Buyer Journey Mapping

How to guides

These guides will help you get the most out of Odyssiant quickly and easily.

First, you will learn how to set up journey maps.

To get the most from this guide, we recommend that you have already worked out the following:

  1. The number of journey goals for your business – the goal is the purpose of the journey (e.g. sell your product).
  2. The length of your journeys – this will determine the number of steps within the journey and may capture a segment of the journey, the full buyers journey, or the complete end-to-end journey which takes the customer from initial engagement through purchase and forward to ongoing customer engagement.
  3. The steps for your journeys – the steps are the waypoints on the journey, typically defined by the need state of the customer at that point. A template journey exists in Odyssiant which can be easily used, amended or replaced.

How to Set Up Journey Maps

To set up journey maps, go to the Journeys tab.

If this is your first visit, the fields will be blank. 

To set up the journey maps:

Decide how many journey maps to create – the number of maps is determined by the number of goals

Create a new map by clicking +CREATE. The NEW MAP screen will then open.

  • Enter a name for the map
  • Enter the goal for the map – this is for guidance only
  • Select the personas for the map – this is for guidance only. If you have not yet created any personas, then none will be shown. You can add these to this form later. To create a persona, go to Admin-PERSONAS and click +CREATE. 
  • Enter the journey steps – this will auto-populate the initial map template
    • On the screen you will see the default map template steps
    • If you do nothing, these steps will automatically populate the initial map template – i.e. each line will be a step. These can be easily amended, deleted or added to in the journey map later during setup
    • By amending, deleting or adding to the rows on the screen, you can tailor the map setup to match your journey steps
  • Click SAVE – your map is now auto-created and the Journey Map screen opens

You can now make any changes to your map that you would like:

  • To change the name of the map, amend the text and click SAVE
  • To change the goal, amend the text and click SAVE
  • To add personas, select from the drop down list if you have already created personas. To create a persona, go to Admin then PERSONAS and click +CREATE.
  • To add a step, click on the blue + sign beside STEP.
  • To move a step, click on the 9 box grid symbol and then drag & drop
  • To delete a step, click on the trashcan symbol

You are now ready to populate the map with content. 

How to Populate your Journey Maps

Open the Journey you wish to complete.

Start by entering all the customer needs you have identified for the map. You can do this both for the whole map and for each individual step – the latter is especially helpful if the customer needs change through the customer journey.

  1. In the righthand bar, click AUDIENCE NEEDS
  2. Press +CREATE to add a need
  3. If you have needs groups (e.g. functional, social and emotional needs) then each need can be tagged accordingly

Next, add all of the existing content you have for the map:

  1. Select the correct STEP for the content item – a content item can be placed under multiple steps if you wish
  2. Within the CONTENT field, click the + button 
  3. Complete all the details within the content form – n.b. that different fields can be added / removed in the ADMIN section of Odyssiant
  4. NEEDS can be added by dragging and dropping from the NEEDS bar on the righthand side
  5. Press SAVE – this is essential if you wish to save your data
  6. The EDITOR form will now appear. By clicking ADD URL, you are able to point Odyssiant at your existing published content.
  7. If you are tracking the content engagement, you must then “Publish” the item. This registers the item for tracking. If you entered a URL rather than using the editor, Odyssiant doesn’t publish this content to your site, but it is publishing it for the tracking engine and for the Nudge AI.

Finally, you should complete the map by creating briefs for any content that is require:

  1. Select the correct STEP for the content item – a content item can be placed under multiple steps if you wish
  2. Within the CONTENT BRIEF field, click the + button.
  3. In the pop-up box, choose EDIT if you wish to complete the entire brief now, or click CREATE if you simply wish to add the content title and complete the brief or add the content later
  4. If you select EDIT, complete all the details within the content form – n.b. that different fields can be added / removed in the ADMIN section of Odyssiant
  5. NEEDS can be added by dragging and dropping from the AUDIENCE NEEDS bar on the righthand side
  6. Press SAVE – this is essential if you wish to save your data
  7. There is basic workflow to manage content creation – this can be amended with the ADMIN section.
  8. To commission the content, use the messaging system in the middle and righthand columns. To use the messaging system:
    1. Enter the email address for the recipient(s)
    2. Add a message in the BODY form
    3. Add attachments either from your own computer, or by clicking the paperclip symbol beside the document in the righthand column – when you have pressed SAVE, the brief is available to attach
    4. Press SEND
    5. N.b. to reply, the recipient simply emails back and the message and any attachments come into the corresponding CONTENT BRIEF
  9. When the content is ready to publish view the “Content & Publishing” video below.

You can find more help here on running workshops to design your maps:

Demonstration & Instruction Videos

Basics & Navigation

Creating Maps

Content from URL

Content Briefs

Content & Publishing