Getting Started with Journey
Journeys
A Journey is a behavioral research tool that lets you watch a user’s "flight path" through your website or prototype.
While a survey asks people what they think, a Journey shows you what they actually do. It records the specific steps a person takes to get from Point A (starting the task) to Point B (finishing it).
In Plain English: It’s a "Stress Test" for your Website
If your website is a maze, a Journey is the bird’s-eye view that shows you exactly where people are hitting dead ends.
What it tracks:
The Path: Did they use the menu, the search bar, or a button you didn't think they'd click?
The Friction: Where did they pause? Where did they click "Back" because they got confused?
The Success Rate: Out of 100 people, how many actually reached the goal (like the "Thank You" page)?
The Time: Does it take 30 seconds to find the "Help" center, or 3 minutes?
Why you’d use it
Checkout Audit: Find out if people are dropping off because your "Shipping Info" page is too complicated.
Homepage Testing: See if users can find your "Pricing" page within two clicks.
Prototype Validation: Before you spend money coding a new feature, test a Figma prototype to see if users even understand how it works.
Mobile vs. Desktop: Prove that your mobile site is harder to use than your desktop site (or vice versa) with hard data.
1. Introduction & Configuration
Define the foundation of your study. This is where you set the "rules of engagement" for your testers.
Identify the Core: Name your project and describe the specific behavior you are analyzing (e.g., "Mobile Checkout Friction Audit").
Select Test Type: Choose between a Live Website, a Prototype (Figma/InVision), or a Card Sort.
Device Targeting: Optimize for the platform that matters most—select Mobile, Desktop, or Both.
2. Select Audience
Just like with Swipe projects, targeting the right people is critical for representative data.
Database Distribution: Send your journey to your entire tester database with one click.
Targeted Segments: Use specific focus groups to see how different demographics navigate your site differently.
Representative Swiping: Ensure the users "walking the path" actually reflect your real-world customers.
3. Define Tasks
This is the "meat" of the Journey. You aren't just asking questions; you are setting missions.
Mission Scripting: Provide clear instructions (e.g., "Find the returns policy in the footer and click it").
Success Mapping: Input a Starting URL and a Goal URL. The system automatically tracks who reaches the destination and who gets lost along the way.
Multi-Step Paths: Add multiple tasks to test an end-to-end experience from homepage to conversion.
4. Overview & Quality Check
Before going live, review your entire setup to ensure the logic holds up.
Goal Verification: Double-check that your "Success URL" is correct so your data stays clean.
Flow Review: See the journey from the participant’s perspective to ensure instructions are crystal clear.
5. Publish & Collect
Launch your project and start watching the data roll in.
Real-Time Tracking: Watch as participants complete tasks and see your "Success Rate" update instantly.
Save as Draft: Not ready to launch? Use the Save as Draft feature in the top right at any stage to keep your setup secure while you refine your objectives.
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