Data > Journeys
Creating a Journey
First, create a Journey:
- Click the Add new at the top-right.
- Use the Description field to give the Journey a short description. This will also help you to identify it whenever you add it to a Widget.
- Next, in the Sources section, choose which of your data sources you want this Journey to use.
So far, your Journey should look something like this:
Now, you will want to add a Waypoint – effectively Waypoints are conditions that people in your selected source will have to fulfil in order to have “completed” the Journey.
- Click the black plus button next to the Waypoints heading to add a Waypoint.
- Use the Description field to give the Waypoint a short description.
- The Count field allows you to specify how many times a user will have to meet this Waypoint’s conditions in order to have completed it.
- In the Conditions section, you can build a query to specify what the Waypoint’s conditions actually are.
Note: If you need help with using the Query Builder, please see the Query Builder Overview and the other articles in that section.
So for example, if you’re working with a Curatr data source and want to generate a list of all the people who have joined a certain Curatr course, and then also check which of those people have completed a certain level within the course, you could set up something like this:
Here there are two Waypoints. The first of which is set to check for users who have joined the course in the first place. The second, checks to see which have completed the first level (called "Start") in that course.
Tip: You can use the button on the right-hand side of a Waypoint to delete it. If you have more than one Waypoint, you may also see and icons next to the delete button. You can use these to rearrange your Waypoints, moving them down or up as needed.
Outcomes are a way to tell Learning Locker to do something, every time the Journey is considered complete.
- Click the black plus button next to the Outcomes heading to add an Outcome.
- Use the Description field to give the Outcome a short description.
- The Callback field allows you to specify a URL which Learning Locker will send a POST request to when the Outcome is triggered, containing a JSON body with details of the completion.
Note: If you would like to see an example of what the body would contain, there is an example Outcome body attached at the bottom of this article.
There are a couple of other settings that you may want to configure.
Near the top-right there are three toggles:
Turning Sequential on will mean that the Waypoints have to be completed in order before the Journey is considered complete.
Turning Repeatable on will mean that people are able to complete the Journey multiple times. The Journey will have a new column that allows you to see the data for each attempt:
Turning Track by persona on will mean that any actors that are grouped together into one persona will be able to complete the journey, otherwise each actor makes its own progress through the journey and can only complete the journey for itself.
Note: Sequential would mean that if you had three Waypoints, and a user completed Waypoint 2, and then completed Waypoint 1 – they would have to satisfy the conditions for Waypoint 2 again before it is considered as completed.
Once you’re happy with the Waypoints, Outcomes and any other settings you have chosen, enable your Journey by using the toggle at the top, and then click recalculate to ensure that the Journey is up-to-date.
Now, set up a Visualisation for this Journey, and double-check that it’s tracking what you want.