An introduction to Journeys

Journeys lets you collect data from customers in a user-friendly way and save it against a lead.

• Create as many journey fields as required - no lead group constraints
• Journeys can be created for all lead groups or a specific lead group
• For all lead groups - only standard fields can be added (not lead group specific)
• For a specific lead group - four field types and static elements can be added

Field Types

• Metadata fields - hold lead information, rather than data about the customer or prospect
• Standard fields - available across all lead groups, about the customer or prospect
• Additional fields - specific to a single lead group, edited in FLG CRM
• Journey fields - created in Journeys, only available through Journeys; create as many as required
• Static elements - used to style and format your journey

Accessing the Journeys Editor

• Go to Settings > Journeys in FLG CRM
• Access is controlled by the Administration permission: Enable user to manage forms and journeys
• Uses a simple drag and drop interface - no code required
• Supersedes the legacy Forms feature, which required code writing

Running Journeys from a Lead

• Journeys are run and viewed from the lead summary via the Journeys drop-down
• Only journeys relevant to the lead's lead group are shown
• Access is controlled by the Managing Leads permission: Enable access to forms/journeys from lead summary