Transform your customer experience with SysRI's comprehensive Customer Journey Management system. Track customer interactions across all touchpoints, optimize journey stages, and create personalized experiences with AI-powered insights and automation.
- Fragmented Customer Experience - No unified view of customer interactions
- Manual Process Tracking - Time-consuming manual tracking of customer touchpoints
- Poor Conversion Rates - Lack of visibility into journey bottlenecks
- Inconsistent Communication - Disconnected touchpoints across channels
- Limited Personalization - Generic experiences instead of tailored interactions
- 🗺️ Visual Journey Mapping - Interactive timeline with stage progression
- 📊 Advanced Analytics - Deep insights into journey performance
- 🤖 AI-Powered Insights - Intelligent recommendations for optimization
- ⚡ Smart Automation - Automated touchpoints and personalized communication
- 📈 Real-Time Tracking - Live updates on customer journey progress
Customer Journey Management System
├── Main Interface (index.vue)
│ ├── Introduction Cards
│ │ ├── Visual Journey Mapping Card
│ │ ├── Journey Analytics Card
│ │ └── Journey Automation Card
│ ├── Tab Navigation
│ │ ├── Customer Journeys Tab
│ │ ├── Analytics Tab
│ │ ├── AI Insights Tab
│ │ ├── Automation Tab
│ │ └── Journey Stages Tab
│ └── Interactive Tour System
├── CustomerJourneyList Component
│ ├── Journey List with Filters
│ ├── Search and Sorting
│ ├── Journey Cards Display
│ └── Create/Edit Journey Modals
├── CustomerJourneyMap Component
│ ├── Visual Timeline Display
│ ├── Stage Progression Tracking
│ ├── Touchpoint Management
│ └── Journey Progress Visualization
├── CustomerJourneyAnalytics Component
│ ├── Performance Metrics
│ ├── Conversion Funnel Analysis
│ ├── Stage Performance Tracking
│ └── Customer Satisfaction Metrics
├── CustomerJourneyInsights Component
│ ├── AI-Generated Recommendations
│ ├── Journey Optimization Suggestions
│ ├── Predictive Analytics
│ └── Performance Insights
├── CustomerJourneyAutomation Component
│ ├── Automated Touchpoint Triggers
│ ├── Personalized Communication
│ ├── Stage Transition Automation
│ └── Smart Journey Recommendations
└── CustomerJourneyStages Component
├── Stage Configuration
├── Stage Transition Rules
├── Stage Performance Metrics
└── Custom Stage Creation
- Interactive Interface - User-friendly tabbed navigation
- Visual Journey Mapping - Timeline-based journey visualization
- Real-Time Updates - Live journey progress tracking
- Advanced Filtering - Powerful search and filter capabilities
- AI Integration - Intelligent insights and recommendations
- Navigate to Reports → Customer Journey
- Review the Introduction Cards to understand features
- Click "Get Started with Customer Journeys" to begin
- Use the Tour button for guided introduction
¶ Step 2: Understand the Interface
- Introduction Cards - Feature overview with visual illustrations
- Tab Navigation - Switch between different journey functions
- Journey List - View and manage all customer journeys
- Analytics Dashboard - Monitor journey performance
- AI Insights - Get intelligent recommendations
- Navigate to Stages Tab - Access journey stage configuration
- Review Default Stages - Understand existing stage structure
- Customize Stages - Modify stages to match your process
- Set Transition Rules - Define stage progression logic
- Test Configuration - Verify stage setup works correctly
- Click "New Journey" - Start creating a customer journey
- Select Customer - Choose customer from your database
- Assign Initial Stage - Set starting journey stage
- Add Touchpoints - Define customer interaction points
- Save Journey - Store journey for tracking
The Customer Journeys tab provides comprehensive journey management:
- Journey List Display - Complete list of all customer journeys
- Advanced Filtering - Search by name, email, stage, status
- Sorting Options - Sort by activity, creation date, value
- Journey Cards - Visual journey cards with key information
- Quick Actions - Edit, view, and manage journeys
- Customer Information - Name, email, contact details
- Current Stage - Active journey stage
- Duration - Days in current journey
- Progress - Percentage completion
- Total Value - Journey monetary value
- Last Activity - Most recent interaction date
- Status - Active/inactive journey status
- Click "New Journey" - Opens journey creation modal
- Select Customer - Choose from existing customer records
- Set Initial Stage - Assign starting journey stage
- Configure Settings - Set journey parameters
- Add Touchpoints - Define interaction points
- Save Journey - Create and activate journey
- View Journey List - See all active journeys
- Apply Filters - Filter by stage, status, or search terms
- Sort Journeys - Organize by activity, date, or value
- Click Journey Card - Open detailed journey view
- Edit Journey - Modify journey settings and stages
- Timeline Display - Visual representation of journey stages
- Stage Indicators - Color-coded stage progression
- Progress Bar - Overall journey completion percentage
- Touchpoint Markers - Key interaction points
- Customer Information - Journey owner details
- Current Stage - Active journey stage
- Completed Stages - Previously completed stages
- Upcoming Stages - Future journey stages
- Stage Duration - Time spent in each stage
- Stage Performance - Metrics for each stage
- Live Progress - Real-time journey progress updates
- Activity Tracking - Monitor customer interactions
- Stage Transitions - Track stage changes
- Value Updates - Update journey monetary value
- Status Changes - Monitor journey status updates
- Performance Metrics - Journey success rates
- Conversion Tracking - Stage-to-stage conversion rates
- Duration Analysis - Average time in each stage
- Value Progression - Journey value changes over time
- Customer Satisfaction - Feedback and satisfaction scores
The Analytics tab provides comprehensive journey performance insights:
- Performance Metrics - Overall journey performance indicators
- Conversion Funnel Analysis - Stage-to-stage conversion rates
- Stage Performance Tracking - Individual stage metrics
- Customer Satisfaction Metrics - Satisfaction and feedback data
- Trend Analysis - Performance trends over time
- Total Journeys - Number of active journeys
- Average Duration - Mean journey completion time
- Conversion Rate - Overall journey success rate
- Customer Satisfaction - Average satisfaction score
- Revenue Impact - Total revenue from journeys
- Stage Conversion Rates - Success rate for each stage
- Average Stage Duration - Time spent in each stage
- Stage Bottlenecks - Stages with highest drop-off rates
- Stage Value - Revenue generated per stage
- Stage Satisfaction - Customer satisfaction per stage
- Stage Progression - Visual funnel representation
- Conversion Rates - Percentage moving between stages
- Drop-off Points - Stages with highest customer loss
- Optimization Opportunities - Areas for improvement
- Success Patterns - Characteristics of successful journeys
- Entry Rate - Customers entering the journey
- Stage Conversion - Movement between stages
- Completion Rate - Journeys reaching final stage
- Revenue Conversion - Journeys generating revenue
- Retention Rate - Customer retention through journey
- Daily Metrics - Performance indicators by day
- Weekly Trends - Week-over-week performance
- Monthly Summaries - Monthly performance reports
- Quarterly Reviews - Quarterly performance analysis
- Year-over-Year - Annual performance comparison
- Journey by Customer Type - Performance by customer segment
- Geographic Analysis - Performance by location
- Demographic Insights - Performance by demographics
- Behavioral Patterns - Performance by behavior patterns
- Value Segmentation - Performance by customer value
- Select Time Period - Choose analysis timeframe
- Choose Metrics - Select performance indicators
- Apply Filters - Filter by customer segment or stage
- Generate Report - Create analytics report
- Export Data - Export for external analysis
- Set Up Dashboards - Configure analytics dashboards
- Create Alerts - Set up performance alerts
- Schedule Reports - Automate report generation
- Track KPIs - Monitor key performance indicators
- Optimize Performance - Use insights for improvement
The AI Insights tab provides intelligent recommendations and predictions:
- AI-Generated Recommendations - Intelligent journey optimization suggestions
- Predictive Analytics - Forecast journey outcomes and customer behavior
- Performance Insights - AI-powered performance analysis
- Optimization Suggestions - Recommendations for improvement
- Smart Alerts - Proactive notifications for opportunities
- Stage Improvements - Suggestions for stage optimization
- Touchpoint Enhancement - Recommendations for better touchpoints
- Timing Optimization - Optimal timing for interactions
- Content Personalization - Personalized content suggestions
- Channel Optimization - Best channel recommendations
- Churn Prediction - Identify customers likely to churn
- Conversion Probability - Predict journey conversion likelihood
- Value Prediction - Forecast journey monetary value
- Engagement Patterns - Predict customer engagement behavior
- Satisfaction Forecasting - Predict customer satisfaction levels
- Pattern Recognition - Identify successful journey patterns
- Anomaly Detection - Find unusual journey behaviors
- Trend Analysis - Analyze performance trends
- Correlation Analysis - Find relationships between factors
- Root Cause Analysis - Identify performance drivers
- Process Improvements - Suggestions for process optimization
- Resource Allocation - Recommendations for resource distribution
- Timing Adjustments - Optimal timing recommendations
- Content Optimization - Content improvement suggestions
- Channel Strategy - Channel optimization recommendations
- Navigate to AI Insights - Open insights dashboard
- Review Recommendations - Check AI-generated suggestions
- Analyze Predictions - Review predictive analytics
- Apply Insights - Implement recommended changes
- Track Results - Monitor impact of changes
- Set Analysis Parameters - Configure AI analysis settings
- Choose Focus Areas - Select areas for AI analysis
- Set Alert Thresholds - Configure alert conditions
- Customize Reports - Personalize insight reports
- Schedule Analysis - Automate AI analysis
The Automation tab provides automated journey management capabilities:
- Automated Touchpoint Triggers - Automatic interaction triggers
- Personalized Communication - Automated personalized messages
- Stage Transition Automation - Automatic stage progression
- Smart Journey Recommendations - AI-powered journey suggestions
- Workflow Automation - Automated journey workflows
- Email Triggers - Automated email communications
- SMS Notifications - Automated text message alerts
- Phone Call Scheduling - Automatic call scheduling
- Meeting Reminders - Automated meeting reminders
- Follow-up Actions - Automatic follow-up activities
- Automatic Progression - Move customers between stages
- Condition-Based Transitions - Rules-based stage changes
- Time-Based Triggers - Time-driven stage transitions
- Action-Based Progression - Activity-triggered transitions
- Manual Override - Human intervention capabilities
- Dynamic Content - Personalized message content
- Channel Selection - Optimal channel recommendations
- Timing Optimization - Best time for communications
- Frequency Management - Optimal communication frequency
- Response Handling - Automated response processing
- Task Creation - Automatic task generation
- Assignment Rules - Automatic task assignment
- Priority Setting - Automatic priority assignment
- Deadline Management - Automatic deadline setting
- Escalation Rules - Automatic escalation triggers
- Navigate to Automation - Open automation configuration
- Choose Automation Type - Select automation category
- Configure Triggers - Set up automation triggers
- Define Actions - Specify automation actions
- Test Automation - Verify automation works correctly
- Activate Automation - Enable automation rules
- View Active Rules - See all active automation rules
- Edit Rules - Modify existing automation rules
- Disable Rules - Temporarily disable automation
- Monitor Performance - Track automation effectiveness
- Optimize Rules - Improve automation performance
The Journey Stages tab provides comprehensive stage configuration:
- Stage Configuration - Create and manage journey stages
- Transition Rules - Define stage progression logic
- Stage Performance Metrics - Track stage effectiveness
- Custom Stage Creation - Build custom journey stages
- Stage Templates - Pre-built stage configurations
- Awareness - Initial customer awareness stage
- Interest - Customer interest development
- Consideration - Evaluation and comparison
- Purchase - Decision and transaction
- Retention - Post-purchase engagement
- Advocacy - Customer advocacy and referrals
- Define Stage Name - Set descriptive stage name
- Add Description - Provide stage description
- Set Stage Order - Define stage sequence
- Configure Duration - Set expected stage duration
- Define Success Criteria - Set stage completion criteria
- Add Touchpoints - Define stage interactions
- Automatic Transitions - Rules-based stage changes
- Manual Transitions - Human-controlled progression
- Condition-Based - Criteria-driven transitions
- Time-Based - Duration-triggered transitions
- Action-Based - Activity-triggered changes
- Select Source Stage - Choose starting stage
- Define Conditions - Set transition criteria
- Choose Target Stage - Select destination stage
- Set Timing - Define transition timing
- Configure Actions - Set transition actions
- Test Rules - Verify transition logic
- Stage Duration - Average time in stage
- Conversion Rate - Stage-to-stage success rate
- Drop-off Rate - Customer loss in stage
- Value Generation - Revenue per stage
- Satisfaction Score - Customer satisfaction per stage
- View Stage Metrics - Review performance data
- Identify Bottlenecks - Find performance issues
- Analyze Trends - Track performance over time
- Compare Stages - Compare stage performance
- Optimize Stages - Improve stage effectiveness
- View All Stages - See complete stage list
- Edit Stage Details - Modify stage information
- Reorder Stages - Change stage sequence
- Delete Stages - Remove unnecessary stages
- Duplicate Stages - Copy existing stages
- Choose Template - Select from pre-built templates
- Customize Template - Modify template for your needs
- Apply Template - Use template for new stages
- Save Custom Templates - Store modified templates
- Share Templates - Share templates with team
- CRM Integration - Connect with customer records
- Marketing Automation - Integrate with marketing tools
- Analytics Platforms - Connect with analytics systems
- Communication Tools - Integrate with communication platforms
- API Access - Programmatic integration capabilities
- Responsive Design - Works on all devices
- Dark Mode Support - Compatible with theme preferences
- Keyboard Navigation - Full keyboard accessibility
- Advanced Search - Powerful search and filtering
- Bulk Operations - Efficient batch processing
- Real-Time Updates - Live data synchronization
- Data Export - Export journey data for analysis
- Backup and Recovery - Data protection and restoration
- Data Validation - Ensure data integrity
- Performance Optimization - Efficient data handling
- Start with Stages - Configure journey stages before creating journeys
- Use AI Insights - Leverage AI recommendations for optimization
- Monitor Analytics - Regularly review performance metrics
- Automate Touchpoints - Set up automated communications
- Personalize Experiences - Use customer data for personalization
- Track Performance - Monitor journey effectiveness continuously
- Optimize Continuously - Use insights to improve journeys
- Test Changes - Validate improvements before full implementation
- Open Customer Journey Management
- Review active journeys and progress
- Check AI insights for recommendations
- Monitor automation performance
- Update journey stages as needed
- Review analytics and metrics
- Analyze journey performance metrics
- Review conversion funnel analysis
- Check AI-generated insights
- Optimize automation rules
- Update stage configurations
- Generate performance reports
- Review comprehensive analytics
- Analyze customer behavior patterns
- Plan journey optimizations
- Update automation strategies
- Configure new journey stages
- Plan customer experience improvements
By effectively leveraging the Customer Journey Management system, you can create seamless customer experiences, optimize journey performance, and drive better business outcomes through data-driven insights and intelligent automation.