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This article will show how you use the Journey Builder to create a Journey and how to add steps and templates to the flow.

How to Create Journeys

This article covers Reporting on Journeys.

Journey Reporting

This article covers the Journeys feature on both the manager and employee end.

Journeys from the Manager and Employee Perspective

This article describes the Template Builder and how to use it.

Journey Template Builder

Grids for Journeys

Zaheer Haral

Stefan Timmermann

Structure and training for managers to deliver consistency in feedback

Journeys 

Relationships overview

This article describes the Relationship functionality from an Admin perspective

How to manage Relationships as an admin

Relationships

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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