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When you first create a Journey and choose the Marketing Form Trigger, it highlights 'Choose the Type of Audience', which is essentially Step 3, instead of highlighting Choose a Form, which is step 2. Users see a blue or red box highlighting 'Choose the Type of Audience' with a red asterisk AND red text stating, "Choose a data source". It is too easy to miss the choose a form and click the Create button.


What's worse is that once you've created the Journey, there is NO EASY WAY to choose the Form; you are locked in with the 'All Forms' option. The Task Pane down the right-hand side does NOT have the 'Choose a Form' option, so a user would have to delete the Journey and create a new one. This is the second major GUI/UX flaw.


Can the Wizard be fixed/changed so that it has 3 steps:

1) Select a Trigger

2) Select a Form (a user should HAVE a drop-down box and should have to select 'All Forms' or should be presented with a drop-down list of recent forms.

3) AFTER 'All Forms' or a specific form is selected, the 'Select an Audience' drop-down box should THEN appear. This should NOT be visible until the user has made a choice from Step 2.


SECOND:

If the user needs to add or choose more forms after the CREATE button has been selected, then the Task Pane on the right-hand side of the screen should also have a drop-down that lets the user add more forms or change the option to All Forms.

Category: Journey Design
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the feedback. I've created a backlog item for this but there is no prioritization or ETA.