Visual Journey Canvas#
Customer Journey Mapping provides a visual flow diagram showing the stages a prospect moves through on their way to becoming a customer and advocate. The default journey stages are:
- Visitor — Anonymous website visitor
- Lead — Identified prospect who has shown interest
- MQL (Marketing Qualified Lead) — Lead that meets marketing qualification criteria
- SQL (Sales Qualified Lead) — Lead accepted by sales as a genuine opportunity
- Customer — Closed-won deal, active customer
- Advocate — Happy customer who refers others
Stage Configuration#
Each stage is fully customizable with:
- Name and color
- Automation triggers — Actions that fire when a contact enters the stage (e.g., send welcome email, create onboarding task, notify account manager)
- Contact count — Number of contacts currently in this stage
- Average time in stage — How long contacts typically spend here
Conversion Metrics#
Between each pair of stages, the journey view shows conversion rates as arrows. This makes it easy to identify bottlenecks where prospects get stuck or drop off.
Journey Analytics#
The analytics section below the journey canvas provides:
- Conversion funnel — Horizontal bar chart showing contacts at each stage
- Time-in-stage analysis — Bar chart showing average days per stage
- Bottleneck detection — Automatically highlights stages with the longest time or lowest conversion rates
Automation Triggers#
Set up automation triggers at each stage transition to ensure smooth handoffs. Common triggers include sending emails, creating tasks, updating deal stages, and notifying team members.