How to create Journeys

Create from template: With this option you can select a template that is already populated with placeholders to give you an idea of how to structure your Journey for sales, fundraising, onboarding, team meetings, or other use cases.

  • This option is best for sales, customer success, founders or marketers who already have content, i.e. links, videos, PDFs, slide decks, images, miro boards, spreadsheets, documents, written outlines, etc.

  • Convert existing presentation, PDF, slide deck, or document: With this method you can upload a PDF or copy and paste text and we will convert the content into a Journey! Note that if you have Google Slides, Google Doc, Notion, or PPT, you will want to first export as a PDF or copy and paste the text

    • This option is best for users who have limited content, i.e. a Google Doc with your notes, an outline in Notion, an old slide deck that needs to be revamped, etc.

    • This method can also be used if you have a blog post or a page of your website that you want to turn into a Journey - simply copy and paste the text

       

  • Create with AI ('Automagic'): With this option, you describe the topic or subject you want to cover. The AI will then generate a presentation complete with relevant text and images based on your description.

    • This option is best for users who don't have any content whatsoever - they simply have an idea

       

  • Create a new blank Journey: This method is handy for sales pitches or client-specific presentations. Input the URL of your prospective client or partner (optional). The Journey editor will automatically create a section featuring your logo alongside your prospect's logo.

    • This option is best for users who have a use case other than sales, marketing, onboarding or fundraising/investor updates

       

  • Duplicate an Existing Journey: If you have a format or layout that worked particularly well, this option allows you to duplicate a successful Journey. Simply search for the Journey you wish to duplicate. You can also input a prospect's URL, and the system will automatically incorporate their logo into the Journey.

    • This option is usually best for users who are invited to an existing Journey account

    • Still need help? Contact Us Contact Us