A good map helps you see the customer experience through the eyes of your customers.
How well does your organization know how customers engage with your brand? Many of us think we know how it works, or more accurately, how we hope it works. But we’re rarely sure.
The digital world did little to change this. Attribution and web traffic data aren’t foolproof. Consumers move between devices and online identities. And that makes a thorough understanding of where people come from and where they go online very difficult to understand.
Customer journey maps can’t fix all of these problems, but they do give businesses the opportunity to visualize the various touchpoints and experiences our customers pass through as they move from awareness to post-sale.
Table of contents
What is a customer journey map?
A customer journey map works much like the map you’d use to navigate any type of journey. But instead of mapping your way to grandma’s house and highlighting the various roadside attractions and stops along the way, you’re mapping the journey your customer takes with your product or brand.
At each touchpoint, there are things to be done, such as filling in shipping or billing information. Each touchpoint also shows us the emotion a customer is experiencing, such as angst if they’re looking for a shipping update, for example.
Having a visual representation of the customer journey helps your business better understand all that goes into engagements with your customers. It also makes it easier to identify points of friction and understand how changes to the customer experience will impact the customer journey.
Why are customer journey maps useful for marketers?
Customer journey maps contain a wealth of information for marketers. With this information, marketers can build better experiences and make deeper connections with customers. You might say customer journey maps allow you to walk a mile in your customer’s shoes, but they’ll also show you if the journey could have been half a mile instead.
In this way, customer journey maps help marketers insert empathy into the customer journey. We don’t like it when checkout requires eight steps, so we can imagine our customers feel the same way.
Analyzing customer interactions opens the door for optimizing those interactions. It will also help inform your marketing strategy. Customers crave frictionless experiences, so when we use the information from our customer journey map and other sources to develop a top-notch experience, we’re setting the stage for happy customers to use in your marketing, to say nothing of the marketing the customers will do on their own as advocates for the brand.
Customer journey maps are also a valuable tool for cross-functional communication and collaboration. It’s unlikely the steps customers stake along their journey all fall under marketing. Departments like IT, product and customer success/service are all involved. A visualization of the steps and processes helps streamline collaboration when changes are needed.
Examples of customer journey maps
For some organizations, the customer journey map is simple, at least when they start. The simple funnel formula of awareness, consideration, conversion and retention is a basic example.
From there, customer journey maps get more complicated as companies grow and their products expand. Some organizations create journey maps for individual products. Others use a timeline-based map that focuses on how long customers spend at each point in the journey. This is especially useful for big-ticket and B2B purchases with longer buying cycles. B2B customer journey maps might focus on the different personas in the buying group, as multiple stakeholders take part in the purchase decision.
However, if you choose to do it, don’t create your customer journey map off the top of your head. Don’t confuse the customer journey you want with the one your customers are taking. Use customer data to create the map, and then use it again to optimize it. This will, of course, require a strategy for collecting and analyzing customer data. As the organization grows, using automation to help manage customer data is a good idea.
Customer journey mapping tools
Simple customer journey maps can be created in spreadsheet software or with basic presentation tools, but growing organizations will need to think beyond the functionality of spreadsheets and slides.
Visualization tools like UXPressia, Lucidchart and Microsoft Visio will get the job done.
As the size and complexity of the organization grows, several tools in the martech stack will help create rich journey maps built on data. These include the CRM, customer data platform (CDP), call analytics platforms and customer experience tools.
Ultimately, the tools you use to create your customer journey maps will depend on the complexity of the maps and your organization.
Common pitfalls to avoid in customer journey maps
Accurate, complete customer journey maps are built on customer data, so if your organization lacks that data or it’s not quality data, your journey map is built on a fault line.
Many common pitfalls in customer journey maps, and indeed in customer experience, flow from a lack of quality customer data.
Another common pitfall is paying too much attention to the ideal path. You know the journey you want your customers to travel, but it’s often not the journey they are traveling. Good quality customer data is going to show you the truth.
Lack of alignment and collaboration between teams is a potential pitfall as well. And once again, this is where data will clear things up because it doesn’t take sides. Lack of alignment can be a pitfall for customer journey maps because it’s often unclear who owns the customer experience. If that’s the case in your organization, figure it out before you dive in too deeply.
There is a big picture to every customer journey map. Another common pitfall is focusing so much on individual touchpoints that the big picture gets missed. If the customer and buying and you’re retaining their business, getting stuck on adding a checkbox to a page likely isn’t worth it. That doesn’t mean you can’t test or optimize. Just make sure you’re prioritizing the steps that need attention.
Best practices in customer journey mapping
The best practices for customer journey mapping combine many of the foundations of modern marketing, including data, personas development, testing, optimizing and customer empathy.
Like any project, start your customer journey map process with clear goals. You’re not creating a customer journey map to hang on your wall and show your leadership. It’s a living, breathing look into your customer experience. There will be many stakeholders for this, so be sure you have the buy-in on the goals and objectives.
Use your customer data and personas to demonstrate who is doing what and when as they engage with your brand. Different customers follow different paths, one common example is new customers vs. returning customers.
Visualize the journey, including all the touchpoints, in your customer journey map. Also, include the emotions and thoughts that customers experience at each touchpoint. Are they excited or frustrated? Are they fact-finding or are they casually browsing?
Because your customer journey map is a living, breathing document, continually refine and optimize it. Use the insights from the data and map to take action and improve your customer experience.
Future trends in customer journey mapping
There’s more complexity in store for customer journey maps as technology evolves. The trick is to hide that complexity from your customers. As the number of systems and the amount of data involved in creating customer experiences grows, the customer journey should remain as simple as possible.
One good example of this is personalization. Resolving identities and recommending the right product to the right customer at the right time isn’t easy. But it needs to look that way to your customers.
Personalization is just one area where AI will likely step in and help with customer journey maps. Other areas ripe for AI include predictive analytics, real-time optimization and natural language processing.
Like many projects, the most difficult part of customer journey maps is often just getting started. Don’t worry about AI, predictive analytics and real-time data and analysis. Consider pulling out a piece of paper and mapping out your customer journey by hand. You’ll be surprised where it will take you.
The post Customer journey maps: What you need to know appeared first on MarTech.
About the author
Mike Pastore has spent nearly three decades in B2B marketing, as an editor, writer, and marketer. He first wrote about marketing in 1998 for internet.com (later Jupitermedia). He then worked with marketers at some of the best-known brands in B2B tech creating content for marketing campaigns at both Jupitermedia and QuinStreet. Prior to joining Third Door Media as the Editorial Director of the MarTech website, he led demand generation at B2B media company TechnologyAdvice.
(3)
