What you can build

Journeys are a general-purpose engine for guided, multi-step transactions and workflows. Because every step can collect input, branch on logic, and trigger actions — across your catalog, billing (Zuora), CRM (Salesforce), payments, and connected integrations — you can build far more than a checkout page.

This page catalogs common and creative patterns. Most of them compose the same primitives (steps, shared context, actions, and branching); which specific actions are available depends on your configuration and connected integrations.

Acquire new customers

• Self-service checkout & signup — plan/offer selection → account → billing → confirmation, creating a real subscription at the end.

• Free trials & freemium — start a trial, then a trial-to-paid or freemium upgrade flow.

• Usage-based signup — sign customers up for metered or hybrid plans; sell credits or usage top-ups.

• Quote acceptance — accept a sales quote, e-sign, and pay in one guided flow (sales-assisted close).

• Guided product configuration — CPQ-style flows that build the right bundle before checkout.

• Pre-orders, waitlists & reservations; gift subscriptions (purchase and redemption).

• Promo & coupon redemption landing flows.

Expand existing customers

• Plan changes — upgrade, downgrade, or switch plans.

• Add-ons & quantity — attach add-ons, add seats, or increase quantities.

• Renewals & re-contracting — extend a term or move to a new contract.

Retain & recover

• Cancellation with save-offers — branch into pause, downgrade, or discount offers before a cancellation completes.

• Win-back / reactivation — re-subscribe lapsed customers.

• Dunning recovery — a "fix your failed payment" flow you link from a billing email.

• Pause / resume a subscription.

Self-service account operations

• Pay invoices — settle outstanding invoices from a hosted payment page.

• Update billing details — payment method, billing/contact info, tax-exemption upload.

• Consents & terms — accept new Terms of Service, manage consents and acknowledgements, or run a preference center.

• Switch accounts — move between multiple linked accounts.

Onboard & qualify

• Onboarding wizards — collect provisioning details and connect integrations after purchase.

• Eligibility / qualification quizzes — ask a few questions and route the customer to the right offer.

• Verification-gated signup — KYC or fraud-check (e.g. SEON) steps before an order is created.

Assisted & partner-led

• CSR-assisted flows — reps run change, cancel, or checkout on a customer's behalf.

• Partner-led ordering — partners transact for the customers they manage.

• Partner onboarding & deal registration.

Beyond classic commerce

Because actions are open-ended, journeys also work as general guided workflows:

• Surveys & data collection that branch and trigger actions (open a case, tag the account, enroll the customer in an audience).

• Returns / RMA / refund requests; warranty registration.

• Demo or appointment booking that creates a lead or order.

• Referral-program enrollment, event registration, recurring donations.

• Multi-step applications (e.g. financing) with external checks and approval branching.

Multipliers

Any of the patterns above gets more powerful combined with the rest of the platform:

Capability	What it adds
Branching (Flow)	Personalize the path based on each answer
Audiences & Experiences	Target who sees which journey or offer
Experiments	A/B test journey variants
Market Locales	Localized and per-currency variants
Embed	Drop a journey into any website or app
Rules & Automation	Guardrails — pricing ceilings, required steps, validation
Agent API	An AI agent can drive a journey programmatically, or a journey can hand off to one

See also: Journeys Overview · Create a journey.