Create a journey

1. Go to Content → Journeys and click + New Journey.

2. Fill in Journey Details:

   • Name — an internal name for the journey.

   • Type — E-Commerce, Customer Self-Service, Partner Self-Service, or CSR Self-Service (sets the journey's default behavior and audience).

   • Status — starts as draft; set it to active when you're ready to publish.

   • Order Structure — how products are grouped when this journey creates orders.

   • Description — an optional internal note.

   • Hide runner Next/Back/Complete buttons — turn this on only if your pages supply their own navigation controls; otherwise leave it off so customers can advance.

3. (Optional) Set SEO & Metadata — Browser Tab Title, Meta Description, and Open Graph title/description/image. These control how the journey's public page appears in browser tabs, search results, and social link previews.

4. Click Create Journey. You land in the journey builder.

5. On the Steps tab, click Add step for each page the customer passes through and put them in order (for example Signup → Billing → Confirm → Complete). Use the Flow tab to connect steps and add branching. See Managing journey steps.

6. On the Settings tab, set the subscription term and the profile assignments that control who can enter the journey. See Journey Settings.

7. Preview the journey to test it, then Publish. Publishing makes the journey live and gives you a public URL you can share or embed.