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Mackenzie Carter
Mackenzie Carter

Published on Sep 24, 2024, updated on Sep 24, 2024

Imagine crafting a map that not only outlines every step but also captures key interactions, emotions, and experiences. That's the essence of a visual customer journey map. In this exploration, we'll walk you through creating your visual customer journey map, leaving no detail unturned. Ready to gain fresh insights into your customer's experience? Let's embark on this journey together.

1. What is a Visual Customer Journey Map?

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A visual customer journey map is a tool used from the customer's perspective to document the journey they take while engaging with a product. It captures user data and emotional feedback during the interaction, revealing pain points and identifying opportunities for product enhancement. By employing effective tools, the Customer Journey can be translated into visual information, empowering subsequent product decisions.

Crafting a perfect customer journey map is an essential skill for an excellent product manager. Boardmix, a versatile whiteboard platform, includes a customer journey map template that is frequently used by product managers.

2. The Utility of Customer Journey Maps

Understanding the purpose of a customer journey map is crucial before you start creating one, as it provides a clear goal and direction.

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- The map can visually, procedurally, and systematically identify and break down product issues.

- It allows product managers to discover opportunities and improve existing product processes by aligning with the user's perspective and business context.

- Abstract user behaviors are concretized into user stories, helping product managers to determine design directions and identify opportunities through touchpoints and pain points.

- The graphical representation of product pros and cons facilitates better communication and discussion within the team, fostering collective solutions.

3. Components of a Customer Journey Map

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- Target Users: These are the primary users of the product, including both service recipients and providers. Data on target users can be obtained through research, interviews, and feedback. Once the "protagonist" for the experience map is chosen, a user persona is constructed to understand their goals and behaviors. Boardmix's built-in user persona template and customer journey map template can greatly enhance the efficiency of this process.

- Phases and Actions: The stages of service, such as before, during, and after, or phase one, two, three, etc., determine the specific user experience process. At different stages, users perform actions to achieve their goals. The map's designer identifies the highs and lows of the user experience to ensure clarity in user objectives.

- Touchpoints: These are key moments in the product experience that correspond to user actions. Understanding the environment that prompts these touchpoints is crucial. The core of the experience map lies in clarifying the user's feelings and emotions throughout the process. User emotions are categorized into three dimensions: positive, neutral, and negative. Analysis of the user's critical path can identify touchpoints, and Boardmix's community offers a vast array of resource templates that are highly valuable for reference and learning, with the convenience of one-click reuse.

- Pain and Opportunity Points: Pain points are the unmet or difficult-to-meet needs of users when using a product, while opportunity points are the optimization paths based on these. Special attention should be given to the user's experience and descriptions of pain points, particularly the emotions at each critical juncture, which can be translated into data to support the summarization of pain and opportunity points.

When integrating a customer journey map, involves extensive research, including interviews, surveys, and persona construction. Manual data organization can lead to clutter and confusion. Boardmix is a convenient online collaboration tool with an infinite canvas space, supporting free layout, and offering various creative expression methods such as text, sticky notes, shapes, connectors, and tables. It also supports the import/export of various file formats like Word, PDF, and PowerPoint, making it an excellent tool for collecting, storing, and organizing information, with the added benefit of multi-user collaboration.

4. The Process and Method of Creating a Customer Journey Map

After understanding the key elements of a customer journey map, we can delve into the specific processes involved in creating one.

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- Identify Target Users: Clarify who the main character is, construct a complete user persona, and determine the usage scenarios. Refine key processes for different scenarios, understand user goals and expectations phase by phase, and create user personas based on reliable data.

- Track Behavioral Pathways: Record and describe the user's journey, analyze their behavior patterns, and gain a clearer understanding of user preferences.

- Conduct Touchpoint Analysis: Document all the contact points throughout the user's experience. Pay attention to user emotions, and based on user goals, thoughts during the process, and problems encountered, refine the user's pain points.

- Insight into Pain Points and Refine Opportunity Points: Summarize the product optimization path, verify the objectivity and feasibility of data and results, and reach a consensus through efficient team collaboration.

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With the above four points of the mapping process and methods in hand, you can begin creating a map using Boardmix. Boardmix is not only a creative tool that integrates free layout, brushes, sticky notes, multimedia presentation, mind mapping, and document creation capabilities but also offers a wealth of template and case resources, including mind maps, flowcharts, concept maps, fishbone diagrams, SWOT analysis, competitive analysis, user personas, and customer journey maps.

Additionally, Boardmix supports mainstream video conferencing software such as ZOOM, Microsoft Teams, Skype, and Google Meeting, allowing team members to initiate online video conferences, online editing, and interactive commenting at any time, enhancing team collaboration efficiency. It is an indispensable tool for product managers. Sign up for free now and start using Boardmix immediately!

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