IN THIS ARTICLE:
Overview
Rosterfy's Journey module allows admins to create a series of steps and criteria required to complete the journey.
Journeys are available on Role Offers, Events and Shifts.
A journey is made up of a number of separate parts and will need to be setup before the user can complete it;
Journey Steps
Journey steps make up a journey, and form part of the application process for role offers, events and shifts. Each journey step must be completed, unless overridden by an admin. Each journey can have any number of journey steps.
Step Criteria
The criteria is what is required to complete the journey step. Users can complete the criteria in any order they like, however they will not progress to the next journey step until they have complete all criteria on the current step.
Criteria examples include completing a specific training module or submitting a form.
Step Actions
The actions are automation actions that will trigger when a user completes all criteria and finishes the journey step.
Action examples include an email confirming the journey step had been completed, or assigning a training module that is required to be completed in the next journey step.
Below we will take you through how to setup journeys.
Creating a Journey
To create a journey, follow these simple steps:
In the admin console, navigate to Workflows > Journeys.
Click Create, in the top-right corner.
Complete the required fields:
Name: This name will appear on the admin console.
Maximum time on journey: Select the amount of time you wish to allocate for the user to complete the entire journey.
There is also the ability to personalise the content that is displayed to the user when they complete the required steps of the journey. To modify this, swap to the Content tab.
Once complete, click Save.
You will then be able to create Journey Steps.
Creating Journey Steps
After saving the journey, the Steps section will be displayed, to create steps for the journey, follow the below steps:
Click Add in the Steps section.
Complete the required fields:
Name: This name will appear on the admin console.
Code: This will auto-populate.
Name (Portal): This name will be displayed to the user on the volunteer portal.
Maximum time on step: Select the amount of time you wish to allocate for the user to complete this step.
Step Category: You can organise your steps into categories for future ease of use or reporting. (Note: The categories will need to be created before the steps.)
Description: This description will be provided to the user within the volunteer portal, when completing this step of the journey.
Once complete, click Save.
You will then be able to create the Step Criteria.
Creating Step Criteria
After saving the step, the Criteria & Actions sections will be displayed.
To create criteria for the step, follow the below instructions:
Swap to the Criteria tab on the left-hand side, and click the Add button.
Complete the required information, on the General tab:
Name: This name will appear on the admin console.
Name (Portal): This name will be displayed to the user on the volunteer portal.
Criteria required to complete this step: Select the appropriate criteria from the drop down options.
After completing the fields on the General tab, swap to the Rules tab.
Click Add Rule, and add the specific rules required for the criteria.
Once complete, click Save.
You will then be able to create any Actions needed for the journey step.
Creating Step Actions
After saving the Criteria, swap to the Actions tab, to create any automation actions that are required for the step.
For assistance with creating automations, check out the Automations - Overview article.
To create step actions, follow the below instructions:
On the Action tab, click Add.
Complete the required information, on the General tab:
Name: This name will appear on the admin console.
Action: Select the automation action from the available dropdown list.
Delay: Select the time amount you would like to delay the action from taking place.
Swap to the Rules tab, and add any required rules for the action.
Once you have added all the required rules, swap to the Options tab, and complete the applicable fields based on the selected automation action.
If you wish to add more automation actions, click Save & Create Another, otherwise click Submit.
Return to Creating Journey Steps to create any further steps in the journey.