For the complete documentation index, see llms.txt. This page is also available as Markdown.

Journeys Overview

A journey is a guided, multi-step flow that PeakCommerce hosts as a public page (or an embed) and runs a person through to complete a specific commerce outcome — buying a plan, changing or cancelling a subscription, or any guided self-service task — with no custom front-end code. You define the steps, the data each one collects, and the order they run in; PeakCommerce renders the flow, enforces your rules, creates the resulting order or subscription in your billing system, and records every session.

The Journeys list in PeakCommerce under Content → Journeys, showing each journey's name, type, status, step count, and last-updated date
The Journeys list (Content → Journeys) — every journey in your tenant, with its type and status at a glance.

Take a quick tour of the journey builder — from the journeys list and a journey's built-in analytics to the editor, where each step pairs a page with the commerce actions it performs:

Journeys are how most customer-facing commerce happens in PeakCommerce. Rather than building bespoke checkout or self-service screens, you compose a journey from reusable pages and publish it.

What you can do with journeys

  • Sell — stand up a self-service checkout (offer/plan selection → signup → billing → confirmation → thank-you) that creates a real subscription in your billing system at the end.

  • Let customers self-serve — change plan, add or remove add-ons, upgrade or downgrade, or cancel — including branching retention paths such as presenting a save offer before a cancellation completes.

  • Equip CSRs — run the same flows on a customer's behalf from the CSR workspace.

  • Enable partners — give resellers guided flows to transact for the customers they manage.

  • Publish and measure — every journey gets a public URL and can be embedded; preview before launch, then review completed / active / abandoned sessions and heatmaps.

Those are the headline uses, but journeys are really a general workflow engine — see What you can build with journeys for the full range, from dunning recovery and onboarding wizards to surveys, returns, and agent-driven flows.

Journey types

A journey's Type sets its default behavior, who it is for, and where it fits in the platform:

Type
Use it for

E-Commerce

Public, unauthenticated self-service checkout and signup

Customer Self-Service

Signed-in customers managing their own subscription

Partner Self-Service

Partners / resellers transacting on behalf of their customers

CSR Self-Service

Customer service reps acting on a customer's behalf

Key concepts

  • Step — one page in the flow. Each step renders a page, reads and writes values to the journey's shared context (so data collected early is available to later steps), and can trigger actions such as creating the order.

  • Flow — the order steps run in, including branching that sends people down different paths based on their choices.

  • Settings — journey-wide configuration: the subscription term the journey creates, the profile assignments that control who may enter it, and SEO & metadata for its public page.

  • Runner — the hosted experience customers actually move through at the journey's public URL.

  • Session — one person's run through a journey, tracked as completed, active, or abandoned.

How a journey is built

Open Content → Journeys and open a journey to edit it: add and order Steps (each bound to a page) on the Steps tab, wire branching on the Flow tab, and configure Settings. Preview to test, then Publish to make it live and get its public URL.

Managing journeys

The Content → Journeys list shows each journey's type, status, step count, and session totals. Search by name, filter by status or tag, and use the row menu (⋯) for View, Edit, View Sessions, Archive, or Delete.

Learn more

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