Overview

Canvas makes it easy and fun to design, build, run and optimize your customer journey in one place. By bringing together all the SuccessPlays and Campaigns within a SuccessBLOC in one workspace, Canvas enables your teams to visualize your complete engagement model, hone in on gaps, and implement changes quickly.

Mapping a new flow starts with Tracks. Tracks are a flexible tool for grouping your customer communications and automations together in a logical way.

Tracks can be used to represent the stages of your journey, categories of engagements, or any other grouping that makes sense for your business.

General considerations and best practices

• Tracks should use your business language
• Make tracks more visually impactful and fun with emojis
• Keep the number of tracks between 3-10. There is no technical limit to the number of tracks you can create, but it can be difficult to visualize an entire flow if it stretches too far beyond the margin. 

Examples

Tracks for stage-based flows

For stage-based flows and processes like Sales, Onboarding, Renewal we recommend creating a track for each stage of the flow, like these examples:

Project-Based Onboarding:

Freemium Sales Cycle:

Renewal Process:

Tracks for situational and segment-based flows:

Risk Detection & Resolution:

Driving Product Adoption:

Customer Nurture: