customer journey map line

Customer Journey Maps: How to Create Really Good Ones [Examples + Template]

Updated: April 17, 2024

Published: May 04, 2023

Did you know 70% of online shoppers abandoned their carts in 2022? Why would someone spend time adding products to their cart just to fall off the customer journey map at the last second?

The thing is — understanding your customer base can be very challenging. Even when you think you’ve got a good read on them, the journey from awareness to purchase for each customer will always be unpredictable, at least to some level.

While it isn’t possible to predict every experience with 100% accuracy, customer journey mapping is a convenient tool for keeping track of critical milestones that every customer hits. In this post, I’ll explain everything you need to know about customer journey mapping — what it is, how to create one, and best practices.

Table of Contents

What is the customer journey?

What is a customer journey map, benefits of customer journey mapping, customer journey stages.

• What’s included in a customer journey map?

The Customer Journey Mapping Process

Steps for creating a customer journey map.

• Types of Customer Journey Maps

Customer Journey Mapping Best Practices

• Customer Journey Design
• Customer Journey Map Examples

Free Customer Journey Map Templates

Free Customer Journey Template

Outline your company's customer journey and experience with these 7 free templates.

• Buyer's Journey Template
• Future State Template
• Day-in-the-Life Template

You're all set!

Click this link to access this resource at any time.

The customer journey is the series of interactions a customer has with a brand, product, or business as they become aware of a pain point and make a purchase decision. While the buyer’s journey refers to the general process of arriving at a purchase, the customer journey refers to a buyer's purchasing experience with a specific company or service.

Customer Journey vs. Buyer Journey

Many businesses that I’ve worked with were confused about the differences between the customer’s journey and the buyer’s journey. The buyer’s journey is the entire buying experience from pre-purchase to post-purchase. It covers the path from customer awareness to becoming a product or service user.

In other words, buyers don’t wake up and decide to buy on a whim. They go through a process of considering, evaluating, and purchasing a new product or service.

The customer journey refers to your brand’s place within the buyer’s journey. These are the customer touchpoints where you will meet your customers as they go through the stages of the buyer’s journey. When you create a customer journey map, you’re taking control of every touchpoint at every stage of the journey instead of leaving it up to chance.

For example, at HubSpot, our customer’s journey is divided into three stages — pre-purchase/sales, onboarding/migration, and normal use/renewal.

1. Use customer journey map templates.

Why make a customer journey map from scratch when you can use a template? Save yourself some time by downloading HubSpot’s free customer journey map templates .

This has templates that map out a buyer’s journey, a day in your customer’s life, lead nurturing, and more.

These templates can help sales, marketing, and customer support teams learn more about your company’s buyer persona. This will improve your product and customer experience.

2. Set clear objectives for the map.

Before you dive into your customer journey map, you need to ask yourself why you’re creating one in the first place.

What goals are you directing this map towards? Who is it for? What experience is it based upon?

If you don’t have one, I recommend creating a buyer persona . This persona is a fictitious customer with all the demographics and psychographics of your average customer. This persona reminds you to direct every aspect of your customer journey map toward the right audience.

3. Profile your personas and define their goals.

Next, you should conduct research. This is where it helps to have customer journey analytics ready.

Don’t have them? No worries. You can check out HubSpot’s Customer Journey Analytics tool to get started.

Questionnaires and user testing are great ways to obtain valuable customer feedback. The important thing is to only contact actual customers or prospects.

You want feedback from people interested in purchasing your products and services who have either interacted with your company or plan to do so.

Some examples of good questions to ask are:

• How did you hear about our company?
• What first attracted you to our website?
• What are the goals you want to achieve with our company? In other words, what problems are you trying to solve?
• How long have you/do you typically spend on our website?
• Have you ever made a purchase with us? If so, what was your deciding factor?
• Have you ever interacted with our website to make a purchase but decided not to? If so, what led you to this decision?
• On a scale of 1 to 10, how easily can you navigate our website?
• Did you ever require customer support? If so, how helpful was it, on a scale of 1 to 10?
• Can we further support you to make your process easier?

You can use this buyer persona tool to fill in the details you procure from customer feedback.

4. Highlight your target customer personas.

Once you’ve learned about the customer personas that interact with your business, I recommend narrowing your focus to one or two.

Remember, a customer journey map tracks the experience of a customer taking a particular path with your company. If you group too many personas into one journey, your map won’t accurately reflect that experience.

When creating your first map, it’s best to pick your most common customer persona and consider the route they would typically take when engaging with your business for the first time.

You can use a marketing dashboard to compare each and determine the best fit for your journey map. Don’t worry about the ones you leave out, as you can always go back and create a new map specific to those customer types.

5. List out all touchpoints.

Begin by listing the touchpoints on your website.

What is a touchpoint in a customer journey map?

A touchpoint in a customer journey map is an instance where your customer can form an opinion of your business. You can find touchpoints in places where your business comes in direct contact with a potential or existing customer.

For example, if I were to view a display ad, interact with an employee, reach a 404 error, or leave a Google review, all of those interactions would be considered a customer touchpoint.

Your brand exists beyond your website and marketing materials, so you must consider the different types of touchpoints in your customer journey map. These touchpoints can help uncover opportunities for improvement in the buying journey.

Based on your research, you should have a list of all the touchpoints your customers are currently using and the ones you believe they should be using if there’s no overlap.

This is essential in creating a customer journey map because it provides insight into your customers’ actions.

For instance, if they use fewer touchpoints than expected, does this mean they’re quickly getting turned away and leaving your site early? If they are using more than expected, does this mean your website is complicated and requires several steps to reach an end goal?

Whatever the case, understanding touchpoints help you understand the ease or difficulties of the customer journey.

Aside from your website, you must also look at how your customers might find you online. These channels might include:

• Social channels.
• Email marketing.
• Third-party review sites or mentions.

Run a quick Google search of your brand to see all the pages that mention you. Verify these by checking your Google Analytics to see where your traffic is coming from. Whittle your list down to those touchpoints that are the most common and will be most likely to see an action associated with it.

At HubSpot, we hosted workshops where employees from all over the company highlighted instances where our product, service, or brand impacted a customer. Those moments were recorded and logged as touchpoints. This showed us multiple areas of our customer journey where our communication was inconsistent.

The proof is in the pudding — you can see us literally mapping these touch points out with sticky notes in the image below.

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Outline your company's customer journey and experience with these 7 free customer journey map templates.

Service Hub provides everything you need to delight and retain customers while supporting the success of your whole front office

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The definitive 8-step customer journey mapping process

In business, as in life, it's the customer's journey that makes the company's destination worth all the trouble. No customer wants to jump through several different hoops to get to your product: they want it fast and they want it now.

Following certain customer journey mapping stages helps you improve your user's experience (UX) to create a product they love interacting with, ensures you stay ahead of key workflow tasks, and keeps stakeholders aligned. But a misaligned map can derail your plans—leading to dissatisfied users who don’t stick around long enough to convert or become loyal customers.

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This article walks you through the eight key stages of great customer journey mapping, and shows you how to adapt each to your unique business and product to optimize the customer experience from start to finish. 

Learn how customers interact with your product and website

Hotjar's Observe and Ask tools let you go ‘behind the scenes’ to understand your users’ product experiences and improve their customer journey.

An 8-step process for effective customer journey mapping

A customer journey map is a visualization of every point of interaction a user has with your company and product.

Mapping out the customer journey gives you insights into your buyers’ behavior to help you make changes that improve your website and the user flow between touchpoints. This helps you increase online sales and turn users into loyal customers and brand advocates.

Follow these eight proven steps to understand—and enhance—the customer experience.

Note: every business is distinct, so be sure to adapt these steps to your particular user and business needs. 

1. Define your purpose

The first step to creating a successful customer journey map is to define your product's vision or purpose. Without a clear purpose, your actions will be misguided and you won’t know what you want users to achieve during their journey on your website, product page, or web app. 

To define your purpose, consider your company’s mission statement and incorporate your specific user pain points as much as possible. 

Make your purpose specific to your company’s needs and goals—for example, the purpose of an ecommerce brand looking to help users navigate several different products and make multiple purchases will differ from that of a SaaS company selling subscriptions for one core product.

2. Make sure your team is aligned and roles are clear

Cross-functional collaboration is essential when mapping out your brand's or product’s user journey. Get insights from different teams within your organization to find out exactly how users engage with key touchpoints to derive a holistic sense of the user experience (UX), which will help you improve every aspect of the customer experience.

Lisa Schuck , marketing lead at Airship , emphasizes the importance of keeping “anybody that has a touchpoint with a customer” involved. She advises teams to “figure out how to align your external marketing and sales with your internal operations and service.”

Although sales, product, and marketing departments are often the key players in customer journey mapping, also involve your operations and design teams that are responsible for creating the user flow. 

If you have a SaaS company, for example, marketing creatives, sales teams, product owners and designers, and your customer experience department all need to participate in the process. Clearly define who’s responsible for different aspects of the map, and regularly check in to make sure your final map isn’t missing any important perspectives.

Pro tip: use Hotjar's Highlights feature to collect and organize key product experience (PX) insights and data on user behavior from teams across your organization to help you build your customer journey map. Then use Hotjar’s Slack integration to quickly share learnings with your relevant stakeholders to get buy-in and ensure everyone is aligned.

Hotjar’s Slack integration Slack lets teams discuss insights in the moment, so they’re up to date with critical issues 

3. Create user personas

Once you’ve defined your purpose and involved all relevant stakeholders, it’s time to design your user personas . Use resources like UXPressia and HubSpot’s Make My Persona tool to help you design various product personas . 

Create a range of user personas to understand what each type of buyer needs to curate a journey that’s easy and enjoyable for every customer. This is an important early step in the customer journey mapping process—because if you don’t understand your users, you won’t be able to fully comprehend how they interact with your brand to better it.

Create user personas for all your product’s possible buyers—for example, to map out a B2B customer journey for a company in the hospitality business means developing personas for a range of different customers, from large chain hotel managers to small vacation rental owners. 

4. Understand your user goals

Once you’ve designed your user personas, it’s time to define their jobs to be done . What do your users hope to accomplish when they search for your product or service? What do they want to do when they click on your website? Address and answer these questions to build a deep understanding of your users’ goals and pain points to inform your customer journey.

In a SaaS customer journey , perhaps users are looking for helpful comparisons of product features on your website, or want to easily sign up for a trial account in the hopes that your product will solve their problems. But you won’t know until you ask . 

Once you have users or test users, get direct insights from them with Hotjar's Feedback tools and Surveys to ask buyers exactly what their goals are as they browse different pages of your website or interact with product features.

Since user goals are at the center of your customer journey map, define them early on—but keep speaking to your users throughout the entire process to make sure you’re up to date with their needs.

5. Identify customer touchpoints

After you understand your users and what their goals are, it’s time to identify the ways they interact with your company and your product. 

"Touchpoints are the moments the customer interacts with your brand, be it through social media channels, your product, or customer support. The quality of these experiences affects the overall customer experience, which is why it’s important to be aware of them. Consider what happens before, during, and after a customer makes a purchase or uses your product."

Key customer journey touchpoints for a website or product include your homepage, landing pages, product pages, CTA buttons, sign-up forms, social media accounts, and paid ads. 

Collaboration is key to identifying touchpoints throughout the entire customer journey. Include insights from different teams and stakeholders —your marketing and sales teams will have a strong understanding of the touchpoints involved pre-purchase, while the customer experience department can shed light on post-purchase touchpoints. 

Post-purchase touchpoints can help turn users into loyal customers and even advocates for your brand. 

In the words of Lisa Schuck, "When you create a raving fan, or a brand advocate, who goes out and tells the world how wonderful you are, you get social credibility and validity. It’s becoming more and more important to have advocates."

Pro tip : speak with your users regularly to get direct voice-of-the-customer (VoC) insights on what they love and what frustrates them on their journey. Place Hotjar Feedback widgets and Surveys at key website touchpoints like your homepage and landing pages to get valuable user insights on what you can improve. Use Hotjar’s survey templates to get inspiration for your survey questions. 

An example of an on-site Hotjar Survey

6. Map out the customer journey

Once your user and product research are complete and all roles are distributed, it’s time to map out the full customer journey.

First, map out an overarching customer journey by putting your key touchpoints in order and identifying how your various user personas interact with them. Then, home in on the details, looking at how customers engage with specific aspects of your website, product, or social media accounts. 

Breaking down the mapping process into smaller phases will ensure you don’t miss any key interactions. 

Here’s how an ecommerce brand could lay out general touchpoints, then narrow each down into more specific actions:

Pro tip : it’s helpful to think of the user journey in terms of different functions when mapping it out, like:

Connect: how are buyers connecting with your brand?

Attract: how are you convincing them to convert?

Serve: how are you serving customers when they want to purchase?

Retain: how are you promoting brand advocacy and customer retention ?

7. Test the customer journey

Once you’ve mapped out the customer journey, it’s time to take it for a spin. You can’t understand how your users move through customer touchpoints unless you test out the user flow yourself. 

Start with an informational Google search, then visit your website, check out your social media pages, and simulate the purchase process. This will help you get a better sense of how users interact with each touchpoint and how easy it is to move between them. 

Be sure to try out the journey from the standpoint of every relevant user persona. For an enterprise software company, this could mean looking at how decision-makers move through the user flow vs. the employees who’ll use your software day to day. 

By walking through the customer journey yourself, you can identify issues and difficulties that users may have to address them proactively. 

Try out the user flow with test users to get a realistic perspective of the user experience. Be sure to use focus groups that represent every one of your user personas. 

8. Use continuous research to refine your map 

Continuously map out, analyze, and evaluate the customer journey by observing users and getting their feedback. Hotjar Heatmaps and Recordings help you understand how your users are experiencing the customer journey on your website: create heatmaps to see whether users are clicking on CTAs or key buttons, and watch recordings to find out how they navigate once they reach your homepage.

Then, use Google Analytics to get an overview of your website traffic and understand how customers from different channels move through the user journey. 

Finally, once you have these combined user insights, use them to make changes on your website and create a user journey that is more intuitive and enjoyable.

Pitfalls to avoid during the customer journey mapping stages

Jamie Irwin , director & search marketing expert at Straight Up Search , says companies should avoid these three common mistakes when mapping out the customer journey:

Don't map out the entire customer journey at once

Don't forget about the ‘hidden journeys’

Don't make assumptions about customer behavior

To sidestep these common pitfalls: 

Start by mapping out the overall journey, and only drill down into more detail once you have a broader, higher-level overview of the customer journey

Factor in every way that customers interact with your brand, even the ones you don’t have as much visibility on, like ‘dark social’ communications about your brand shared in private channels. Talk to your users to find out what they’ve heard about your brand outside of public channels , and use sticky share buttons to keep track of when your content’s shared through email or social media messengers.

Take a data-informed approach: don’t assume you already know your users —test out your hypotheses with real users and qualitative and quantitative data. 

Follow proven steps to successfully map out the customer journey 

Take the time to understand your business goals and users, involve the right teams, and test frequently to consistently improve your customer journey and make the decisions that will help you map out an experience that will get you happy and loyal customers.

FAQs about customer journey mapping stages

What is the purpose of customer journey mapping.

Customer journey mapping helps you visualize how users interact with your business and product, from the moment they find it until long after they make their first purchase. 

The purpose of customer journey mapping is to gain insights into the buyer's journey to create a more enjoyable, streamlined, and intuitive experience for your customers.

What are the benefits of following a customer journey mapping process?

The main benefits of a customer journey mapping process are: : 

Building on tried-and-tested processes

Not missing any key steps

Considering all buyer personas

Keeping all relevant stakeholders involved

Creating a valuable customer journey map 

Improving user experience

What happens if you don’t follow key steps in customer journey mapping?

If you don’t follow key steps when mapping out the customer journey, your map likely won’t give you the insights you need to enhance the experience users have with your most important touchpoints —like your homepage, landing pages, CTAs, and product pages. 

This can result in high bounce rates, low conversion, and unsatisfied users who fail to become loyal customers.

CJM benefits

Previous chapter

CJM touchpoints

Next chapter

Collaborative customer journey mapping tools

Easily plan and create customer journey maps in Miro. Exercise empathy, understand your user’s wants and needs, and build exceptional customer experiences.

Over 60M users love Miro.

Ready-made customer journey map templates

Design transformative customer journeys with templates for persona building, touchpoint maps, service blueprints, and more. Help your team quickly visualize, collaborate, and iterate on your customer experience, bringing in data and research to make the best-informed decisions.

Create a shared understanding, faster

Build highly visual and accurate maps that bring a customer’s humanity and experience to life with dynamically populated input, feedback, and data from various sources, like Amplitude, Looker, Blossom, Loom, and UserTesting. Record interactive walkthroughs with Talktrack so everyone can engage on their own time, with all the context on the board.

Easy to share and change

Give your team easy access to customer journey maps so they can leave feedback, ask questions, and make immediate changes as needed. Keep customer-centricity top of mind by embedding it everywhere your teams work (like Confluence) and it’ll always be synced to the latest version, or export your customer journey map as an image or PDF file for presentations.

Why people love Miro for customer journey mapping

Uncover possibilities.

Miro’s infinite canvas gives you the ability to collaborate across product teams and cross-functional stakeholders on customer journeys. It serves as a team hub for mapping and research, where you can plot your customer’s paths, visualize their journey, and gather insights all in one tool.

Empathy made easy

Make sure all voices are heard and tap into your team’s collective imagination to identify customer pain points, cultivate empathy, wireframe solutions, and ship innovative products  — all with Miro’s customer journey map tools.

Be the voice of the customer

Map your user journey step-by-step and truly understand the people using your product. Bring your team with you in this process and share your customer journey map across your organization. Become the customer advocate and ensure you add value to your product.

Quickly get started

Miro’s customer journey map tool helps accelerate your team’s processes by clearly visualizing journeys, touchpoints, personas, and more. Save time by crafting your customer journey map using one of our pre-made frameworks, or build one from scratch with our many editing tools.

Deliver better results

Make better-informed decisions by getting instant feedback and craft experiences that people will remember. Tag team members, receive comments, and gain more insights with Miro’s collaborative customer journey mapping tool.

Share it with everyone

Share your insights and be proactive by running customer workshops inside your organization. Use Miro’s collaborative features, such as the timer and voting, to help lead interactive sessions and engage your team. Offer the space and tools needed for blue-sky thinking.

Related templates

Customer Journey Map Template

Design the best product experience and meet your customer's needs.

Customer Touchpoint Map Template

Identify opportunities and gain a competitive advantage.

Customer Problem Statement Template

Create a problem statement to understand your customer's point of view.

Voice of the Customer Template

Create standards to understand and improve your customer experience.

Customer Journey Mapping Template Pack

Easily create customer journey maps for projects of all kinds.

Experience Mapping Template

Bring a customer-centric approach to product development and branding.

More than just a customer journey map

Customer journey mapping in Miro is the perfect blend of structure and flexibility, so your team can seamlessly visualize, collaborate, and iterate on your user journeys. From workshops with product teams to client presentations, focus on what matters and build great customer experiences.

UX & Design

From brainstorming with your cross-functional squad to gathering feedback for iteration and reiteration, create product experiences that people love.

Research and Design

Embrace design thinking and collaborate on design sprints, customer journey maps, wireframes, and more. Transform the way your team builds products.

Strategic planning

Propel your plans from strategy through execution. Run engaging remote planning sessions, build visual presentations, and manage and track progress collaboratively.

Bring teams together and create everything you need to develop campaigns that delight customers and drive business forward — all in one place.

Wireframing

Create quick app and website wireframes, ideate on sticky notes, map user flows, and collect references. Do it all in real time with your team on one board.

Bring teams closer together and execute faster in a hybrid, collaborative Obeya room.

How to create a customer journey map with Miro

Define personas

Determine which specific customer segments or personas you want to focus on. Collect data and insights about their needs, behaviors, and preferences.

Identify touchpoints

Identify key stages of the customer journey listing the touchpoints. Detail the specific actions, emotions, and pain points customers experience at each stage.

Add context and insights

Integrate data from customer surveys, interviews, analytics, and other sources to enrich your understanding of customer behaviors and preferences.

Share and find opportunities

Identify opportunities to improve the customer experience. When ready, share with stakeholders for feedback and collaboratively draft an action plan to implement the findings.

Iterate and update

Embed the map where teams and stakeholders can easily find it. Regularly review and evolve the customer journey map as you gain more data, insights, and feedback.

Customer journey mapping tools FAQs

What makes a good customer journey.

To create a good customer journey map, make sure you add all the stages your user goes through by mapping every customer touchpoint and the phases they belong to. After you map out your customer journey, to know more about who they are, you can create a storyboard or dig deeper with an empathy map. Miro’s customer journey mapping software makes it easy to add other artifacts and maps to your board, so you can have a great overview of your customer journey and what influences your customer's experiences. It can get messy, and it’s ok! Once you have all the information you need in one shared space, it’s easier to craft your customer journey or create a new user journey map.

What are the components of a customer journey map?

In Miro’s customer journey mapping tool, you have the flexibility to add as many components as you’d like. In our template, we use the following: actions, touchpoints, customer thoughts, customer feelings, process ownership, and opportunities. Each component belongs to a customer journey stage and is added to the board. Some folks also add user research data and other tools, such as empathy maps or timelines.

Can I download or share my customer journey map?

Yes, you can download your customer journey map as an image or PDF file or share your board link with others. Embed the map everywhere your teams work, like Confluence or Notion and it'll always be synced to the latest version. The customer journey map can be treated as a living document, evolving according to your product evolution and need.

Discover more

The ultimate list of templates for understanding your customers

A field guide to customer journey mapping

3 steps to go from customer interviews to a customer journey map

Service blueprint vs. journey maps

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The Ultimate Guide to Customer Journey Mapping [Updated 2022]

In a world full of choice, how are brands standing out?

By creating exceptional customer experiences.

Emotions play a large role in purchasing decisions. Brands that can create positive experiences are more likely to attract and retain customers, drive revenue, and experience growth.

For many businesses, customer journey mapping (CJM) is the first step towards creating these exceptional customer experiences.

We’ll talk about what customer journey mapping is, why customer journey mapping is especially important for offline-first businesses, and how to create your own customer journey map..

Customer journey mapping process, source: Unsplash

Customer journey definition

Your customer journey is the series of touchpoints your customer experiences as they interact with your brand on their way to making a purchase or after purchasing.

What is customer journey mapping?

Customer journey mapping is a visual representation of a customer’s experience with your brand. It highlights the various touchpoints, actions, and goals a user has in the process of becoming your customer.

Since 56% of customer interactions happen across channels , there are many opportunities for cost savings, growth, and customer retention for your brand when you deepen your understanding of your customer’s journey. It’s best practice to map out your customer journey so you can identify pain points and opportunities for growth.

A customer journey map is a visual representation of your customer journey from the moment they first interact with your brand all the way through to when they become loyal advocates.

Customer journey mapping will help you step into your customers’ shoes and gain valuable insights into their real-world interactions with your brand – from clicking on your Google ad to stepping into your museum or store.

A strong customer journey map will provide insights into the aspects of the customer journey that are working well, not-so-well, and any aspects that may be missing altogether. These insights are an incredible resource as they help you to better understand your customers and pinpoint where you should be focusing your time and efforts.

Why is customer journey mapping important?

An exceptional customer experience is essential if you want to build brand equity, attract customers, and grow your business. Your customers interact with your organisation in a variety of ways. With the increasing complexity of interactions online and offline you’d think customer journey mapping features in most organisations’ customer experience (CX) plans.

How would you best describe your understanding of the customer journey? Source: econsultancy.com

Yet, even though 81% of companies believe customer experience is a competitive advantage , only 8% report having a joined up omnichannel strategy. A full 33% admit they’re unable to track customer journeys at all.

It makes sense to spend some time creating your customer journey map – 71% of brands say that customer journey mapping has reduced their customer service costs by up to 20%. A further 77% of consumers say they view brands more favourably when they ask for feedback.

With 84% of consumers saying being treated like an individual is very important to winning their business, it’s critical that you understand your buyers’ desires and pain points at every interaction with your brand.

Source: salesforce.com

To create an exceptional customer experience , you need to have the proper data. Customer journey mapping is a strategic tool that helps you create personalised experiences along every step of the customer journey. It helps you meet short-term customer needs and expectations but also gives you a long-term view of their expectations so you can anticipate future needs. A customer journey map provides you with the insights you need to better understand your customers. This allows you to then create a customer experience that satisfies all their expectations.

The last mile of the customer journey is an important topic and customer journey mapping can help you identify opportunities for advanced forecasting, optimised delivery, intelligent insights, and real-time tracking.

Benefits of customer journey mapping

With information comes empowerment. By gaining a deeper understanding of your customer experiences through customer journey mapping, you will be empowered to make decisions that elevate your business.

By thoroughly mapping customer journeys, you can develop a customer-focused mentality, improve your customer retention rate, and gain a deeper understanding of your customers.

Customer journey mapping has several benefits , including:

• Uncovering the differences in behaviour between buyer personas
• Creating a logical buying process
• Optimising the onboarding process
• Benchmarking your customers’ experience against predictions

You can create a customer-focused mentality throughout the company

Although every department in your company is working towards the same goal, the objectives of each department may be slightly different. Everyone in the business wants to achieve growth. But while the marketing department focuses on building brand awareness, the accounting department focuses on profits and losses. Whatever the department’s objectives may be, the customer must always be at the heart of every action and goal.

By creating a customer journey map that illustrates the entire customer journey and the role each department plays in shaping the experience, you can unite departments over a shared customer-focused mentality. This shared mentality can help departments unite their objectives, improve the customer experience, and reach the same goals.

You can improve your customer retention rate

Customers are largely driven by emotion. If your business delivers a consistently positive experience, your customers are unlikely to take their business elsewhere.

By improving customer engagement and your customer retention rate through exceptional customer experiences, your business will likely also benefit from:

• Increased revenue. You are more likely to up-sell and cross-sell to existing customers. These revenue sources are often more profitable for your business.
• Improved external touchpoints. Your loyal customers will share positive referrals and reviews of your business to new potential customers.
• Cost efficiencies. It is generally more affordable to retain current customers than to attract new ones.

You can gain a deeper understanding of your customer

The best way to help your customer and create an exceptional customer experience is by understanding who they are and what they want. Diving into the actions and touchpoints your customers have along their journey will reveal the different goals they have and the outcomes they expect. This understanding will allow you to implement solutions and strategies that appeal directly to your customer’s wants and needs so you can continue creating those positive experiences and build brand loyalty.

A case against customer journey mapping

While there are many benefits to creating a customer journey map, it is not without its limitations. Some of these limitations include:

Little opportunity for flexibility. If you are a newer business without a pre-established customer journey in place, creating a customer journey map can limit your ability to test and experiment with different customer experience models or initiatives.

Excludes external factors. Inputs such as cost, implementation difficulty, and competition are not included in a customer journey map. However, these inputs have the potential to hold a notable influence on your overall customer experience and customer satisfaction.

Does not consider related journeys. Purchases don’t often happen in isolation, and your customer is likely engaging in a variety of related journeys with multiple businesses at the same time. CJM’s are not able to evaluate how these related journeys impact one another and influence the overall customer experience.

Despite its limitations, a customer journey map is still a great tool. Supplement CJM’s shortcomings by implementing additional tools that can work alongside your map.

The basic concepts of a customer journey map

A customer journey map combines a series of touchpoints, actions, emotions, and barriers that your customer experiences throughout their journey. Together, these inputs create one cohesive experience.

Example Customer Journey Map, source: Columbia Road

A strong journey map will include all these different inputs in detail so that you can make customer experience decisions based on complete and accurate information.

Touchpoints

A touchpoint is any interaction a customer has with your brand. This can include everything from in-store experiences and web searches to paid advertising and word-of-mouth referral. Essentially, a touchpoint is any interaction that allows your customer to form an opinion on your business.

Touchpoints are critical because their combined influence determines whether a user will become a customer. The challenge with touchpoints, however, is that many of them are outside of your control. Peer recommendations and user-generated content cannot be managed by your marketing department and depend upon the experiences of other customers with your brand.

Actions are any behaviour your customer engages in. This includes following your social media page, visiting your website, or coming to your store. While not all actions are equally important, they all play a role in determining whether a customer makes a purchase at the end of their journey.

Emotions & Motivations

Every customer has a different reason for purchasing from you. It may be because your product or service fulfils a functional need or because the customer aligns with your brand promise. Either way, the aspect uniting all purchasing motivations is emotion.

Customers’ decisions are largely based on how your business makes them feel. Ensuring you can fulfil customer’s functional needs while delivering a positive emotional experience is essential in creating a great customer journey.

Barriers & Pain Points

No customer journey is perfect, and at some point, your customer is likely to come across a barrier or pain point. Maybe your website load time is slow, or your return policy does not meet expectations. Whatever it is, most customer encounters a touchpoint or action that takes away from their overall experience.

Customers experience roadblocks, dead ends and frustration in their journey. The more friction we put in front of potential customers, the less likely they are to complete the journey Forbes

To create an outstanding customer experience, the first step is knowing where your barriers are. You need to identify these pain points and understand why they deter customers. With this information you can respond quickly and build effective solutions.

Current State

The most common type of customer journey map, is one that represents your customer journey as it currently exists. These customer journey maps outline the touchpoints, actions, emotions, and barriers that your users currently go through before and after becoming a customer. These types of CJM’s are great to help you acknowledge aspects of the customer journey that are working and identify growth opportunities.

Future State

A future state customer journey map, visualises your customer journey as you would like it to be. Future state CJM’s are aspirational by nature. They are great for creating a visual representation of your customer experience goals.

How do I create a customer journey map?

Source: https://unsplash.com/photos/w00FkE6e8zE

Your customer journey mapping should seek to address questions such as:

• Which customer segments am I targeting?
• What kinds of behaviours am I looking at – linear or cyclical?
• How can I start from the customer’s perspective?
• How can I recreate experiences across multiple channels and touch points?
• How can I represent important metrics and indicators such as NPS or CSAT scores?

There are many ways you can go about creating and designing your CJM, but for best results, we recommend following the following customer journey mapping methodology:

Conduct persona research

Many businesses believe they have an in-depth understanding of your customers and the customer experience. Yet, nothing beats speaking to your customers directly. For a strong customer journey map, conduct thorough research. Interview your customers via feedback surveys and questionnaires to get more complete and honest feedback on your current customer experience. Avoid making mistakes when surveying customers .

It is important to note when building your customer journey map, it is often best practice to focus on one customer persona at a time. Your customer base is diverse and so are their experiences with your brand. One CJM will not be enough to cover the variability in different customer journeys. Begin by focusing on one persona and slowly build out more maps from there to cover multiple personas.

Understand your customer’s goals

At every step along the customer journey, there is a goal your customer is trying to achieve. Whether that be trying to find your store hours when visiting your website, or wanting to learn more about your brand personality through social media. Every action is motivated by an end goal. By figuring out what these goals are at each stage of the customer journey, you will be able to determine if these goals are being satisfied effectively. You will also understand how these goals are evolving throughout the customer journey.

List all the touchpoints

The strongest CJM’s have lots of detail and are specific. Spend time identifying all the different touchpoints in your customer journey, to get a complete view of the experience.

Map the current state

To understand how you can improve your customer experience, you must first understand how the current journey is doing. Start by mapping the current state to create a baseline and identify opportunities for growth and improvement.

Take the customer journey yourself

Your real customers will be able to tell you a lot about your current customer experience. But most customers are not taking note of each and every touchpoint. They are likely to forget minor pain points or small moments of delight when questioned later on.

Going through your customer journey yourself is a great exercise. Approach with an unbiased perspective so you can experience first-hand the strengths and limitations of the journey. You’ll find deeper insight when you put yourself in your customer’s shoes.

Chart a sentiment line

Representing the emotional state of your customer throughout each stage of the journey is one of the most important aspects of your customer journey map. Each action taken by your customer is driven by emotion, so understanding how these emotions evolve throughout the journey and how they influence different actions is imperative. Include a sentiment line in your CJM that represents how emotions are evolving throughout the journey, and use this as a baseline when creating changes and improvements to your map.

Step-by-step: Customer journey mapping process

While it can be helpful to find other customer journey mapping examples, your customer journey map will be unique to your organisation’s goals and customers.

Source: davechaffey.com

We suggest the following 5 step process to build your customer journey map:

1. Gather the support of stakeholders

In the modern connected enterprise every department has a stake in the customer experience, not just customer support. Getting everyone involved early in the customer mapping process will help you define requirements and gather feedback further down the line.

2. Conduct customer research

Find out everything you can about your customers and their pain points through surveys , customer effort scores , and interviews. You can also use the data you have concerning your interactions with your customers, including your Customer Relationship Management (CRM) tool , social media conversations, customer support calls, and complaint logs.

Build a complete picture of your customers using words and phrases you’ve heard them use, adding motivations, expectations, pain points and other emotional elements you’ve been able to gather.

When you’re building a customer journey map, don’t forget to include customers that didn’t purchase to uncover differences in their experiences. This can provide useful insights on their decision-making process, helping you to plug gaps in your product and service offerings you may be unaware of.

3. Create your customer personas

Armed with the results of your customer research, build a comprehensive profile of your customers. You may have one or several buyer personas. A buyer persona is an idealised profile of a customer but it will help you formulate an understanding of each customer type.

Your customer persona will also help you understand your customers’ motivations.

These can be:

• Price – At the research stage
• Information and guidance – At the purchasing stage
• Recognition from peers – Post purchase, such as when recommending your product or service to their friends and family

4. Draw your customer journey map

There are many ways (customer touchpoints) your customer comes into contact with your brand before, during and after purchasing.

Your map should capture these touch points adequately, highlighting those that have the highest impact. The point of sale is especially important for many businesses because this is the last interaction your would-be customer has with the brand before committing to a purchase.

For long customer journeys, break up your map into phases , taking care to document your customers’ mindset throughout each phase as they try to accomplish different goals.

Start with a customer journey map template if you’re unsure where to start. You may want to ask a graphic designer to give your map a professional finish to maximise its impact on stakeholders.

5. Refine your journey maps

Use qualitative and quantitative data to identify roadblocks and pain points in your customer journey. Also, mark areas where you’re excelling so you can build on them. Where there are roadblocks in your customer journey, drill further into the data and try to figure out where adjustments might have the biggest impact.

How can I improve my customer journey?

Once you understand your current customer journey, you will face the challenge of figuring out ways to make improvements. While each business will have different areas of focus, here are some guiding steps to follow when creating and implementing changes.

Your journey maps will be extensive, and there are likely many different areas you could focus your time on. To avoid getting overwhelmed or, feeling unsure of where to start, begin by setting specific goals of what you want to achieve. Maybe you want to focus on your social media presence or improve your customer service wait times, whatever it is, start small and set specific and tangible goals to guide your efforts.

Decide what to measure

When making improvements to your customer journey, it’s important to measure their impact. By defining metrics and measuring the success of different initiatives, you can track your progress and create a benchmark for future changes and opportunities.

Include KPIs

Changes to your customer journey won’t happen overnight. Set key performance indicators to help keep your team focused and on track as they work towards implementing outlined improvements. Align your KPI’s with your goals to help keep the improvement process organised and succinct.

Prioritise and fix issues

Once you’ve built your current state customer journey map, there will likely be quite a few customer pain points and improvement opportunities. To decide where to start, prioritise improvements based upon their significance in the customer journey, how frequently a customer interacts with that touchpoint, and the return on investment (ROI) they can deliver. Begin by fixing the highest priority items and work your way down the list.

Review and update each journey map after every major change

As your business evolves, so will your customer journey. Every time you launch a new product, service, or location be sure to update your CJM to reflect the changes. Customers expect a lot and being able to constantly improve your offerings while delivering consistently exceptional experiences will go a long way in building customer loyalty .

Set monthly, quarterly, or annual meetings to review the CJM as a team to help get you in the practice of making updates frequently.

Example customer journey maps

No two customer journey maps are alike. Depending on your industry and who your customers are, your customer journey map will hold different details and nuances to create a comprehensive and specific visual of your customer journey.

Although each CJM is unique, here are a few examples to help get you started.

Retail customer journey map example

Source: IKEA

Customer journey mapping for big corporations can be tough. Ikea did a great job of developing a CJM that outlines the thoughts, behaviours, and emotions of a customer throughout their journey at the store. Visually appealing and easily digested, this map clearly describes the entire journey with all its complexities and nuances.

Bonus example: Omnichannel consumer journey map example

Source: Medium

It’s not a simple customer journey map, but this amazing graphic beautifully demonstrates how offline and online consumer journeys are connected as a buyer interacts with different touchpoints at IKEA.

B2B customer journey map example

Source: FedEx Business Insights

This customer journey map by FedEx is customer-focused and addresses the goal of the customer – global expansion. Through b2b international customer journey mapping, and by highlighting the customer journey from start to finish - and how FedEx plays a role in goal attainment - FedEx can position itself as an essential aspect of the B2B customer journey.

Circular customer journey map example

Customer Journey Map created by LEGO

A fun example of a circular customer journey map is the one from Lego, showing the customer experience of a Lego customer flying from Heathrow to New York City. In this example, Lego pays close attention to each step of the journey to create a detailed, unique, and exceptional LEGO customer journey.

Automotive customer journey map example

Car Rental Customer Journey Map created by Delightability

The image shows an automotive customer journey map using car rental. It’s taken from Gregory Olson’s book, The Experience Design Blueprint.

As you might notice, the relevance of each touchpoint on the journey depends largely on the audience. The company may have an interest in improving the overall experience when you’re trying to find a car to rent and using their app, but for someone renting a car for business travel, that might be less important than how easy it is to return the car at their destination.

So context matters. How you use the service as a business traveler will likely be very different from how you use it as a tourist.

The one thing we can all relate to is that most people have rented a car, so we can look at this map and think about all of our experiences in this context—and then consider how they could improve those parts that are more relevant to us based on what we do with them.

Use of customer journeys to improve customer satisfaction

Depending on what type of business you are in, the ideal customer experience will be different. By understanding who your customers are, what they need, and the experience they want to have, you can prioritise and implement the improvements that best align with your customer’s ideal experience.

In our world of change, competing on exceptional experiences is key to success. Make sure to use your journey map frequently and across departments to maintain your competitive advantage.

Tools to help you with your journey mapping

There are a variety of tools you can use to support the development of a strong customer journey map. Some of the tools that we recommend include:

Get everything done at once with Smaply.

A great tool to help you along the journey, Smaply helps you create customer personas, stakeholder maps, and customer journey maps. Includes various visualisation features and icons to help you add detail.

Create custom templates with Lucidchart

A great option for those looking to create a customised map. Lucidchart is a free online tool that allows you to develop a customer journey map using its suite of features.

Keep yourself on track with Asana.

After building your map, you will need a strong organisational system to keep you on track to implement journey improvements. Using a CRM journey map or work management platform like Asana helps you build out implementation projects, assign roles, and collaborate with your team to make customer journey changes quickly and efficiently.

15 free customer journey map templates

A customer journey map that looks great and is easily interpreted is more likely to be used by your team. Here are some great (free!) customer journey templates and customer journey canvas you can use to help develop your journey map:

• Practical Service Template
• Customer Journey Canvas
• Visual Paradigm Customer Journey Maps
• Invision App CJM Template
• Shopping & Purchases CJM Template
• Bundled Journey Map
• Graphic Customer Journey Maps
• Retail Customer Journey Template
• Miro Customer Journey Map
• Customize CJM
• Comprehensive CJM Template
• Simple Customer Journey Template
• Leisure & Entertainment CJM Template
• Restaurant Customer Journey Map
• Service Blueprint Template

Download your free customer journey map template using any of the links above.

Final Thoughts

To compete in our world of choice, you need to stand out from the crowd.

By delivering exceptional customer experiences you can stay competitive, build strong customer relationships, and drive profits.

Use the above steps, recommendations, and tools to build a strong customer journey map that will help you better understand your customers and grow your business.

Co-founder, TRACX

Tom is the co-founder of TRACX, a no-code marketing platform that allows local business owners to collect customer feedback and create engaging marketing campaigns. With over 17 years of experience in entrepreneurship, product development, and marketing for businesses large and small, Tom is currently responsible for developing product and marketing strategies for TRACX.

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What is a Customer Journey Map? [Free Templates]

Learn what the customer journey mapping process is and download a free template that you can use to create your own customer journey map.

Table of Contents

Mapping the customer journey can give you a way to better understand your customers and their needs. As a tool, it allows you to visualize the different stages that a customer goes through when interacting with your business; their thoughts, feelings, and pain points.

And, it’s shown that the friction from those pain points costs big: in 2019, ecommerce friction totaled an estimated 213 billion in lost US revenue .

Customer journey maps can help you to identify any problems or areas where you could improve your customer experience . In this article, we’ll explain what the customer journey mapping process is and provide a free template that you can use to create your own map. Let’s get started!

Bonus: Get our free, fully customizable Customer Experience Strategy Template that will help you understand your customers and reach your business goals.

What is a customer journey map?

So, what is customer journey mapping? Essentially, customer journey maps are a tool that you can use to understand the customer experience. Customer journey maps are often visual representations showing you the customer’s journey from beginning to end. They include all the touchpoints along the way.

There are often four main stages in your sales funnel, and knowing these can help you create your customer journey maps:

• Inquiry or awareness
• Interest, comparison, or decision-making
• Purchase or preparation
• Installation, activation, or feedback

Customer journey maps are used to track customer behavior and pinpoint areas where the customer experiences pain points. With this information uncovered, you can improve the customer experience, giving your customers a positive experience with your company.

You can use customer journey mapping software like Excel or Google sheets, Google Decks, infographics, illustrations, or diagrams to create your maps. But you don’t actually need customer journey mapping tools. You can create these maps with a blank wall and a pack of sticky notes.

Though they can be scribbled on a sticky note, it’s often easier to create these journeys digitally. That way, you have a record of your journey map, and you can share it with colleagues. We’ve provided free customer journey mapping templates at the end of this article to make your life a little easier.

The benefits of using customer journey maps

The main benefit of customer journey mapping is a better understanding of how your customers feel and interact with your business touchpoints. With this knowledge, you can create strategies that better serve your customer at each touchpoint.

Give them what they want and make it easy to use, and they’ll keep coming back. But, there are a couple of other great knock-on benefits too.

Improved customer support

Your customer journey map will highlight moments where you can add some fun to a customer’s day. And it will also highlight the pain points of your customer’s experience. Knowing where these moments are will let you address them before your customer gets there. Then, watch your customer service metrics spike!

Effective marketing tactics

A greater understanding of who your customers are and what motivates them will help you to advertise to them.

Let’s say you sell a sleep aid product or service. A potential target market for your customer base is young, working mothers who are strapped for time.

The tone of your marketing material can empathize with their struggles, saying, “The last thing you need is someone asking if you’re tired. But we know that over half of working moms get less than 6 hours of sleep at night. While we can’t give you more time, we know how you can make the most of those 6 hours. Try our Sleep Aid today and sleep better tonight.”

Building out customer personas will show potential target audiences and their motivation, like working moms who want to make the most of their hours asleep.

Product advancements or service improvements

By mapping your customer’s journey, you’ll gain insights into what motivates them to make a purchase or prevents them from doing so. You’ll have clarity on when or why they return items and which items they buy next. With this information and more, you’ll be able to identify opportunities to upsell or cross-sell products.

A more enjoyable and efficient user experience

Customer journey mapping will show you where customers get stuck and bounce off your site. You can work your way through the map, fixing any friction points as you go. The end result will be a smoothly-running, logical website or app.

A customer-focused mindset

Instead of operating with the motivation of business success, a customer journey map can shift your focus to the customer. Instead of asking yourself, “how can I increase profits?” ask yourself, “what would better serve my customer?” The profits will come when you put your customer first.

At the end of the day, customer journey maps help you to improve your customer experience and boost sales. They’re a useful tool in your customer experience strategy .

How to create a customer journey map

There are many different ways to create a customer journey map. But, there are a few steps you’ll want to take regardless of how you go about mapping your customer’s journey.

Step 1. Set your focus

Are you looking to drive the adoption of a new product? Or perhaps you’ve noticed issues with your customer experience. Maybe you’re looking for new areas of opportunity for your business. Whatever it is, be sure to set your goals before you begin mapping the customer journey.

Step 2. Choose your buyer personas

To create a customer journey map, you’ll first need to identify your customers and understand their needs. To do this, you will want to access your buyer personas.

Buyer personas are caricatures or representations of someone who represents your target audience. These personas are created from real-world data and strategic goals.

If you don’t already have them, create your own buyer personas with our easy step-by-step guide and free template.

Choose one or two of your personas to be the focus of your customer journey map. You can always go back and create maps for your remaining personas.

Step 3. Perform user research

Interview prospective or past customers in your target market. You do not want to gamble your entire customer journey on assumptions you’ve made. Find out directly from the source what their pathways are like, where their pain points are, and what they love about your brand.

You can do this by sending out surveys, setting up interviews, and examining data from your business chatbot . Be sure to look at what the most frequently asked questions are. If you don’t have a FAQ chatbot like Heyday , that automates customer service and pulls data for you, you’re missing out!

Get a free Heyday demo

You will also want to speak with your sales team, your customer service team, and any other team member who may have insight into interacting with your customers.

Step 4. List customer touchpoints

Your next step is to track and list the customer’s interactions with the company, both online and offline.

A customer touchpoint means anywhere your customer interacts with your brand. This could be your social media posts , anywhere they might find themselves on your website, your brick-and-mortar store, ratings and reviews, or out-of-home advertising.

Write as many as you can down, then put on your customer shoes and go through the process yourself. Track the touchpoints, of course, but also write down how you felt at each juncture and why. This data will eventually serve as a guide for your map.

Step 5. Build your customer journey map

You’ve done your research and gathered as much information as possible, now it’s time for the fun stuff. Compile all of the information you’ve collected into one place. Then, start mapping out your customer journey! You can use the templates we’ve created below for an easy plug-and-play execution.

Step 6. Analyze your customer journey map

Once the customer journey has been mapped out, you will want to go through it yourself. You need to experience first-hand what your customers do to fully understand their experience.

As you journey through your sales funnel, look for ways to improve your customer experience. By analyzing your customer’s needs and pain points, you can see areas where they might bounce off your site or get frustrated with your app. Then, you can take action to improve it. List these out in your customer journey map as “Opportunities” and “Action plan items”.

Types of customer journey maps

There are many different types of customer journey maps. We’ll take you through four to get started: current state, future state, a day in the life, and empathy maps. We’ll break down each of them and explain what they can do for your business.

Current state

This customer journey map focuses on your business as it is today. With it, you will visualize the experience a customer has when attempting to accomplish their goal with your business or product. A current state customer journey uncovers and offers solutions for pain points.

Future state

This customer journey map focuses on how you want your business to be. This is an ideal future state. With it, you will visualize a customer’s best-case experience when attempting to accomplish their goal with your business or product.

Once you have your future state customer journey mapped out, you’ll be able to see where you want to go and how to get there.

Day-in-the-life

A day-in-the-life customer journey is a lot like the current state customer journey, but it aims to highlight aspects of a customer’s daily life outside of how they interact with your brand.

Day-in-the-life mapping looks at everything that the consumer does during their day. It shows what they think and feel within an area of focus with or without your company.

When you know how a consumer spends their day, you can more accurately strategize where your brand communication can meet them. Are they checking Instagram on their lunch break, feeling open and optimistic about finding new products? If so, you’ll want to target ads on that platform to them at that time.

Day-in-the-life customer journey examples can look vastly different depending on your target demographic.

Empathy maps

Empathy maps don’t follow a particular sequence of events along the user journey. Instead, these are divided into four sections and track what someone says about their experience with your product when it’s in use.

You should create empathy maps after user research and testing. You can think of them as an account of all that was observed during research or testing when you asked questions directly regarding how people feel while using products. Empathy maps can give you unexpected insights into your users’ needs and wants.

Customer journey map templates

Use these templates to inspire your own customer journey map creation.

Customer journey map template for the current state:

The future state customer journey mapping template:

A day-in-the-life customer journey map template:

An empathy map template:

A customer journey map example

It can be helpful to see customer journey mapping examples. To give you some perspective on what these look like executed, we’ve created a customer journey mapping example of the current state.

Buyer Persona:

Curious Colleen, a 32-year-old female, is in a double-income no-kids marriage. Colleen and her partner work for themselves; while they have research skills, they lack time. She is motivated by quality products and frustrated by having to sift through content to get the information she needs.

What are their key goals and needs? Colleen needs a new vacuum. Her key goal is to find one that will not break again.

What are their struggles?

She is frustrated that her old vacuum broke and that she has to spend time finding a new one. Colleen feels as though this problem occurred because the vacuum she bought previously was of poor quality.

What tasks do they have?

Colleen must research vacuums to find one that will not break. She must then purchase a vacuum and have it delivered to her house.

Opportunities:

Colleen wants to understand quickly and immediately the benefits our product offers; how can we make this easier? Colleen upholds social proof as a decision-making factor. How can we better show our happy customers? There is an opportunity here to restructure our website information hierarchy or implement customer service tools to give Colleen the information she needs faster. We can create comparison charts with competitors, have benefits immediately and clearly stated, and create social campaigns.

Action Plan:

• Implement a chatbot so customers like Colleen can get the answers they want quickly and easily.
• Create a comparison tool for competitors and us, showing benefits and costs.
• Implement benefit-forward statements on all landing pages.
• Create a social campaign dedicated to UGC to foster social proof.
• Send out surveys dedicated to gathering customer feedback. Pull out testimonial quotes from here when possible.

Now that you know what the customer journey mapping process is, you can take these tactics and apply them to your own business strategy. By tracking customer behavior and pinpointing areas where your customers experience pain points, you’ll be able to alleviate stress for customers and your team in no time.

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Colleen Christison is a freelance copywriter, copy editor, and brand communications specialist. She spent the first six years of her career in award-winning agencies like Major Tom, writing for social media and websites and developing branding campaigns. Following her agency career, Colleen built her own writing practice, working with brands like Mission Hill Winery, The Prevail Project, and AntiSocial Media.

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How to create a customer journey map

Lucid Content

Reading time: about 8 min

How to Make a Customer Journey Map

• Conduct persona research
• Define customer touchpoints
• Map current states
• Map future states

Steve Jobs, the genius behind Apple’s one-of-a-kind customer experience, said, “You’ve got to start with the customer experience and work back toward the technology, not the other way around.”

Nowadays, a clear vision and strategy for customer interactions is no longer an optional “nice-to-have”—it’s essential. As you refine your customer experience, a customer journey map is one of the most powerful ways to understand your current state and future state.

A customer journey map is a diagram that shows the process your customers go through in interacting with your business, such as an experience on the website, a brick and mortar experience, a service, a product, or a mix of those things.

What is a customer journey map?

A customer journey map is a visual representation of a customer’s experience with your brand. These visuals tell a story about how a customer moves through each phase of interaction and experiences each phase. Your customer journey map should include touchpoints and moments of truth, but also potential customer feelings, such as frustration or confusion, and any actions you want the customer to take.

Customer journey maps are often based on a timeline of events, such as a customer’s first visit on your website and the way they progress towards their first in-product experience, then purchase, onboarding emails, cancellation, etc. 

Your customer journey maps may need to be tailored to your business or product, but the best way to identify and refine these phases is to actually talk to your customers. Research your target audiences to understand how they make decisions, decide to purchase, etc. Without an essential understanding of your customers and their needs, a customer map will not lead you to success. But, a well-constructed and researched customer journey map can give you the insights to drastically improve your business’s customer experience.

The benefits of customer journey mapping

Customer journey mapping is a powerful tool for uncovering insights into your customer experience, driving business goals, and building resilience in a changing market. In a 2022 report, Hanover Research found that 94% of businesses said their customer journey maps help them develop new products and services to match customer needs. Another 91% said their maps drove sales. 

But understanding a customer’s journey across your entire organization does so much more than increase your revenue. It enables you to discover how to be consistent when it comes to providing a positive customer experience and retaining customer loyalty. 

This was especially evident in recent years as top of improving marketing, customer journey maps emerged as a valuable way to understand evolving buyer behavior. In fact, 1 in 3 businesses used customer journey maps to help them navigate the changing landscape during the pandemic.

When done correctly, customer journey mapping helps to:

• Increase customer engagement through channel optimization.
• Identify and optimize moments of truth in the CX.
• Eliminate ineffective touchpoints.
• Shift from a company to a customer-focused perspective.
• Break down silos between departments and close interdepartmental gaps.
• Target specific customer personas with marketing campaigns relevant to their identity.
• Understand the circumstances that may have produced irregularities in existing quantitative data.
• Assign ownership of various customer touchpoints to increase employee accountability.
• Make it possible to assess the ROI of future UX/CX investments.

Following the process outlined above, customer mapping can put your organization on a new trajectory of success. Yet, according to Hanover Research, only 47% of companies currently have a process in place for mapping customer journeys. Making the investment to map your customer journey and solidify that process as part of your company’s DNA can result in significant advantages in your competitive landscape, making your solution the go-to option that customers love.

Customer journey maps can become complicated unless you keep them focused. Although you may target multiple personas, choose just one persona and one customer scenario to research and visualize at a time. If you aren’t sure what your personas or scenarios might be, gather some colleagues and try an  affinity diagram in Lucidchart to generate ideas.

1. Set goals

Without a goal, it will be difficult to determine whether your customer journey map will translate to a tangible impact on your customers and your business. You will likely need to identify existing—and future—buyers so you can set goals specifically for those audiences at each stage of their experience.

Consider gathering the key stakeholders within your company—many of whom likely touch different points of the customer experience. To set a logical and attainable goal, cross-functional teamwork is essential. Gather unique perspectives and insights about each part of the existing customer journey and where improvements are needed, and how those improvements will be measured.

Pro Tip : If you don’t already have them in place, create buyer personas to help you focus your customer journey map on the specific types of buyers you’re optimizing for.

2. Conduct persona research

Flesh out as much information as possible about the persona your customer journey map is based on. Depending on the maturity of your business, you may only have a handful of records, reports, or other pre-existing data about the target persona. You can compile your preliminary findings to draft what you think the customer journey may look like. However, the most insightful data you can collect is from real customers or prospective customers—those who have actually interacted with your brand. Gather meaningful customer data in any of the following ways:

• Conduct interviews.
• Talk to employees who regularly interact with customers.
• Email a survey to existing users.
• Scour customer support and complaint logs.
• Pull clips from recorded call center conversations.
• Monitor discussions about your company that occur on social media.
• Leverage web analytics.
• Gather Net Promoter Score (NPS) data.

Look for information that references:

• How customers initially found your brand
• When/if customers purchase or cancel
• How easy or difficult they found your website to use
• What problems your brand did or didn’t solve

Collecting both qualitative and quantitative information throughout your research process ensures your business makes data-driven decisions based on the voice of real customers. To assist when conducting persona research, use one of our user persona templates .

Discover more ways to understand the Voice of the Customer

3. Define customer touchpoints

Customer touchpoints make up the majority of your customer journey map. They are how and where customers interact with and experience your brand. As you research and plot your touchpoints, be sure to include information addressing elements of action, emotion, and potential challenges. 

The number and type of touchpoints on your customer journey map will depend on the type of business. For example, a customer’s journey with a SaaS company will be inherently different than that of a coffee shop experience. Simply choose the touchpoints which accurately reflect a customer’s journey with your brand.

After you define your touchpoints, you can then start arranging them on your customer journey map.

4. Map the current state

Create what you believe is your as-is state of the customer journey, the current customer experience. Use a visual workspace like Lucidchart, and start organizing your data and touchpoints. Prioritize the right content over aesthetics. Invite input from the stakeholders and build your customer journey map collaboratively to ensure accuracy. 

Again, there is no “correct” way to format your customer journey map, but for each phase along the journey timeline, include the touchpoints, actions, channels, and assigned ownership of a touchpoint (sales, customer service, marketing, etc.). Then, customize your diagram design with images, color, and shape variation to better visualize the different actions, emotions, transitions, etc. at a glance.

Mapping your current state will also help you start to identify gaps or red flags in the experience. Collaborators can comment directly on different parts of your diagram in Lucidchart, so it’s clear exactly where there’s room for improvement.

5. Map future states

Now that you’ve visualized the current state of the customer journey, your map will probably show some gaps in your CX, information overlap, poor transitions between stages, and significant pain points or obstacles for customers.

Use hotspots and layers in Lucidchart to easily map out potential solutions and quickly compare the current state of the customer journey with the ideal future state. Present your findings company-wide to bring everyone up to speed on the areas that need to be improved, with a clear roadmap for expected change and how their roles will play a part in improving the customer journey.

Customer journey map templates

You have all the right information for a customer journey map, but it can be difficult to know exactly how to start arranging the information in a digestible, visually appealing way. These customer journey mapping examples can help you get started and gain some inspiration about what—and how much—to include and where.

Don’t let the possibility of a bad customer journey keep you up at night. Know the current state of the customer journey with you business, and make the changes you need to attract and keep customers happy.

Customer journey mapping is easy with Lucidchart.

Lucidchart, a cloud-based intelligent diagramming application, is a core component of Lucid Software's Visual Collaboration Suite. This intuitive, cloud-based solution empowers teams to collaborate in real-time to build flowcharts, mockups, UML diagrams, customer journey maps, and more. Lucidchart propels teams forward to build the future faster. Lucid is proud to serve top businesses around the world, including customers such as Google, GE, and NBC Universal, and 99% of the Fortune 500. Lucid partners with industry leaders, including Google, Atlassian, and Microsoft. Since its founding, Lucid has received numerous awards for its products, business, and workplace culture. For more information, visit lucidchart.com.

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Customer Journey Map: What It Is & How to Create One

By Jennifer Gaskin , Dec 10, 2021

Creating a customer journey map gives a business the opportunity to visualize the path a person takes to become a loyal customer with your organization. A customer journey map is an excellent way to understand how consumers interact with your business.

Many companies use the customer journey map creation process to identify areas of improvement in their internal processes to help ensure all consumer interactions are the best they can be.

With Venngage’s Customer Journey Map Maker , you can easily create a customer journey map that aligns with your brand guidelines and helps all team members better understand your target customer.

Click to jump ahead:

What is the customer journey, what is customer journey mapping, why do businesses need to map their customer journey, steps to map a customer journey, how to create a customer journey map with venngage, customer journey map templates.

• FAQs about customer journey maps

Broadly, the customer journey describes how your customers or users interact with your organization. It is a way for companies to understand the complete customer experience and learn how to optimize it.

For a brick-and-mortar shop, that could be physical interactions like taking their trip through your store.

For companies that produce mostly digital products and services, the customer journey describes the consumer’s perspective as it relates to your company and its goods and services.

Mapping the customer journeys means understanding the path a person takes from becoming a lead or potential customer to transforming into a loyal patron of your business, so that you can visualize how a customer interacts with your organization at various points, as in the example below.

This customer journey map describes the journey the average customer of GLIDE App will experience, divided into different stages. You also see the steps the customer is expected to take, which customer touchpoints they’re going to interact with and how each touchpoint is coordinated with each business department.

As we’ve touched on, customer journey mapping means creating a visual representation of the entire customer journey: how existing and potential customers interact with your business. Some customer journey maps are map-like, while others are more linear, flowing in a straight line, and still others have unique shapes.

What all customer journey maps have in common is that they focus on the customer experience as it relates to the product you make or the services you sell.

This customer journey map is represented in a circle: customer journey begins with Discovery and ends in Conversion. You can also tell that this customer journey map illustrates the importance of continual customer engagement even after leads have turned into customers.

In this customer journey map, activities, motivations, emotions and barriers are all plotted against the stages of the buyer’s journey. At the start, customers have little to no awareness of the product and by the end, they are reliable returning customers — in an ideal world. Of course, to make this even more seamless, customer training software can be deployed as it helps understand customers’ use of products in their daily life.

This infographic takes the traditional customer journey map a step toward the customer by depicting a theoretical client, lead or consumer—or in other words, a buyer persona. This allows the organization to ensure they’re keeping the buyer top of mind at all times.

To learn more about buyer or customer personas, check out our posts:

• 10 Buyer Persona Templates, Examples & Marketing Tips
• 20+ User Persona Examples, Templates and Tips For Targeted Decision-Making

Taking into account the customer perspective, this customer journey map template plots the buyer’s activities along the top, from the moment they realize they need to purchase something until they’ve paid for it. The business can then populate the cells with the appropriate answers based on the metrics they are attempting to visualize; in this case, emotions, experiences and customer expectations.

Mapping the customer journeys can help businesses understand bottlenecks or pain points they didn’t realize existed. And it can help organizations diagnose internal issues by enabling them to visualize things from their customers’ perspective.

In short, customer journey maps give businesses a chance to develop a deep well of knowledge about their consumer beyond the metrics of sales or engagement. Putting themselves in the customer’s shoes and understanding why consumers behave as they do can empower an organization with all the tools it needs to better serve consumers.

This eCommerce customer journey map, for example, can allow a savvy sales, marketing or operations team to optimize customer satisfaction by correlating a bad customer experience with poor UI/UX design or other issues.

Customer journey maps are also useful for simplifying and visualizing only one aspect of the journey. In this case, the focus is the outreach tools a business uses to reach potential customers, but it’s easy to customize this type of design to apply to many other segments of the buyer journey or add details that can aid decision-making.

Use this type of customer journey map to visualize the content you’ll use in your marketing efforts at each stage of the buyer’s journey or sales funnel . Remember that it’s important to consistently offer leads and prospects something new to maintain their interest.

The first step to any successful journey is understanding where you want to go. In the case of mapping your customer journey, the first step is determining your end goal. Do you want to identify bottlenecks in your process, increase conversions or push new products? Think about what you want to get out of the process before you begin.

Once you’ve outlined your goals, you can begin the steps to mapping a customer journey.

Step 1 . In most cases, a customer’s journey should first be broken down into a timeline or customer stages. This typically follows the buyer’s journey (Awareness—Consideration—Decision) or a variation of that.

Here’s an example of a customer journey map that divides the common 3-stage customer’s journey into 5 stages:

Step 2 . From there, you should determine what should go down the side of your customer journey. In the case of the above example, the customer’s approach and resulting experience are listed.

Step 3 . List or visualize the customer touchpoints.

The template below does that by including a row in the graphic for physical and digital touchpoints. In some cases, you may consider listing these as pain points if all customers or this particular persona in question have to deal with a lot of hurdles to successfully move on to the next phase of the journey. This could be something like price or product availability.

Step 4 . Include solutions or opportunities for your organization to optimize the customer experience at each step. That could mean removing pain points or roadblocks, such as offering them discounts or other incentives to select your company.

Visualizing your customer’s journey can be difficult without using the right customer journey mapping tools.

Venngage makes it very easy to create a customer journey map by offering dozens of templates that you can quickly customize with your company’s information. With just a few clicks, you can list out the steps of your customer journey and detail the experiences at each point.

Check out our library of customer journey map templates you can easily customize:

Notice the Smart Templates? They are created with our Smart Diagram editor. You can easily add icons, move things around and space the design elements however you like. As you add or delete text, the editor will automatically adjust so you won’t need to resize anything.

For businesses that want to have consistent branding across their customer journey design, you can use My Brand Kit to apply brand colors or logos to your customer journey map in one click:

Here are a few more effective customer journey map examples to inspire you as you work to create your buyer’s journey to better understand your consumer.

This customer journey map lists the stages of the process across the top and the categories the organization must consider down the side. Organizing your buyer’s journey in this way allows you to visualize each issue at a glance and make correlations between segments and outcomes.

Similarly, use this customer journey map to quickly see which channels apply to what phases and what opportunities exist for reaching out to potential buyers during each segment along the way.

Buyer’s journey maps can also lean toward the simple size, as in this example, which is appropriate for companies that need to list digital and physical touchpoints along with opportunities that could help convert leads to customers.

When considering your customer journey, it’s important to think about how your customer has changed after every contact with your organization. In the beginning, they may not know exactly what they need, and then by the end, they should be more confident about what you can do for them.

Remember that not all customers are the same, and pain points for one person may not be pain points for another. So, it’s best to make customer journey maps for your major buyer types or personas.

FAQ about customer journey maps

Do you have more questions about customer journey maps? We’ve got answers.

What are the 7 steps to map the customer journey?

When creating a customer journey map, many experts recommend the following seven steps:

• Set targets
• Create buyer personas
• Identify motivations and define barriers or pain points
• Visualize buyer journey
• Maximize touchpoints
• Identify opportunities to establish trust
• Test and revise

What do you use a customer journey map for?

Customer journey maps are useful for visualizing a buyer’s interaction with your company. This can help you understand your buyer and their motivations better, as well as helping you identify reasons why they might not choose your business, thus changing strategy or decision-making to make your organization more attractive.

Ultimately, creating a customer journey map can help you learn what the customer needs and know how to provide consistently excellent service to acquire new customers as well as retaining customer loyalty.

What are touchpoints in customer journey maps?

A touchpoint in a customer journey map describes a moment in which your customer interacts with your company or brand, and a customer journey map should include all touchpoints along the way.

In summary: Optimize the customer experience by creating a customer journey map

With Venngage’s Customer Journey Map Maker , you can quickly and easily visualize your customer journey so you can eliminate pain points, resolve bottlenecks and better understand how to give your customers what they want. It’s free to get started.

Customer Journey Maps: What They Are and How to Build One

Customer journey maps are a visual storytelling tool used to help designers empathize with users and identify actionable opportunities for providing a better user experience.

By Bree Chapin

Bree’s a passionate designer and problem-solver with 10+ years experience in product and UXUI design for web and native mobile applications.

PREVIOUSLY AT

When a customer uses a company’s products and services to achieve a goal or need, they are going on a journey from point A to point Z. A customer journey map charts the path a user takes from the beginning of this journey to the satisfaction of that need.

Mapping out the customer journey is an effective way to understand what turns a viewer into a long-term, loyal customer. – Kofi Senaya, Director of Product at Clearbridge Mobile

Understanding a user’s needs is the bedrock of great design. User experience and product designers draw upon a range of tools and methods for uncovering the needs of their users and designing a product that meets those needs.

The customer journey map is one such tool to deploy in the early stages of the design process to help empathize with users and identify opportunities for providing a better experience.

What Is a Journey Map?

“Journey mapping combines two powerful instruments: storytelling and visualization,” according to Kat Kaplan in When and How to Create Customer Journey Maps . A customer journey map can take a variety of forms, but essentially, it is a visual representation of a customer’s experience with a product or company at various touchpoints over time.

A Customer Journey map is a visual or graphic interpretation of the overall story from an individual’s perspective of their relationship with an organization, service, product or brand, over time and across channels. […] The story is told from the customer’s perspective, but also emphasizes the important intersections between user expectations and business requirements – Megan Grocki at UX Mastery

A customer journey maps help designers and other stakeholders empathize with the needs of their customers, triangulate pain points that their users experience, and identify opportunities for improvement and innovation. Most customer journey maps attempt to track the customer’s potential emotions during the experience: curiosity, confusion, anxiety, frustration, relief, etc.

The quest to understand the target user or customer is not new or specific to the digital landscape. Disney, arguably the masters of great customer experience, began mapping out their customers’ multi-channel engagement—from movies to toys to theme parks—decades ago.

The terms “journey map” and “experience map” are often used interchangeably in the design community, although some designers draw a line between the two terms. As the debate rolls on, it is perhaps less important to debate the distinctions than to focus on the essential goal of mapping out and better understanding the customer journey.

A customer journey map can focus on a single task or experience, such as mapping out a payment flow, or can cover the full life cycle of a customer’s initial engagement and continued retention. A product journey map lays out a customer’s interactions with a particular product.

The journey map design may center on a specific feature or app, or it may follow the customer’s experience at each touchpoint across a company’s service ecosystem. If a company relies on multiple channels and various touchpoints for customer service, for example, a map can help identify when best to escalate a customer email to phone support.

User journey maps help designers and stakeholders empathize with a user’s motivations and experiences from point A to Z and beyond. Like any other maps, a customer journey map helps one understand where the customer is and how to help get them where they want to go.

A customer journey map helps designers and stakeholders figure out what questions to ask but does not immediately answer them. One should approach the customer journey mapping process as an act of discovery, where the exercise itself illuminates the path to take.

Since the map is meant to be a catalyst, not a conclusion, the takeaways drive the next phase of the design or strategy by illuminating the journey, and helping to identify the opportunities, pain points, and calls to action. This will depend on what your next steps are, driving strategy or tactical design. – Adam Ramshaw at Genroe

Mapping is an exercise of connecting concepts and data to each other. In the case of customer journey maps, designers should be looking at how the customer’s intent maps to the flow of interaction provided at various touchpoints and seeing more clearly how they are connected or disjointed.

How to Create a Customer Journey Map

Start with user research.

All great design begins with research, whether analytical or anecdotal. The more one knows about a customer and their needs, the more accurate a map will be.

Conducting proper research will help designers avoid basing assumptions about their users on false consensus. “The false-consensus effect refers to people’s tendency to assume that others share their beliefs and will behave similarly in a given context,” according to Raluca Bidiu in You Are Not the User: The False Consensus Effect .

Feedback surveys are direct ways of asking users about their needs and what they’re already doing to meet those needs. User interviews open up the opportunity, not just in order to ask a lot of questions but to also observe what the users are not saying about their needs.

Customers will respond to a product within the framework of completing a particular task. This means the customer journey starts before users even engage with a single product and continues after they leave. Capturing a customer’s perception of their experience relative to their goals and needs informs how a designer can improve upon it.

Customer journey maps then use storytelling and visualization to map out the customer’s experience over time with the product, which aids the design team in identifying actionable opportunities for improving the experience.

Looking at more quantitative analytical data can provide valuable insights into the product’s users as well. For example, is there a significant drop off in user engagement at a particular screen in the subscriber sign-up experience? A clear user journey map might help designers understand what’s happening and if there are any gaps in the overall experience.

There is also great value in conducting competitive and comparative research. Observe how users engage with existing products and solutions. Mapping out a competitor’s customer experience as a story can be far more revealing than looking at a flat feature table.

One should also leverage others in their organization. Anyone who interacts with customers or their feedback should be interviewed: point-of-service providers, customer support specialists, error message report handlers, etc. Getting the other side of the story is a surprisingly effective way of understanding where customers are experiencing confusion or frustration.

Identify the Lens of the Experience

Before one begins mapping out a customer experience , one must define what the question to be examined is. After synthesizing the research, one should be able to understand the scope or timeline of the experience.

Remember that customers are not considering the experience of a company from just one microinteraction; every touchpoint at which they come into contact with someone’s products and services is part of a larger, comprehensive experience.

Does research reveal that customers show high initial satisfaction with a company’s eCommerce site that tapers off after the first transaction? Are customers enjoying a responsive website, but deleting the native app after first launch? How does a company foster loyalty in its publication readers and keep them coming back?

Mapping out the customer journey across each channel helps designers survey and optimize the overall experience. This may even mean looking at how the overall experience involves other platforms and services. For example, an eCommerce experience may begin with a search engine such as Google before the customer even gets to a company’s own website.

To solve for a specific problem or pain point for the customer, it may make sense to focus an experience mapping exercise on that flow. This does not mean, however, that the map can’t be complex—a payment experience for a company that offers both online and in-store shopping can cross multiple channels of service.

Building a map out for each touchpoint segment allows the team to research the component parts that make up the whole story more deeply. Focus the lens on specific segments or points in time of the customer journey while keeping the holistic experience in mind. By mapping out the experience across these channels, one can begin to suss out if the snag is isolated to an online payment processor or is something more systemic.

The Customer Journey Mapping Process

Now that the prep work surveying the landscape has been completed, it is time to draw out the customer journey map. It is advisable to begin by scribbling the basics out on paper before moving into user journey mapping tools like Sketch or Omnigraffle.

Specify the timeline lens and plot out the user’s main goal at the beginning of the customer journey map, and whatever constitutes a success at the end. This does not have to be linear; for example, points in a repeatable experience can be plotted along a circle. Begin to fill in what the high-level steps are that the user is meant to take to get from point A to point Z.

Once the outline is laid out, try to group steps into stages. For example, if a user is trying to book a hotel room, one might group searching activities with browsing activities as the “research” stages of the journey. This will help you further contextualize and link the user’s motivations and actions.

If you’re looking at a multi-channel journey, for instance, you may also want to plot what happens at each of these stages within each channel. How does customer service escalate a service request? How does an online purchase system connect with an in-store return? What are the best ways to guide the user who must initiate a rideshare service with an app, and then later perform further actions to complete their task?

Most journey maps will also try to track a customer’s emotions during each stage of the journey. Refer to research, especially insights from user interviews and customer support calls, to empathize with points of frustration as well as moments of delight in the experience.

Make sure the information included is clear and concise—easily digestible for the team and stakeholders. Refine the map down to the essential so that the insights it highlights are actionable.

Think of the customer journey map as a poster pinned to the office wall. At a glance, people should be able to see the key touchpoints that a user passes through. It should remind them that the customer’s needs must always be at the forefront of their thinking – Paul Boag of Smashing Magazine

The Importance of Customer Journey Maps

The success of a customer journey map can be measured by how well it helps the team identify pain points, as well as opportunities for improvement as it traces the customer’s path from start to finish. A successful map provides an honest assessment of a company’s existing products and services, then helps spark ideas on how the customer’s needs can be better met.

Present the map to the design and development team as well as stakeholders. Look at the map with an honest, analytical eye. Connect customers’ emotions, such as frustration, with the motivations and expectations guiding the user’s actions. Look for gaps between various channels of your business where the experience falls through. Refer back to the customer journey map repeatedly throughout the design process to validate potential solutions.

A journey map is meant to empathize with customers and identify problems and opportunities; not solve them. The customer journey map is a living, ever-evolving map of a customer’s interactions with the products and services a company has to offer. New touchpoints may be created and customer journey designs re-routed as the team iterates, tests, and validates new solutions.

Use a customer journey map to develop better empathy with customers, leverage user research to identify potential pitfalls in the product journey, and guide the team to craft a more cohesive, seamless user experience, whether this experience is focused on one interaction or occurs across multiple channels.

Further Reading on the Toptal Blog:

• E-commerce UX: An Overview of Best Practices (with Infographic)
• The Best UX Designer Portfolios: Inspiring Case Studies and Examples
• Heuristic Principles for Mobile Interfaces
• The Importance of Human-centered Design in Product Design
• Anticipatory Design: How to Create Magical User Experiences
• Voice of the Customer: How to Leverage User Insights for Better UX
• Product Design

Bree Chapin

New York, NY, United States

Member since May 15, 2016

About the author

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10-step guide to creating customer journey maps

Mapping your customers’ journeys can feel daunting. There are many steps involved, and you may even need to create different maps for different types of customers.

Once you understand how to break down the journey mapping process step by step, however, creating customer journey maps becomes not just manageable, but simple. As you'll learn, there are a variety of resources available to help create customer journey maps. The more you use them, the faster and more efficient your mapping process will be.

This post will discuss:

What is a customer journey map?

Benefits of a customer journey map, how to create a customer journey map, customer journey map best practices.

A customer journey map helps you visualize how customers experience your product and service. It does this by describing the storyline of every customer interaction step by step.

Like user experience (UX) maps, the customer journey map seeks to clarify potential interactions between a user and a brand. However, UX is most concerned with discrete and often digital-only interactions. In contrast, the customer journey represents a birds eye view of every touchpoint between individuals and your brand — starting with awareness.

Different kinds of customer journey maps include:

• Current State. The Current State customer journey map involves visualizing customers’ experiences with your product or service as it currently exists. This particular map represents a critical tool for identifying possible friction points that could be costing you customers.
• Day in the Life. The Day in the Life customer journey map describes the routine activities a potential customer might cycle through on any given day, regardless of whether or not they happen to interact with your business. Its utility lies in its ability to identify needs your service or product can address.
• Future State. The Future State customer journey map includes visualizing the ideal map you and your team hope to construct. This tool is especially helpful when introducing new products or services, or else when targeting new audience segments.
• Service Blueprint. To build a Service Blueprint, start with one of the above maps and then layer in all the technology, employees, and other services required as part of each touchpoint. Use it to visualize how your organization focuses its resources and identify possible shifts in allocation.

Most customer journey maps are designed chronologically, meaning they represent the customer experience as a timeline of events. But in reality, customer journeys — the series of steps from brand awareness to customer loyalty — are often not linear. Instead, customers follow a cyclical, multichannel set of steps as they engage with your business.

For example, they may make purchases online as well as offline during the same period (if you operate both types of sales channels). Customer journey maps need to account for the nonlinear nature of customer journeys, even as they also represent customer experience in a chronological fashion. To achieve the right balance, journey maps should include:

• Customer touchpoints. Every time your customer has some type of contact with your brand, even if it’s indirect, that touchpoint should be noted on the customer journey map.
• Customer moments of truth. Customer moments of truth happen when an event changes a customer’s perception of your brand. These are pivotal engagements and should be noted as such on the customer journey map.
• Customer pain points. Barriers or challenges that a customer experiences when interacting with your brand — such as hiccups in digital sales tools or delayed shipments — should be included on the map so you know how such events correlate with overall brand perception.
• Desired actions. Your customer journey map should note the actions you intend for customers to take, such as engagement with content or the completion of a purchase.
• Completed actions. Note the actual actions your customers take so that you can determine how often their behavior aligns with desired actions.

When your customer journey maps include all of the above information, you end up with the information that can help you deliver maximum benefits.

Understanding your customers’ experiences is critical to staying ahead of changing needs, technology, and global market shifts. According to Hanover Research , 79% of companies that invest in customer journey maps report becoming more customer-centric as a result.

More specifically, customer journey mapping allows companies to:

• Get targeted customer insights . The more you know about your customers, how they behave, and what they like and dislike, the better you can optimize marketing and sales processes.
• Increase customer engagement . Customer journey maps provide insights you need to create the kind of interesting and informative content your customers want to see, improving the effectiveness of your inbound marketing efforts.
• Experience higher customer retention . Satisfied customers are return customers. According to Zendesk, 61% of customers will abandon your brand after just one bad experience, but on the flip side, 71% of customers buy more from a brand they trust.
• Eliminate ineffective touchpoints . Some customer touchpoints are more successful than others, and customer journey maps help you identify the most effective ones. They may reveal, for example, that a certain ad channel is associated with low rates of engagement — so to address that, you could redirect your marketing spend to a more effective touchpoint.
• Drive better customer focus . Mapping the customer journey helps to place customers at the forefront of your company’s operations and get ahead of challenges that could undercut their experiences. For example, if you are expecting a customer surge, you can proactively inform your customers of the expected delay and launch alternative resources for them.
• Acquire new business . The more you know about the journeys of your current customers, the better positioned you are to expand on what works to engage new types of customer personas through campaigns tailored to them.
• Avoid business silos . Customer journey maps help every department visualize its respective impact on the customer experience. In turn, these maps help increase cross-unit functionality with regard to serving customers.
• Assess ROI of future UX/CX investments . The best tool for predicting the future of your business is its past. Locking down specific spends on past and current customer maps will help you piece together an informed prediction for similar investments in the future.

Constructing a customer journey map boils down to 10 steps, which are listed below. Follow them to ensure an end result capable of delivering on all of the above benefits.

1. Set clear objectives for the map

First, you need a clear goal. Rather than creating a customer journey map just to create one, decide what you are hoping to accomplish through the map, which customers you are targeting, and which types of experiences you want your maps to highlight. In addition, your goals for creating the customer journey should reflect your overall company goals, such as increased revenue or improved customer retention.

Be sure to also decide on relevant metrics you can track as you create and use your customer journey maps. Setting clear goals is worthless if there’s no standard for measuring them.

2. Conduct research

Harvest internal and external quantitative and qualitative data on your customers to look for trends both in not only the types of buyers your business currently attracts, but how they feel about their experiences. Places to mine this information include your own website analytics, social media, call center recordings, support logs, or directly from customers themselves through surveys.

Keep your eye out for anything that has to do with how that customer determined they needed your product or service in the first place, how they discovered your business, why they chose it, and if they were happy with that choice in the end.

3. Profile your personas and define their goals

From that data, determine which customer personas you want to target when creating maps. If you don’t have well-developed personas or need to update them, you can pull the insights you need through surveys, interviews, testimonials, reviews, and feedback from customer relations teams. These teams tend to have a good perspective on the pain points that lead to fall-offs during the buying journey.

The more specifics you can collect about who your customers are and what they want, the more effective your customer journey maps will be.

4. Highlight your target customer personas

At this point in your process, you’ve likely gathered more information than is directly relevant to this particular project. Now is the time to revisit your target customer personas to help whittle your data down to only the most important information.

Take care, however, not to toss out any data that may feel irrelevant to the current project. Instead, store it somewhere safe should you later decide to create additional customer journey maps better suited to a different persona or personas.

5. List out all touchpoints

Identify the touchpoints that you’ll represent on your customer journey maps. Touchpoints are any point of engagement between customers and your brand, and they are the foundation for your customer journey map.

Consider all of the places where the customer may interact with your business. Be sure to factor in indirect engagements, like reviews of your brand that customers read on third-party sites, in addition to direct touchpoints that you maintain. Each and every touchpoint can drive customer conversion, so it’s critical to represent all the possibilities.

6. Map the current buyer journey

Once you’ve identified your customers and touchpoints, you can map the steps that buyers follow on their way to making purchases. Be sure to represent every variation on the buyer’s journey, including different types of sales channels, multiple product versions, and small-volume as well as large-volume purchases.

7. Map the ideal buyer journey

The journey you want customers to take may vary from their actual journey, especially if you release new products or services and the desired buyer journey changes as a result. Be sure to represent the ideal buyer journey alongside actual buyer journeys on your maps.

8. Determine the resources you have and the ones you’ll need

Translating a theoretical map into a lived experience for customers requires, at a minimum, employee time. Additional demands may include new software or an increased budget to help reduce costly friction points and holes responsible for lost revenue.

Create a detailed list of all that constructing the new map will require, and avoid getting halfway in before realizing you’re short the resources you need to complete the job.

9. Take the customer journey yourself

Don’t force your customers to double as your guinea pigs. Try out the journey yourself and identify places where the experience plays out differently in reality versus on paper. Does it feel confusing or tedious in any place? Are there any distractions that need to be eliminated?

Make note of all of these, then have someone else give it a go. Once you and several others have tested it, compare notes and see if and where tweaks are needed.

10. Make the necessary changes

Implementing those changes before you hit the green light may seem obvious. But it can be a challenge if, say, you’re already running behind the schedule you initially set for yourself.

The temptation will always be to release the current version and make adjustments over time. Do this, however, and you risk frustrating customers who may not return to see the improvements you have planned.

Avoid false starts and dead ends during the construction of your new map. Instead, maximize its potential reach and profitability by implementing each of these best practices.

• Set a goal for the journey map. Decide upfront what you hope to accomplish through the map, which customers you are targeting, and which types of experiences you want your maps to highlight. In addition, your goals for creating the customer journey should reflect your overall company goals, such as increased revenue or improved customer retention. Be sure to also decide on relevant metrics you can track as you create and use your customer journey maps. Setting clear goals is worthless if there’s no standard for measuring them.
• Survey customers to understand their buying journey. Don’t try and guess your customers’ behaviors or needs — ask. Simple questionnaires regarding how they found your company or what about that experience they would like to see improved are cost effective, easy to implement, and invaluable for ensuring your efforts respond to a real and not only perceived issue. Customers often will have thought of solutions that may not have occurred to you and your team. Be sure to include questions about the customers themselves. The information gathered from these questions will prove invaluable later as you narrow down your data to those you hope to focus your attention most with this current customer journey map.
• Ask customer service reps about the questions they receive most frequently. Then let their responses shape your map’s goal in tandem with your target personas. Don’t be intimidated by any surprises you might encounter. Rather, take any unexpected feedback for what it is — new opportunities to mine for growth.
• Orchestrate your customer journey. Avoid the tendency to think of the customer journey map you hope to create in isolation. As mentioned earlier, customers rarely follow a single linear journey. Harness real-time customer data to shape real-life behavior and optimize experiences.
• Consider UX journey mapping for each buyer persona. As a reminder, UX maps are a diagram of the steps a customer must take to complete a single task. These tasks can range from something as complex as finding and purchasing a product in your online store, to one as straightforward as signing up for an email newsletter. Even the latter can benefit from a thoughtful examination based on persona. For example, some older customers avoid using their phones for anything besides calling and texting, opting instead for the bigger screens found on computers or tablets when it comes to anything related to searching the Web. A UX journey optimized for a range of devices will ensure a better experience for a more senior demographic.
• Review and update each journey map after every major product release. Be sure to involve all relevant stakeholders in this process, particularly those parties closest to the product. Not only does this review and revision process help maximize the new product’s reach — it also serves as a general wellness checkup to ensure your maps remain effective in an ever-shifting marketplace.
• Make the customer journey map accessible to cross-functional teams. Defeat information silos and boost employee buy-in of your customer journey map by distributing it widely throughout your organization. For the most effective map possible, do so early in the process to allow other teams to weigh in from their unique vantage points, then again upon completion.
• Improve your employee experience. An effective customer journey map doesn’t just boost your bottom line. By eliminating inefficiencies and offering a better process, it helps to better life for your employees. This is especially true when they feel heard as part of the process — one more reason to make it available to all related teams early enough to adjust based on their input.

Tools to create customer journey maps with ease

Smart, research-backed customer journey maps deliver more than short-term positive business outcomes. They are critical to your organization’s long-term resilience in today’s experience-driven marketplace.

Although creating customer journey maps may seem complicated at first, getting started is merely a matter of identifying clear, concrete steps. This is especially true when you enlist the right tools designed to help you understand your customers’ journeys — both online and offline — quickly and get the necessary insights to meet them with real-time experiences at scale.

Adobe Customer Journey Analytics can help you break down, filter, and query years’ worth of data and combine it from every channel into a single interface. Real-time, omnichannel analysis and visualization further allow you to make better decisions with a holistic view of your business and the context behind every customer action.

Watch the overview video to learn more about Adobe Customer Journey Analytics.

Meanwhile, Adobe Journey Optimizer intelligently determines the next best interaction with scale, speed, and flexibility across the entire customer journey and creates and delivers scheduled marketing campaigns with tailored individual communications within the same application.

Get a free demo of Journey Optimizer .

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How to understand, use, and build customer journey maps

A customer journey map is key to building a solid marketing strategy. We cover everything you need to know about customer journey maps, their different types, examples, and the steps to making your own.

What is a customer journey map?

Why do you need a customer journey map, characteristics of customer journey maps.

• What are touchpoints?
• Different types of customer journey map

Journey map variations

• How to create a customer journey map

Customer journey map tools

• How to build an empathy-based, data-backed customer journey map
• How to use empathy to create stronger customer journey maps
• Customer journey tools: Top rated and best available

The customer journey is a long and often unpredictable road. Understanding it can be even more complicated. 

That’s why customer journey maps were invented: to understand the roadmap of a customer, from the very first touchpoint throughout the lasting life of their relationship with your business. 

Customer journey maps (or user journey maps) can be an invaluable resource for companies, from marketing to sales to UX, and are known to help businesses increase their ROI by 13–22% if done correctly. 

Below we cover journey maps from top to bottom, their importance, characteristics, and review examples, along with what you need to make your own. 

Key takeaways: 

Customer journey mapping is a strategic (and successful) approach to truly understanding your customers.

There are real and valuable business reasons to journey map.

There are six basic types of customer journey maps.

Customer touchpoints are every instance of interaction or engagement that happens along the journey. 

There are current- and future-state customer journey maps that can help predict future behavior.  

A customer journey map (sometimes called a user journey map, UX map, or CJM) is a visualization of the steps and experiences a customer has with a brand, from first contact to ongoing engagement, revealing both seen and unseen interactions.

User journey mapping lets you create personalized experiences across all touchpoints —for every individual—across all channels.

Companies can use this shared understanding to identify opportunities for innovation and improvement.

These maps can be simple or complex, depending on what you're looking to gain from them.

For any company, a customer journey map helps to enhance the customer experience and increase customer loyalty. 

A customer journey map can prove invaluable for optimizing across multiple departments—marketing, sales, product, and customer service—in many, many ways. Mapping your customer journey can help you:

Promote a customer-centric culture internally and externally 

Identify your ideal buyer and connect with customer needs

Glean customer journey insights into your audience that can drive revenue

Improve sales funnels & conversion rates authentically 

Amplify customer experience by understanding the customer’s perspective 

Reduce customer support tickets by locating customer pain-points 

Aid in marketing campaigns

Generate repeat business

Decrease customer churn and increase customer lifetime value

Together, these advantages translate into higher sales for your business.

A typical customer journey map includes: 

Actors—or potential profiles of customers—usually align with personas and their actions in the map are rooted in data . These actors will be the foundation of your map, and they will dictate the actions needed to create the desired outcome. 

Customer personas and buyer personas: What’s the difference?

A buyer persona is a profile that showcases your ideal customer based on existing customer data and market research. Buyer personas help humanize the ideal customer you are trying to attract, which helps you understand them better and pick the right marketing strategy to convert them.

A buyer persona is your ideal customer—they’re in research mode. You can have more than one buyer persona for your company, and understanding this buyer is the key to creating a successful customer experience. This buyer will turn into your customer.

Here’s what makes up your buyer persona: 

Demographics —including personal, professional, and specific (age, gender, location, education, income, marital status, skills, routines, etc.) 

Goals —including personal and professional, priorities, and challenges

Values —including personal and professional, and what they find to be important in products and companies

Preferences —including the content they consume, their communication choices, communities, groups, or associations, and how they spend their day, on and offline

All of these characteristics make up customer journey maps on the buying path. 

Journey phases

Journey phases are the different high-level stages in the customer roadmap. They provide organization for the rest of the information in the journey map (actions, thoughts, and emotions).

The stages will vary from scenario to scenario, and each organization will usually have data to help it determine what these phases are for a given scenario. Often you will see awareness, research, evaluation, and decision making in the customer phases. 

Customer expectations

Journey maps are best for scenarios that involve a sequence of events, describe a process, or might involve multiple channels.

Pain points are a specific problem that customers or prospective customers of your business are experiencing in the industry.

Scenarios can be real (for existing products and services) or anticipated—for products that are yet in the design stage. 

Actions, mindset, and sentiment

Every customer has a particular action that they take, because of a mindset that they have and will express it in their own sentiment. 

Actions: When a customer engages with your brand with a purpose. 

Mindset : Correspond to users' thoughts, questions, motivations , and information needs at different stages in the journey.

Emotions : How customers feel about your brand, whether positive, negative, or neutral. Plot these emotions in a single line across the journey phases, signaling the emotional highs and lows of the experience.

Opportunities

Opportunities of a customer journey map are desired outcomes. Maps should include key components, which can depend on the goal of the user journey mapping initiative.

Opportunities are also insights gained from mapping—they speak to how the user experience can be optimized.

To create a customer journey map, identify the personas, map the triggers that lead to desired outcomes, and discuss opportunities.

What are customer journey touchpoints?

Customer journey touchpoints are individual transactions through which the customer interacts with a business. 

Customer journey touchpoints for omnichannel brands are everywhere, here are a few examples:

Social media posts

Product demos

Advertisements

Brick and mortar visits

Website visits

You’ll also have the added returning customer touchpoints to consider—like how engaged they are with your product, if they are returning to your website or if they are attending your events for the second or third time. 

Examples of customer touchpoints 

Identifying each touchpoint is crucial for creating a customer journey map that will drive a better customer experience. Once you’ve identified the touchpoints, list out possible customer actions for each. 

Some actions that derive from customer touchpoints might be: 

Downloading an eBook

Clicking on your FAQ

Requesting a demo or call

Subscribing to your blog

Clicking a paid ad

It’s important to know which touchpoints to invest time and resources into. Your map maps out the areas you can improve, retain and scale. 

Types of customer journey maps

Each customer journey map has a different objective and business focus. There are six types to familiarize yourself with:

Current state —These illustrate what customers do , think, and feel as they interact with your business currently. 

Future state —These illustrate what customers will do, think, and feel as they interact with your business in the future. 

Day in the life —These examine everything that customers or prospects do, think, and feel (within a specific area), whether that involves your product or not. 

Service blueprint —This is a diagram that usually starts with a basic version of an existing or future state journey map. 

Circular —These are used for subscription-based models to visualize the customer journey as a circle or loop. This helps reinforce the importance of customer retention and lifetime value.

Empathy —These are used to create a shared understanding around the wants, needs, thoughts, and actions of a customer.  

Journey maps are meant to be used as a strategic planning tool. Use these definitions to guide you towards aspects of other methods that your team has not previously considered.

Journey map vs. Experience map

A journey map is specific to a product or service, while an experience map is more general and can be used outside of a business's scope.

Since experience maps are more generic in nature, they can also be used to find pain points in a product or service for a future journey map.

Journey map vs. Service blueprint

If journey maps are a product of experience maps, they will need a blueprint to direct them there. 

Service blueprints are a continuation of journey maps in the service industry. They lead the roadmap for service-based customer journeys. 

Journey map vs. User story map

User stories are used in Agile to plan features or functionalities, much like a future customer journey map.

In the user story map case, each feature is condensed down to a deliberately brief description from a user’s point of view. The typical format of a user story is a single sentence:

“As a [type of user], I want to [goal], so that [benefit].” 

How to create a customer journey map 

To create a customer journey map , it helps to have an idea of the steps involved. You can break the process of creating a customer journey map down into the following steps:

Define —Define your map goals with the customer’s journey in mind and your business goals at the finish line. 

Describe —Describe your customers and personas in detail from all aspects of their lives. 

Determine —Identify customer touchpoints from the beginning of the roadmap of engagement with your brand. 

Design —Lay out the customer journey every step of the way.

Designate —Mark customer milestones, motivations, frustrations, and turning points . 

Decide —Flag events that require action and make the necessary arrangements to fix any errors. 

Deploy —Adjust and optimize for a smoother customer experience.

Customer journey map templates 

Having a template is a great way to get started. There are a few different templates to choose from: 

Current state customer journey map 

The current state journey map visualizes the current experience with your product or service. It involves defining the scope of the customer experience with customer touchpoints.

This type of customer journey map is designed with the considerations, thoughts, feelings, and actions of your customers in mind. Current state mapping is a practical approach to identify existing pain points and create a shared awareness of the end-to-end customer experience. 

Day-in-the-life customer journey mapping 

A day-in-the-life journey map is another simple grid map based on time, created especially for the daily grind of the customer. Instead of different journey stages, it represents times in the day related to actions based on decisions in the path of purchasing. 

This template helps you visualize your customer’s daily routine even if these actions are outside your company. It typically is organized chronologically to systematically show the course of the habits of the day.

Day-in-the-life's are great for giving you insights into all the thoughts, needs, and pain points users experiences throughout their day. You can use this type of map to evaluate when your product or service will be most valuable in your customer’s day. 

Future-state customer journey map 

With a future-state journey map template, your goal is to learn how your customers feel about a new product launch or about how they will require your service in the future. 

Future-state journey mapping is a useful approach to explore possible customer expectations and to create new experiences. Mapping out a future customer journey helps to align your team around a common goal—the betterment of the customer experience.

Service blueprint customer journey map 

A service blueprint helps you design a roadmap of your service process—much like building a house. The goal is to be able to make projected changes to the service where needed and to be able to visualize each step in the eyes of the customer. 

Service blueprint maps reflect the perspective of the organization and its employees and visualize the things that need to happen behind the scenes in order for the customer journey to take place. 

Service blueprints are created when making procedural changes, or when trying to pinpoint solutions to roadblocks in the customer journey on a website.

Circular customer journey map 

A circular customer journey map is just that—circular instead of linear or graph-like to showcase a different type of business model. For instance, a SaaS company may find it more useful to visualize the customer journey as a loop or wheel. 

This subscription-based journey map does a nice job of portraying both the customer interactions and sentiments, as well as their journey from awareness to purchase. 

Empathy customer journey map 

The empathy journey map is a bit different because it aligns with the customer's feelings and emotions. Empathy is a big factor in the customer journey and this template is designed to help teams align their customer journey mapping exercise with these types of needs. 

With empathy, you can get into your customer’s shoes and truly feel what they feel as it pertains to your product or service. 

As with anything, you’ll need customer journey mapping tools to help you . The key is to find the right tool that works with your team and workflow. 

Here are a few tools to consider:

Custellence

PowerPoint or Google Slides

With the right map and the right tools, you can overcome roadblocks and open a path to scalability and success.

Enhance your journey mapping process with customer intelligence. Look at data points like heatmaps , scroll maps , and other insights you can glean from session replay . Combining these quantitative and qualitative insights will help you in your journey mapping process.

Using journey maps to drive organizational change

It may not be easy to get buy-in to support the changes in strategic planning that result from customer journey mapping. 

You can use what insights you’ve gleaned from the current state journey map in these beneficial ways:

Align your organization around the customer viewpoint. Engage with each department and set up a commitment to put the customer experience moments top of mind with an initiative for growth.

Enlist team members and partners to generate empathy for customers. Use your journey map to bring together relevant teams to train on customer experience best practices. 

Supplement a new strategy with internal communications that encourage better customer service. As new initiatives roll out, use internal channels to communicate how you’re improving the experience of the customer, and how team members can help.

Optimize your user journeys with Fullstory

Understanding your users' digital experience and optimizing your most important touchpoints can be make-or-break.

With Fullstory Journeys, you can easily see how users explore your site or app and see step-by-step page navigations and other key interactions along the way. This lets you identify if users are using your site how you intended; what the most common navigation paths are; and how users typically arrive at your most critical pages. 

It's no longer a guessing game—it's data-driven and actionable.

Fullstory's DXI platform combines the quantitative insights of customer journeys and product analytics with picture-perfect  session replay  for complete context that helps you uncover opportunities.

Sign up for a free 14-day trial  to see how Fullstory can help you combine your most invaluable quantitative and qualitative insights and eliminate blind spots.

Frequently asked questions about customer journey maps

Who uses customer journey maps.

For any brand or company that wants to learn their customer, from the point of motivation to the turning point of frustration, a customer journey map is the best tactic to do so. Journey maps are best for scenarios that describe a sequence of events. You might want to map multiple scenarios for one persona, depending on your project goals.

How often should I update a customer journey map?

If business goals change, so could your customer’s goals. If you roll out a new product or service, you may want to edit or update your customer journey map. Keeping your maps updated can help you reach your goals as a team. 

How many customer journey maps do I need?

The number of different customer journey maps needed all depends on your target audience. If you have multiple customer personas, it would be best to create different journey maps to suit each one. 

At the very least, be sure to create a customer journey map for the current and future state so you can aid in predicting future trends of the customer journey in alignment with your product and service.

Who should be involved in the mapping process?

Anyone that is involved in making your product or service successful should have a hand in the mapping process. Sales, marketing, customer success, and product teams all should be involved in customer journey mapping. Every team member will benefit from truly understanding their customers to make for a better customer experience. 

What is a user journey map in design thinking?

User journey maps for design thinking is an iterative process of studying the user so that they can engage with a system with more agility. It redefines customer problems in an attempt to identify alternative solutions that might not be obvious with the initial level of understanding.

Related resources and further reading

Map out how your customers navigate your website or app—and determine where you need to improve.

Jennifer Pyron from brand performance agency Mighty & True on building a customer journey map.

What is a customer journey map, how does it relate to product and marketing teams, and where can empathy help? Let's find out.

Fullstory helps you visualize customer interactions so you can understand and improve customer experience, one glowing review at a time.

A comprehensive guide to product analysis and analytics platforms, how important they are, and why they’re a valuable asset for your bottom line.

Journey mapping tools help marketers identify pain points, tailor interfaces, and cultivate efficient, enjoyable experiences for customers.

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• Frequently asked questions

Customer Journey Maps

What are customer journey maps.

Customer journey maps are visual representations of customer experiences with an organization. They provide a 360-degree view of how customers engage with a brand over time and across all channels. Product teams use these maps to uncover customer needs and their routes to reach a product or service. Using this information, you can identify pain points and opportunities to enhance customer experience and boost customer retention.

“ Data often fails to communicate the frustrations and experiences of customers. A story can do that, and one of the best storytelling tools in business is the customer journey map.” — Paul Boag, UX designer, service design consultant & digital transformation expert

In this video, Frank Spillers, CEO of Experience Dynamics, explains how you can include journey maps in your design process.

• Transcript loading…

Customer Journey Maps – Tell Customer Stories Over Time

Customer journey maps are research-based tools. They show common customer experiences over time To help brands learn more about their target audience. 

Maps are incredibly effective communication tools. See how maps simplify complex spaces and create shared understanding.

Unlike navigation maps, customer journey maps have an extra dimension—time. Design teams examine tasks and questions (e.g., what-ifs) regarding how a design meets or fails to meet customers’ needs over time when encountering a product or service. 

Customer journey maps should have comprehensive timelines that show the most essential sub-tasks and events. Over this timeline framework, you add insights into customers' thoughts and feelings when proceeding along the timeline. The map should include: 

A timescale - A defined journey period (e.g., one week). This timeframe should include the entire journey, from awareness to conversion to retention.

Scenarios - The context and sequence of events where a user/customer must achieve a goal. An example could be a user who wants to buy a ticket on the phone. Scenarios are events from the first actions (recognizing a problem) to the last activities (e.g., subscription renewal).

Channels – Where do they perform actions (e.g., Facebook)?

Touchpoints – How does the customer interact with the product or service? What actions do they perform?

Thoughts and feelings – The customer's thoughts and feelings at each touchpoint.

A customer journey map helps you understand how customer experience evolves over time. It allows you to identify possible problems and improve the design. This enables you to design products that are more likely to exceed customers’ expectations in the future state. 

How to Create a Customer Journey Map for Exceptional Experiences?

© Interaction Design Foundation, CC BY-SA 4.0

Define Your Map’s Business Goal

Before creating a customer journey map, you must ask yourself why you're making one in the first place. Clarify who will use it and what user experience it will address.

Conduct Research

Use customer research to determine customer experiences at all touchpoints. Get analytical/statistical data and anecdotal evidence. Leverage customer interviews, surveys, social media listening, and competitive intelligence.

Watch user researcher Ditte Hvas Mortensen talk about how user research fits your design process and when you should do different studies. 

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Review Touchpoints and Channels

List customer touchpoints (e.g., paying a bill) and channels (e.g., online). Look for more touchpoints or channels to include.

Make an Empathy Map

Pinpoint what the customer does, thinks, feels, says, hears, etc., in a given situation. Then, determine their needs and how they feel throughout the experience. Focus on barriers and sources of annoyance.

Sketch the Journey

Piece everything—touchpoints, timescale, empathy map output, new ideas, etc.). Show a customer’s course of motion through touchpoints and channels across the timescale, including their feelings at every touchpoint.

Iterate and Refine

Revise and transform your sketch into the best-looking version of the ideal customer journey.

Share with Stakeholders

Ensure all stakeholders understand your map and appreciate how its use will benefit customers and the organization.

Buyer Journey vs User Journey vs Customer Journey: What's the Difference?

You must know the differences between buyer, user, and customer journeys to optimize customer experiences. A customer journey map is often synonymous with a user flow diagram or buyer journey map. However, each journey gives unique insights and needs different plans.

Customer Journey

The customer journey, or lifecycle, outlines the stages a customer goes through with a business. This journey can vary across organizations but includes five key steps:

1. Awareness : This is the first stage of the customer journey, where the customers realize they have a problem. The customer becomes aware of your brand or product at this stage, usually due to marketing efforts.

2. Consideration : Once customers know about your product or service, they start their research and compare brands.

3. Purchase : This is the stage where the customer has chosen a solution and is ready to buy your product or service.

4. Retention : After the purchase, it's about retaining that customer and nurturing a relationship. This is where good customer service comes in.

5. Advocacy : Also called the loyalty stage, this is when the customer not only continues to buy your product but also recommends it to others.

The journey doesn't end when the customer buys and recommends your solution to others. Customer journey strategies are cyclical and repetitive. After the advocacy stage, ideally, you continue to attract and retain the customers, keeping them in the cycle. 

There is no standard format for a customer journey map. The key is to create one that works best for your team and product or service. Get started with customer journey mapping with our template:

This customer journey map template features three zones:

Top – persona and scenario. 

Middle – thoughts, actions, and feelings. 

Bottom – insights and progress barriers.

Buyer Journey

The buyer's journey involves the buyer's path towards purchasing. This includes some of the steps we saw in the customer journey but is specific to purchasing :

1. Awareness Stage : This is when a prospective buyer realizes they have a problem. However, they aren't yet fully aware of the solutions available to them.

2. Consideration Stage : After identifying their problem, the buyer researches and investigates different solutions with more intent. They compare different products, services, brands, or strategies here.

3. Decision Stage : The buyer then decides which solution will solve their problem at the right price. This is where the actual purchasing action takes place.  

4. Post-Purchase Evaluation : Although not always included, this stage is critical. It's where the buyer assesses their satisfaction with the purchase. It includes customer service interactions, quality assessment, and attitudinal loyalty to the brand.

All these stages can involve many touchpoints, including online research, social media interactions, and even direct, in-person interactions. Different buyers may move through these stages at different speeds and through various channels, depending on a wide range of factors.

User Journey

The user journey focuses on people's experience with digital platforms like websites or software. Key stages include:

1. Discovery : In this stage, users become aware of your product, site, or service, often due to marketing efforts, word-of-mouth, or organic search. It also includes their initial reactions or first impressions.

2. Research/Consideration : Here, users dig deeper, exploring features, comparing with alternatives, and evaluating if your offering suits their needs and preferences.

3. Interaction/Use : Users actively engage with your product or service. They first-hand experience your solution's functionality, usability, and usefulness to achieve their goal.

4. Problem-solving : If they encounter any issues, how they seek help and resolve their issues fall into this stage. It covers user support, troubleshooting, and other assistance.

5. Retention/Loyalty : This stage involves how users stay engaged over time. Do they continue using your product, reduce usage, or stop altogether? It includes their repeated interactions, purchases, and long-term engagement over time.

6. Advocacy/Referral : This is when users are so satisfied they begin to advocate for your product, leaving positive reviews and referring others to your service.

Download this user journey map template featuring an example of a user’s routine. 

Understanding these stages can help optimize the user experience, providing value at each stage and making the journey seamless and enjoyable. 

Always remember the journey is as important as the destination. Customer relationships start from the first website visit or interaction with marketing materials. These initial touchpoints can influence the ongoing relationship with your customers.

© Interaction Design Foundation, CC BY-SA 3.0

Drawbacks of Customer Journey Maps

Customer journey mapping is valuable yet has limitations and potential drawbacks. Recognize these challenges and create more practical and realistic journey maps.

Over-simplification of Customer Experiences

Customer journey maps often risk simplifying complex customer experiences . They may depict varied and unpredictable customer behaviors as straightforward and linear. This simplification can lead to misunderstandings about your customers' needs and wants. As a result, you might overlook customers' diverse and unique paths. 

Always remember that real customer experiences are more complex than any map. When you recognize this, you steer clear of decisions based on simple models.

Resource Intensity

Creating detailed customer journey maps requires a lot of resources and time. You must gather extensive data and update the maps to keep them relevant. This process can strain small businesses or those with limited resources. 

You need to balance the need for comprehensive mapping with available resources. Efficient resource management and prioritization are crucial to maintaining effective journey maps.

Risk of Bias

Creating customer journey maps carries the inherent risk of biases . These biases can arise from various sources. They can impact the accuracy and effectiveness of the maps. 

Alan Dix, an expert in HCI, discusses bias in more detail in this video.  

Common biases in customer journey mapping include:

Assumption Bias: When teams make decisions based on preconceived notions rather than customer data.

Selection Bias: When the data doesn’t represent the entire customer base..

Confirmation Bias : When you focus on information that supports existing beliefs and preferences. Simultaneously, you tend to ignore or dismiss data that contradicts those beliefs.

Anchoring Bias : Relying on the first information encountered (anchor) when making decisions.

Overconfidence Bias : Placing too much trust in the accuracy of the journey map. You may overlook its potential flaws.

These biases may misguide the team, and design decisions based on these maps might not be effective.

To address these biases, review and update journey maps with real user research data. Engage with different customer segments and gather a wide range of feedback to help create a more accurate and representative map. This approach ensures the journey map aligns with actual customer experiences and behaviors.

Evolving Customer Behaviors

Customer behaviors and preferences change with time. A journey map relevant today can become outdated. You need to update and adapt your maps to reflect these changes. This requires you to perform market research and stay updated with trends and customer feedback. 

Getting fresh data ensures your journey map stays relevant and effective. You must adapt to evolving customer behaviors to maintain accurate and valuable customer journey maps.

Challenges in Capturing Emotions

Capturing emotions accurately in customer journey maps poses a significant challenge. Emotions influence customer decisions, yet you may find it difficult to quantify and represent them in maps. Most journey maps emphasize actions and touchpoints, often neglecting the emotional journey. 

You must integrate emotional insights into these maps to understand customer experiences. This integration enhances the effectiveness of customer engagement strategies. You can include user quotes, symbols such as emojis, or even graphs to capture the ups and downs of the users’ emotions..

Misalignment with Customer Needs

Misalignments in customer journey maps can manifest in various ways. It can impact the effectiveness of your strategies. Common misalignments include:

Putting business aims first, not what customers need.

Not seeing or serving the varied needs of different customer types.

Not using customer feedback in the journey map.

Thinking every customer follows a simple, straight path.

Engage with your customers to understand their needs and preferences if you want to address these misalignments. Incorporate their direct feedback into the journey map. This approach leads to more effective customer engagement and satisfaction.

Over-Reliance on the Map

Relying too much on customer journey maps can lead to problems. These maps should serve as tools rather than definitive guides. Viewing them as perfect can restrict your responsiveness to customer feedback and market changes. Treat journey maps as evolving documents that complement direct customer interactions and feedback. 

Make sure you get regular updates and maintain flexibility in your approach. Balance the insights from the map with ongoing customer engagement. This approach keeps your business agile and responsive to evolving customer needs.

Data Privacy Concerns

Collecting customer data for journey mapping poses significant privacy concerns. Thus, you need to create a balance. You must adhere to data protection laws and gather enough information for mapping. 

You need a careful strategy to ensure customer data security. Stay vigilant to adapt to evolving privacy regulations and customer expectations. This vigilance helps maintain trust and compliance.

Learn More about Customer Journey Maps

Take our Journey Mapping course to gain insights into the how and why of journey mapping. Learn practical methods to create experience maps , customer journey maps, and service blueprints for immediate application.

Explore this eBook to discover customer journey mapping .

Find some additional insights in the Customer Journey Maps article.

Questions related to Customer Journey Maps

Creating a customer journey map requires visually representing the customer's experience with your product or company. Harness the strength of visual reasoning to understand and present this journey succinctly. Instead of detailing a lengthy narrative, like a book, a well-crafted map allows stakeholders, whether designers or not, to grasp the journey quickly. It's a democratized tool that disseminates information, unifies teams, and aids decision-making by illuminating previously unnoticed or misunderstood aspects of the customer's journey.

The customer journey encompasses five distinct stages that guide a customer's interaction with a brand or product:

Awareness: The customer becomes aware of a need or problem.

Consideration: They research potential solutions or products.

Purchase: The customer decides on a solution and makes a purchase.

Retention: Post-purchase, the customer uses the product and forms an opinion.

Advocacy: Satisfied customers become brand advocates, sharing their positive experiences.

For a comprehensive understanding of these stages and how they intertwine with customer touchpoints, refer to Interaction-Design.org's in-depth article .

A perspective grid workshop is a activity that brings together stakeholders from various departments, such as product design, marketing, growth, and customer support, to align on a shared understanding of the customer's journey. These stakeholders contribute unique insights about customer needs and how they interact with a product or service. The workshop entails:

Creating a matrix to identify customers' jobs and requirements, not initially linked to specific features.

Identifying the gaps, barriers, pains, and risks associated with unmet needs, and constructing a narrative for the journey.

Highlighting the resulting value when these needs are met.

Discuss the implied technical and non-technical capabilities required to deliver this value.

Brainstorming possible solutions and eventually narrowing down to specific features.

The ultimate aim is to foster alignment within the organization and produce a user journey map based on shared knowledge. 

Learn more from this insightful video:

Customer journey mapping is vital as it harnesses our visual reasoning capabilities to articulate a customer's broad, intricate journey with a brand. Such a depiction would otherwise require extensive documentation, like a book. This tool offers a cost-effective method to convey information succinctly, ensuring understanding of whether one is a designer or lacks the time for extensive reading. It also helps the team to develop a shared vision and to encourage collaboration.  Businesses can better comprehend and address interaction points by using a journey map, facilitating informed decision-making and revealing insights that might otherwise remain obscured. Learn more about the power of visualizing the customer journey in this video.

Pain points in a customer journey map represent customers' challenges or frustrations while interacting with a product or service. They can arise from unmet needs, gaps in service, or barriers faced during the user experience. Identifying these pain points is crucial as they highlight areas for improvement, allowing businesses to enhance the customer experience and meet their needs more effectively. Pain points can relate to various aspects, including product usability, communication gaps, or post-purchase concerns. Explore the detailed article on customer journey maps at Interaction Design Foundation for a deeper understanding and real-world examples.

Customer journey mapping offers several key benefits:

It provides a holistic view of the customer experience, highlighting areas for improvement. This ensures that products or services meet users' needs effectively.

The process fosters team alignment, ensuring everyone understands and prioritizes the customer's perspective.

It helps identify pain points, revealing opportunities to enhance user satisfaction and loyalty.

This visualization allows businesses to make informed decisions, ensuring resources target the most impactful areas.

To delve deeper into the advantages and insights on journey mapping, refer to Interaction Design Foundation's article on key takeaways from the IXDF journey mapping course .

In design thinking, a customer journey map visually represents a user's interactions with a product or service over time. It provides a detailed look at a user's experience, from initial contact to long-term engagement. Focusing on the user's perspective highlights their needs, emotions, pain points, and moments of delight. This tool aids in understanding and empathizing with users, a core principle of design thinking. When used effectively, it bridges gaps between design thinking and marketing, ensuring user-centric solutions align with business goals. For a comprehensive understanding of how it fits within design thinking and its relation to marketing, refer to Interaction Design Foundation's article on resolving conflicts between design thinking and marketing .

A customer journey map and a user journey map are tools to understand the experience of users or customers with a product or service.

A customer journey map is a broader view of the entire customer experience across multiple touchpoints and stages. It considers physical and digital channels, multiple user personas, and emotional and qualitative aspects.

A user journey map is a detailed view of the steps to complete a specific task or goal within a product or service. It only considers digital channels, one user persona, and functional and quantitative aspects.

Both are useful to understand and improve the experience of the users or customers with a product or service. However, they have different scopes, perspectives, and purposes. A customer journey map provides a holistic view of the entire customer experience across multiple channels and stages. A user journey map provides a detailed view of the steps to complete a specific task or goal within a product or service.

While user journeys might emphasize specific tasks or pain points, customer journeys encapsulate the entire experience, from research and comparison to purchasing and retention. 

Customer journey maps and service blueprints are tools to understand and improve the experience of the users or customers with a product or service. A customer journey map shows the entire customer experience across multiple touchpoints and stages. It focuses on the front stage of the service, which is what the customers see and experience. It considers different user personas and emotional aspects.

A service blueprint shows how a service is delivered and operated by an organization. It focuses on the back stage of the service, which is what the customers do not see or experience. It considers one user persona and functional aspects. What are the steps that the customer takes to complete a specific task or goal within the service? What are the channels and devices that the customer interacts with at each step?

For an immersive dive into customer journey mapping, consider enrolling in the Interaction Design Foundation's specialized course . This course offers hands-on lessons, expert guidance, and actionable tools. Furthermore, to grasp the course's essence, the article “4 Takeaways from the IXDF Journey Mapping Course” sheds light on the core learnings, offering a snapshot of what to expect. These resources are tailored by industry leaders, ensuring you're equipped with the best knowledge to craft impactful customer journey maps.

Literature on Customer Journey Maps

Here’s the entire UX literature on Customer Journey Maps by the Interaction Design Foundation, collated in one place:

Learn more about Customer Journey Maps

Take a deep dive into Customer Journey Maps with our course Journey Mapping .

This course will show you how to use journey mapping to turn your own complex design challenges into simple, delightful user experiences . If you want to design a great shopping experience, an efficient signup flow or an app that brings users delight over time, journey mapping is a critical addition to your toolbox. 

We will begin with a short introduction to mapping — why it is so powerful, and why it is so useful in UX. Then we will get familiar with the three most common types of journey map — experience maps, customer journey maps and service blueprints — and how to recognize, read and use each one. Then you will learn how to collect and analyze data as a part of a journey mapping process. Next you will learn how to create each type of journey map , and in the final lesson you will learn how to run a journey mapping workshop that will help to turn your journey mapping insights into actual products and services. 

This course will provide you with practical methods that you can start using immediately in your own design projects, as well as downloadable templates that can give you a head start in your own journey mapping projects. 

The “Build Your Portfolio: Journey Mapping Project” includes three practical exercises where you can practice the methods you learn, solidify your knowledge and if you choose, create a journey mapping case study that you can add to your portfolio to demonstrate your journey mapping skills to future employers, freelance customers and your peers. 

Throughout the course you will learn from four industry experts. 

Indi Young will provide wisdom on how to gather the right data as part of your journey mapping process. She has written two books,  Practical Empathy  and  Mental Models . Currently she conducts live online advanced courses about the importance of pushing the boundaries of your perspective. She was a founder of Adaptive Path, the pioneering UX agency that was an early innovator in journey mapping. 

Kai Wang will walk us through his very practical process for creating a service blueprint, and share how he makes journey mapping a critical part of an organization’s success. Kai is a talented UX pro who has designed complex experiences for companies such as CarMax and CapitalOne. 

Matt Snyder will help us think about journey mapping as a powerful and cost-effective tool for building successful products. He will also teach you how to use a tool called a perspective grid that can help a data-rich journey mapping process go more smoothly. In 2020 Matt left his role as the Sr. Director of Product Design at Lucid Software to become Head of Product & Design at Hivewire. 

Christian Briggs will be your tour guide for this course. He is a Senior Product Designer and Design Educator at the Interaction Design Foundation. He has been designing digital products for many years, and has been using methods like journey mapping for most of those years.  

All open-source articles on Customer Journey Maps

14 ux deliverables: what will i be making as a ux designer.

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What are Customer Touchpoints & Why Do They Matter?

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How to Visualize Your Qualitative User Research Results for Maximum Impact

How to Resolve Conflicts Between Design Thinking and Marketing

How to Create a Perspective Grid

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4 Takeaways from the IxDF Journey Mapping Course

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The Power of Mapping

User Story Mapping in Design

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Customer Journey Mapping

Journey mapping helps you visualize how customers experience your product or service, and how they feel along the way. Scroll to step 6 for a real-life example from one of our product teams!

USE THIS PLAY TO...

Understand the customer journey from a specific persona's perspective so that you can design a better experience.

Running the play

Depending on how many touchpoints along the customer journey you're mapping, you might break the journey into stages and tackle each stage in pairs.

Sticky notes

Whiteboards.io Template

Define the map's scope (15 min)

Ideally, customer journey mapping focuses on the experience of a single persona  in a single scenario with a single goal. Else, the journey map will be too generic, and you'll miss out on opportunities for new insights and questions. You may need to pause creating a customer journey map until you have defined your customer personas . Your personas should be informed by  customer interviews , as well as data wherever possible.

Saying that, don't let perfect be the enemy of good! Sometimes a team just needs to get started, and you can agree to revisit with more rigor in  a few months' time. Once scope is agreed on, check your invite list to make sure you've got people who know the details of what customers experience when using your product or service.

Set the stage (5 min)

It's really important that your group understands the user  persona  and the goal driving their journey. Decide on or recap with your group the target persona and the scope of the journey being explored in your session. Make sure to pre-share required reading with the team at least a week ahead of your session to make sure everyone understands the persona, scope of the journey, and has a chance to delve deeper into research and data where needed. Even better- invite the team to run or attend the customer interviews to hear from customers first hand!

E.g. "We're going to focus on the Alana persona. Alana's role is project manager, and her goal is to find a scalable way for her team to share their knowledge so they spend less time explaining things over email. We're going to map out what it's like for Alana to evaluate Confluence for this purpose, from the point where she clicks that TRY button, to the point where she decides to buy it – or not."

Build a customer back-story (10 min)

Have the group use sticky notes to post up reasons why your target persona would be on this journey in the first place. Odds are, you'll get a range of responses: everything from high-level goals, to pain points, to requested features or services. Group similar ideas and groom the stickies so you can design a story from them.

These narratives should be inspired by actual customer interviews. But each team member will also bring a different perspective to the table that helps to broaden the lens.

Take a look at the example provided in the call out of this section. This back story starts with the pain points – the reasons why Alana would be wanting something like Confluence in the first place.

• E.g., "Her team's knowledge is in silos"

Then it basically has a list of requirements – what Alana is looking for in a product to solve the bottom pain points. This is essentially a mental shopping list for the group to refer to when mapping out the customer journey.

• E.g., "Provide structure"

Then it has the outcomes – goals that Alana wants to achieve by using the product

• E.g., "To keep my team focused on their work instead of distracted by unnecessary emails and shoulder-taps"

And finally the highest-level goal for her and her team.

• E.g., "Improve team efficiency"

Round off the back story by getting someone to say out loud what they think the overall story so far is, highlighting the main goals the customer has. This ensures a shared understanding that will inform the journey mapping, and improve the chances that your team will map it from the persona's point of view (not their own).

• E.g., "Alana and her team are frustrated by having to spend so much time explaining their work to each other, and to stakeholders. They want a way to share their knowledge, and organize it so it's easy for people outside their team to find, so they can focus more energy on the tasks at hand."

For example...

Here's a backstory the Confluence team created. 

Map what the customer thinks and feels (30-60 min)

With the target persona, back story, and destination in place, it's time to walk a mile in their shoes. Show participants how to get going by writing the first thing that the persona does on a sticky note. The whole group can then grab stickies and markers and continue plotting the journey one action at a time.

This can also include questions and decisions! If the journey branches based on the answers or choices, have one participant map out each path. Keep in mind that the purpose of this Play is to build empathy for, and a shared understanding of the customer for the team. In order to do this, we focus on mapping the  current state of one discrete end to end journey, and looking for opportunities for improvement.

To do a more comprehensive discovery and inform strategy, you will need to go deeper on researching and designing these journey maps, which will need to split up over multiple sessions. Take a look at the variation below for tipes on how to design a completely new customer journey.

Use different color sticky notes for actions, questions, decisions, etc. so it's easier to see each element when you look at the whole map.

For each action on the customer journey, capture which channels are used for the interactions. Depending on your context, channels might include a website, phone, email, postal mail, face-to-face, and/or social media.

It might also help to visually split the mapping area in zones, such as "frontstage" (what the customer experiences) versus "backstage" (what systems and processes are active in the background).

Journey mapping can open up rich discussion, but try to avoid delving into the wrong sort of detail. The idea is to explore the journey and mine it for opportunities to improve the experience instead of coming up with solutions on the spot. It's important not only to keep the conversation on track, but also to create an artefact that can be easily referenced in the future. Use expands or footnotes in the Confluence template to capture any additional context while keeping the overview stable.

Try to be the commentator, not the critic. And remember: you're there to call out what’s going on for the persona, not explain what’s going on with internal systems and processes.

To get more granular on the 'backstage' processes required to provide the 'frontstage' customer value, consider using Confluence Whiteboard's Service Blueprint template as a next step to follow up on this Play.

ANTI-PATTERN

Your map has heaps of branches and loops.

Your scope is probably too high-level. Map a specific journey that focuses on a specific task, rather than mapping how a customer might explore for the first time.

Map the pain points (10-30 min)

"Ok, show me where it hurts." Go back over the map and jot down pain points on sticky notes. Place them underneath the corresponding touchpoints on the journey. Where is there frustration? Errors? Bottlenecks? Things not working as expected?

For added value, talk about the impact of each pain point. Is it trivial, or is it likely to necessitate some kind of hack or work-around. Even worse: does it cause the persona to abandon their journey entirely?

Chart a sentiment line (15 min)

(Optional, but totally worth it.) Plot the persona's sentiment in an area under your journey map, so that you can see how their emotional experience changes with each touchpoint. Look for things like:

• Areas of sawtooth sentiment – going up and down a lot is pretty common, but that doesn't mean it's not exhausting for the persona.
• Rapid drops – this indicates large gaps in expectations, and frustration.
• Troughs – these indicate opportunities for lifting overall sentiments.
• Positive peaks – can you design an experience that lifts them even higher? Can you delight the persona and inspire them to recommend you?

Remember that pain points don't always cause immediate drops in customer sentiment. Sometimes some friction may even buold trust (consider requiring verification for example). A pain point early in the journey might also result in negative feelings later on, as experiences accumulate. 

Having customers in the session to help validate and challenge the journey map means you'll be more confident what comes out of this session. 

Analyse the big picture (15 min)

As a group, stand back from the journey map and discuss trends and patterns in the experience.

• Where are the areas of greatest confusion/frustration?
• Where is the journey falling short of expectations?
• Are there any new un-met needs that have come up for the user type?
• Are there areas in the process being needlessly complicated or duplicated? Are there lots of emails being sent that aren’t actually useful? 

Then, discuss areas of opportunity to improve the experience. E.g., are there areas in the process where seven steps could be reduced to three? Is that verification email actually needed?

You can use quantitative data to validate the impact of the various opportunity areas identified. A particular step may well be a customer experience that falls short, but how many of your customers are actually effected by that step? Might you be better off as a team focused on another higher impact opportunity?

Here's a user onboarding jouney map our Engaging First Impressions team created.

Be sure to run a full Health Monitor session or checkpoint with your team to see if you're improving.

MAP A FUTURE STATE

Instead of mapping the current experience, map out an experience you haven't delivered yet. You can map one that simply improves on existing pain points, or design an absolutely visionary amazeballs awesome experience!

Just make sure to always base your ideas on real customer interviews and data. When designing a totally new customer journey, it can also be interesting to map competitor or peer customer journeys to find inspiration. Working on a personalised service? How do they do it in grocery? What about fashion? Finance?

After the mapping session, create a stakeholder summary. What pain points have the highest impact to customers' evaluation, adoption and usage of our products? What opportunities are there, and which teams should know about them? What is your action plan to resolve these pain points? Keep it at a summary level for a fast share out of key takeaways.

For a broader audience, or to allow stakeholders to go deeper, you could also create a write-up of your analysis and recommendations you came up with, notes captured, photos of the group and the artefacts created on a Confluence page. A great way of sharing this information is in a video walk through of the journey map. Loom is a great tool for this as viewers can comment on specific stages of the journey. This can be a great way to inspire change in your organization and provide a model for customer-centric design practices.

KEEP IT REAL

Now that you have interviewed your customers and created your customer journey map, circle back to your customers and validate! And yes: you might learn that your entire map is invalid and have to start again from scratch. (Better to find that out now, versus after you've delivered the journey!) Major initiatives typically make multiple journey maps to capture the needs of multiple personas, and often iterate on each map. Remember not to set and forget. Journeys are rapidly disrupted, and keeping your finger on the pulse of your customer's reality will enable your team to pivot (and get results!) faster when needed.

Related Plays

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The complete guide to customer journey stages.

12 min read If you want to turn a potential customer into a lifetime one, you’ll need to get to know every step of the entire customer journey. Here’s why the secret to customer retention lies in knowing how to fine-tune your sales funnel…

What is the customer journey?

What do we actually mean when we talk about the customer journey? Well, the simplest way to think about it is by comparing it to any other journey: a destination in mind, a starting point, and steps to take along the way.

In this case, the destination is not only to make a purchase but to have a great experience with your product or service – sometimes by interacting with aftersale customer support channels – and become a loyal customer who buys again.

And, just like how you can’t arrive at your vacation resort before you’ve done you’ve found out about it, the customer journey starts with steps to do with discovery, research, understanding, and comparison, before moving on to the buying process.

“Maximizing satisfaction with customer journeys has the potential not only to increase customer satisfaction by 20% but also lift revenue up by 15% while lowering the cost of serving customers by as much as 20%”

– McKinsey, The Three Cs of Customer Satisfaction

In short, the customer journey is the path taken by your target audience toward becoming loyal customers. So it’s really important to understand – both in terms of what each step entails and how you can improve each one to provide a maximally impressive and enjoyable experience.

Every customer journey will be different, after all, so getting to grips with the nuances of each customer journey stage is key to removing obstacles from in front of your potential and existing customers’ feet.

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What are the essential customer journey stages?

While many companies will put their own spin on the exact naming of the customer journey stages, the most widely-recognized naming convention is as follows:

• Consideration

These steps are often then sub-categorized into three parts:

• Sale/Purchase

It’s important to understand every part of the puzzle, so let’s look at each sub-category and stage in turn, from the awareness and consideration stage, right through to advocacy:

Customer journey: Pre-sale

In the pre-sale phase, potential customers learn about products, evaluate their needs, make comparisons, and soak up information.

Awareness stage

In the awareness stage, your potential customer becomes aware of a company, product, or service. This might be passive – in that they’re served an ad online, on TV, or when out and about – or active in that they have a need and are searching for a solution. For example, if a customer needs car insurance, they’ll begin searching for providers.

Consideration stage

In the consideration stage, the customer has been made aware of several possible solutions for their particular need and starts doing research to compare them. That might mean looking at reviews or what others are saying on social media, as well as absorbing info on product specs and features on companies’ own channels. They’re receptive to information that can help them make the best decision.

Customer journey: Sale

The sale phase is short but pivotal: it’s when the crucial decision on which option to go with has been made.

Decision stage

The customer has all the information they need on the various options available to them, and they make a purchase. This can be something that’s taken a long time to decide upon, like buying a new computer, or it can be as quick as quickly scouring the different kinds of bread available in the supermarket before picking the one they want.

Customer journey: Post-sale

Post-sale is a really important part of the puzzle because it’s where loyal customers , who come back time and again, are won or lost.

Retention stage

The retention stage of the customer journey is where you do whatever you can to help leave a lasting, positive impression on the customer, and entice them to purchase more. That means offering best-in-class customer support if they have any issues, but it also means being proactive with follow-up communications that offer personalized offers, information on new products, and rewards for loyalty.

Advocacy stage

If you nail the retention phase, you’ll have yourself a customer who not only wants to keep buying from you but will also advocate on your behalf. Here, the customer will become one of the most powerful tools in your arsenal, in that they’ll actively recommend you to their friends, family, followers, and colleagues.

What’s the difference between the customer journey and the buyer’s journey?

Great question; the two are similar, but not exactly the same. The buyer’s journey is a shorter, three-step process that describes the steps taken to make a purchase. So that’s awareness , consideration, and decision . That’s where things stop, however. The buyer’s journey doesn’t take into account the strategies you’ll use to keep the customer after a purchase has been made.

Why are the customer journey stages important?

The short answer? The customer journey is what shapes your entire business. It’s the method by which you attract and inform customers, how you convince them to purchase from you, and what you do to ensure they’re left feeling positive about every interaction.

Why this matters is that the journey is, in a way, cyclical. Customers who’ve had a smooth ride all the way through their individual journeys are more likely to stay with you, and that can have a massive effect on your operational metrics.

It’s up to five times more expensive to attract a new customer than it is to keep an existing customer, but even besides that: satisfied customers become loyal customers , and customer loyalty reduces churn at the same time as increasing profits .

So companies looking to really make an impact on the market need to think beyond simply attracting potential customers with impressive marketing, and more about the journey as a whole – where the retention and advocacy stages are equally important.

After all, 81% of US and UK consumers trust product advice from friends and family over brand messaging, and 59% of American consumers say that once they’re loyal to a brand, they’re loyal to it for life.

Importantly, to understand the customer journey as a whole is to understand its individual stages, recognize what works, and find things that could be improved to make it a more seamless experience. Because when you do that, you’ll be improving every part of your business proposition that matters.

How can you improve each customer journey stage?

Ok, so this whole customer journey thing is pretty important. Understanding the customer journey phases and how they relate to the overall customer experience is how you encourage customers to stick around and spread the news via word of mouth.

But how do you ensure every part of the journey is performing as it should? Here are some practical strategies to help each customer journey stage sing…

1. Perform customer journey mapping

A customer journey map takes all of the established customer journey stages and attempts to plot how actual target audience personas might travel along them. That means using a mix of data and intuition to map out a range of journeys that utilize a range of touch points along the way.

One customer journey map, for example, might start with a TV ad, then utilize social media and third-party review sites during the consideration stage, before purchasing online and then contacting customer support about you your delivery service. And then, finally, that customer may be served a discount code for a future purchase. That’s just one example.

Customer journey mapping is really about building a myriad of those journeys that are informed by everything you know about how customers interact with you – and then using those maps to discover weaker areas of the journey.

2. Listen like you mean it

The key to building better customer journeys is listening to what customers are saying. Getting feedbac k from every stage of the journey allows you to build a strong, all-encompassing view of what’s happening from those that are experiencing it.

Maybe there’s an issue with the customer sign-up experience, for example. Or maybe the number advertised to contact for a demo doesn’t work. Or maybe you have a customer service agent in need of coaching, who only makes the issue worse. By listening, you’ll understand your customers’ issues and be able to fix them at the source. That customer service agent, for example, may just feel disempowered and unsupported, and in need of the right tools to help them perform better. Fixing that will help to optimize a key stage in the customer journey.

The key is to listen at every stage, and we can do that by employing the right technology at the right customer journey stages.

Customer surveys, for instance, can help you understand what went wrong from the people who’re willing to provide that feedback, but conversational analytics and AI solutions can automatically build insights out of all the structured and unstructured conversational data your customers are creating every time they reach out, or tweet, or leave a review on a third party website.

3. Get personal

The other side of the ‘listening’ equation is that it’s worth remembering that each and every customer’s journey is different – so treating them with a blanket approach won’t necessarily make anything better for them.

The trick instead is to use the tools available to you to build out a personalized view of every customer journey, customer journey stage, and customer engagemen t, and find common solutions.

Qualtrics Experience iD , for example, is an intelligent system that builds customer profiles that are unique to them and can identify through AI, natural language processing , and past interactions what’s not working – and what needs fixing.

On an individual basis, that will help turn each customer into an advocate. But as a whole, you’ll learn about experience gaps that are common to many journeys.

Listening to and understanding the customer experience at each customer journey stage is key to ensuring customers are satisfied and remain loyal on a huge scale.

It’s how you create 1:1 experiences, because, while an issue for one person might be an issue for many others, by fixing it quickly you can minimize the impact it might have on future customers who’re right at the start of their journey.

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Customer journey analytics 13 min read, how to create a customer journey map 22 min read, b2b customer journey 13 min read, customer interactions 11 min read, consumer decision journey 14 min read, customer journey orchestration 12 min read, request demo.

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Journey mapping 101.

December 9, 2018 2018-12-09

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Journey maps are a common UX tool. They come in all shapes, sizes, and formats. Depending on the context, they can be used in a variety of ways. This article covers the basics: what a journey map is (and is not), related terminology, common variations, and how we can use journey maps.

In This Article:

Definition of a journey map, key components of a journey map, journey-map variations, why use journey maps.

Definition: A journey map is a visualization of the process that a person goes through in order to accomplish a goal.

In its most basic form, journey mapping starts by compiling a series of user actions into a timeline. Next, the timeline is fleshed out with user thoughts and emotions in order to create a narrative. This narrative is condensed and polished, ultimately leading to a visualization.

The terms ‘user journey map’ and ‘customer journey map’ can be used interchangeably. Both reference a visualization of a person using your product or service.

While the argument can be made that the term ‘customer’ does a disservice to the method (because, especially for certain business-to-business products, not all of end users are technically customers, i.e., product buyers), alignment on what you call the map is far less important than alignment on the content within the map.

Journey maps come in all shapes and sizes. Regardless of how they look, journey maps have the following 5 key elements in common:

Scenario + Expectations

Journey phases, actions, mindsets, and emotions, opportunities.

The actor is the persona or user who experiences the journey. The actor is who the journey map is about — a point of view. Actors usually align with personas and their actions in the map are rooted in data.

Provide one point of view per map in order to build a strong, clear narrative. For example, a university might choose either a student or a faculty member as actor — each would result in different journeys. (To capture both viewpoints, the university will need to build two separate maps, one for each of the two user types.)

The scenario describes the situation that the journey map addresses and is associated with an actor’s goal or need and specific expectations. For example, one scenario could be switching mobile plans to save money, and expectations for it include to easily find all the information needed to make a decision.

Scenarios can be real (for existing products and services) or anticipated — for products that are yet in the design stage.

Journey maps are best for scenarios that involve a sequence of events (such as shopping or taking a trip), describe a process (thus involve a set of transitions over time), or might involve multiple channels .

Journey phases are the different high-level stages in the journey. They provide organization for the rest of the information in the journey map (actions, thoughts, and emotions). The stages will vary from scenario to scenario; each organization will usually have data to help it determine what these phases are for a given scenario.

Here are some examples:

• For an ecommerce scenario (like buying Bluetooth speakers), the stages can be discover, try, buy, use, seek support.
• For big (or luxury) purchases (like buying a car), the stages can be engagement, education, research, evaluation, justification.
• For a business-to-business scenario (like rolling out an internal tool), the stages could be purchase, adoption, retention, expansion, advocacy.

These are behaviors, thoughts, and feelings the actor has throughout the journey and that are mapped within each of the journey phases.

Actions are the actual behaviors and steps taken by users. This component is not meant to be a granular step-by-step log of every discrete interaction. Rather, it is a narrative of the steps the actor takes during that phase.

Mindsets correspond to users’ thoughts, questions, motivations, and information needs at different stages in the journey. Ideally, these are customer verbatims from research.

Emotions are plotted as single line across the journey phases, literally signaling the emotional “ups” and “downs” of the experience. Think of this line as a contextual layer of emotion that tells us where the user is delighted versus frustrated.

Opportunities (along with additional context such as ownership and metrics) are insights gained from mapping; they speak to how the user experience can be optimized. Insights and opportunities help the team draw knowledge from the map:

• What needs to be done with this knowledge?
• Who owns what change?
• Where are the biggest opportunities?
• How are we going to measure improvements we implement?

There are several concepts closely related and thus easily confused with journey maps.

It is important to note that this section is only meant to help your personal understanding and clarification of these terms. It is not advised to debate or attempt to shift a whole organization’s language to abide by the definitions stated here. Instead, use these definitions to guide you towards aspects of another method that your team has not previously considered.

Journey Map vs. Experience Map

Think of an experience map as a parent to a journey map. A journey map has a specific actor (a singular customer or user of a product) and specific scenario (of a product or service), while an experience map is broader on both accounts — a generic human undergoing a general human experience.

The experience map is agnostic of a specific business or product. It’s used for understanding a general human behavior; in contrast, a customer journey map is specific and focused on a particular business or product.

For example, imagine the world before the ridesharing market existed (Uber, Lyft, Bird, or Limebike, to name a few). If we were to create an experience map of how a person gets from one place to another, the map would likely include walking, biking, driving, riding with a friend, public transportation, or calling a taxi. Using that experience map we could then isolate pain points: unknown fares, bad weather, unpredictable timing, paying in cash, and so on. Using these pain points, we would then create a future journey map for specific product: how does a particular type of user call a car using the Lyft app?

Journey Map vs. Service Blueprint

If journey maps are the children to experience maps, then service blueprints are the grandchildren. They visualize the relationships between different service components (such as people or processes) at various touchpoints in a specific customer journey.

Think of service blueprints as a part two to customer journey maps. They are extensions of journey maps, but instead of being focused on the user (and taking the user’s viewpoint), they are focused on the business (and take its perspective).

For the Lyft scenario above, we would take the journey map and expand it with what Lyft does internally to support that customer journey. The blueprint could include matching the user to a driver, contacting the driver, calculating fares, and so on.

Journey Map vs. User Story Map

User stories are used in Agile to plan features or functionalities. Each feature is condensed down to a deliberately brief description from a user’s point of view; the description focuses on what the user wants to do, and how that feature will help. The typical format of a user story is a single sentence: “As a [type of user], I want to [goal], so that [benefit].” For example, “As a checking account holder, I want to deposit checks with my mobile device, so that I don’t have to go to the bank.”

A user story map is a visual version of a user story. For example, take the user story above (“As a checking account holder, I want to deposit checks with my mobile device, so that I don’t have to go to the bank.”) and imagine writing out the different steps that the team plans for the user to take when using that functionality. These steps could be: logging in, beginning deposit, taking picture of check, and entering transaction details. For each step, we can document required features: enabling camera access, scanning check and auto filling numbers, and authorizing signature. In a user story map, these features are written on sticky notes, then arranged based on the product release that each functionality will be added to.

While, at a glance, a user story map may look like a journey map, journey maps are meant for discovery and understanding (think big picture), while user story maps are for planning and implementation (think little picture).

Although a journey map and user story map may contain some of the same pieces, they are used at different points of the process. For example, imagine our journey map for Lyft indicated that a pain point appeared when the user was in a large group. To address it, the team may introduce a multicar-call option. We could create a user story map to break this feature (multicar call) into smaller pieces, so a product-development team could plan release cycles and corresponding tasks.

The benefits of journey maps (and most other UX mappings ) are two-fold. First, the process of creating a map forces conversation and an aligned mental model for the whole team. Fragmented understanding is a widespread problem in organizations because success metrics are siloed; it is no one’s responsibility to look at the entire experience from the user’s standpoint. This shared vision is a critical goal of journey mapping, because, without it, agreement on how to improve customer experience would never take place.

Second, the shared artifact resulting from the mapping can be used to communicate an understanding of your user or service to all involved. Journey maps are effective mechanisms for conveying information in a way that is memorable, concise, and that creates a shared vision. The maps can also become the basis for decision making as the team moves forward.

Journey mapping is a process that provides a holistic view of the customer experience by uncovering moments of both frustration and delight throughout a series of interactions. Done successfully, it reveals opportunities to address customers’ pain points, alleviate fragmentation, and, ultimately, create a better experience for your users.

Additional articles are available, discussing: 

• When to create customer journey maps
• The 5-step process
• Journey mapping in real life

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