Journey for Customer Success

Instead of sending long emails with links and attachments, Customer Success will create and send a Journey which contains all relevant content once they receive the hand off from sales. This one link becomes the central hub for all content being shared throughout the lifecycle of a customer from onboarding, training, planning, QBRs, and renewals.

You can start from one of our templates or create from scratch - either way, you can duplicate these to easily create Journeys for new customers in a few clicks.

Emails and attachments go stale, are not easily share-able, and lack true engagement insights. When you create a Journey, it's the one place you can use as a central destination for your materials. No more chasing down emails or searching for attachments.

Journeys can be updated in real-time without any involvement from your recipient. Journeys can also be locked down to specific domains, with passcodes, or email gates. Lastly, you can receive insights on who's accessing your Journey(s), how much time they spend on each piece of content, and perhaps get access to new contacts.

Journey allows you to engage your customer with any type of content. When thinking of what to put inside of your Journey, consider what you typically send in emails - things like links and attachments. Here are some common examples:

• Videos

• Slide presentations

• Product demos

• Training videos

• Support documentation

• Technical documentation

• Call recordings

You will be able to see who views any piece of content inside your Journey and for how long. These notifications will come via email or slack in realtime as well as in your Insights dashboard. 

This is customizable. Your journey is a unique URL that you can make accessible to anyone or layer on security features like requiring an email or passcode to view or restrict viewing to certain domains. 

Yes, Journey has a built in video recorder that you can access for videos with your camera. Other options are to use our Loom integration to record videos or embed videos from your favorite tools.

Yes, you can create these natively in Journey or embed them from any tool.