Embed Custom Widgets in Journey Maps

Journey Management allows you to embed widgets from your Customer Experience (CX) Dashboard directly into a Journey Map using the Metrics lane.

This feature helps you view customer experience metrics and dashboard visualizations alongside journey stages and touchpoints. You can select a dashboard from the same workspace, choose a widget, and specify a date range to display the relevant data within your Journey Map.

The selected widget is embedded using an iframe, allowing you to access dashboard visualizations in the context of your customer journey.

Follow these steps to embed a CX Dashboard widget in your Journey Map:

1. Navigate to Journey Management.
2. Open the workspace containing your Journey Map.
3. Open the Journey Map where you want to add the widget.
4. Add a Metrics lane if one does not already exist.
5. In the Metrics lane, click the Add (+) button to add a metric.
6. Select CX Dashboard as the source.
7. Select the required dashboard from the same workspace.
8. Choose the widget you want to embed.
9. Select the required date range.
10. Click Add to embed the widget in the Metrics lane.

The selected widget will appear in your Journey Map, allowing you to view the relevant CX data alongside your journey information.

The Metrics lane allows you to add metrics and dashboard visualizations to your Journey Map.

1. Open the required Journey Map in Journey Management.
2. Add a Metrics lane to the journey if it is not already available.
3. Locate the Metrics lane in the Journey Map.

Once the Metrics lane is available, you can use the Add button to configure and add a CX Dashboard widget.

1. Navigate to the Metrics lane in your Journey Map.
2. Click the Add (+) button.
3. In the metric configuration options, select CX Dashboard as the source.

Selecting CX Dashboard allows you to use an existing dashboard widget in your Journey Map.

1. After selecting CX Dashboard as the source, view the available dashboards.
2. Select the dashboard containing the widget you want to add.

The dashboard must belong to the same workspace as your Journey Map.

1. Select the required CX Dashboard.
2. Browse the available widgets in the selected dashboard.
3. Select the widget you want to display in your Journey Map.

Choose a widget that provides relevant customer experience insights for the journey stage or touchpoint you want to analyze.

1. After selecting the dashboard and widget, locate the date range option.
2. Select the required date range for the widget.
3. Verify that the selected period matches the timeframe you want to analyze.

The selected date range determines the reporting period for the widget displayed in your Journey Map.

1. Verify the selected CX Dashboard.
2. Confirm the widget you want to embed.
3. Review the selected date range.
4. Click Add to complete the configuration.

The selected CX Dashboard widget will be embedded in the Metrics lane of your Journey Map using an iframe.

You can now view the widget within the context of your customer journey.

• Contextual insights: View CX metrics alongside relevant journey stages and touchpoints.
• Existing dashboard visualizations: Reuse widgets from CX Dashboards without recreating the visualizations in Journey Management.
• Flexible reporting: Select the dashboard widget relevant to your analysis.
• Date-based analysis: Choose a date range that aligns with the period you want to evaluate.
• Centralized journey analysis: Bring customer experience data and journey information together in one view.

Where can I add a CX Dashboard widget?

You can add a CX Dashboard widget through the Metrics lane in your Journey Map by clicking the Add button.

Can I select any dashboard in my account?

You can select a CX Dashboard from the same workspace as your Journey Map.

Can I select a specific widget from a dashboard?

Yes. After selecting a dashboard, you can choose the widget you want to embed.

Can I configure a date range for the widget?

Yes. You can select the required date range while configuring the widget.

How is the widget displayed in the Journey Map?

The selected widget is embedded using an iframe and displayed in the Metrics lane.

Do I need to create a new dashboard to use this feature?

No. You can select an existing CX Dashboard from the same workspace as your Journey Map.