Create and Edit Path Labels in a Customer Journey Map

Learning Outcomes

After completing this unit, you will be able to: 

1. Define a Path and a Path Label 
2. Create a new Path Label between two nodes
3. Edit an existing Path Label
4. Delete an existing Path and Path Label 
5. Understand when a Path label is best applied

Definition of a Path and Path Label

A Path is the line that you see connect two Action Boxes in the Customer Journey Mapping tool.

• Paths can be created between a green node and a red node.
  
  
• The green node represents the start of the connection, and the red node represents the end of the connection.
  
  
• Paths tells traCXio that the two actions are connected in sequence.
  
  
• Each Path can be labelled to help the reader better understand the connection of the two action boxes.

Path Labels are very effective in describing the outcome of a Decision Box, and this is the most common use.  

Note: A Path may only exist when two Action Boxes have been created. 

Create a Path

1. In the traCXio app, select Customer Journeys on the top horizontal menu.
   
   
2. Select the Customer Journey you wish to edit.
   
   
3. Place your cursor on top of the green node of the Action Box that you want to connect from.
   You will note that the cursor changes to a + to represent you are ready to create a Path.
   
   
4. Click and drag to connect the green node of the Action Box to the red node of the Action Box you want to connect to.
   
   
5. As you drag, (without releasing) the cursor, you will see a line following the cursor. This line is the Path and connects Action Boxes.
   
   
6. You will see a Path has been created that connects the two action boxes, with an arrow pointing to the red node. This arrow represents the direction of the customer journey. 

Add a Label

Note: Not all Paths require a Label

1. In the traCXio app, select Customer Journeys on the top horizontal menu.
   
   
2. Select the Customer Journey you wish to edit. 
3. Hover your cursor over the Path and double-click the Path.
   
   
4. A text box appears asking you to insert the Path Label. 
   
   
5. Insert your Label, noting short and concise terms are best applied.
   
   
6. Click the Add label button to save.
   
   
7. You have now created a Label for your selected Path.
   
   
8. Note that as you click on drag an Action Box to move that Action Box around the canvas, the Label and Path will stay connected.

Delete a Path

1. In the traCXio app, select Customer Journeys on the top horizontal menu.
   
   
2. Select the Customer Journey you wish to edit. 
   
   
3. Hover your cursor over the Path and double-click the Path.
   
   
4. A text box appears, and this will include a red Delete Path button.
   
   
5. Click the Delete Path button and the Path will be removed.

Delete a Path Label

1. In the traCXio app, select Customer Journeys on the top horizontal menu.
   
   
2. Select the Customer Journey you wish to edit. 
3. Hover your cursor over the Path and double-click the Path.
   
   
4. A text box appears, and this will include a red Remove Label button.
   
   
5. Click the Remove Label button and the label will be removed.