This persona is beyond a marketing segment , but that can be a great place to begin if you’re just starting out on the mapping process for your organization.

What do you include? Start with these characteristics.

• Family status
• Professional goals
• Personal goals

These personas help you gain a deeper understanding of your customers and can be derived from insights and demographic data , or even customer interviews . This works for both B2B and B2C business models, but in B2B especially you’ll have multiple customers for each opportunity so it’s recommended you build out multiple personas.

To begin, start with no more than three personas to keep things simple.

Create a diverse team

When creating a customer journey map, you also need to build out a diverse mapping team to represent the whole business. Include frontline staff , day-to-day management, corporate teams, HR, and business support functions. They will give you vital feedback, advice, and perspectives you hadn’t thought of.

Step 2 – Choose a customer journey for mapping

Select a customer journey map to construct, then build a behavior line. This might be a new customer journey, renewal, or fixing a product issue. You might also choose this based on the most frequent customer journeys taken, or the most profitable.

Step 3 – Work through the mapping process

Ask yourself the following:

• Who are the people involved in this journey? E.g. if you’re in a car dealership, that might be the customer, the sales rep, and front-of-house staff.
• What are the processes or the things that happen during this journey?
• What are the customer attitudes ? What are they feeling at this time? Go beyond excitement or frustration. Bring these feelings to life. This car is my dream come true!
• What is the moment that matters? Identify the greatest moment of emotional load. The make or break where everything could be good up until that point, but if you get that moment of maximum impact wrong, then all that’s good is forgotten. The best experience brands get this moment right and identifying it is an important first step to achieving that. In that moment, ask yourself what are the things/people/processes involved? Think about this for the whole business – across your product , brand , and service teams.
• But beyond identifying this moment, you need to establish what your customers’ needs are. What are they getting out of this moment? How do their needs change if this experience goes badly? Knowing the answer to these questions can help you deliver experiences that will resonate , and respond quickly to unforeseen circumstances or issues.
• And finally, how do you measure how effectively you are meeting customer needs throughout the journey? Set KPIs to put benchmarks in place for your customer journey map and customer experience and track your progress.

Step 4 – Innovate

When you are mapping out your customer journey, brainstorm ideas for how to improve that moment that really matters . These ideas don’t need to be practical, but by putting together a diverse mapping team from around the business you can begin to filter through these ideas.

Then, test it.

Ask yourself: Is it feasible? Is it viable? Is it desirable? Don’t ask can we do it, ask should we do it? Then you can start to differentiate yourself from your competitors.

Step 5 – Measure

Use the customer journey map to decide on your measurement framework.

Who are you measuring? What are you measuring? When on the journey are you measuring it? And why? And finally, what metrics and KPI’s are in place to measure this?

Your customer journey map process will require you to use several different data inputs to get an accurate picture of how your customers behave and where you can improve their experience.

A customer journey map is often developed using data gleaned from customer feedback you’ve requested . While this type of market research is useful, your research process needs to be deeper to gain a richer, more accurate understanding of your customer’s behavior.

To create a customer journey map that accurately reflects the truth of customer actions and intentions, you need to take into account both solicited and unsolicited data.

Use solicited data to understand the voice of the customer

Solicited data includes the customer feedback you gain when you conduct research through surveys such as Net Promoter Score (NPS) or ask customers for feedback on social media. This approach can be very useful for understanding your customer’s point of view , rather than just making assumptions about how they think and behave.

However, your target audiences won’t tell you everything about what they plan to do when undergoing their customer journey. Though they might tell you that they’ve had a great experience in a particular part of their customer journey, this type of feedback presents a few issues:

• You have to know when to ask for feedback : You might already have a customer journey in mind when asking for feedback – but do you know all the routes a customer might take in your customer journey map?
• It’s a snapshot: When you survey customers, you’ll likely only get insights into their experience at that particular moment about a specific touchpoint
• It’s what customers say they think/will do, not what they actually think/will do: You’re relying on your customers to accurately reflect their sentiment and intentions in their responses, which isn’t always the case. For your customer journey map to be effective, you need to find the truth
• Your sample size might be too small : If you’re trying to understand how a relatively niche customer journey is doing, you might find that the number of customers who have not only taken the customer journey but are willing to respond with feedback is very limited. You can’t risk survey fatigue by polling the same audience several times, so your insights are limited
• You’re only getting part of the picture : You will likely have several types of useful customer data on file, but these are often not considered as part of the process when creating a customer journey design because solicited data takes precedence

You’ll need to infer how customers feel to be able to accurately predict the actions a customer takes. To do so, you’ll need to look at unsolicited data.

Unsolicited data

Unsolicited data covers everything your customers aren’t telling you directly when you ask them and contextual data that you likely already collect on them, such as purchase history. It can be taken from various sources, such as your website and social channels, third-party sites, customer calls, chat transcripts, frontline employee feedback , operational sources, and more.

This type of data is nuanced, but it allows you to establish the truth of your customers’ experience. The ability to gather unsolicited customer feedback from every channel enables you to see more than just what a customer tells you directly. Using real-time feedback gathering and natural language understanding (NLU) models that can detect emotion, intent, and effort, you’ll be able to understand your customers’ actions in a more profound way. Unsolicited data offers you a 100% response rate that better indicates what your customers actually think of each step in their customer journey.

Rather than be limited to a small sample size of customers who respond to surveys, you’ll be able to build an accurate picture of the average customer on each step of the customer journey map by using this richer insight data with your own operational data.

Why using solicited and unsolicited data is important data

With solicited data, you don’t always see why a customer behaves or thinks as they do. For example, a customer might tell you that they would recommend you to a friend or family – but they don’t renew their subscription with you. A customer might be an ideal candidate for a particular journey, but they abandon their basket when prompted to give their personal details. Understanding the why behind customer actions is key for designing a great customer journey, and that’s why both solicited and unsolicited data collection and evaluation are necessary for creating great customer journey maps.

Of course, knowing how customers will actually respond to your customer touchpoints is only part of the process. You may need to develop more than one customer journey map and create sub-audiences for your customer personas to accurately see where you can rectify pain points and improve outcomes. You will need to collect and analyze contextual data across all customer journey touchpoints and develop a highly detailed journey map that can unveil routes your customers might be taking without your knowledge.

Qualtrics’ Experience ID platform can overlay solicited and unsolicited data to provide an all-encompassing picture of your customer journey map, no matter how complex. Creating an effective customer journey map is easier with all your data collated and analyzed together, with actionable insights created automatically.

A customer journey map creates a common understanding for the organization of how a customer interacts during different stages of the customer lifecycle, and the roles and responsibilities of the different teams in charge of fulfilling that experience.

It will also bring an organization together, and foster empathy and collaboration between teams because people will know what is required from everyone in the business to deliver the experiences that customers expect. This will help you to develop a shared sense of ownership of the customer relationship, which ultimately drives a customer-centric culture . With everyone working towards a common goal, communication of what you learn about the customer and the journey they go through is vital in order to drive best practices throughout the organization.

Creating an accurate customer journey map will help your customer service team to focus on more specific issues, rather than handling problems generated by a less-tailored customer journey. Your customer experience will be improved with a customer journey that’s personalized to the specific personas you have generated. You’ll have put yourself in your customer’s shoes and adapted your strategy to reflect your customer’s perspective – which in turn will create more memorable experiences.

Creating a customer journey map will influence your journey analytics across the business. So for example, it will determine what you ask, who you ask, when you ask, why you ask it and how you ask questions in your Voice of the Customer Program .

So when should you use customer journey mapping?

There are four main uses:

• Assess the current state of your customer journey Understand and diagnose the specific issues in current experiences
• Understand what the future state of your customer journey should look like Design, redesign and create new experiences
• Blueprints For implementing change
• Communication Bringing teams together to train and scale up best practices.

Take stock and take action

To improve the customer journey you need a clear vision of what you want to achieve and you need to make a distinction between the present and the future.

• What is your customer journey right now?
• What does the future state of your customer journey look like?

This is why organizations blueprint their customer journey because they can see what works and act accordingly. By understanding your customers’ attitudes and needs at critical times in the journey, you can make amends to better meet them – and develop contingencies to cope when these needs aren’t or can’t be met. For example, during a sudden, unexpected surge in demand.

Orchestrate your customer journey

To offer your customers truly optimized experiences, you’ll need to go further than just creating a customer journey map. You’ll also need to orchestrate journeys using real-time customer behavior to adapt your strategy as your customers make choices. Orchestrating a journey means taking dynamic action towards optimizing your customer’s experience, using real-time customer behavior as informative data.

Improve your employee experience

Use your diverse mapping team to come up with ideas that incorporate experience from all aspects of the business to improve the customer journey – and remember that this has a significant payoff for your employees too. Improving the employee journey – by giving teams the tools to make a difference – can have a positive knock-on effect for the customer and improve their experience in those key moments. This is because employees have the autonomy and motivation in their roles to help their customers, and realize their own potential.

Your customer journey map isn’t just designed to improve the customer experience. Creating an accurate customer journey map can help you to improve your business outcomes.

Being able to link operational data to key touchpoints in a customer journey is transformative for organizations. This is because improving segments of the customer journey will see a direct impact on your business. The Qualtrics Journey Optimizer helps you do just that. By analyzing areas for improvement as outlined by your customer journey map, organizations can take actions that will have maximum benefit for their customers, and the business too.

With Qualtrics CustomerXM , you’ll:

• Create a common understanding throughout your workforce of how a customer interacts with your organization, and you’ll know the roles and responsibilities of your different teams
• Develop empathy and collaboration between teams, working together to achieve the same outcome
• Develop a shared sense of ownership of the customer relationship which ultimately drives a customer-centric culture

Free course: Customer journey management & improvement

Related resources

Customer Journey

B2B Customer Journey 13 min read

Customer interactions 11 min read, consumer decision journey 14 min read, customer journey orchestration 12 min read, customer journey management 14 min read, customer journey stages 12 min read, buyer's journey 16 min read, request demo.

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Customer Journey Mapping

Journey mapping helps you visualize how customers experience your product or service, and how they feel along the way. Scroll to step 6 for a real-life example from one of our product teams!

USE THIS PLAY TO...

Understand the customer journey from a specific persona's perspective so that you can design a better experience.

Running the play

Depending on how many touchpoints along the customer journey you're mapping, you might break the journey into stages and tackle each stage in pairs.

Sticky notes

Whiteboards.io Template

Define the map's scope (15 min)

Ideally, customer journey mapping focuses on the experience of a single persona  in a single scenario with a single goal. Else, the journey map will be too generic, and you'll miss out on opportunities for new insights and questions. You may need to pause creating a customer journey map until you have defined your customer personas . Your personas should be informed by  customer interviews , as well as data wherever possible.

Saying that, don't let perfect be the enemy of good! Sometimes a team just needs to get started, and you can agree to revisit with more rigor in  a few months' time. Once scope is agreed on, check your invite list to make sure you've got people who know the details of what customers experience when using your product or service.

Set the stage (5 min)

It's really important that your group understands the user  persona  and the goal driving their journey. Decide on or recap with your group the target persona and the scope of the journey being explored in your session. Make sure to pre-share required reading with the team at least a week ahead of your session to make sure everyone understands the persona, scope of the journey, and has a chance to delve deeper into research and data where needed. Even better- invite the team to run or attend the customer interviews to hear from customers first hand!

E.g. "We're going to focus on the Alana persona. Alana's role is project manager, and her goal is to find a scalable way for her team to share their knowledge so they spend less time explaining things over email. We're going to map out what it's like for Alana to evaluate Confluence for this purpose, from the point where she clicks that TRY button, to the point where she decides to buy it – or not."

Build a customer back-story (10 min)

Have the group use sticky notes to post up reasons why your target persona would be on this journey in the first place. Odds are, you'll get a range of responses: everything from high-level goals, to pain points, to requested features or services. Group similar ideas and groom the stickies so you can design a story from them.

These narratives should be inspired by actual customer interviews. But each team member will also bring a different perspective to the table that helps to broaden the lens.

Take a look at the example provided in the call out of this section. This back story starts with the pain points – the reasons why Alana would be wanting something like Confluence in the first place.

• E.g., "Her team's knowledge is in silos"

Then it basically has a list of requirements – what Alana is looking for in a product to solve the bottom pain points. This is essentially a mental shopping list for the group to refer to when mapping out the customer journey.

• E.g., "Provide structure"

Then it has the outcomes – goals that Alana wants to achieve by using the product

• E.g., "To keep my team focused on their work instead of distracted by unnecessary emails and shoulder-taps"

And finally the highest-level goal for her and her team.

• E.g., "Improve team efficiency"

Round off the back story by getting someone to say out loud what they think the overall story so far is, highlighting the main goals the customer has. This ensures a shared understanding that will inform the journey mapping, and improve the chances that your team will map it from the persona's point of view (not their own).

• E.g., "Alana and her team are frustrated by having to spend so much time explaining their work to each other, and to stakeholders. They want a way to share their knowledge, and organize it so it's easy for people outside their team to find, so they can focus more energy on the tasks at hand."

For example...

Here's a backstory the Confluence team created. 

Map what the customer thinks and feels (30-60 min)

With the target persona, back story, and destination in place, it's time to walk a mile in their shoes. Show participants how to get going by writing the first thing that the persona does on a sticky note. The whole group can then grab stickies and markers and continue plotting the journey one action at a time.

This can also include questions and decisions! If the journey branches based on the answers or choices, have one participant map out each path. Keep in mind that the purpose of this Play is to build empathy for, and a shared understanding of the customer for the team. In order to do this, we focus on mapping the  current state of one discrete end to end journey, and looking for opportunities for improvement.

To do a more comprehensive discovery and inform strategy, you will need to go deeper on researching and designing these journey maps, which will need to split up over multiple sessions. Take a look at the variation below for tipes on how to design a completely new customer journey.

Use different color sticky notes for actions, questions, decisions, etc. so it's easier to see each element when you look at the whole map.

For each action on the customer journey, capture which channels are used for the interactions. Depending on your context, channels might include a website, phone, email, postal mail, face-to-face, and/or social media.

It might also help to visually split the mapping area in zones, such as "frontstage" (what the customer experiences) versus "backstage" (what systems and processes are active in the background).

Journey mapping can open up rich discussion, but try to avoid delving into the wrong sort of detail. The idea is to explore the journey and mine it for opportunities to improve the experience instead of coming up with solutions on the spot. It's important not only to keep the conversation on track, but also to create an artefact that can be easily referenced in the future. Use expands or footnotes in the Confluence template to capture any additional context while keeping the overview stable.

Try to be the commentator, not the critic. And remember: you're there to call out what’s going on for the persona, not explain what’s going on with internal systems and processes.

To get more granular on the 'backstage' processes required to provide the 'frontstage' customer value, consider using Confluence Whiteboard's Service Blueprint template as a next step to follow up on this Play.

ANTI-PATTERN

Your map has heaps of branches and loops.

Your scope is probably too high-level. Map a specific journey that focuses on a specific task, rather than mapping how a customer might explore for the first time.

Map the pain points (10-30 min)

"Ok, show me where it hurts." Go back over the map and jot down pain points on sticky notes. Place them underneath the corresponding touchpoints on the journey. Where is there frustration? Errors? Bottlenecks? Things not working as expected?

For added value, talk about the impact of each pain point. Is it trivial, or is it likely to necessitate some kind of hack or work-around. Even worse: does it cause the persona to abandon their journey entirely?

Chart a sentiment line (15 min)

(Optional, but totally worth it.) Plot the persona's sentiment in an area under your journey map, so that you can see how their emotional experience changes with each touchpoint. Look for things like:

• Areas of sawtooth sentiment – going up and down a lot is pretty common, but that doesn't mean it's not exhausting for the persona.
• Rapid drops – this indicates large gaps in expectations, and frustration.
• Troughs – these indicate opportunities for lifting overall sentiments.
• Positive peaks – can you design an experience that lifts them even higher? Can you delight the persona and inspire them to recommend you?

Remember that pain points don't always cause immediate drops in customer sentiment. Sometimes some friction may even buold trust (consider requiring verification for example). A pain point early in the journey might also result in negative feelings later on, as experiences accumulate. 

Having customers in the session to help validate and challenge the journey map means you'll be more confident what comes out of this session. 

Analyse the big picture (15 min)

As a group, stand back from the journey map and discuss trends and patterns in the experience.

• Where are the areas of greatest confusion/frustration?
• Where is the journey falling short of expectations?
• Are there any new un-met needs that have come up for the user type?
• Are there areas in the process being needlessly complicated or duplicated? Are there lots of emails being sent that aren’t actually useful? 

Then, discuss areas of opportunity to improve the experience. E.g., are there areas in the process where seven steps could be reduced to three? Is that verification email actually needed?

You can use quantitative data to validate the impact of the various opportunity areas identified. A particular step may well be a customer experience that falls short, but how many of your customers are actually effected by that step? Might you be better off as a team focused on another higher impact opportunity?

Here's a user onboarding jouney map our Engaging First Impressions team created.

Be sure to run a full Health Monitor session or checkpoint with your team to see if you're improving.

MAP A FUTURE STATE

Instead of mapping the current experience, map out an experience you haven't delivered yet. You can map one that simply improves on existing pain points, or design an absolutely visionary amazeballs awesome experience!

Just make sure to always base your ideas on real customer interviews and data. When designing a totally new customer journey, it can also be interesting to map competitor or peer customer journeys to find inspiration. Working on a personalised service? How do they do it in grocery? What about fashion? Finance?

After the mapping session, create a stakeholder summary. What pain points have the highest impact to customers' evaluation, adoption and usage of our products? What opportunities are there, and which teams should know about them? What is your action plan to resolve these pain points? Keep it at a summary level for a fast share out of key takeaways.

For a broader audience, or to allow stakeholders to go deeper, you could also create a write-up of your analysis and recommendations you came up with, notes captured, photos of the group and the artefacts created on a Confluence page. A great way of sharing this information is in a video walk through of the journey map. Loom is a great tool for this as viewers can comment on specific stages of the journey. This can be a great way to inspire change in your organization and provide a model for customer-centric design practices.

KEEP IT REAL

Now that you have interviewed your customers and created your customer journey map, circle back to your customers and validate! And yes: you might learn that your entire map is invalid and have to start again from scratch. (Better to find that out now, versus after you've delivered the journey!) Major initiatives typically make multiple journey maps to capture the needs of multiple personas, and often iterate on each map. Remember not to set and forget. Journeys are rapidly disrupted, and keeping your finger on the pulse of your customer's reality will enable your team to pivot (and get results!) faster when needed.

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Creating User Journey Maps: A Guide

User journey maps help you harness empathy to gain valuable insights about your customers and your product.

One of the biggest skills you’ll leverage as a UI/UX designer is your ability to empathize with the people using the products you design. Creating user journey maps can help you harness that empathy and transform it into valuable insights about your customers and product. Let’s take a closer look at what a user journey map is and why it’s an important tool in the UX designer’s toolbox.

What is a user journey map?

A user journey map gives a visual representation of a customer’s experience. This visualization might cover a customer’s entire relationship with a brand or focus on a select experience they might have while interacting with an app or website. No matter the type, user journey maps serve as a useful tool for understanding user needs and pain points and ultimately optimizing user experience (UX). 

Get started in UX: Google UX Design Professional Certificate

Why create user journey maps?

The main job of a UX designer is to make products intuitive, functional, and enjoyable to use. By creating a user journey map, you’re thinking about a product from a potential customer’s point of view. This can help in several ways.

User journey maps foster a user-centric mentality . You’ll focus on how a user might think and feel while using your product, as well as what goals they’re trying to achieve and what obstacles they might face along the way.

User journey maps create a shared vision for your company . This visualization can serve as a point of reference for different team members and stakeholders throughout the product development process. 

User journey maps can uncover blind spots . Taking the time to map out how a user interacts with your product (and how they feel doing so) may reveal design flaws or new opportunities you hadn’t considered. 

Still not convinced? Listen to Michael, an interaction designer at Google, explain the importance of user-centric design.

Types of journey maps

Journey maps can be as unique and creative as the products you’re designing. While there’s not one boilerplate template for a user journey, you will find a few main types of these maps. 

A UX journey map focuses on the user experience of a specific product, typically an app or website. With these types of maps, you can gain insight into how a customer interacts with your software and what they might find helpful or frustrating. This in turn helps you design software that’s simpler and easier to use.

A sales journey map follows the buyer’s journey through its typical stages: awareness, consideration, and decision. Marketing teams can use these maps to evaluate how customers interact with a brand across multiple communication channels to maximize sales.

A customer experience journey map offers a high-level view of a customer-brand relationship across time. A current-state customer journey map focuses on current customer interactions (and how they can be improved). Future-state customer journey maps can drive innovation by imagining new customer experiences. 

Elements of a user journey map

As you begin to map out user journeys, you’ll likely find ways to customize your maps to your particular company, product, and customer base. Search for user maps on the web, and you’ll find a range of creative examples. But take a closer look and you’ll find that many of these maps have a few elements in common.

Persona: What segment of users are you trying to understand (current or target)?

Scenario: What interaction are you trying to map out (real or anticipated)? 

Stages of the journey: What are the high-level phases of the scenario? 

User actions: What actions can the user take in each stage of the journey?

User emotions and thoughts: What is the user’s emotional state as they move through the stages? What are they thinking in each stage?

Opportunities: Where can you improve the UX of your product or connect with your customer in a more effective way?

Internal ownership: Which team or team member will be responsible for enacting these changes?

Read more: 9 Essential Skills for UX Designers

How to create a user journey map

We’ve outlined what a user journey map is, why you might want to create one, and what elements you should include. Now let’s go through the basic steps to create your own user journey map.

1. Define the scope.

Creating a helpful user journey map starts with defining your goals. Are you mapping the journey of a new target user across the entire buyer’s journey? Or are you seeking to make a transaction on an app—transferring money for example—more intuitive? Being clear on your goals now can help give you more relevant insights once your map is complete.  

Read more: What Is Scope Creep? Keeping Your Project Focused

2. Build user personas.

Typically, you’ll want a different map for each unique user type. Not all your customers will have the same needs (or the same ways of going about meeting those needs). Think about who your users are, and create a customer persona for each segment. This often starts with user research. Customer interviews, focus group discussions, surveys, and even prior customer feedback can help you develop these personas and better understand the customer perspective. User personas are sometimes referred to as buyer personas.

3. Define user goals, expectations, and pain points.

Once you have a better idea of who your target user is, spend some time thinking about what they want. What problem do prospective customers have that your product or service can solve? What expectations might they have as they begin their journey? What problems might they face, or what about your product might cause them frustration? How can your product or service meet customer expectations?

4. List out touchpoints and channels.

The term “customer touchpoint” refers to a point of interaction between a user and a product or business. Typical customer touchpoints occur across many different business channels, including websites, social media platforms, apps, ads, or face-to-face communications. Create an inventory of all the customer touchpoints and channels involved in the scenario you’ve previously defined.

5. Map the journey stages.

You’ve gathered the data you need to populate your map, so now it’s time to visualize this information with a customer journey map template. This is where you can get creative. Your map could be as simple as a timeline or as complex as a storyboard that shows visually what happens in each of the journey phases. You could take a low-tech approach with sticky notes on a whiteboard, or go digital with Google Sheets or customer journey mapping tools.

Many common UX tools, including Sketch, Figma, and Adobe XD, offer journey mapping capabilities. You’ll also find a range of dedicated journey mapping tools, such as UXPressia, Smaply, Custellence, or Visual Paradigm. UX research and consulting firm Nielsen Norman Group offers a free template that could also help you get started. 

6. Validate and refine the map.

User journey mapping is only as strong as it is truthful. Validate the map by moving through the user journey yourself. Usability testing, analytics, and reviews from real customers can also help validate that your map reflects the average customer reality. Continue to refine the map as you discover discrepancies.

Other types of UX mapping

The user journey map is among many types of mapping tools UX designers might use throughout the design process. Let’s take a brief look at some of the others that can be used on their own or alongside your journey map.

Service blueprint

A journey map illustrates the customer experience. A service blueprint maps out what goes on behind the scenes to deliver that experience. The former is customer focused, the latter organization focused.

A user flow maps out the path taken by a generic user through a website or app to a successful outcome. These often take the form of a flow chart and are not focused on specific personas. 

Empathy map

This tool helps you gain a deeper understanding of customer actions by mapping out what these users say, think, feel, and do. You may find it helpful to create an empathy map as part of Steps Two and Three above. 

Experience map

This visualization tracks the entire experience of a generic user as they seek to achieve a goal or satisfy a need. These maps typically look at a larger context to evaluate how potential customers solve their problems with or without your product.

Create your user journey map

User journey mapping is an essential part of the UX design process. Enhance your skills with these popular courses on Coursera:

Create a user journey map with a two-hour guided project. Create a User Journey Map in Miro is a hands-on course where you'll build a user journey map for a UX design project that documents the user's actions, emotions, and thoughts while using a product so you can identify opportunities for improvement.

Learn where and how user journey mapping is used in the design process with Google's course Start the UX Design Process: Empathize, Define, and Ideate . You'll craft user stories, develop user journey maps, and more, in 21 hours or less.

Build your UX design knowledge with Google's UX Design Professional Certificate. The popular series includes the class mentioned above, and is aimed at developing the skills you'll need for an entry-level UX design role. Learn how to empathize with users and design a delightful experience. Once completed, you'll earn a shareable certificate and gain access to exclusive career resources such as resume review and interview prep.

Keep reading

Coursera staff.

Editorial Team

Coursera’s editorial team is comprised of highly experienced professional editors, writers, and fact...

This content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

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Customer journey mapping in 2 and 1/2 days

How to create a customer journey map that improves customer success.

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There’s a common saying that you can’t understand someone until you’ve walked a mile in their shoes—and that’s exactly what customer journey maps do: they help you put yourself in different customers’ shoes and understand your business from their point of view.

Why should you do it? How should you do it? Find the answers in this guide, which we wrote after interviewing 10+ customer journey experts who shared methodologies, dos and don’ts, and pro tips with us. 

On this page:

What is a customer journey map?

How to create a customer journey map in 2 and ½ working days

4 benefits of customer journey mapping for your business

In later chapters, we dive deeper into customer journey analytics, workshops, and real-life examples.

Start mapping your customer journey

Hotjar lets you experience the customer journey through their eyes, so you can visualize what’s working and what needs improvement.

A customer journey map (CJM) is a visual representation of how customers interact with and experience your website, products, or business across multiple touchpoints.

By visualizing the actions, thoughts, and emotions your customers experience, a customer journey map helps you better understand them and identify the pain points they encounter. This is essential if you want to implement informed, customer-focused optimizations on your site.

Mapping the customer journey: narrow vs. wide focus

A customer journey map can have a very narrow focus and only look at a few, specific steps of the customer experience or buyer’s journey (for example, a product-to-purchase flow on a website), or it can take into account all the touchpoints, online and offline, someone goes through before and after doing business with you. 

Each type of customer journey map has its advantages:

A CJM with a narrow focus allows you to zero in on an issue and effectively problem-solve 

A CJM with a wide focus gives you a broader, holistic understanding of how customers experience your business

Regardless of their focus, the best customer journey maps have one thing in common: they are created with real customer data that you collect and analyze . The insights are usually organized into a map (hence the name), diagram, or flowchart during a group workshop, which is later shared across the entire business so everyone gets a clear and comprehensive overview of a customer’s journey.

How to create your first customer journey map in 2 and ½ working days

The process of creating a customer journey map can be as long or short as you need. Depending on how many people and stakeholders you involve, how much data you collect and analyze, and how many touchpoints there are across the business, you could be looking at days or even weeks and months of work.

If you’re new to customer journey mapping, start from a narrower scope before moving on to mapping every single customer touchpoint . 

Here’s our beginner customer journey mapping framework to help you create your first complete map in 2 and ½ working days:

Day 1: preliminary customer journey mapping work

Day 2: prep and run your customer journey mapping workshop.

Final ½ day: wrap up and share your results

Download your free customer journey map checklist  (as seen below), to mark off your tasks as you complete them.

On your first day, you have three essential tasks:

Define the goal and scope of your CJM

Collect customer data and insights

Invite your team to a customer journey mapping workshop

Step 1: define the goal and scope of your CJM

Clarifying what part(s) of the journey you're looking at, and why, helps you stay focused throughout the mapping process.

If this is your first map,  start from a known issue or problematic area of your website. Keep the scope small, and focus on anything you can break down into four or five steps. For example:

If you have a high drop-off on a pricing page with five calls-to-action, each of which takes users to a different page, that’s enough for a mappable journey

If your purchase flow is made of five self-contained pages, each of which loses you potential customers, that’s a good candidate for mapping

✅ The output: a one- or two-sentence description of what your map will cover, and why, you can use whenever you need to explain what the process is about. For example: this map looks at the purchase flow on our website, and helps us understand how customers go through each step and the issues or obstacles they encounter. The map starts after users click ‘proceed to checkout’ and ends when they reach the 'Thank You' page .

Step 2: collect customer data and insights

Once you identify your goal and scope, the bulk of your first day should be spent collecting data and insights you’ll analyze as part of your mapping process. Because your map is narrow in focus, don’t get distracted by wide-scale demographics or data points that are interesting and nice to know, but ultimately irrelevant. 

Get your hands on as much of the following information as you can:

Metrics from traditional analytics tools (such as Google Analytics) that give you insight into what’s happening, across the pages and stages your customer journey map covers

Data from analyzing your conversion ‘funnels’ , which record how many visitors end up at each stage of the user journey, so you can optimize those steps for potential customers and increase conversions

Behavior analytics data (from platforms like Hotjar) that show you how people interact with your site. For example, heatmaps give you an aggregate view of how users click, move and scroll on specific pages, and session recordings capture a user’s entire journey as they navigate your site

Quantitative and qualitative answers to on-site surveys relevant to the pages you’re going to investigate, as customer feedback will ultimately guide your roadmap of changes to make to improve the journey

Any demographic information about existing user and customer personas that helps you map the journey from the perspective of a real type of customer, rather than that of any hypothetical visitor, ensuring the journey makes sense for your target audience

Any relevant data from customer service chat logs, emails, or even anecdotal information from support, success, and sales teams about the issues customers usually experience

✅ The output: quantitative and qualitative data about your customers' interactions and their experiences across various touchpoints. For example, you’ll know how many people drop off at each individual stage, which page elements they interact with or ignore, and what stops them from converting.

💡Pro tip: as you read this guide, you may not yet have most of this data, particularly when it comes to heatmaps, recordings, and survey results. That’s ok. 

Unless you’re running your CJM workshop in the next 12 hours, you have enough time to set up Hotjar on your website and start collecting insights right now. The platform helps you:

Learn where and why users drop off with Funnels

Visualize interactions on key pages with Heatmaps

Capture visitor sessions across your website with Recordings

Run on-site polls with Surveys

When the time comes for you to start your customer journey mapping process, this data will be invaluable.

Step 3: invite your team to a customer journey mapping workshop

In our experience, the most effective way to get buy-in is not to try and convince people after things are done—include them in the process from the start. So while you can easily create a customer journey map on your own, it won’t be nearly as powerful as one you create with team members from different areas of expertise .

For example, if you’re looking at the purchase flow, you need to work with:

Someone from the UX team, who knows about the usability of the flow and can advocate for design changes

Someone from dev or engineering, who knows how things work in the back end, and will be able to push forward any changes that result from the map

Someone from success or support, who has first-hand experience talking to customers and resolving any issues they experience

✅ The output: you’ve set a date, booked a meeting space, and invited a group of four to six participants to your customer journey mapping workshop.

💡Pro tip: for your first map, stay small. Keep it limited to four to six people, and no main stakeholders . This may be unpopular advice, especially since many guides out there mention the importance of having stakeholders present from the start.

However, when you’re not yet very familiar with the process, including too many people early on can discourage them from re-investing their time into future CJM tasks. At this stage, it’s more helpful to brainstorm with a small team, get feedback on how to improve, and iterate a few times. Once you have a firm handle on the process, then start looping in your stakeholders.

On workshop day, you’ll spend half your time prepping and the other half running the actual session.

Step 1: prepare all your materials 

To run a smooth workshop, ensure you do the following:

Bring stationery: for an interactive workshop, you’ll need basic materials such as pens, different colored Post-its, masking tape, and large sheets of paper to hang on the wall

Collect and print out the data: use the data you collected on Day 1. It’s good to have digital copies on a laptop or tablet for everybody to access, but print-outs could be the better alternative as people can take notes and scribble on them.

Print out an empathy map canvas for each participant: start the workshop with an empathy mapping exercise (more on this in Step 2). For this, hand each participant an empty empathy map canvas you can recreate from the template below.

Set up a customer journey map template on the wall: use a large sheet of paper to create a grid you'll stick to the wall and fill in as part of the workshop. On the horizontal axis, write the customer journey steps you identified during your Day 1 prep work; on the vertical axis, list the themes you want to analyze for each step. For example:

Actions your customers take

Questions they might have

Happy moments they experience

Pain points they experience

Tech limits they might encounter

Opportunities that arise

Step 2: run the workshop

This is the most interactive (and fun) part of the process. Follow the framework below to go from zero to a completed draft of a map in just under 2 hours .

Introduction [🕒 5–10 min]

Introduce yourself and your participants to one another

Using the one-two sentence description you defined on Day 1, explain the goal and scope of the workshop and the activities it will involve

Offer a quick summary of the customer persona you’ll be referring to throughout the session

Empathy mapping exercise [🕒 30 min]

Using the personas and data available, have each team member map their observations onto sticky notes and paste them on the relevant section of the empathy mapping canvas

Have all participants take turns presenting their empathy map

Facilitate group discussions where interesting points of agreement or disagreement appear

Customer journey mapping [🕒 60 min]

Using Post-its, ask each participant to fill in parts of the map grid with available information. Start by filling in the first row together, so everybody understands the process, then do each row individually (15–20 min). At the end of the process, you should have something like this:

Looking at the completed map, encourage your team to discuss and align on core observations (and take notes: they’ll come in handy on your final half day). At this point, customer pain points and opportunities should become evident for everybody involved. Having a cross-functional team means people will naturally start discussing what can, or cannot, immediately be done to address them (35–40 min).

Wrap up [🕒 5 min]

Congratulations! Your first customer journey map is complete. Finish the session by thanking your participants and letting them know the next steps.

Final half-day: wrap up and share

Once you’ve gone through the entire customer journey mapping workshop, the number one thing you want to avoid is for all this effort to go to waste. Instead of leaving the map hanging on the wall (or worse: taking it down, folding it, and forgetting about it), the final step is to wrap the process up and communicate the results to the larger team.

Digitize the map so you can easily update and share it with team members: it may be tempting to use dedicated software or invest time into a beautiful design, but for the first few iterations, it’s enough to add the map to your team’s existing workflows (for example, our team digitized our map and added it straight into Jira, where it’s easily accessible)

Offer a quick write-up or a 5-minute video introduction of the activity: re-use the description you came up with on Day 1, including who was involved and the top three outcomes

Clearly state the follow-up actions: if you’ve found obvious issues that need fixing, that’s a likely next step. If you’ve identified opportunities for change and improvement, you may want to validate these findings via customer interviews and usability testing.

4 benefits of customer journey mapping

In 2023, it’s almost a given that great customer experience (CX) provides any business or ecommerce site with a competitive advantage. But just how you’re supposed to deliver on the concept and create wow-worthy experiences is often left unsaid, implied, or glossed over.

Customer journey maps help you find answers to this ‘How?’ question, enabling you to:

Visualize customer pain points, motivations, and drivers

Create cross-team alignment around the business

Remove internal silos and clarify areas of ownership

Make improvements and convert more visitors into customers

We’ve done a lot of customer journey work here at Hotjar, so we know that the above is true—but don’t just take our word for it: all the people we interviewed for this guide confirmed the benefits of journey mapping. Let’s take a look at what they shared.

1. Visualize customer pain points, motivations, and drivers

It’s one thing to present your entire team with charts, graphs, and trends about your customers, and quite another to put the same team in front of ONE map that highlights what customers think, want, and do at each step of their journey.

I did my first customer journey map at MADE.COM within the first three months of joining the company. I was trying to map the journey to understand where the pain points were.

For example, people who want to buy a sofa from us will be coming back to the site 8+ times over several weeks before making a purchase. In that time, they may also visit a showroom. So now I look at that journey, at a customer’s motivation for going to the website versus a physical store, and I need to make sure that the experience in the showroom complements what they're doing on-site, and vice-versa, and that it all kind of comes together.

The map helps in seeing that journey progress right up to the time someone becomes a customer. And it also continues after: we see the next touchpoints and how we're looking to retain them as a customer, so that they come back and purchase again.

A customer journey map is particularly powerful when you incorporate empathy into it, bringing to light specific emotions that customers experience throughout the journey.

2. Create cross-team alignment around the business

The best, most effective customer journey maps are not the solo project of the user experience (UX) or marketing team (though they may originate there).

Customer journey maps are a quick, easy, and powerful way to help everybody in your business get a clearer understanding of how things work from a customers’ perspective and what the customers’ needs are—which is the first step in your quest towards creating a better experience for them.

Our first goal for preparing a customer journey map was to improve understanding customers across the company, so that every employee could understand the entire process our clients go through.

For example, people from the shipping department didn't know how the process works online; people from marketing didn't know how customers behave after filing a complaint. Everything seems obvious, but when we shared these details, we saw that a lot of people didn't know how the company itself works—this map made us realize that there were still gaps we needed to fill.

If we discover that customers have a pain point in a specific section of the map, different teams can look at the same section from several angles; customer support can communicate why something is not possible, and engineering can explain why it’s going to take X amount of effort to get it done. Especially in cross-functional teams where we all come from really different disciplines, I find these maps to be an incredible way for us all to speak the same language.

3. Remove internal silos and clarify areas of ownership

As a company grows in size and complexity, the lines of ownership occasionally become blurry. Without clarity, a customer might get bounced like a ping pong ball across Sales, Success, and Support departments—not great for the seamless and frictionless customer experience we all want to offer.

A central source of ‘truth’ in the form of a customer journey map that everybody can refer to helps clarify areas of ownership and handover points.

We were growing as a team, and we realized we needed to operationalize a lot of the processes that, before then, had just been manually communicated. We did it through a customer journey map. Our goal was to better understand where these hand-off points were and how to create a more seamless experience for our customers, because they were kind of being punted from team to team, from person to person—and often, it was really hard to keep tabs on exactly where the customer was in that entire journey.

4. Make improvements and convert more visitors into customers

A customer journey map will take your team from 'It appears that 30% of people leave the website at this stage' to 'Wow, people are leaving because the info is incomplete and the links are broken.' Once everyone is aligned on the roadblocks that need to be addressed, changes that have a positive impact on the customer experience and customer satisfaction will happen faster.

The customer journey map brings it all together: it doesn't matter who you've got in the room. If you’re doing a proper journey map, they always get enlightened in terms of ‘Oh, my word. I did not know the customer's actually experiencing this.’ And when I walk out of the session, we have often solved issues in the business. Accountability and responsibilities have been assigned, and I find that it just works well.

Shaheema (right) working on a customer journey map

Collect the right data to create an effective customer journey map

The secret of getting value from customer journey mapping is not just building the map itself: it's taking action on your findings. Having a list of changes to prioritize means you can also measure their effect once implemented, and keep improving your customers' experience. 

This all starts with collecting customer-centric data—the sooner you begin, the more information you’ll have when the time comes to make a decision.

Start mapping your customer journey today

Hotjar lets you experience your customer’s journey through their eyes, so you can visualize what’s working and what needs improvement.

FAQs about customer journey mapping

How do i create a customer journey map.

To create a useful customer journey map, you first need to define your objectives, buyer personas, and the goals of your customers (direct customer feedback and  market research will help you here). Then, identify all the distinct touchpoints the customer has with your product or service in chronological order, and visualize the completion of these steps in a map format.

What are the benefits of customer journey mapping?

Customer journey mapping provides different teams in your company with a simple, easily understandable visualization that captures your customers’ perspective and needs, and the steps they’ll  take to successfully use your  product or service. 

Consider customer journey mapping if you want to accomplish a specific objective (like testing a new product’s purchase flow) or work towards a much broader goal (like increasing overall customer retention or customer loyalty).

What is the difference between a customer journey map and an experience map?

The main difference between an experience map and a customer journey map is that customer journey maps are geared specifically toward business goals and the successful use of a product or service, while experience maps visualize an individual’s journey and experience through the completion of any task or goal that may not be related to business.

How to make a customer journey map?

Why make a customer journey map

Customer journey mapping is a powerful tool for visualizing your customers' experience. It enables you to empathize with your customers and set them up for success. But for the uninitiated, customer journey mapping can seem intimidating, time-consuming, or even useless. We’re here to tell you it’s far from that. With the right guidance, you can use customer journey map tools to form a foundational part of your business.

Let’s be real: modern customers expect a guaranteed high-quality experience. According to  a study  conducted by customer strategist and researcher Esteban Kolsky, only 1 in 26 unhappy customers regularly complains – and the rest simply stop doing business with the company altogether. Ultimately, around 91% of unhappy customers will simply leave without a complaint. That means your business can be missing out on the valuable feedback you need to correct mistakes that are costing you customers. 

This finding underlines just how crucial it is for companies to map their customer journeys. Simply put, by creating a  CJM , you are likely to unearth issues you might not hear about directly from the customers themselves. That kind of information can be beneficial to your company’s bottom line. Let’s talk about how to make a customer journey map that’s valuable to your organization – and not a waste of time.

Before you get started

If you’re thinking about creating a customer journey map without a specific, measurable goal in mind ... stop. Back up and pause a minute. Consider the reason you need a CJM at all. You’re going to need to spend some time articulating the challenges your team faces, so you can more efficiently seek answers in your CJM. 

CJMs are especially useful in scenarios like these:

You have a customer churn problem you’re looking to understand and solve. 

You’re trying to understand the buying patterns of different personas.

Your company is shifting approaches (e.g. from a bottoms-up to top-down, inside-out to outside-in, etc.). 

You’re about to release a new product or service.  

You’re looking to assign team resources to specific touchpoints within the journey.

Write down the problem or reason you need a CJM first, then consider what kind of business goal you’re looking to achieve. 

Customer journey maps are great for:

Identifying ways to engage or reach customers

Unearthing and addressing internal inefficiencies

Increasing conversions and ROI

We recommend making sure you’re setting measurable goals for your map before you get started. You can always adjust as you learn new things from your map, but it’s important to have an actual objective and KPI.

Common business KPIs to consider are:

Customer satisfaction scores

Retention or churn rates

Preliminary Customer Journey Mapping Work

Before you host a customer journey mapping workshop, it’s important to understand who needs to be involved, what tools you’ll be using to make your map, and what technology you’ll need to host your workshop.  Here are a few important steps to take before making your customer journey map. 

Map out your stakeholders

Your internal stakeholders are the people who will be impacted by the results of your customer journey map the most. Be sure to identify them before you get started, so you know who should be invited to your mapping workshop. Learn more in  The Complete Stakeholder Mapping Guide .

Set up your CJM Canvas

Many teams prefer to use pen and paper to create their journey map, and remote teams need digital tools. Regardless of how you host your workshop, you’re going to need to digitize your map at some point to share it across your organization.  Miro is a perfect visual canvas to use for your map – and a great tool when you don’t have the luxury of being in the same place as your team. Get started by opening up a board, and adding the templates you’ll need for your mapping exercise. 

Now, with your digital canvas open, write down your goals and objectives on the board for the team to review during your workshop. You can even create a quick introductory presentation on a few slides to talk through at the beginning of your workshop. 

Decide which CJM angle to take

There are different ways to structure your map, depending on your goal. Here are four common ways you can map your customer journey.

Current state : When you think of a CJM, you’re probably thinking of a current state map. These maps articulate the actions, thoughts, and emotions your customers experience while interacting with your brand. Use current state maps to improve the customer journey.

Day-in-the-life : These maps illustrate the actions, thoughts, and emotions your customers experience during their daily activities – regardless of whether they involve your brand. Use these types of maps to gain a broader understanding of who your customers are and to expand possible applications of your product.

Future state : As the name suggests, future state maps allow you to visualize how your customers will experience future actions, thoughts, and emotions when interacting with your brand. Use these aspirational maps to illustrate your vision for your organization’s future.

Service blueprint : To create a service blueprint, start with a simplified version of one of the other types of maps. Then add in the factors that contribute to the customer’s experience of your brand—including people, technologies, processes, and policies. Use service blueprints to identify concrete steps you must take to achieve your desired customer journey in the future. For this, you may want to consider adding another template to your board.

Once you’re ready to get started, share the Miro board with your stakeholder team and get ready for your kickoff meeting.

Running your CJM workshop

Now that you’ve invited your stakeholders and shared your workshop board, it’s time to get started. When running a customer journey mapping workshop, we recommend breaking it out into a few specific chunks:

The setup. Kick the meeting off by engaging your team with ice breakers, then present the goals and objectives of the session.

The persona exercise. First, start by identifying your target customer and understanding their point of view. This is about building empathy. 

Mapping the customer journey. Now’s when you list out the touchpoints of your customer’s experience with your company. 

Testing. Once you’ve mapped out the journey, go through it yourself to better empathize with the customer and understand the hurdles they may face/

Iterate on the map. Once you start to notice gaps, or opportunities for improvement, test out ways you can iterate on and improve the map. 

After the session, make sure you gather the key insights you found during the exercise and share them with the team. This will help you form plans and align on next steps. 

Now let’s dive into each of these areas. 

Start the meeting with an icebreaker

Ice breakers are a great way to get everyone involved feeling loosened up, engaged, and ready to go. Try this  Ice Breaker Template  for a quick, fun exercise at the beginning of the meeting.

Present the CJM’s purpose & goals

Now it’s time to kick off the customer journey map exercise. Start by speaking to the purpose and goals you’ve identified for the map. It’s important to make sure your team understands what you’re trying to accomplish, or else you run the risk of the session getting off track. 

Create personas 

Now for your first official team exercise. Drawing on your objectives, start to create personas. Personas are snapshots of ideal customers. They allow you to visualize the individuals who benefit from your products or services. When you’re mapping out your customer journey, it’s important to visualize who the customer is – and that’s where personas can help.

Try to build as exhaustive a picture of your customer as you can. If you have demographic and psychographic data, include that in your personas. You might find it useful to send out a questionnaire to customers or prospects ahead of time to get their feedback on your products or services. Include questions like:

How did you hear about our company?

What comes to mind when you think of our brand?

How do you use our product?

How often do you use our product?

What goals do you want to achieve with our company?

Have you ever made a purchase with us? If so, why did you decide to purchase?

Have you ever interacted with our site intending to make a purchase but did not follow through? If so, what stopped you?

What can we do to improve your experience with our site?

How can we make it easier for you to purchase and use our products?

Remember, the goal of customer journey mapping is to center on the customer’s perspective and empathize with their experience of your product. The more complete your persona is, the more useful a tool your customer journey map will be.

List customer touchpoints

Touchpoints are all the places where your customers can interact with your brand. Think of them as signposts along a road. Drawing on your research, list all the touchpoints your customers and prospects use when visiting your site, as well as those you think they should be using.

It’s important to document the gap between touchpoints they are using and touchpoints you intend for them to use, because that helps you draw conclusions about the actions of your customers. Are they using fewer touchpoints than expected? More? This could mean your site is too complicated, or some obstacle is causing them to leave earlier than you might want.

When you’re building a list of touchpoints, be sure to include paid ads, email marketing, and third-party review sites or mentions. You can also access your Google Analytics and look at the Behavior Flow report which shows how users navigate between different pages on your site.

Test the customer journey

You’re not quite done! Next, test-drive the map yourself. Work through the CJM and see if you can start answering some questions you posed before you started mapping. How can you make it easier for customers to buy your product? How many people bounce once they click onto your site? If you’ve thoroughly built out the map, you should be able to answer these questions.

Test driving the map is important for a few reasons: For one, you want to make sure it accurately represents the customer’s journey. That ensures you’re in a good place to start making decisions based on your analysis of the map. Moreover, you want anyone from the organization to be able to use your map to perform their own analyses. Testing out the CJM transforms your map from a thought experiment into a practical tool.

Map resources you have and those you’ll need

As you’re mapping, you’ll become aware of missing pieces in the customer journey. Since your map touches on nearly every aspect of your business, you’ll quickly be able to take stock of what you’re missing. As you develop the map and get clarity on those missing parts, keep a running list of resources you have and those you’ll need to improve the customer’s journey.

Like many teams, your team might like to add those resources and tools into the map to predict how they might impact your business and drive revenue. Fleshing out the map with these added components will make it easier to get buy-in and augment parts of the customer’s journey.

Iterate on your map

After you’ve tested the map, you can start to make changes to your customer journey. And each time you do, you can also adjust the map. A customer journey map is powerful partly because it’s a living document. Review it on a monthly or quarterly basis to keep up the momentum, identify gaps as they arise, and further streamline and improve your customer journey.

Gathering and sharing insights

Now that you’ve completed your mapping exercise, make sure to list out key insights and takeaways so your team can align on what to do next. You can create a specific section on your board, or send takeaways out via email after the meeting. 

Discover more

Service blueprint vs. journey map

Benefits of customer journey mapping

Customer experience vs. customer journey map

What is consumer decision-making process?

Buyer journey vs customer journey

The 7 steps of the customer journey

What is service blueprint?

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Customer Journey Maps: What They Are and How to Build One

Customer journey maps are a visual storytelling tool used to help designers empathize with users and identify actionable opportunities for providing a better user experience.

By Bree Chapin

Bree’s a passionate designer and problem-solver with 10+ years experience in product and UXUI design for web and native mobile applications.

PREVIOUSLY AT

When a customer uses a company’s products and services to achieve a goal or need, they are going on a journey from point A to point Z. A customer journey map charts the path a user takes from the beginning of this journey to the satisfaction of that need.

Mapping out the customer journey is an effective way to understand what turns a viewer into a long-term, loyal customer. – Kofi Senaya, Director of Product at Clearbridge Mobile

Understanding a user’s needs is the bedrock of great design. User experience and product designers draw upon a range of tools and methods for uncovering the needs of their users and designing a product that meets those needs.

The customer journey map is one such tool to deploy in the early stages of the design process to help empathize with users and identify opportunities for providing a better experience.

What Is a Journey Map?

“Journey mapping combines two powerful instruments: storytelling and visualization,” according to Kat Kaplan in When and How to Create Customer Journey Maps . A customer journey map can take a variety of forms, but essentially, it is a visual representation of a customer’s experience with a product or company at various touchpoints over time.

A Customer Journey map is a visual or graphic interpretation of the overall story from an individual’s perspective of their relationship with an organization, service, product or brand, over time and across channels. […] The story is told from the customer’s perspective, but also emphasizes the important intersections between user expectations and business requirements – Megan Grocki at UX Mastery

A customer journey maps help designers and other stakeholders empathize with the needs of their customers, triangulate pain points that their users experience, and identify opportunities for improvement and innovation. Most customer journey maps attempt to track the customer’s potential emotions during the experience: curiosity, confusion, anxiety, frustration, relief, etc.

The quest to understand the target user or customer is not new or specific to the digital landscape. Disney, arguably the masters of great customer experience, began mapping out their customers’ multi-channel engagement—from movies to toys to theme parks—decades ago.

The terms “journey map” and “experience map” are often used interchangeably in the design community, although some designers draw a line between the two terms. As the debate rolls on, it is perhaps less important to debate the distinctions than to focus on the essential goal of mapping out and better understanding the customer journey.

A customer journey map can focus on a single task or experience, such as mapping out a payment flow, or can cover the full life cycle of a customer’s initial engagement and continued retention. A product journey map lays out a customer’s interactions with a particular product.

The journey map design may center on a specific feature or app, or it may follow the customer’s experience at each touchpoint across a company’s service ecosystem. If a company relies on multiple channels and various touchpoints for customer service, for example, a map can help identify when best to escalate a customer email to phone support.

User journey maps help designers and stakeholders empathize with a user’s motivations and experiences from point A to Z and beyond. Like any other maps, a customer journey map helps one understand where the customer is and how to help get them where they want to go.

A customer journey map helps designers and stakeholders figure out what questions to ask but does not immediately answer them. One should approach the customer journey mapping process as an act of discovery, where the exercise itself illuminates the path to take.

Since the map is meant to be a catalyst, not a conclusion, the takeaways drive the next phase of the design or strategy by illuminating the journey, and helping to identify the opportunities, pain points, and calls to action. This will depend on what your next steps are, driving strategy or tactical design. – Adam Ramshaw at Genroe

Mapping is an exercise of connecting concepts and data to each other. In the case of customer journey maps, designers should be looking at how the customer’s intent maps to the flow of interaction provided at various touchpoints and seeing more clearly how they are connected or disjointed.

How to Create a Customer Journey Map

Start with user research.

All great design begins with research, whether analytical or anecdotal. The more one knows about a customer and their needs, the more accurate a map will be.

Conducting proper research will help designers avoid basing assumptions about their users on false consensus. “The false-consensus effect refers to people’s tendency to assume that others share their beliefs and will behave similarly in a given context,” according to Raluca Bidiu in You Are Not the User: The False Consensus Effect .

Feedback surveys are direct ways of asking users about their needs and what they’re already doing to meet those needs. User interviews open up the opportunity, not just in order to ask a lot of questions but to also observe what the users are not saying about their needs.

Customers will respond to a product within the framework of completing a particular task. This means the customer journey starts before users even engage with a single product and continues after they leave. Capturing a customer’s perception of their experience relative to their goals and needs informs how a designer can improve upon it.

Customer journey maps then use storytelling and visualization to map out the customer’s experience over time with the product, which aids the design team in identifying actionable opportunities for improving the experience.

Looking at more quantitative analytical data can provide valuable insights into the product’s users as well. For example, is there a significant drop off in user engagement at a particular screen in the subscriber sign-up experience? A clear user journey map might help designers understand what’s happening and if there are any gaps in the overall experience.

There is also great value in conducting competitive and comparative research. Observe how users engage with existing products and solutions. Mapping out a competitor’s customer experience as a story can be far more revealing than looking at a flat feature table.

One should also leverage others in their organization. Anyone who interacts with customers or their feedback should be interviewed: point-of-service providers, customer support specialists, error message report handlers, etc. Getting the other side of the story is a surprisingly effective way of understanding where customers are experiencing confusion or frustration.

Identify the Lens of the Experience

Before one begins mapping out a customer experience , one must define what the question to be examined is. After synthesizing the research, one should be able to understand the scope or timeline of the experience.

Remember that customers are not considering the experience of a company from just one microinteraction; every touchpoint at which they come into contact with someone’s products and services is part of a larger, comprehensive experience.

Does research reveal that customers show high initial satisfaction with a company’s eCommerce site that tapers off after the first transaction? Are customers enjoying a responsive website, but deleting the native app after first launch? How does a company foster loyalty in its publication readers and keep them coming back?

Mapping out the customer journey across each channel helps designers survey and optimize the overall experience. This may even mean looking at how the overall experience involves other platforms and services. For example, an eCommerce experience may begin with a search engine such as Google before the customer even gets to a company’s own website.

To solve for a specific problem or pain point for the customer, it may make sense to focus an experience mapping exercise on that flow. This does not mean, however, that the map can’t be complex—a payment experience for a company that offers both online and in-store shopping can cross multiple channels of service.

Building a map out for each touchpoint segment allows the team to research the component parts that make up the whole story more deeply. Focus the lens on specific segments or points in time of the customer journey while keeping the holistic experience in mind. By mapping out the experience across these channels, one can begin to suss out if the snag is isolated to an online payment processor or is something more systemic.

The Customer Journey Mapping Process

Now that the prep work surveying the landscape has been completed, it is time to draw out the customer journey map. It is advisable to begin by scribbling the basics out on paper before moving into user journey mapping tools like Sketch or Omnigraffle.

Specify the timeline lens and plot out the user’s main goal at the beginning of the customer journey map, and whatever constitutes a success at the end. This does not have to be linear; for example, points in a repeatable experience can be plotted along a circle. Begin to fill in what the high-level steps are that the user is meant to take to get from point A to point Z.

Once the outline is laid out, try to group steps into stages. For example, if a user is trying to book a hotel room, one might group searching activities with browsing activities as the “research” stages of the journey. This will help you further contextualize and link the user’s motivations and actions.

If you’re looking at a multi-channel journey, for instance, you may also want to plot what happens at each of these stages within each channel. How does customer service escalate a service request? How does an online purchase system connect with an in-store return? What are the best ways to guide the user who must initiate a rideshare service with an app, and then later perform further actions to complete their task?

Most journey maps will also try to track a customer’s emotions during each stage of the journey. Refer to research, especially insights from user interviews and customer support calls, to empathize with points of frustration as well as moments of delight in the experience.

Make sure the information included is clear and concise—easily digestible for the team and stakeholders. Refine the map down to the essential so that the insights it highlights are actionable.

Think of the customer journey map as a poster pinned to the office wall. At a glance, people should be able to see the key touchpoints that a user passes through. It should remind them that the customer’s needs must always be at the forefront of their thinking – Paul Boag of Smashing Magazine

The Importance of Customer Journey Maps

The success of a customer journey map can be measured by how well it helps the team identify pain points, as well as opportunities for improvement as it traces the customer’s path from start to finish. A successful map provides an honest assessment of a company’s existing products and services, then helps spark ideas on how the customer’s needs can be better met.

Present the map to the design and development team as well as stakeholders. Look at the map with an honest, analytical eye. Connect customers’ emotions, such as frustration, with the motivations and expectations guiding the user’s actions. Look for gaps between various channels of your business where the experience falls through. Refer back to the customer journey map repeatedly throughout the design process to validate potential solutions.

A journey map is meant to empathize with customers and identify problems and opportunities; not solve them. The customer journey map is a living, ever-evolving map of a customer’s interactions with the products and services a company has to offer. New touchpoints may be created and customer journey designs re-routed as the team iterates, tests, and validates new solutions.

Use a customer journey map to develop better empathy with customers, leverage user research to identify potential pitfalls in the product journey, and guide the team to craft a more cohesive, seamless user experience, whether this experience is focused on one interaction or occurs across multiple channels.

Further Reading on the Toptal Blog:

• E-commerce UX: An Overview of Best Practices (with Infographic)
• The Best UX Designer Portfolios: Inspiring Case Studies and Examples
• Heuristic Principles for Mobile Interfaces
• The Importance of Human-centered Design in Product Design
• Anticipatory Design: How to Create Magical User Experiences
• Voice of the Customer: How to Leverage User Insights for Better UX
• Product Design

Bree Chapin

New York, NY, United States

Member since May 15, 2016

About the author

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How to create a customer journey map

Lucid Content

Reading time: about 8 min

How to Make a Customer Journey Map

• Conduct persona research
• Define customer touchpoints
• Map current states
• Map future states

Steve Jobs, the genius behind Apple’s one-of-a-kind customer experience, said, “You’ve got to start with the customer experience and work back toward the technology, not the other way around.”

Nowadays, a clear vision and strategy for customer interactions is no longer an optional “nice-to-have”—it’s essential. As you refine your customer experience, a customer journey map is one of the most powerful ways to understand your current state and future state.

A customer journey map is a diagram that shows the process your customers go through in interacting with your business, such as an experience on the website, a brick and mortar experience, a service, a product, or a mix of those things.

What is a customer journey map?

A customer journey map is a visual representation of a customer’s experience with your brand. These visuals tell a story about how a customer moves through each phase of interaction and experiences each phase. Your customer journey map should include touchpoints and moments of truth, but also potential customer feelings, such as frustration or confusion, and any actions you want the customer to take.

Customer journey maps are often based on a timeline of events, such as a customer’s first visit on your website and the way they progress towards their first in-product experience, then purchase, onboarding emails, cancellation, etc. 

Your customer journey maps may need to be tailored to your business or product, but the best way to identify and refine these phases is to actually talk to your customers. Research your target audiences to understand how they make decisions, decide to purchase, etc. Without an essential understanding of your customers and their needs, a customer map will not lead you to success. But, a well-constructed and researched customer journey map can give you the insights to drastically improve your business’s customer experience.

The benefits of customer journey mapping

Customer journey mapping is a powerful tool for uncovering insights into your customer experience, driving business goals, and building resilience in a changing market. In a 2022 report, Hanover Research found that 94% of businesses said their customer journey maps help them develop new products and services to match customer needs. Another 91% said their maps drove sales. 

But understanding a customer’s journey across your entire organization does so much more than increase your revenue. It enables you to discover how to be consistent when it comes to providing a positive customer experience and retaining customer loyalty. 

This was especially evident in recent years as top of improving marketing, customer journey maps emerged as a valuable way to understand evolving buyer behavior. In fact, 1 in 3 businesses used customer journey maps to help them navigate the changing landscape during the pandemic.

When done correctly, customer journey mapping helps to:

• Increase customer engagement through channel optimization.
• Identify and optimize moments of truth in the CX.
• Eliminate ineffective touchpoints.
• Shift from a company to a customer-focused perspective.
• Break down silos between departments and close interdepartmental gaps.
• Target specific customer personas with marketing campaigns relevant to their identity.
• Understand the circumstances that may have produced irregularities in existing quantitative data.
• Assign ownership of various customer touchpoints to increase employee accountability.
• Make it possible to assess the ROI of future UX/CX investments.

Following the process outlined above, customer mapping can put your organization on a new trajectory of success. Yet, according to Hanover Research, only 47% of companies currently have a process in place for mapping customer journeys. Making the investment to map your customer journey and solidify that process as part of your company’s DNA can result in significant advantages in your competitive landscape, making your solution the go-to option that customers love.

Customer journey maps can become complicated unless you keep them focused. Although you may target multiple personas, choose just one persona and one customer scenario to research and visualize at a time. If you aren’t sure what your personas or scenarios might be, gather some colleagues and try an  affinity diagram in Lucidchart to generate ideas.

1. Set goals

Without a goal, it will be difficult to determine whether your customer journey map will translate to a tangible impact on your customers and your business. You will likely need to identify existing—and future—buyers so you can set goals specifically for those audiences at each stage of their experience.

Consider gathering the key stakeholders within your company—many of whom likely touch different points of the customer experience. To set a logical and attainable goal, cross-functional teamwork is essential. Gather unique perspectives and insights about each part of the existing customer journey and where improvements are needed, and how those improvements will be measured.

Pro Tip : If you don’t already have them in place, create buyer personas to help you focus your customer journey map on the specific types of buyers you’re optimizing for.

2. Conduct persona research

Flesh out as much information as possible about the persona your customer journey map is based on. Depending on the maturity of your business, you may only have a handful of records, reports, or other pre-existing data about the target persona. You can compile your preliminary findings to draft what you think the customer journey may look like. However, the most insightful data you can collect is from real customers or prospective customers—those who have actually interacted with your brand. Gather meaningful customer data in any of the following ways:

• Conduct interviews.
• Talk to employees who regularly interact with customers.
• Email a survey to existing users.
• Scour customer support and complaint logs.
• Pull clips from recorded call center conversations.
• Monitor discussions about your company that occur on social media.
• Leverage web analytics.
• Gather Net Promoter Score (NPS) data.

Look for information that references:

• How customers initially found your brand
• When/if customers purchase or cancel
• How easy or difficult they found your website to use
• What problems your brand did or didn’t solve

Collecting both qualitative and quantitative information throughout your research process ensures your business makes data-driven decisions based on the voice of real customers. To assist when conducting persona research, use one of our user persona templates .

Discover more ways to understand the Voice of the Customer

3. Define customer touchpoints

Customer touchpoints make up the majority of your customer journey map. They are how and where customers interact with and experience your brand. As you research and plot your touchpoints, be sure to include information addressing elements of action, emotion, and potential challenges. 

The number and type of touchpoints on your customer journey map will depend on the type of business. For example, a customer’s journey with a SaaS company will be inherently different than that of a coffee shop experience. Simply choose the touchpoints which accurately reflect a customer’s journey with your brand.

After you define your touchpoints, you can then start arranging them on your customer journey map.

4. Map the current state

Create what you believe is your as-is state of the customer journey, the current customer experience. Use a visual workspace like Lucidchart, and start organizing your data and touchpoints. Prioritize the right content over aesthetics. Invite input from the stakeholders and build your customer journey map collaboratively to ensure accuracy. 

Again, there is no “correct” way to format your customer journey map, but for each phase along the journey timeline, include the touchpoints, actions, channels, and assigned ownership of a touchpoint (sales, customer service, marketing, etc.). Then, customize your diagram design with images, color, and shape variation to better visualize the different actions, emotions, transitions, etc. at a glance.

Mapping your current state will also help you start to identify gaps or red flags in the experience. Collaborators can comment directly on different parts of your diagram in Lucidchart, so it’s clear exactly where there’s room for improvement.

5. Map future states

Now that you’ve visualized the current state of the customer journey, your map will probably show some gaps in your CX, information overlap, poor transitions between stages, and significant pain points or obstacles for customers.

Use hotspots and layers in Lucidchart to easily map out potential solutions and quickly compare the current state of the customer journey with the ideal future state. Present your findings company-wide to bring everyone up to speed on the areas that need to be improved, with a clear roadmap for expected change and how their roles will play a part in improving the customer journey.

Customer journey map templates

You have all the right information for a customer journey map, but it can be difficult to know exactly how to start arranging the information in a digestible, visually appealing way. These customer journey mapping examples can help you get started and gain some inspiration about what—and how much—to include and where.

Don’t let the possibility of a bad customer journey keep you up at night. Know the current state of the customer journey with you business, and make the changes you need to attract and keep customers happy.

Customer journey mapping is easy with Lucidchart.

Lucidchart, a cloud-based intelligent diagramming application, is a core component of Lucid Software's Visual Collaboration Suite. This intuitive, cloud-based solution empowers teams to collaborate in real-time to build flowcharts, mockups, UML diagrams, customer journey maps, and more. Lucidchart propels teams forward to build the future faster. Lucid is proud to serve top businesses around the world, including customers such as Google, GE, and NBC Universal, and 99% of the Fortune 500. Lucid partners with industry leaders, including Google, Atlassian, and Microsoft. Since its founding, Lucid has received numerous awards for its products, business, and workplace culture. For more information, visit lucidchart.com.

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How to Create Effective Journey Maps: Learnings from the IxDF Course

A low conversion rate (below 2%) usually means a website struggles to keep visitors interested. Journey mapping helps identify why visitors leave quickly and tracks every step of a user's interaction with a website. The goal is simple: to create a smooth, enjoyable journey to make users return. Learn the secrets of journey maps with the IxDF course, Journey mapping . This course shows you how to pinpoint improvement areas effectively and how to enhance user satisfaction and loyalty.

Have you ever found yourself lost on a website, unsure where to click next? Frustrating digital experiences make us want to give up and leave. This is why journey mapping is so important. It's a strategic approach in UX design that lays out a user's path through a product or service. When you understand each step a user takes, you can create more intuitive and enjoyable experiences. 

In journey mapping, you plot a course to guide users from one point to another. This method reveals the pain points and moments of delight in a user's product interaction. When you smooth out these critical junctures, you can craft solutions that meet and exceed user expectations. 

“ Good design is obvious. Great design is transparent.”    - Joe Sparano 

Journey mapping equips us with the insights needed to refine the user experience and create first encounters with your product, both positive and memorable. Since 94% of first impressions relate to a website's design, it’s critical to make an excellent first impression through a well-mapped user journey. A solid understanding of journey mapping principles can transform a confusing or mediocre user experience into one that’s engaging and seamless.  

To create seamless user journeys, you must understand the journey mapping process in detail. Look at the fundamental aspects you should explore to craft better digital experiences. 

Journey Mapping: The Essentials

Journey mapping enables teams to visualize the user's experience from initial contact through various interactions to the final goal. Let’s run through the basics.  

What is Journey Mapping?

Journey mapping creates a detailed visualization of a user's experience with a product or service. It maps out each step a user takes. It highlights their feelings, motivations and challenges. This process helps you identify pain points and opportunities to enhance the user experience. 

Watch Matt Snyder, Head of Product & Design at Hivewire, discuss journey mapping in UX. 

• Transcript loading…

Why Journey Mapping Matters

Journey mapping matters because it shows where users face struggles and frustrations. If you understand these issues, you can make your websites or services better. This means happier customers who are more likely to return and recommend the product/service to others. 

Consider the process users follow to book a flight online. The user's journey begins with the search for flights. Here, they might encounter their first obstacle: a confusing interface. This moment could lead to frustration. It may push them towards a competitor's website. Journey mapping would reveal this pain point and allow you to simplify the search process. 

Next, the user selects a flight. If the site bombards them with too many upsell options, like seat upgrades or extra baggage, it might overwhelm them. A well-designed journey map would highlight this issue. It may suggest a more streamlined and helpful upsell process, not pushy. 

Finally, the user reaches the payment section. A complex checkout process with unclear pricing and surprise charges can deter them from completing the purchase. Journey mapping pinpoints this critical moment. You may have to recommend a clearer, more concise checkout flow. 

If you map out this journey, your design team can: 

Simplify the flight search interface to reduce initial frustration. 

Streamline the upsell process to enhance the user experience without overwhelming them. 

Revise the checkout process for clarity and ease. You must encourage the completion of the purchase. 

Watch this quick video that explains the power of mapping. 

How Journey Mapping Improves UX

Journey mapping provides a clear framework to analyze and optimize each touchpoint in the user's journey. It allows you to: 

Identify and eliminate barriers that cause frustration or abandonment. 

Enhance features that users find valuable. 

Design with a holistic understanding of the user's experience. 

Journey Mapping Variations

Journey mapping comes in different forms. Each one offers unique insights into the user experience. These variations can help you apply the right approach to your UX challenges. You’ll learn about these variations in detail in our journey mapping course.  

Experience Maps

Experience maps are the broadest form of journey maps. They map out the overall human experience in different situations. You can use these maps for more than product or service interactions. Their goal is to get a broad understanding of human behaviors and feelings.  

For example, consider mapping the common experience of commuting. This could include various methods like walking or biking to public transport. Experience maps can help you spot common issues and chances for improvement. They prepare you for more detailed studies. 

Example of an Experience map for ordering a car through an app. It shows the actions, problems, emotions, quotes and opportunities that relate to the user.

© Interaction Design Foundation, CC BY-SA 4.0

Customer Journey Maps

Customer journey maps narrow the focus. They focus on how a person interacts with a specific product or service. These maps help us understand a customer's experience with a business. 

A customer journey map includes the following elements.  

Customer persona : This defines a typical customer. You create a character that represents a part of your customer base. 

Phases : Stages of the customer journey. It typically includes Awareness, Research, Consideration, Purchase and Support. 

Touchpoints : These are all interaction points between the customer and your brand across different phases. This interaction may happen through marketing materials, digital presence, staff interactions, purchase process and post-purchase follow-up. 

Customer thoughts, actions and emotions : Detail what customers think, do and feel at each touchpoint. Use surveys and direct feedback for accuracy. 

Opportunities : You list the chances to improve the customer's experience, solve any issues they face and make their journey smoother. 

For instance, with a music streaming app like Spotify, a customer journey map would show how a user finds, chooses and uses the app. It would point out their main steps and where they might have problems. 

An example of a customer journey map for a music streaming app. It tracks interactions from the initial visit to the response. It also highlights emotions and thoughts at each stage.

© Draft.io, Fair Use

Service Blueprints

Service blueprints build on what we learn from customer journey maps . Unlike journey maps, which focus on the customer's experience, service blueprints give us a peek into how the service works behind the scenes. They show how different parts of the service work together to support the customer's journey. 

The anatomy of a service blueprint showing all the key processes in different phases. (described below)

A service blueprint maps out five key areas: 

Physical evidence: This is anything the customer can see, touch or interact with, like a website or a product. It includes all the physical parts of the service. 

Customer's actions: These are the steps customers take when they use the service. The service needs these actions to meet the customer's needs. 

Frontstage: This area is all about what the customer interacts with directly. It's the part of the service the customer sees and uses. 

Backstage: These are the parts of the service that happen out of the customer's view. They support the frontstage but remain hidden to the customer. 

Supporting actions: These are the behind-the-scenes processes that make sure the service operates smoothly.    

The Role of Research in Effective Journey Mapping

You need comprehensive data—both qualitative and quantitative—to create an accurate and useful journey map. This process involves understanding the problems your users face and the potential solutions. Here’s an overview of key steps to collect the necessary information. 

Research Problems and Solutions

Identify the problems and opportunities within the user experience. You must look at the issue from two angles: the problem space and the solution space.  

In the problem space, you aim to understand the user's challenges, needs and pain points. You typically do this through qualitative user research , such as user observation and interviews. Quantitative methods like surveys can also contribute. You don’t need to consider the existing solutions.  

A straightforward perspective grid for a person aiming to become an expert drummer. This individual needs a clear path, access to drums and some instruction. 

In the solution space, you ideate potential solutions to problems you identified. This shift requires a creative approach. You aim to explore various ideas that effectively address users’ needs and evaluate those in usability sessions or A/B testing. 

A simple perspective grid for a Rhythm Road customer. This customer is between coaching sessions. They need help from Rhythm Road to remember to practice. 

Organize Your Research

A perspective grid helps you organize and synthesize the data collected from your research. You can use it to ensure the remainder of the journey mapping process proceeds smoothly. It allows you to categorize insights based on different user perspectives or personas . This step helps you understand the experiences and expectations of your user base. 

To create a perspective grid, list your user personas along one axis and the stages of their journey along the other. Fill in each cell with the Gaps/Barriers/Pain/Risks relevant to that persona at each stage. This visualization helps you identify commonalities and differences across the journey.  

How to Create Journey Map Variations

Each journey map variation helps you achieve specific goals. Let's explore how to create experience maps, customer journey maps and service design blueprints. 

How to Create an Experience Map

An Experience Map involves a five-step approach.  

Plan your experience map : Determine the scope. Decide who needs to participate in the workshop. Consider a cross-disciplinary team for better insights. 

Customer research : Gather factual data along with user stories and analytics. This step helps you fill knowledge gaps. 

Run the workshop : An all-day event where diverse voices collaborate. You must plan the event for productive outcomes. 

Create your experience map : Turn the workshop findings into a visual map. This map should outline general common experiences related to your field. 

Use your experience map : Apply what you learned to make decisions and improvements in your organization. 

How to Create a Customer Journey Map

Follow these seven steps to map out the detailed interactions users have with your organization: 

Define your objectives : Determine what you aim to achieve with the map. 

Gather Information : Understand your customers’ behaviors, needs and how they interact with your product. 

Identify customer touchpoints : Note how customers interact with your product. Then, understand how these touchpoints affect their experience. 

Outline key stages of customer experience : From the customer's perspective, map the sequence of events. Document all events from initial contact to post-purchase support. 

Start mapping : Use diagrams or digital tools to visualize the journey. Include touchpoints, emotional responses and any other relevant factors. 

Validate your results : Get feedback from customers and internal teams to ensure accuracy. 

Analyze your map : Compare it against your goals to see if it meets customer expectations. 

How to Create a Service Design Blueprint

Service design focuses on the internal workings of a service. It outlines frontstage and backstage actions. Here’s how to develop a Service Design Blueprint:

Find support : Assemble a cross-disciplinary team and secure stakeholder buy-in. 

Define the goal : Set a clear scope and business objective for the blueprint. 

Gather research : Unlike customer journey mapping, a blueprint requires more internal research. It includes direct observations and employee interviews. 

Map the blueprint : Organize a workshop to determine the five elements encountered throughout the service delivery. 

Refine and distribute : Enhance the blueprint with contextual details. Then, distribute it to stakeholders to communicate the internal processes.  

The Role of a Journey Mapping Workshop (and How to Do It Right)

The effectiveness of journey mapping hinges on a detailed and well-organized journey mapping workshop. This is when teams work together to understand and improve customer experiences.

Here’s how to navigate the pre-workshop preparation and conduct the workshop. 

Before the Journey -Mapping Workshop

Preparation is key. Assemble a diverse team to bring a wide range of views. Prioritize the customer personas and scenarios you'll focus on to maintain a clear focus. Share existing research with all participants to get everyone on the same page. They should understand the journey's context. 

Build a Collaborative Team

Journey mapping thrives on collaboration. Include people from various departments to ensure a holistic view of the customer journey. Don’t forget to invite stakeholders who will decide on the final approach. This team will help you create the map and implement its findings. 

Prioritize Actors and Scenarios

Focus on specific customer personas and how they interact with your service. It helps you create a more targeted and actionable journey map. If you cover multiple personas or scenarios, plan how to manage this complexity. 

Share and Analyze Existing Research

Compile and review all data related to the journey. This may include user experience studies, marketing analysis and customer feedback. Share information before the workshop to help everyone understand the starting point. 

Assign Pre-Workshop Tasks

Assign homework to make the participants well-prepared. It includes background reading and key questions related to the journey. This pre-engagement makes the workshop more effective.  

During the Journey-Mapping Workshop

The workshop should be an active and engaging process. It starts with building a basic understanding. Then, you map the customer's experience and brainstorm ways to improve it. 

Establish the Foundation

You bring everyone on the same page to begin. Everyone should understand journey mapping principles, existing research and input methods. Use engaging activities like trivia to refresh key concepts and energize the group. 

Map the Current State

The team would create an assumption-based map of the current journey. This should reflect the team’s collective understanding. Offer attendees a template to identify pain points with ease: 

"   requires ______ to achieve ______." 

"   requires ______, allowing them to ______." 

For instance: "Bob requires an easier method to compare choices, allowing him to avoid feeling swamped."  

Note : It’s important to avoid using the first person , like "As a I want...". This format can be repetitive and time-consuming in documents full of user stories. It also shifts important information into sentences that make them harder to scan and understand. More importantly, you must not assume the user's perspective as that can lead developers to project their own experiences and biases onto users. 

Make the map open to revisions. Use customer interviews for this phase to validate assumptions and gain fresh insights. 

Vision the Future State

Use the identified pain points to brainstorm ideas to improve the customer journey. Encourage teams to think big and use metaphors in their ideas. This prevents them from focusing too early on specific solutions, like features. Sketch and critique potential future interactions to translate these ideas into tangible designs. 

You need the positive aspects on green sticky notes. You can mark areas for improvement on yellow ones. The critiques help refine the ideas.  

Now, merge the best elements from these individual sketches into a unified future-state flow. You can then share this consolidated journey with the whole workshop team. It will help you paint a picture of what the improved customer experience could look like. 

After the Journey -Mapping Workshop

The work doesn’t end when the workshop does. Quickly share the outcomes and next steps to maintain momentum. Further test and refine the ideas generated during the workshop. It’ll bring meaningful changes to the customer journey. 

Share Workshop Insights

Document and distribute the workshop's findings to all participants and stakeholders. This includes:  

The journey maps created 

Identified pain points 

Future state designs 

Keep everyone informed for continued engagement and support in implementing changes. 

Bring Ideas to Life

Translate the workshop's conceptual ideas into prototypes for user testing . This iterative design and feedback process helps refine the solutions into actionable improvements to the customer journey. 

Continuously Refine the Process

With each workshop, gather feedback on what worked and what didn’t to improve future sessions. This continuous improvement ensures that journey mapping remains a productive and insightful tool for your organization. 

This might seem like a lot, but if you want to learn about how to set up workshops, the journey mapping course can help you. You’ll learn how to:  

Increase understanding 

Create visions 

Guide evaluations 

Plan experiments 

Build a workshop plan 

About the Journey Mapping Course

Journey mapping is a 7-week course that will help you solve complex design problems with simple, user-friendly solutions. You’ll learn the right journey-mapping process for your goals and master data collection and analysis with a perspective grid. Create key journey maps: experience maps, customer journey maps and service blueprints. Gain skills to run a journey mapping workshop and turn insights into real solutions. 

This course will help you if you want to design smooth shopping experiences, easy signup flows or engaging apps. Start with journey mapping basics. Understand its power and role in UX design. Learn to identify, read and use various journey maps. Gain data gathering and analysis skills. Then, finish with the ability to create journey maps and lead workshops. 

Make sure to benefit from practical techniques and downloadable templates. Participate in three hands-on exercises in the " Build Your Portfolio: Journey Mapping Project. " These activities solidify your learning. They also offer an option to create a case study for your portfolio. 

Learn from four industry experts: 

Indi Young , founder of Adaptive Path, brings her deep understanding of data gathering in journey mapping. She wrote two books, Practical Empathy and Mental Models . 

Kai Wang shares insights from his experiences at CarMax and CapitalOne. She emphasizes journey mapping's organizational impact. 

Head of Product & Design at Hivewire , Matt Snyder, presents journey mapping as an effective product development tool. He teaches the application of a perspective grid for smoother data-rich processes. 

Christian Briggs , Senior Product Designer and Design Educator, guides you through this course with his extensive experience in digital product design and journey mapping.  

This course caters to budding and intermediate designers eager to refine complex user experiences. It's ideal for:  

Aspiring UX/ UI designers seeking foundational design skills. 

Junior to mid-level designers aiming for advanced challenges and strategic team roles. 

Product managers focused on crafting intricate experiences. 

Join a global design community that shares knowledge. Collaborate, learn and grow with peers to enhance your design skills and career prospects. 

Course Overview 

Weekly lessons : We release each week with no deadlines. 

Learning time : Approximately 9 hours and 54 minutes over the span of 7 weeks. 

Where to Learn More

Enrollment for the Journey Mapping course is now open. It’s included in an  IxDF membership. 

To become a member, sign up here . 

Read our article Customer Journey Maps — Walking a Mile in Your Customer’s Shoes . 

Learn more about website conversion rates .  

Read web design statistics from WebFX . 

Journey Mapping

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How to create an effective user journey map

No matter what you’re working on, the key to customer satisfaction and business growth is understanding your users. A user journey map helps you uncover pain points, explore the touchpoints from their perspective, and learn how to improve your product.

Imagine you just launched a new ecommerce platform. Shoppers fill their carts with products, but they abandon their carts before checkout. With a user journey map, you can pinpoint where the customer experience is going wrong, and how to enable more successful checkouts.

Read on to find out:

• What is a user journey map, and how it captures user flows and customer touchpoints
• Benefits of user journey mapping to refine UX design and reach business goals
• How to make user journey maps in five steps, using FigJam’s user journey map template

What is a user journey map?

Think about the path a user takes to explore your product or website. How would you design the best way to get there? User journey maps (or user experience maps) help team members and stakeholders align on user needs throughout the design process, starting with user research. As you trace users' steps through your user flows, notice: Where do users get lost, backtrack, or drop off?

User journey maps help you flag pain points and churn, so your team can see where the user experience may be confusing or frustrating for your audience. Then you can use your map to identify key customer touchpoints and find opportunities for optimization.

How to read a user journey map

Most user journey maps are flowcharts or grids showing the user experience from end to end. Consider this real-life journey map example of a freelancing app from Figma's design community. The journey starts with a buyer persona needing freelance services, and a freelancer looking for a gig. Ideally, the journey ends with service delivery and payment—but customer pain points could interrupt the flow.

Start your user journey map with FigJam

5 key user journey map phases.

Take a look at another Figma community user journey template , which uses a simple grid. Columns capture the five key stages of the user journey: awareness, consideration, decision, purchase, and retention (see below). Rows show customer experiences across these stages—their thoughts, feelings, and pain points. These experiences are rated as good, neutral, and bad.

To see how this works, consider a practical example. Suppose a new pet parent wants to learn how to train their puppy and discovers your dog-training app. Here's how you might map out the five key user journey stages:

• Awareness. The user sees a puppy-training video on social media with a link to your product website. They're intrigued—a positive experience.
• Consideration. The user visits your product website to preview your app. If they can't find a video preview easily, this could be a neutral or negative experience.
• Decision. The user clicks on a link to the app store and reads reviews of your app and compares it to others. They might think your app reviews are good, but your price is high—a negative or neutral experience.
• Purchase. The user buys your app and completes the onboarding process. If this process is smooth, it's a positive experience. If not, the customer experience could turn negative at this point.
• Retention. The user receives follow-up emails featuring premium puppy-training services or special offers. Depending on their perception of these emails, the experience can range from good (helpful support) to bad (too much spam).

2 types of user journey maps—and when to use them

User journey maps are helpful across the product design and development process, especially at two crucial moments: during product development and for UX troubleshooting. These scenarios call for different user journey maps: current-state and future-state.

Current-state user journey maps

A current-state user journey map shows existing customer interactions with your product. It gives you a snapshot of what's happening, and pinpoints how to enhance the user experience.

Take the puppy training app, for example. A current-state customer journey map might reveal that users are abandoning their shopping carts before making in-app purchases. Look at it from your customers' point of view: Maybe they aren't convinced their credit cards will be secure or the shipping address workflow takes too long. These pain points show where you might tweak functionality to boost user experience and build customer loyalty.

Future-state user journey maps

A future-state user journey map is like a vision board : it shows the ideal customer journey, supported by exceptional customer experiences. Sketch out your best guesses about user behavior on an ideal journey, then put them to the test with usability testing. Once you've identified your north star, you can explore new product or site features that will optimize user experience.

How to make a user journey map in 5 steps

To start user journey mapping, follow this step-by-step guide.

Step 1: Define user personas and goals.

Gather user research and data like demographics, psychographics, and shopping behavior to create detailed customer personas representing your target audience.  In your dog-training app example, one key demographic may be parents. What’s their goal? It isn't necessarily "hire a puppy trainer"—it could be "teach kids how to interact with a puppy."

Step 2: Identify customer touch points.

Locate the points along the user journey where the user encounters or interacts with your product. In the dog training app example, touchpoints might include social media videos, app website, app store category search (e.g., pets), app reviews, app store checkout, in-app onboarding, and app customer support.

Step 3: Visualize journey phases.

Create a visual representation of user journey phases across key touchpoints with user flow diagrams , flowcharts , or storyboards .

Step 4: Capture user actions and responses.

For each journey stage, capture the user story: at this juncture, what are they doing, thinking, and feeling ? This could be simple, such as: "Potential customer feels frustrated when the product image takes too long to load."

Step 5: Validate and iterate.

Finally, show your map to real users. Get honest feedback about what works and what doesn’t with user testing , website metrics , or surveys . To use the dog-training app example, you might ask users: Are they interested in subscribing to premium how-to video content by a professional dog trainer? Apply user feedback to refine your map and ensure it reflects customer needs.

Jumpstart your user journey map with FigJam

Lead your team's user journey mapping effort with FigJam, the online collaborative whiteboard for brainstorming, designing, and idea-sharing. Choose a user journey map template from Figma's design community as your guide. With Figma's drag-and-drop design features, you can quickly produce your own professional, presentation-ready user journey map.

Pro tip: Use a service blueprint template to capture behind-the-scenes processes that support the user journey, bridging the gap between user experience and service delivery.

Ready to improve UX with user journey mapping?

A comprehensive guide to effective customer journey mapping

A brand's user experience shapes its target audience's entire perception of your organization. Maximize audience engagement with customer journey mapping.

Discover key challenges today's marketing teams are facing, as well as opportunities for businesses in 2024.

Incorporating customer journey mapping into your web design process helps elevate consumer engagement to drive loyalty and sales.

Many in-house teams and web designers strive to better serve users by optimizing their customer experience (CX). Considering how your customers use your platform or service helps you see your website from a user perspective, letting you shape your design to better meet their needs. To achieve this, web designers can look to customer journey mapping.

A particularly handy tool for user experience (UX) design , this process helps teams understand who their users are and how to fulfill their expectations, guiding development decisions for improved audience engagement. Learn more about customer journey mapping and how you can implement it to enhance your CX.

User journey mapping: an overview

User journey mapping, also known as customer journey mapping (CJM), maps a website visitor's experience from their perspective. Presented through a visual diagram, the customer journey map charts the user’s path as they seek information or solutions, starting at the homepage and tracking their routes across other menus and links.

To create a customer journey map, you begin by researching who users are, what they want from your site, and how positive or negative their experiences have been. 

There are two main purposes for mapping your customers’ journey.

1. Improve customer experience

This is the ultimate goal of CJM. Site navigation can be especially tricky to assess because you’re already familiar with the layout. A fresh perspective on your site often uncovers overlooked details such as navigation issues or broken links.

By conducting research on UX trends and visually mapping your results, you’ll identify any parts of your design that confuse or frustrate visitors. This process also reveals areas that work well, which you can repurpose elsewhere in the design.

2. Maintains ease-of-use as your site grows

A customer journey map can make even a simple site more straightforward to navigate. When your website or business grows, you may need to add content and features to accommodate the expansion. Implementing customer journey mapping ensures your website's fundamental flow remains intuitive and that new material and features are easily discoverable and usable.

Primary user journey map types

There are various ways to approach customer journey mapping based on the specific insights you’re seeking. The end result of each map will look similar, but the focus of each is different — which changes the information it offers. Here are three standard types of maps to get you started.

Current state

The current state map is the most common type. It evaluates your website’s present state to better understand visitors’ current experiences, helping identify improvement opportunities for its existing design.

Future state

A future state map explores a hypothetical "ideal" website, considering the visitor’s experience if every site component were optimized. This map is helpful when planning a total redesign or a specific change. When you collect user research and translate the results into your map, you can present a visual outline to your client or company for a straightforward explanation.

Persona-based

A persona-based map lays out the journey of a single designated type of user, or persona (which we will define below). This type of diagram is useful when optimizing your website for a specific sector of your audience with particular needs.

Learn best practices for integrating the workflows between design and development in this free webinar.

The 5-step customer journey mapping process

Once you’ve set clear goals for your map’s achievements, you can select the appropriate diagram type. To begin visualizing your user journey, follow this five-step process.

1. Define the map’s scope

Your map may focus on just one customer interaction or outcome, such as finding the newsletter sign-up sheet or making a payment, or it could cover the entire website’s navigation. A focused scope helps you troubleshoot a problem area or ensure an especially critical element functions properly. Alternatively, a larger-scope map provides a big-picture perspective of how the site works as a whole. Creating a comprehensive map is more complex, but high-level mapping helps comprehend the entire user experience from beginning to end.

2. Determine your user personas

A persona describes a particular type of visitor using your site. When imagining and defining these users, you can assign a name to each and include details about who they are, what they’re looking for, and why.

Focus on users who contribute most to your business goals, consulting your marketing or sales teams for insights. To define your customer personas, explore current user behavior through surveys, online reviews, and email list responsiveness.

For example, if you’re creating a website for a store that sells artisanal coffee-making tools, your personas could be:

• The gift giver. This user only knows a little about coffee but wants to select an impressive gift for someone else. They’ll need help with purchase decisions, so they might interact with an FAQ or chat feature before visiting the products page. They may also leave your site if overwhelmed by options, so it’s important to offer helpful information proactively. This will keep them engaged and more likely convert them to paying customers.
• The coffee nerd. This person is knowledgeable and always seeks the highest-quality tools, so easily accessible product details and customer reviews are important to them. To support their user experience and encourage them to purchase, ensure these elements are easily discoverable.
• The tourist. This user is on vacation and looking for a cute brick-and-mortar shop to visit. They aren't interested in your online store, but an appealing photo of your physical store with easily accessible hours and location information may convince them to come by in person.

These three types of users have very different needs and goals when visiting your website. To capture all of their business, create a map for each of them to ensure you accommodate their specific wants and circumstances.

3. Give the personas context

User context is the “when” and “how” of each persona visiting your site. A user will have a different experience loading your site on a mobile device than on a laptop. Additionally, someone in no rush may use your website differently than someone looking more urgently with a specific purpose.

Figure out when, how, and in what mindset your personas most commonly visit your site to map their experience accurately. This context has very concrete impacts on your finished design. If visitors tend to look for one specific page whenever in a hurry (like contact or location information), placing those details on the front page or prominently linking to it will smooth the user experience for those users.

Here’s an example of how to place a persona in context.

Persona: Jo is an apartment hunter in her early 20s and is still in college. She's looking for off-campus housing for herself and some roommates. The collective group values location and cost more than apartment features.

Context : Jo is in a hurry and trying to visit as many apartments as possible. She’s looking at property rental websites that clearly state apartment addresses in each listing.

Method : Jo is browsing the sites on her iPhone.

4. List persona touchpoints

Touchpoints mark when the user makes a purchase decision or interacts with your user interface (UI) . They include visitors' actions to move toward their goals and consider each associated emotion. The first touchpoint is how they reach your website — such as tapping a social media ad, clicking on a search result, or entering your URL directly.

First, list each action the visitor took and their corresponding emotional reactions. Subsequent touchpoints include instances when they navigate a menu, click a button, scroll through a gallery, or fill out a form. When you diagram the route through your site in an A-to-Z path, you can place yourself in the persona's mind to understand their reactions and choices.

A met expectation — for example, when clicking a "shop" button takes them to a product gallery — will result in a positive emotional reaction. An unmet expectation — when the “shop" link leads to an error page — will provoke an adverse reaction.

5. Map the customer journey

Illustrate the user journey by mapping these touchpoints on a visual timeline. This creates a narrative of users’ reactions across your entire service blueprint. To represent your users’ emotional states at each touchpoint, graph their correspondences like this:

The map helps you understand the customer experience as a whole. 

For example, based on the diagram above, touchpoint 3 is the largest navigation challenge on the website. The graph also shows that the user's mood eventually rebounds after the initial setback. Improving the problem element in touchpoint 3 will have the biggest impact on elevating the overall user experience.

Customer journey mapping best practices

Now that you understand the mapping process, here are some best practices to implement when charting your customer journey. 

• Set a clear objective for your map: Define your CX map’s primary goal, such as improving the purchase experience or increasing conversions for a specific product.
• Solicit customer feedback: Engage directly with customers through surveys or interviews so you can implement data-driven changes. Ask users about their journey pain points and invite both positive and negative feedback on the overall navigation.
• Specify customer journey maps for each persona: To specifically serve each customer persona, consider charting separate paths for each based on their behaviors and interests. This approach is more customer-centric, as not all user types interact with your website the same way.
• Reevaluate your map after company or website changes: As your business scales, your website must evolve — and so will your customer’s path. Review your map when making both large and small website adjustments to ensure you don’t introduce new user challenges. Navigational disruptions can frustrate visitors, causing would-be customers to leave your site and seek competitors .

Optimize your user journey map with Webflow

A user journey map is only as effective as the improvements it promotes. When redesigning your website based on insights your map provides, explore Webflow’s vast resource bank to streamline your design processes. 

Webflow offers web design support with diverse guides , tutorials , and tools for straightforward web design. Visit Webflow today to learn how its site hosting , e-commerce , and collaboration resources support enhanced user experience for better engagement.

Webflow Enterprise gives your teams the power to build, ship, and manage sites collaboratively at scale.

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A Beginner’s Guide To User Journey Mapping

To design a great product, you need to understand what the user does with it. A user journey map will help you to answer that question for the product’s entire lifecycle.

“How do people actually use this product?” is a fundamental question that every product creator must answer. In order to do so, product designers need to understand the essence of the whole product experience from the user’s perspective. Fortunately, user journey mapping is an excellent exercise that can shed light on the ways in which the users interact with the product.

What Is a User Journey Map?

More From Nick Babich What Is Microcopy?

What Design Problems Does a User Journey Map Solve?

A user journey map is an excellent tool for UX designers because i t visualizes how a user interacts with a product and allows designers to see a product from a user’s point of view. This fosters a more user-centric approach to product design, which ultimately leads to a better user experience.

User journey maps help a product team to find the answer to the “What if?” questions. Also, a user journey map can be helpful when a company tracks quantitative key performance indicators . In this case, a user journey map can become a cornerstone for strategic recommendations.

The 8-Step Process of User Journey Mapping

Before creating a user journey map, review the goals of your business or service. This knowledge will help you align the business and user goals.

• Choose a scope.
• Create a user persona.
• Define the scenario and user expectations.
• Create a list of touchpoints.
• Take user intention into account.
• Sketch the journey.
• Consider a user’s emotional state during each step of the interaction.
• Validate and refine the user journey.

1. Choose a Scope

The scope of the user journey map can vary from a high-level map that shows end-to-end experience (e.g., creating a smart home in your house) to a more detailed map that focuses on one particular interaction (for instance, adding a new device to your smart home ecosystem).

2. Create a User Persona

Who is your user?

A user journey map is always focused on the experience of one main actor — a user persona who experiences the journey.

A user persona should always be based on information that you have about your target audience. That’s why you should always start with user research . Having solid information about your users will prevent you from making false assumptions.

Gather and analyze all available information about your target audience:

• Interview your real or potential users.
• Conduct contextual inquiry. This is an  ethnographic field study that involves in-depth observation of people interacting with your product.
• Conduct and analyze the results of user surveys.

3. Define the Scenario and User Expectations

The scenario describes the situation that the journey map addresses. It can be real or anticipated. It’s also important to define what expectations a user persona has about the interaction. For example, a scenario could be ordering a taxi using a mobile app with the expectation of getting the car in five minutes or less.

4. Create a List of Touchpoints

Touchpoints are user actions and interactions with the product or business. You need to identify all the main touchpoints and all channels associated with each touchpoint. For example, for the touchpoint “Buy a gift,” the associated channels could be purchasing online or buying in the store.

5. Take User Intention Into Account

What motivates your user to interact with your product? Similarly, w hat problem are users looking to solve when they decide to use your product? Different user segments will have different reasons for adopting it.

Let’s take an e-commerce website. There is a big difference between a user who is just looking around and one who wants to accomplish a specific task like purchasing a particular product.

For each user journey, you need to understand:

• Motivation. Why are the users trying to do this action?
• Channels. Where the interaction takes place.
• Actions . The actual behaviors and steps the users take.
• Pain points . What are the challenges users are facing?

Also, ensure that the user is getting a consistent experience across all channels.

6. Sketch the Journey

Put together all the information you have and sketch a journey in the format of a step-by-step interaction. Each step demonstrates an experience that the persona has with a service/product or another person.

You can use  a tool called a storyboard,  which is a graphic representation of how a user does something, step by step. It  can help you show how users can interact with a product. Using storyboards, you can visually depict what happens during each step.

7. Consider a User’s Emotional State During Each Step of the Interaction

What does a user feel when interacting with your product?

The products we design need to mirror the states of mind of our users. When we consider a user’s emotional state, this knowledge will help us to connect with them on a human level. That’s why it’s important to add an emotional lane to the user journey map. By visualizing the emotional ups and downs of the experience, you’ll find the areas that require refinement.

You can create an empathy map to better understand how the user feels. Try to mitigate the emotional downs and reinforce emotional ups with good design. 

8. Validate and Refine the User Journey

Journey maps should result in truthful narratives, not fairy tales. Even when a user journey is based on research, you must validate it. Use the information from usability testing sessions and app analytics to be sure that your journey resembles a real use case.

Gather and analyze information about your users on a regular basis. For example, user feedback can be used to improve your understanding of the user journey.

More in Design + UX Hey Designers, Stop Using Users

Map the User Journey

Remember that the goal of making a user journey map is to create a shared vision within your product team and stakeholders. That’s why, once you create a user journey map, you should share it with your peers. Make it possible for everyone in your team to look at the entire experience from the user’s standpoint and draw on this information while crafting a product.

Recent Expert Contributors Articles

Customer Journey Maps: How to Create Really Good Ones [Examples + Template]

Updated: April 17, 2024

Published: May 04, 2023

Did you know 70% of online shoppers abandoned their carts in 2022? Why would someone spend time adding products to their cart just to fall off the customer journey map at the last second?

The thing is — understanding your customer base can be very challenging. Even when you think you’ve got a good read on them, the journey from awareness to purchase for each customer will always be unpredictable, at least to some level.

While it isn’t possible to predict every experience with 100% accuracy, customer journey mapping is a convenient tool for keeping track of critical milestones that every customer hits. In this post, I’ll explain everything you need to know about customer journey mapping — what it is, how to create one, and best practices.

Table of Contents

What is the customer journey?

What is a customer journey map, benefits of customer journey mapping, customer journey stages.

• What’s included in a customer journey map?

The Customer Journey Mapping Process

Steps for creating a customer journey map.

• Types of Customer Journey Maps

Customer Journey Mapping Best Practices

• Customer Journey Design
• Customer Journey Map Examples

Free Customer Journey Map Templates

Free Customer Journey Template

Outline your company's customer journey and experience with these 7 free templates.

• Buyer's Journey Template
• Future State Template
• Day-in-the-Life Template

You're all set!

Click this link to access this resource at any time.

The customer journey is the series of interactions a customer has with a brand, product, or business as they become aware of a pain point and make a purchase decision. While the buyer’s journey refers to the general process of arriving at a purchase, the customer journey refers to a buyer's purchasing experience with a specific company or service.

Customer Journey vs. Buyer Journey

Many businesses that I’ve worked with were confused about the differences between the customer’s journey and the buyer’s journey. The buyer’s journey is the entire buying experience from pre-purchase to post-purchase. It covers the path from customer awareness to becoming a product or service user.

In other words, buyers don’t wake up and decide to buy on a whim. They go through a process of considering, evaluating, and purchasing a new product or service.

The customer journey refers to your brand’s place within the buyer’s journey. These are the customer touchpoints where you will meet your customers as they go through the stages of the buyer’s journey. When you create a customer journey map, you’re taking control of every touchpoint at every stage of the journey instead of leaving it up to chance.

For example, at HubSpot, our customer’s journey is divided into three stages — pre-purchase/sales, onboarding/migration, and normal use/renewal.

1. Use customer journey map templates.

Why make a customer journey map from scratch when you can use a template? Save yourself some time by downloading HubSpot’s free customer journey map templates .

This has templates that map out a buyer’s journey, a day in your customer’s life, lead nurturing, and more.

These templates can help sales, marketing, and customer support teams learn more about your company’s buyer persona. This will improve your product and customer experience.

2. Set clear objectives for the map.

Before you dive into your customer journey map, you need to ask yourself why you’re creating one in the first place.

What goals are you directing this map towards? Who is it for? What experience is it based upon?

If you don’t have one, I recommend creating a buyer persona . This persona is a fictitious customer with all the demographics and psychographics of your average customer. This persona reminds you to direct every aspect of your customer journey map toward the right audience.

3. Profile your personas and define their goals.

Next, you should conduct research. This is where it helps to have customer journey analytics ready.

Don’t have them? No worries. You can check out HubSpot’s Customer Journey Analytics tool to get started.

Questionnaires and user testing are great ways to obtain valuable customer feedback. The important thing is to only contact actual customers or prospects.

You want feedback from people interested in purchasing your products and services who have either interacted with your company or plan to do so.

Some examples of good questions to ask are:

• How did you hear about our company?
• What first attracted you to our website?
• What are the goals you want to achieve with our company? In other words, what problems are you trying to solve?
• How long have you/do you typically spend on our website?
• Have you ever made a purchase with us? If so, what was your deciding factor?
• Have you ever interacted with our website to make a purchase but decided not to? If so, what led you to this decision?
• On a scale of 1 to 10, how easily can you navigate our website?
• Did you ever require customer support? If so, how helpful was it, on a scale of 1 to 10?
• Can we further support you to make your process easier?

You can use this buyer persona tool to fill in the details you procure from customer feedback.

4. Highlight your target customer personas.

Once you’ve learned about the customer personas that interact with your business, I recommend narrowing your focus to one or two.

Remember, a customer journey map tracks the experience of a customer taking a particular path with your company. If you group too many personas into one journey, your map won’t accurately reflect that experience.

When creating your first map, it’s best to pick your most common customer persona and consider the route they would typically take when engaging with your business for the first time.

You can use a marketing dashboard to compare each and determine the best fit for your journey map. Don’t worry about the ones you leave out, as you can always go back and create a new map specific to those customer types.

5. List out all touchpoints.

Begin by listing the touchpoints on your website.

What is a touchpoint in a customer journey map?

A touchpoint in a customer journey map is an instance where your customer can form an opinion of your business. You can find touchpoints in places where your business comes in direct contact with a potential or existing customer.

For example, if I were to view a display ad, interact with an employee, reach a 404 error, or leave a Google review, all of those interactions would be considered a customer touchpoint.

Your brand exists beyond your website and marketing materials, so you must consider the different types of touchpoints in your customer journey map. These touchpoints can help uncover opportunities for improvement in the buying journey.

Based on your research, you should have a list of all the touchpoints your customers are currently using and the ones you believe they should be using if there’s no overlap.

This is essential in creating a customer journey map because it provides insight into your customers’ actions.

For instance, if they use fewer touchpoints than expected, does this mean they’re quickly getting turned away and leaving your site early? If they are using more than expected, does this mean your website is complicated and requires several steps to reach an end goal?

Whatever the case, understanding touchpoints help you understand the ease or difficulties of the customer journey.

Aside from your website, you must also look at how your customers might find you online. These channels might include:

• Social channels.
• Email marketing.
• Third-party review sites or mentions.

Run a quick Google search of your brand to see all the pages that mention you. Verify these by checking your Google Analytics to see where your traffic is coming from. Whittle your list down to those touchpoints that are the most common and will be most likely to see an action associated with it.

At HubSpot, we hosted workshops where employees from all over the company highlighted instances where our product, service, or brand impacted a customer. Those moments were recorded and logged as touchpoints. This showed us multiple areas of our customer journey where our communication was inconsistent.

The proof is in the pudding — you can see us literally mapping these touch points out with sticky notes in the image below.

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Outline your company's customer journey and experience with these 7 free customer journey map templates.

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How to design a customer journey map (A step-by-step guide)

A customer journey map is a visual representation of how a user interacts with your product. Learn how to create a customer journey map in this practical step-by-step guide.

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Successful UX design is rooted in empathy. The best designers are able to step into their users’ shoes and imagine what they think, feel, and experience as they interact with a product or service. 

One of the most effective ways to foster user empathy and consider different perspectives is to create customer journey maps—otherwise known as customer journey maps.

If you’re new to journey mapping, look no further than this guide. We’ll explain:

• What is a customer journey map?

Why create customer journey maps?

When to create customer journey maps, what are the elements of a customer journey map, how to create a customer journey map (step-by-step).

If you want to skip straight to the how-to guide, just use the clickable menu to jump ahead. Otherwise, let’s begin with a definition. 

[GET CERTIFIED IN UX]

What is a customer journey map? 

A customer journey map (otherwise known as a user journey map) is a visual representation of how a user or customer interacts with your product. It maps out the steps they go through to complete a specific task or to achieve a particular goal—for example, purchasing a product from an e-commerce website or creating a profile on a dating app. 

Where does their journey begin? What’s their first point of interaction with the product? What actions and steps do they take to reach their end goal? How do they feel at each stage? 

You can answer all of those questions with a user journey map.

A user journey map template from Miro . 

Creating customer journey maps helps to:

• Centre the end user and foster empathy. Creating a user/customer journey map requires you to step into the end user’s shoes and experience the product from their perspective. This reminds you to consider the user at all times and fosters empathy.
• Expose pain-points in the user experience. By viewing the product from the user’s perspective, you quickly become aware of pain-points or stumbling blocks within the user experience. Based on this insight, you can improve the product accordingly.
• Uncover design opportunities. User journey maps don’t just highlight pain-points; they can also inspire new ideas and opportunities. As you walk in your end user’s shoes, you might think “Ah! An [X] feature would be great here!”
• Get all key stakeholders aligned. User journey maps are both visual and concise, making them an effective communication tool. Anybody can look at a user journey map and instantly understand how the user interacts with the product. This helps to create a shared understanding of the user experience, building alignment among multiple stakeholders. 

Ultimately, user journey maps are a great way to focus on the end user and understand how they experience your product. This helps you to create better user experiences that meet your users’ needs. 

User journey maps can be useful at different stages of the product design process. 

Perhaps you’ve got a fully-fledged product that you want to review and optimise, or completely redesign. You can create journey maps to visualise how your users currently interact with the product, helping you to identify pain-points and inform the next iteration of the product. 

You can also create user journey maps at the ideation stage. Before developing new ideas, you might want to visualise them in action, mapping out potential user journeys to test their validity. 

And, once you’ve created user journey maps, you can use them to guide you in the creation of wireframes and prototypes . Based on the steps mapped out in the user journey, you can see what touchpoints need to be included in the product and where. 

No two user journey maps are the same—you can adapt the structure and content of your maps to suit your needs. But, as a rule, user journey maps should include the following: 

• A user persona. Each user journey map represents the perspective of just one user persona. Ideally, you’ll base your journey maps on UX personas that have been created using real user research data.
• A specific scenario. This describes the goal or task the journey map is conveying—in other words, the scenario in which the user finds themselves. For example, finding a language exchange partner on an app or returning a pair of shoes to an e-commerce company.
• User expectations. The goal of a user journey map is to see things from your end user’s perspective, so it’s useful to define what their expectations are as they complete the task you’re depicting.
• High-level stages or phases. You’ll divide the user journey into all the broad, high-level stages a user goes through. Imagine you’re creating a user journey map for the task of booking a hotel via your website. The stages in the user’s journey might be: Discover (the user discovers your website), Research (the user browses different hotel options), Compare (the user weighs up different options), Purchase (the user books a hotel).
• Touchpoints. Within each high-level phase, you’ll note down all the touchpoints the user comes across and interacts with. For example: the website homepage, a customer service agent, the checkout page.
• Actions. For each stage, you’ll also map out the individual actions the user takes. This includes things like applying filters, filling out user details, and submitting payment information.
• Thoughts. What is the user thinking at each stage? What questions do they have? For example: “I wonder if I can get a student discount” or “Why can’t I filter by location?”
• Emotions. How does the user feel at each stage? What emotions do they go through? This includes things like frustration, confusion, uncertainty, excitement, and joy.
• Pain-points. A brief note on any hurdles and points of friction the user encounters at each stage.
• Opportunities. Based on everything you’ve captured in your user journey map so far, what opportunities for improvement have you uncovered? How can you act upon your insights and who is responsible for leading those changes? The “opportunities” section turns your user journey map into something actionable. 

Here’s how to create a user journey map in 6 steps:

• Choose a user journey map template (or create your own)
• Define your persona and scenario
• Outline key stages, touchpoints, and actions 
• Fill in the user’s thoughts, emotions, and pain-points
• Identify opportunities 
• Define action points and next steps

Let’s take a closer look.

[GET CERTIFIED IN UI DESIGN]

1. Choose a user journey map template (or create your own)

The easiest way to create a user journey map is to fill in a ready-made template. Tools like Miro , Lucidchart , and Canva all offer user/customer journey map templates that you can fill in directly or customise to make your own. 

Here’s an example of a user journey map template from Canva:

2. Define your persona and scenario

Each user journey map you create should represent a specific user journey from the perspective of a specific user persona. So: determine which UX persona will feature in your journey map, and what scenario they’re in. In other words, what goal or task are they trying to complete?

Add details of your persona and scenario at the top of your user journey map. 

3. Outline key stages, actions, and touchpoints

Now it’s time to flesh out the user journey itself. First, consider the user scenario you’re conveying and think about how you can divide it into high-level phases. 

Within each phase, identify the actions the user takes and the touchpoints they interact with. 

Take, for example, the scenario of signing up for a dating app. You might divide the process into the following key phases: Awareness, Consideration, Decision, Service, and Advocacy . 

Within the Awareness phase, possible user actions might be: Hears about the dating app from friends, Sees an Instagram advert for the app, Looks for blog articles and reviews online. 

4. Fill in the user’s thoughts, emotions, and pain-points

Next, step even further into your user’s shoes to imagine what they may be thinking and feeling at each stage, as well as what pain-points might get in their way. 

To continue with our dating app example, the user’s thoughts during the Awareness phase might be: “ I’ve never used online dating before but maybe I should give this app a try…”

As they’re new to online dating, they may be feeling both interested and hesitant. 

While looking for blog articles and reviews, the user struggles to find anything helpful or credible. This can be added to your user journey map under “pain-points”. 

5. Identify opportunities

Now it’s time to turn your user pain-points into opportunities. In our dating app example, we identified that the user wanted to learn more about the app before signing up but couldn’t find any useful articles or reviews online.

How could you turn this into an opportunity? You might start to feature more dating app success stories on the company blog. 

Frame your opportunities as action points and state who will be responsible for implementing them.  

Here we’ve started to fill out the user journey map template for our dating app scenario:

Repeat the process for each phase in the user journey until your map is complete.

6. Define action points and next steps 

User journey maps are great for building empathy and getting you to see things from your user’s perspective. They’re also an excellent tool for communicating with stakeholders and creating a shared understanding around how different users experience your product. 

Once your user journey map is complete, be sure to share it with all key stakeholders and talk them through the most relevant insights. 

And, most importantly, turn those insights into clear action points. Which opportunities will you tap into and who will be involved? How will your user journey maps inform the evolution of your product? What are your next steps? 

Customer journey maps in UX: the takeaway

That’s a wrap for user journey maps! With a user journey map template and our step-by-step guide, you can easily create your own maps and use them to inspire and inform your product design process. 

For more how-to guides, check out:

• The Ultimate Guide to Storyboarding in UX
• How to Design Effective User Surveys for UX Research
• How to Conduct User Interviews

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Customer Journey Mapping: How to Create Perfect Maps

Zuzanna Bocian

A customer interacts with your brand multiple times before making a purchase. More than 63% of customers expect brands to know and understand their needs ( source ). But still, sometimes customers don’t feel the brands fulfill their needs. So, how do you attract a new customer? 

Creating a meaningful connection with your customers is crucial for long-term business growth; customer journey marketing can help you achieve this. For instance, a customer may sign up for your website after reading an article, browsing your products, and purchasing. All of these interactions collectively form the customer journey.

What is digital customer journey mapping? How do you utilize it for your business? Let’s explore. 

What is a customer journey map?

A company’s journey refers to a customer’s entire process when interacting with a brand, from initial awareness to purchase decisions. It encompasses all the touchpoints and experiences that a customer encounters along the way. Understanding the journey is crucial for businesses. Why?  

It allows you to identify opportunities for improvement, optimize interactions, and ultimately enhance customer satisfaction and loyalty. It also plays a significant role in customer retention strategies.

Throughout these customer journey stages, customers interact with various touchpoints, which are the contact points between the customer and the company. Touchpoints can include a company’s website, social media profiles, customer service interactions, and more.

Optimizing these touchpoints at each journey stage is essential to provide a seamless and satisfying customer experience.

The benefits of customer journey maps

Improved customer satisfaction.

You can identify pain points and areas for improvement by understanding the user journey’s various customer touchpoints and stages. Addressing these issues and providing solutions can lead to a smoother and more satisfying customer experience, ultimately enhancing overall satisfaction. 

For example, a retail company maps its customer journey for online purchases. Through journey mapping, they identify that many buyers abandon their carts during checkout due to complicated forms and a lack of guest checkout options. 

In response, the company simplifies the checkout process, adds a guest checkout option, and includes progress indicators to guide customers through each step. As a result, customer satisfaction improves, leading to higher completion rates for online purchases.

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Higher conversion rates

A customer journey map is a helpful tool that identifies crucial moments in the customer journey where potential shoppers are most likely to make purchasing decisions. You can increase the likelihood of converting leads into customers by optimizing these touchpoints and providing relevant information or incentives.

For instance, a software-as-a-service (SaaS) company can map the customer journey from trial sign-up to subscription. During this process, they may discover that many trial users drop off after the initial sign-up because they need clarification about how to get started. However, the company can improve user engagement and conversion rates from trial to paid subscription by providing personalized onboarding emails, tutorial videos, and live chat support during the trial period.

More effective marketing strategies

Nowadays, you must do more than just run ads to attract customers. The competition is very high. Mapping the customer journey provides insights into the customer’s mindset, preferences, and behaviors at each stage. With this knowledge, you can tailor their marketing strategies and messaging to better resonate with their target audience.

Consider an ecommerce company that plans to launch a new product. To ensure its success, they analyze the customer journey from the initial stage of product awareness to the final stage of purchase. They closely monitor customer behavior at each stage and identify the marketing channels and messages that resonate most with their target audience. 

Based on this valuable insight, they tailor their marketing campaigns to better connect with their customers and increase the chances of a successful product launch. 

Get a deeper understanding of customer needs

Customer journey mapping is a process that allows you to understand your customers’ journey by stepping into their shoes and seeing things from their perspective. This understanding helps uncover unmet needs, preferences, and pain points that may have gone unnoticed. By aligning products, services, and processes with customer needs, you can better meet and exceed customer expectations.

Identification of opportunities for innovation enhances the customer experience

How do you know which part of the product needs improvement? You can identify opportunities for innovation and differentiation through a customer’s journey map. You may discover new ways to enhance the customer experience, introduce new products or services, or differentiate themselves from competitors.

Essential elements of an effective customer journey map customer

A practical customer journey map comprises several crucial elements that provide valuable insights into the user’s perspective.

Customer personas

Customer personas represent fictional characters that embody the different segments of a business’s target audience. Each buyer persona typically includes demographic information, preferences, goals, and issues. Creating a detailed buyer persona allows you to empathize with their customers and tailor the customer journey map to specific audience segments. But to do that, you need to master customer communication.

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Touchpoints

Touchpoints are customers’ interactions with the brand across different channels and platforms. These interactions can occur online (website, social media, email, etc.) or offline (in-store, customer service hotline, etc.).

Channels are the various mediums or platforms that customers use to interact with a brand. These can be online channels like websites, mobile apps, social media, and email or offline channels like physical stores, events, and customer service centers. Understanding customers’ different channels can help optimize the omnichannel strategy and deliver a seamless experience across all touchpoints.

Emotions play a significant role in shaping a customer’s marketing experience and can influence their purchasing decisions. When creating customer journey maps, it’s important to consider customers’ emotions at each stage, such as excitement, frustration, satisfaction, or disappointment.

To better understand these emotions, you can use sentiment analysis techniques. Analyzing customer feedback, reviews, and social media mentions using natural language processing (NLP) tools can identify and categorize emotional cues in customer interactions.

Pain points

Pain points are customers’ obstacles, challenges, or frustrations with the brand. These can include long wait times, confusing website navigation, product defects, or poor customer service. Improving customer experience and increasing satisfaction and loyalty requires identifying and addressing these difficulties.

Steps to create your customer journey map  

Creating a customer journey map is a strategic process that requires careful research. You can use different customer mapping templates to gain valuable insights into their customer journey stage and identify opportunities for improvement by following structured steps.

Here’s a comprehensive guide to creating your customer journey map:

Step 1. Research and data collection: Gathering qualitative customer data is essential. You can use surveys, interviews, and analytics.

Step 2. Persona development: To create effective customer personas, it is important to include demographic information, goals, challenges, preferences, and key attributes for each persona.

Step 3. Identification of touchpoints and channels: List all possible touchpoints and channels that customers may interact with during their journey with your brand.

Step 4. Mapping the customer’s emotional journey: Understand and document the emotional highs and lows that customers experience.

Step 5. Identifying moments of truth: Pinpoint critical decision-making points or “moments of truth” in the customer journey.

Step 6. Customer action planning: Use the insights data to develop action plans to improve customer experience. Identify strategic interventions and initiatives that address pain points and enhance touchpoints.

Step 7. Prioritize improvements: Based on your analysis, prioritize improvements that will significantly impact the customer experience and align with your business objectives. Consider factors such as feasibility, impact, and resource requirements.

Step 8. Develop solutions: Brainstorm and develop solutions to address the identified pain points and capitalize on opportunities.

Step 9. Implement changes: Implement the proposed changes to the customer journey, whether updating website content, training customer support staff, or redesigning product packaging. Because not all customer journeys are the same, ensure all stakeholders are aligned and committed to the implementation plan.

Customer journey marketing strategies and ideas

Create proper awareness for your product or service  .

Potential customers learn about a product, service, or brand during the awareness stage. They may see it through advertising, social media, word-of-mouth recommendations, or online searches.

To attract customers, create blog posts, videos, or social media content that addresses common pain points or questions in your industry. Provide valuable insights and solutions without promoting your products directly.

When introducing your brand through marketing efforts, send introductory emails and provide educational content to spark interest and encourage further exploration. Some educational content can be a game-changer for you.

Customer decision-making  

In this stage, customers decide to purchase the product or service. This buying process could involve weighing price, features, quality, and brand reputation. They may also evaluate factors like shipping options, return policies, or customer support.

Use journey stage-specific retargeting strategies to re-engage customers who have shown interest but have yet to convert. Serve personalized ads highlighting specific products or promotions they’ve previously viewed. The content for this stage includes:

Free demos of your product.

Free sign-ups.

Product promotions (for example, sign up and get 30% off).

Delivery details and facilities.

Purchase stage  

After becoming aware of the product or service, customers consider whether it meets their needs or solves their problems. They might research more information, compare it with alternatives, read reviews, or seek recommendations from friends or online communities.

Develop comparison guides, case studies, or product demonstrations that help customers evaluate your offerings against competitors.

Highlight key features and benefits to showcase your value proposition.

Send targeted emails with testimonials, reviews, or success stories to build trust and credibility.

Provide in-depth information about your products/services to help customers make informed decisions.

Promote it through different channels (search engines, social media, website, etc.) to get new customers.

Now, customers are deciding whether to purchase the product or not. This could involve weighing price, features, quality, and brand reputation. They may also evaluate factors like shipping options, return policies, or customer support.

You can use journey stage-specific retargeting strategies to re-engage customers who have shown interest but have yet to convert or serve personalized ads highlighting specific products or promotions they’ve previously viewed.

Customer retention   

This is when the customer completes the transaction and acquires the product or service. Depending on the business, it could happen online, in-store, or through other channels. You have to provide top-notch services so they’ll return to you rather than go for another provider. 

You can leverage customer data to provide personalized shopping experiences, product recommendations, and customer service. Use past purchase history and preferences to tailor communications and offers.

Then, mechanisms for collecting customer feedback at various stages should be incorporated to continuously refine and personalize the buyer journey.

Provide a dedicated manager to make things easier for the customer. 

Make your team accessible to the customers. 

Create a knowledge base to solve common issues.

Learn more about customer retention in the latest Learning Space guide. 🧑‍🚀 Discover the best strategies to improve your user experience now. 🎉

Loyalty and advocacy  

Design loyalty programs that reward customers for repeat purchases and encourage them to become brand advocates to identify loyal users. Offer exclusive perks, discounts, or rewards through customer messaging to incentivize ongoing engagement and referrals. 

Integrating customer journey mapping into marketing strategies

Segment your audience.

It’s important to understand that each customer is unique, and their journey toward purchasing your product or service may differ from one another. To cater to these differences, you should segment your audience based on demographics, behavior, and preferences. Doing so allows you to create personalized marketing strategies that resonate with customer segments at various stages of their journey. Conducting proper user research can significantly impact the success of your business.

Align content with each stage of the journey

Develop marketing content that caters to customers at each stage of the journey.

For example, create engaging content to raise awareness, informative content to aid the consideration stage, persuasive content to drive decision-making, and helpful content to encourage customer loyalty and advocacy.

Optimize channel mix

Analyze which channels are most effective at different stages of the customer journey.

For instance, social media might be great for raising awareness, while email marketing customer journeys might be more effective for nurturing leads. Allocate your marketing customer journey budget and resources accordingly to optimize channel performance. It would be best if you made a proper service blueprint.

Implement feedback loops

Continuously gather customer feedback at each touchpoint to understand their experiences and pain points. Use this feedback to refine your marketing strategies and improve the customer journey.

Monitor and analyze key metrics

Track key performance indicators (KPIs) such as conversion rates, engagement metrics, customer satisfaction scores, etc., to gauge the effectiveness of your marketing efforts across different channels. Use this data to iterate and optimize your strategies over time.

Stay agile and iterative

The customer journey is dynamic, so your marketing strategies should be different. Stay agile and be prepared to adapt your tactics based on evolving customer behavior, user research, market trends, and competitive landscape.

Challenges and solutions in customer journey mapping

Getting stuck from the inside-out perspective of the customer journey.

Businesses often create journey maps based solely on their internal processes and assumptions rather than the actual experiences of their customers.

Solution: To overcome this challenge, you should adopt an outside-in approach by gathering customer insights through surveys, real-life examples, interviews, and feedback mechanisms. It ensures that the journey map accurately reflects the customer’s perspective and identifies pain points and opportunities for improvement. Make a proper visual representation for better understanding.

Taking too narrow a view of the customer journey

Focusing on more than just specific touchpoints or channels within the customer journey can result in an incomplete understanding of the overall experience.

Solution: Take a holistic view of the customer journey, encompassing all stages, touchpoints, and channels. It can help you identify interactions and dependencies across various touchpoints, enabling them to deliver a seamless and consistent experience across the entire journey.

Overlooking all the participants in the customer journey

Businesses often concentrate solely on the customer’s interaction with their own company. They often need to pay more attention to the involvement of other stakeholders or influencers who may impact the customer’s experience.

Solution: Expand the scope of the journey map to include all relevant participants, such as influencers, partners, and third-party service providers. Consider how each participant contributes to or influences the customer’s experience at different journey stages. This comprehensive approach helps businesses identify collaboration opportunities and potential areas for partnership to enhance the overall positive customer experience.

Lack of data or data overload

A massive amount of data is needed to create accurate and actionable journey maps. Without this data, it’s difficult to target customers and create a marketing funnel.

Solution: Balance qualitative and quantitative data sources to understand the customer journey comprehensively. Use customer feedback, customer journey analytics, journey mapping tools, and other relevant data sources to uncover insights about customer behaviors, preferences, and obstacles. Focus on collecting data pertinent to the specific goals of the journey mapping exercise and prioritize quality over quantity.

Failure to iterate and update journey maps

Customer journeys are dynamic and evolve due to changes in customer behavior, market trends, and business strategies. Failing to update regularly and iterate journey maps can lead to outdated insights and missed opportunities for improvement.

Solution: Treat the entire customer journey as an ongoing rather than a one-time activity. Monitor customer feedback, analyze performance metrics, and incorporate new insights to refine and update journey maps regularly. Establish a feedback loop to capture changes in customer needs and expectations, ensuring that journey maps remain relevant and actionable.

Customer journey mapping is a precious tool for businesses looking to connect with their customers. With today’s fierce competition, using a well-crafted customer journey map template is more important than ever. By thoughtfully analyzing and planning, organizations can pinpoint areas for improvement and elevate customer satisfaction.

Creating a solid customer map is the key to unlocking increased sales and achieving your business goals. With enthusiasm and optimism, we encourage you to explore the benefits of customer mapping and take your customer experiences to the next level.

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101 Activities to Boost Your Mood

A massive list of ideas to counter depression-related withdrawal..

Posted April 21, 2024 | Reviewed by Kaja Perina

• What Is Depression?
• Find a therapist to overcome depression
• Depression, low mood, and anhedonia can lead to withdrawal from activities and people.
• Engaging in pleasant activities is associated with better mood and lower depression symptoms.
• If you aren't sure how to get started with behavioral activation, this list of 101 activities can help.

“Behavioral activation” is a therapeutic intervention that involves scheduling or incorporating pleasant activities into daily life. It is effective for treating depression as a stand-alone treatment. However, multiple other psychotherapies (such as Cognitive Behavioral Therapy and Dialectical Behavioral Therapy) also incorporate a focus on increasing pleasant events.

The concept intuitively makes sense–do fun things and you will start to feel a little better. But in practice, it isn’t always easy to engage in pleasant activities when you are already feeling down. Chronic low mood often leads to withdrawal. Withdrawal, in turn, leads to a sense of isolation and even lower mood. Furthermore, anhedonia –a lack of interest or enjoyment from life's experiences–is a common symptom of depression and can make activities that used to be appealing no longer seem so. After a while, it can be hard to remember what types of things used to be fun.

Scheduling pleasant activities (rather than waiting until you spontaneously want to do them) can really help to improve mood–and even reduce anhedonia . Consider planning one per day for the next week, and track your mood before and after each activity. If your mood goes up, add that activity into your regular rotation. A 2023 study of US adults suggests that engaging in a greater variety of pleasant activities is associated with lower levels of depression. So even if you already have a few hobbies that help you feel better, there may be value in broadening and diversifying your favorites. If you can’t think of what to start with, here is a list of 101 ideas:

• Go to a trivia night
• Draw or sketch
• Use a coloring book
• Read a book
• Listen to an audio book
• Listen to a podcast
• Watch a documentary
• Listen to music
• Make a playlist for yourself or someone else
• Play an instrument
• Go for a walk
• Visit a public park
• Go to a dog park
• Cook a meal
• Make an old family recipe
• Freeze or can food for later
• Bring a meal or baked goods to a neighbor
• Go fishing or hunting
• Practice yoga
• Workout at a gym or in your home
• Visit a climbing gym (or go mountain climbing)
• Go on a run
• Take a long bath or shower
• Ride a bicycle
• Rollerblade or skate
• Visit a beach, lake, river, or swimming hole
• Go hiking or camping
• Visit a farmer’s market
• Go to a restaurant or cafe
• Try a new cuisine
• Visit a bakery
• Do a jigsaw puzzle
• Do a crossword, sudoku, or word search
• Plan a trip
• Take a free online course
• Visit the library
• Visit a museum
• Play a video, computer, or phone game
• Go on a picnic
• Get a massage
• Host a clothing swap
• Join a “Buy Nothing” group on Facebook and give something away
• Read or watch old cartoons
• Volunteer for a cause or political campaign that you care about
• Sew, knit, crochet, or embroider
• Learn a new craft
• Meet a friend for coffee or tea
• People watch
• Sit by a fountain, pool, or natural body of water
• Write a letter, card, or postcard
• Make a fire in an indoor or outdoor fireplace
• Get a haircut or style your hair
• Paint your nails
• Give yourself a facial
• Visit a salon or spa
• Play ping pong, pool, or darts
• Watch a sunrise or sunset
• Call a friend or family member
• Eat a popsicle or ice cream cone
• Dress up in an outfit that makes you feel confident
• Write a poem, story, essay, or song
• Go on a date
• Visit a zoo or aquarium
• Play a board game, chess, or checkers
• Play a card game
• Visit a place of worship
• Pray or meditate
• Visit a yard sale, thrift store, or flea market
• Go antiquing
• Go for a drive or take a road trip
• Go to the movies
• Listen to live music
• Go to an open mic night
• Watch standup comedy
• Go to the theater
• Attend a sporting event
• Watch sports on TV
• Play a sport
• Go kayaking, canoeing, paddle boarding, or tubing
• Start or tend to an herb, vegetable, or flower garden
• Landscape or mow the lawn
• Go foraging for edible plants
• Take care of houseplants
• Volunteer for a community organization
• Wash or detail your car
• Learn or practice a new language
• Go bird watching or set up a bird feeder
• Cut (or buy) and arrange flowers
• Make a photo album
• Print and hang photos in your home
• Go on a walking or bus tour in your own city, town, or region
• Play with a pet

Alsayednasser, B., Widnall, E., O'Mahen, H., Wright, K., Warren, F., Ladwa, A., Khazanov, G. K., Byford, S., Kuyken, W., Watkins, E., Ekers, D., Reed, N., Fletcher, E., McMillan, D., Farrand, P., Richards, D., & Dunn, B. D. (2022). How well do Cognitive Behavioural Therapy and Behavioural Activation for depression repair anhedonia? A secondary analysis of the COBRA randomized controlled trial. Behaviour research and therapy, 159, 104185. https://doi.org/10.1016/j.brat.2022.104185

Ong, A. D., & Lee, S. (2023). Variety in pleasant activities is associated with improved mental health: Evidence from two national samples of u.S. Adults. Affective Science. Advance online publication. https://doi.org/10.1007/s42761-023-00225-x

Richards, D. A., Rhodes, S., Ekers, D., McMillan, D., Taylor, R. S., Byford, S., Barrett, B., Finning, K., Ganguli, P., Warren, F., Farrand, P., Gilbody, S., Kuyken, W., O'Mahen, H., Watkins, E., Wright, K., Reed, N., Fletcher, E., Hollon, S. D., Moore, L., … Woodhouse, R. (2017). Cost and Outcome of BehaviouRal Activation (COBRA): a randomised controlled trial of behavioural activation versus cognitive-behavioural therapy for depression. Health technology assessment (Winchester, England), 21(46), 1–366. https://doi.org/10.3310/hta21460

Emily Hylton-Jean, Ph.D., MPH , is a psychologist, writer, and consultant committed to bridging the gap between scientific research and public knowledge.

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AFK Journey Corrupt Creature Guide: How to Defeat the Co-op Challenges

The types of enemies in AFK Journey vary a lot from each other, so, here is an AFK Journey Corrupt Creature guide.

AFK Journey is a recently released open-world action role-playing game (ARPG) that is trending worldwide for all the right reasons. Developed by FARLIGHT and Lilith Games, it is a free to play game on two consoles including Android and PC. Being an ARPG, there are many types of enemies or creatures in the game. One of the most interesting ones is the Corrupt Creature. Hence, here is an AFK Journey Corrupt Creature guide with all the details and how to defeat the creature.

• 1 AFK Journey Corrupt Creature: What Are They?
• 2 AFK Journey Corrupt Creature: How to Find Them
• 3 AFK Journey Corrupt Creature: How to Defeat the Creatures in Co-op Battles

AFK Journey Corrupt Creature: What Are They?

As mentioned before, the AFK Journey Corrupt Creature is a type of enemy in the game that you can encounter. They randomly show up all over the world map just like other creatures, but they are rare to come across. They mostly spawn in the Dark Forest and Vaduso Mountains, but that can always vary. Defeating these creatures in a battle or challenge will of course earn you rewards. First time rewards are very amazing, giving you a good amount of Training Manuals, Soulstones and Gold. On the other hand, assistance rewards are not as amazing, but they are good enough for hunting the creatures down and fighting them for sure.

Unlike the regular battles, defeating them is very different. Whenever you’re fighting them, you will need to co-op with 1 or 2 other players as a team of 2 or 3 to defeat them. There are no set spawn areas for them and it depends on your luck how many Corrupt Creatures you will get in your world map or server. However, how do you find these creatures? Keep on reading to find out.

AFK Journey Corrupt Creature: How to Find Them

When it comes to finding the Corrupt Creatures in your world map, you need to look at your map. These enemies are indicated on the world map by an icon that looks like a zombie claw. Hence, here are the steps you need to follow to find the AFK Journey Corrupt Creature: 

• Step 1: First things first, click on the mini-map on the top right corner of your screen to access the enlarged map.  
• Step 2: When the map is enlarged, zoom in on an area and locate the zombie claw-like icon.  
• Step 3: When you locate the icon, click on it to be sure that it is an AFK Journey Corrupt Creature. If it is, then click on it to auto-route and get to it! 

Another amazing thing is that, once you do find a Corrupt Creature and press “F” on your keyboard to fight it, you can find out the location of all other of these creatures on your world map. How do you do that? Here are the steps you need to follow to find out all the locations of AFK Journey Corrupt Creatures on your map: 

• Step 1: When you find a Corrupt Creature, click on it and or press “F” on your keyboard to fight it.  
• Step 2: Then, when you enter the lobby to wait for other players to join, click on the location bar on the bottom right of your screen. It will be a purple bar with the current location you're in.  
• Step 3: Wait for the pop-up box and when it shows up, you can see the exact location of every Corrupt Creature in your world map. 

With that, you can easily find out the location of every single AFK Journey Corrupt Creature on your world map. They will be mentioned serially with the locations being noted like “2-5”, which means Dark Forest 5. Make sure to make a note of them so you can hunt them down and defeat them all! However, how exactly do you find co-op players and defeat the creature? Keep on reading. 

AFK Journey Corrupt Creature: How to Defeat the Creatures in Co-op Battles

Now, as mentioned before, whenever you’re fighting the AFK Journey Corrupt Creatures, you will need to co-op with 1 or 2 other players as a team of 2 or 3 to defeat them. Thus, how do you find co-op players to defeat the creatures? Here are the steps you need to follow: 

• Step 1: After locating a Corrupt Creature by following the steps given above, click on the creature or press “F” on your keyboard to fight it.  

• Step 3: When the Corrupt Creature Invitation screen pops up, you can either choose to invite your friends in the game, if you have them or share team-up requests. Team-up requests will send out an invite to all players on your server so they can join you immediately for battle.  
• Step 4: Wait for 1 or 2 players to join your team and when you're all ready, click on “Start Challenge” to start the battle! 

With that, you will enter the battle and start defeating the creature with your team. However, how do AFK Journey Corrupt Creature battles work, since there are 2-3 players in it? Well, as there are going to be 2-3 players, the formation will consist of 6-9 heroes. Yes, you read that right, 6-9 heroes! Each player will contribute 3 heroes from their collection for the formation. 

Now, what heroes should you be choosing to defeat the creatures effortlessly? This all depends on what your teammates will be dishing out from their collection. For this very reason, when the players join your lobby, utilize the team chat on the left of your screen to talk to them and figure out what heroes you all will use. As we all know, faction bonuses are the best to complete a battle before the 88 second timer runs out. Thus, talk with your teammates and try to use at least 5 heroes from the same faction. 

Other than that, make sure to have at least 1 healer or Support in your formation because the enemy team will be quite strong. Also, opt for using Marksman heroes as your main damage dealers and then use Rogue or Mage heroes as secondary damage dealers. Of course, do not forget to show the Tanks some love and have 2 of them for the defense that your team needs. After that, you can use any other hero you want with your team that creates the best synergy. 

Just like that, you're done learning everything you need to know about the AFK Journey Corrupt Creature. Thus, do not wait any longer and go take on some challenges to defeat the Corrupt Creatures right now with your friends! Or, feel free to play with other people on your server. Keep in mind that you can join other people's teams as well to defeat them and earn yourself some amazing rewards. First time rewards are always better, but assistance rewards are not bad either! 

Also, make sure to check out our article on the best formations for the Honor Duel battle mode and the character list of all heroes. Stay tuned for more such content from ESTNN!  

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World Leaders in Research-Based User Experience

How to run a journey-mapping workshop: a step-by-step case study.

July 5, 2020 2020-07-05

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When journey maps are used in the right way — as a means to address a specific, known business goal — the benefits are vast. Our earlier research on practitioners’ journey-mapping activities identified several advantages, including aligning stakeholders around common goals and vision, enabling focus on customer needs, and helping team members establish a personal connection with the end users.

One of the biggest practitioner pain points revealed during the same research, however, is that many people are unclear about the specifics of the actual journey-mapping process. While we’ve previously provided a 5-step process for journey mapping , this article is a more detailed guide to one of those steps: the journey-mapping workshop.

Because the structure of a workshop is dependent on the skill level and preferred methods of the facilitator, there are many ways to lead a journey-mapping workshop. This article provides an overview of one way—a case study with examples from a recent workshop—but there could be many variations of the activities listed that could also be productive.

In This Article:

Before the journey-mapping workshop, during the journey-mapping workshop, after the journey-mapping workshop.

Before getting everyone together in the same room, take these steps to ensure that all contributors are engaged, prepared, and that they understand the purpose and scope of the workshop.

Step 1. Build a team: Journey mapping is a collaborative process. If you create your map in a silo without involving others, you run the risk that the people whose support you need to get things done post mapping will not believe in it or be passionate about your findings. Create a crossfunctional team of allies who can help you advertise the process and build buy-in for your recommendations. They will also be your workshop participants.

Step 2. Prioritize actors and scenarios: Decide whose journey (the actor ) and what journey (the scenario ) you’ll be mapping ahead of time. You should focus on one actor and one scenario per map , but that doesn’t mean you can’t have more than one scenario or journey map per workshop. You’ll just have to allow for extra time and figure out logistics (e.g., splitting up into small groups) to accommodate the additional complexity. If necessary, plan how you’ll split up teams before the workshop. Know who’s coming and assign each person to the most appropriate journey. (You wouldn’t want the designer of a small-business product working on the journey for consumer products.)

Step 3. Gather and share existing research: It’s often beneficial to start with what you already have. Gather and review any existing UX, marketing, analytics, or customer support data related to your journey, consolidate relevant insights, and identify knowledge gaps. Create a shared repository so everyone on the team has access to the artifacts you’ve gathered, which may include previous experience maps , research reports, data from diary studies , or brand or experience guidelines .

Step 4. Assign “homework”: Provide attendees with background reading ahead of the workshop. No matter how much you feel like you have shared, briefed, and campaigned, prime participants one last time before the workshop. Provide relevant background reading, existing research takeaways, and a few open-ended thought-starter questions to mentally prepare participants.

This particular journey-mapping workshop structure incorporates activities to lead participants through:

• Creating a current-state hypothesis map
• Evolving the current-state journey map based on customer input
• Prioritizing pain points within the journey
• Brainstorming new ideas and potential solutions with customers
• Creating a future-state vision through sketching and design-studio activities

It’s divided into three parts:

• Part I: Laying the foundation: Review of basic concepts and inputs for mapping
• Part II: Current-state mapping: Creation of an assumption map, review and evolution of the map with customers, and prioritization of pain points
• Part III: Future-state visioning: Brainstorming future-state ideas and interactions through sketching

Depending on the number of workshop attendees and the number of prioritized scenarios and actors, this workshop could be structured over a period of a couple to several days.

Part I: Laying the Foundation

The activities within the first segment of the workshop ensure that participants share the  mental model and the language of journey mapping, understand existing research, and agree on the workshop inputs — specifically, the journey-map stages, actor(s) and scenario(s) that will be used.

Step 1. Refresh and educate: Here’s something you may find shocking: Some participants may not even open your thoughtfully prepared workshop homework! That means you’ll have to find a creative way to ensure that attendees understand core concepts while not putting those who did diligently prepare to sleep. Blend teaching opportunities into methods for gaging the room’s level of preparedness with an activity such as trivia based on your provided background reading. Bonus: Trivia also acts as an energizer to start the day. Split the room into small groups so that those who were sincerely unable to prepare are not singled out and the vibe remains fun.

Step 2. Review actors and scenarios: Though you will have decided which actor(s) and scenario(s) to focus on before walking into the room, give your participants a chance to feel ownership over them (and ensure they understand these concepts). For example, enabling discussion over a quick interactive quiz like the one below helps participants connect with the narrative of the scenario and reinforces buy-in for the scenario.

Step 3. Review the research (again): Even if you consolidated and shared existing research with the team before the workshop, it’s possible that not everyone took the time to pore over it like you did. You should dedicate time within the workshop agenda to review the key findings. And even if the team is familiar with the research, it’s still better for everyone to be aligned on the takeaways as a group and for those takeaways to be fresh in everyone’s heads. The research review could take the form of one or two people simply presenting recent research findings, or it could be something more interactive.

For a recent journey-mapping workshop for a team very familiar with existing research, we did a quick postup of “what we know” about the journey. Participants worked in small groups to generate one research insight per sticky note, cluster them into groups, and then shared their themes back to the larger group. This approach has the bonus of providing an artifact that the team can hang and reference in their workspace as they begin mapping

Step 4. Provide facilitation training for participants: If customers will join your workshop, help your participants prepare. As the workshop facilitator, you’ll likely have more small groups than you can actively lead, so you’ll need to empower your attendees. Remember: This is a crossfunctional team, so not everyone is familiar with user research! Provide some guidance. I prefer to do two things: First, plan a training segment within the workshop to review facilitation guidelines . Secondly, provide teams with printed interview guides with suggested lines of inquiry related to their scenario.

Part II: Current-State Mapping

In the second segment of the workshop, teams go through a series of activities to create a draft map, update the map based on customer input, and identify pain points.

Step 1. Map the current state: Here, each team concentrates its collective knowledge into a map specific to its assigned scenario. It’s helpful to remind participants that they are creating an assumption map, meaning that there may be gaps or unknowns. At this point in time, it’s okay to make some assumptions, because they’ll continue to adapt the map and make adjustments with additional research. That’s why we make maps with sticky notes — so we can tear them off or scribble over them with Sharpies as learning evolves!

Step 2. Interview customers: The act of consolidating what the team knows from existing research creates a current-state assumption map. At this point, customers who align to each group’s primary actor or persona join the teams. Recruit your customers based on relevant screening criteria . (For example, for journeys related to opening a new credit card, it’s ideal to recruit participants who are actively looking for a new credit card or who have recently opened a credit card.) Using the provided facilitation guide, small groups interview the customers, asking open-ended questions about their experience with the journey they are assigned.

Step 3. Evolve the map: Once customers have shared experiences without seeing their team’s assumptions, the discussion moves to the wall. Teams walk customers through their assumption maps, continuing to ask open-ended questions and encouraging customers to share stories. It can be useful to provide some tangible tools to customers to lower their barrier to engagement. For example, in this journey-mapping workshop, we gave customers stickers to represent agreement or disagreement, and asked them to physically contribute to the map to reflect their experience and help us validate or evolve our assumptions.

Step 4. Generate and prioritize pain points: After time for in-depth discussion and map adaptation, allow the groups to focus on frustrations that occur throughout the journey. These frustrations, also called pain points, will serve as an input for the future-state visioning. Make pain-point generation easier for attendees by providing a fill-in-the-blank structure for them to fill in:

• I need ______ in order to ______.
• I need ______ so that ______.

Example: “I need a simple way to compare options so that I don't get overwhelmed.”

Give participants a time limit to silently generate needs statements on sticky notes, have them place the stickies on the pain-points swim lane of the map, and then discuss and affinity diagram them. After discussion, use dot voting to identify which pain points are most critical.

Part III: Future-State Visioning

The workshop concludes with a third segment: future-state visioning. Here, participants brainstorm ideas with customers, then use rounds of sketching, presentation, and critique to create future-state flows.

Step 1. Generate “big ideas”: Using the identified pain points as catalysts, both internal workshop participants and customers come up with abstract ideas that align to known frustrations within the journey. It’s useful to encourage the teams to think big and use metaphors to express their ideas so that they don’t jump to specific solutions (e.g., features) too soon. Use a time limit and provide a quantity goal (e.g., try to generate at least 5 ideas in 5 minutes) to keep participants from over-censoring their ideas. After this round of idea generation, participants post up and present their ideas to the rest of the team.

In this workshop, we followed the presentation of ideas with a round of impact and effort voting. Customers and internal participants whose primary job responsibility was user research voted on the most impactful ideas by placing a set number of gold stars on the corresponding stickies. Remaining internal team members voted on the most feasible ideas by placing the same number of green dots on the ideas. The result was a visual ranking of the ideas that takes both feasibility and impact into account. This is a good time to break, thank customers for their time, and continue the workshop with internal participants only.

Step 2. Sketch individual future-state flows: Armed with the ranked “big ideas,” internal participants begin the task of translating the ideas into a set of interactions using the design-studio technique of timed rounds of sketching, presentation, and critique. First, individuals silently sketch flows based on the most feasible and impactful big ideas. Next, they present their ideas back to their team for critique. In the example below, we used tangibles (i.e., sticky notes) to capture the critique discussion: The team members called out aspects of the sketches they thought were particularly powerful or well-aligned to known frustrations on green sticky notes (green = good). For aspects of the individual flows that could be improved, they wrote comments on yellow sticky notes (yellow = ideas). These sticky notes were placed directly on the sketches for reference.

Step 3. Create consolidated future-state flows: In the final workshop activity, small groups combine the most powerful ideas and strongest aspects of their individual sketches into one group sketch, reflecting a future-state journey for their scenario. Small groups then present their consolidated journey back to the entire workshop team.

Move quickly after the workshop in order to maintain momentum and make use of the excitement generated in the workshop.

Step 1. Share takeaways: Capture the workshop outputs by taking photos of each artifact and action shots of internal participants and customers working through the activities. (Of course, make sure you have consent ahead of time.) Share these artifacts in a central repository for reference, and capture and share next steps and action items in one place for the entire team.

Step 2. Bring the ideas life: The team members left the workshop with several strong flows and new interactions captured in sketches. Now, they can use iterative design to create low-fidelity prototypes of these flows and test them with customers, continuing to make adaptations based on user feedback.

Step 3. Keep refining the process: As you apply the workshop structure to additional journeys, continue to tweak and refine the activities to be the most successful and productive for your team.

This article provides guidance on a specific set of activities; however, there are many ways to run a journey-mapping workshop. The overall structure and activities are a starting place, created for one specific context. Use this as a starting place and adapt it based on your needs, scope, and limitations.

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Top 3 Benefits of Cross-Device Tracking in 2024

Learn more about how cross-device tracking can improve user journeys across platforms and devices.

Cross-device tracking refers to technology and methods that help you track user behaviors across multiple devices by matching these devices with the user who owns them.

• As more people actively use multiple devices to engage with your company, you can use cross device tracking technology to get a complete picture of user activity across every device they use.
• A comprehensive view of user behavior across devices enables you to create seamless, omnichannel user experiences, tailor brand messaging to customer needs, and identify the best-converting channels.
• The most common cross device tracking methods are deterministic and probabilistic tracking.

What is cross-device tracking and why is it important?

Cross-device tracking collects and combines user behavior data across multiple devices, like desktop computers, laptops, tablets, mobile phones, smartwatches, and smart TVs. The goal of cross-device tracking is to create a full picture of a user’s journey as they switch between devices. You do this by linking the multitude of cross-device activities to the right user.

The average person switches between devices and platforms countless times a day. For example, a user first comes across an ad on TV, then sees a related Instagram ad on their phone, and finally uses their laptop to make the purchase. Without cross-device technology, all these activities would be counted as unique, separate visits not tied back to the same customer—which would result in an incomplete view of how and when the customer converted.

The need for accurate cross-device conversion tracking continues to increase as more people own multiple devices. According to Statista , the average number of devices per person globally in 2023 is approximately 3.6. And for the United States specifically, Deloitte reports that the average household now has 13 device types and 21 devices.

Not only do the devices grow in numbers, but they also become more connected. For instance, when you log into Chrome using the same Google account, you can access your saved passwords, bookmarks, and browsing history across every device.

This degree of synchronization allows people to seamlessly switch between devices without losing the continuity of their user experience. Cross-device tracking methods ensure these converging behaviors are captured correctly and account for how users behave across each platform and device.

Benefits of accurate cross-device conversion tracking

Cross-device tracking offers multiple advantages and enables product managers and marketers to get an in-depth view of how customers behave when they use different devices.

Cross-device conversion tracking helps companies to:

1. Get a complete view of the user's journey

In 2023, internet users globally spent 57 percent of their time browsing the internet on their mobile phones . So it’s no surprise that more customer-brand interactions occur on smartphones.

Companies that don’t use cross-device tracking and rely solely on cookies struggle to connect the dots between user activities happening on phones and computers. With increasing limitations on cookie tracking , only cross-device tracking can provide the depth of insight needed to understand user behavior across devices fully.

Cross-device tracking eliminates blind spots and helps you understand how customers engage with your website, mobile app, digital ads, and TV commercials at every step of the customer journey.

2. Identify the best converting channels and campaigns

Cross-device conversion tracking gives you a 360-degree view of every customer interaction with your brand. A clear understanding of user behaviors across devices translates into a better understanding of how and when users decide to convert, and what drives them to make a purchase or walk away.

Knowing which platform or promotion influences your users the most enables you to allocate your ad spend to the highest-converting campaigns and channels. You can also optimize or eliminate campaigns that aren’t performing well.

3. Map and personalize brand messaging

Once you gather enough information about a target group, you can start making data-driven predictions about their current and future behaviors. The insights you gather give you a more accurate understanding of the group’s preferences and the messaging that resonates with them most. Then cross-device targeting enables you to deliver users relevant messages when they are most ready to respond to them.

Moreover, users consume content differently on different devices. Cross- device advertising helps you tailor brand messaging to users' content consumption patterns. For example, if someone is quickly checking their social media on the go, you should present them with skimmable, attention-grabbing content. If they’re watching a long-form YouTube video on their laptop, a detailed product overview might be more appropriate.

How has cross-device tracking evolved?

Cookies have traditionally been the go-to approach for capturing and analyzing website traffic. They’re a digital tracking code placed on a user’s browser by the websites they visit. Cookies were effective for a long time, but increasing privacy regulations and consumer data privacy concerns have led to their demise.

A huge shortcoming of cookies is that they can only track user behavior within a single browser. As such, cookies cannot be shared or passed across browsers or devices. When you open a site link in Chrome and then open an identical link in Firefox, cookies can’t tie these events back to you as the same user and instead treats them as two separate instances.

Modern cross-device technology and tracking methods

So, how does cross-device tracking work? To answer this question, let’s explore different approaches to cross-device analytics.

Deterministic cross-device tracking

An alternative to cookie-based tracking appeared when companies began inviting visitors to sign into their websites and applications. This enables them to link each user’s device to their account credentials, like their username or email address. For example, when you sign into YouTube on your laptop and later sign into the mobile app, deterministic cross-device tracking recognizes you as one person or user.

Though practical and exact, deterministic tracking comes with certain limitations. It only works with past customers or registered users and doesn’t track new visitors without an assigned ID.

Probabilistic cross-device tracking

Probabilistic cross-device tracking relies on probability theory and complex algorithms to capture user activity across multiple devices. In the absence of identifiers such as email, mobile number, device ID, and user ID, or the ability to join them accurately due to other factors, you have to rely on signals rather than first-party identifiers.

Probabilistic tracking analyzes anonymous data points to identify which devices belong to the same user, including:

• IP addresses
• Device proximity
• Browsing patterns
• User location
• Operating system
• WiFi network

Deterministic vs. probabilistic tracking

The difference between the two methods lies in the data used to track users.

Deterministic uses known identifiers, enabling you to deliver more accurate personalization at scale and adopt more privacy-friendly practices. Alternatively, probabilistic tracking uses anonymous data points rather than first-party identifiers. So, the precision of probabilistic tracking depends on the volume and quality of anonymous identifiers that comprise the probabilistic model.

Although probabilistic matching is more flexible, it’s not 100% accurate. It makes sense to use it for critical use cases, like in fraud detection, where the datasets are large and complex. But it’s not recommended if your goal is to build data-powered personalized experiences.

Deterministic matching is more accurate simply because no “guesswork” is involved.

Many organizations adopt a hybrid approach that uses deterministic and probabilistic based on the data available and for different use cases.

Benefit from cross-device tracking with Amplitude

In today’s digital world, the need for accurate cross-device tracking will only continue to increase—and Amplitude can help.

With Amplitude CDP , it’s easy to resolve customer identities across touchpoints to build unified customer profiles. As the only customer data platform natively integrated wi th analytics, Amplitude enables you to track users accurately using a combination of device IDs, user IDs, and Amplitude IDs.

Ready to reap the benefits of cross-device tracking and transform your user experience? Try Amplitude’s self-service demo for free .

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In a big step forward for financial inclusion, some 75% of the world’s population now has access to banking services, such as debit cards, prepaid cards or real-time payments. Better access to tools means we’re getting closer to creating a digital economy that works for everyone. 

At the same time, we face a major barrier to reaching the goal of universal inclusion. Despite having access, many consumers are not utilizing financial services. What’s lacking is the trust they need to fully engage with the financial system and with products that can better their lives. 

In a recent study , Mastercard partnered with Brazilian digital financial services platform Nubank to understand exactly why this rise in access hasn’t corresponded with an increase in consumer usage. With just under 220 million people, Brazil is the most populous country in Latin America and the seventh most populous in the world, and it has outpaced much of the continent in terms of financial inclusion , making it a good place to study this journey.  

To better understand the challenges, we interviewed and surveyed 2,000 Nubank customers and Brazilian consumers. We also looked at analyses of three years of transactional and behavioral data from over 3.6 million Nubank customers who opened accounts between 2019 and 2021.  

The first major takeaway: When consumers use their prepaid cards or real-time payments often, it increases familiarity and trust. Trust breeds more usage, further accelerating people’s inclusion in the financial system. In fact, we found that consistent use of digital payments is a better predictor of financial health than income is.  

Second, we found that a good tactic to bring more people into the financial system is to start out small. Making payments with prepaid cards serves as a stepping stone to accessing credit, whether it’s credit cards, personal loans or more advanced financial products like a business loan or investment account.  

More than three-quarters (80%) of customers who used a prepaid card used it as their first product, and 67% of these card users went on to access loan products, while 36% went on to make investments. Using cards for daily transactions, rather than big-ticket items, made the biggest impact, because people gradually built up the habit. As with getting into the habit of exercise, slow, manageable and steady tends to stick. 

Granted, for some consumers it’s hard to get started. But we found that with a little support, people eventually feel emboldened. Regardless of income level, 60% of Nubank customers moved from having access to financial tools to actually using them within 24 months. For 40% of people, it took only 12 months. 

We all — banks, governments, financial service providers and payment technology companies — have a responsibility to build trust and spur more people to use the services they have access to. We do this by creating financial education and digital literacy initiatives that better explain the function and value of digital payment instruments.

At the same time, we need to keep building an infrastructure that helps people transition away from cash. When more micro and small business owners who operate near low-income populations accept digital payments, consumers use their cards more frequently, thus building trust. Digital payments must also be readily available in more everyday situations, such as mass transit. 

Financial institutions, banks and fintechs can broaden credit access by removing complexities around engagement and exploring alternative data sources (e.g., on-time rental or utility payments) and faster paths to credit. Finally, banks need to continue to tap into behavioral data to develop solutions for the underserved and prioritize customer resilience and financial education. For example, automated bill payment nudges can encourage healthy financial habits. 

This work won’t be easy, but it’s critical. Some 1.4 billion adults worldwide still lack access to banking products, and hundreds of millions more are underbanked. Working together, we can change this, making sure that access truly does equal usage. In the process, more people will become resilient to economic shocks, their communities will be supported, and we should ultimately see a positive impact on global growth. 

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Beyond access: A look into the drivers of long-term financial health

A rich study from Mastercard and Nubank combines insights and data from millions of consumers to map the financial inclusion journey and chart a path to sustainable financial health.

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