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.

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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