Using Web Journey Manager

Overview

This Chrome extension records a journey of your path through a website in real-time. The recording can be saved to ObservePoint where new rules and additional steps can be applied. Download the Web Journey Manager here.

Download the ObservePoint manager from the Chrome store and turn on the extension.

Install and turn on the Web Journey Manager extension in Chrome to make recordings of user interaction sequences.

Once downloaded, navigate to the starting page you want to start recording on. Click on the ObservePoint Recorder icon in the browser's toolbar. You will be prompted to log in with either your credentials or an API key.

Log in to start a web journey recording.

Start New Recording

Once you are ready to record, click Start New Recording to begin the Web Journey Manager. Each subsequent click or text entry is recorded as a new step. Temporarily stop the recording by clicking Pause and continue by pressing Resume.

The following screen shows the Web Journey Manager controls at the top of its window.

WJM screen

  1. Use these buttons to either open the recording screen in a detached window or hide it. Actions will still record while the window is hidden. To unhide the recording screen click on the Recorder icon in the toolbar.
  2. Enter the title of the journey here.
  3. Use these buttons to temporarily stop recording (while doing actions not intended to be in the sequence) or to run the journey from the beginning.
  4. Use these buttons to discard the changes to the journey or save them. If the changes are discarded and the journey has not already been saved, it cannot be recovered. Otherwise, it will revert to the last saved version. Before you can save a journey, you must fill out the required fields in the Journey Settings.
  5. Toggle between the list of steps and the configuration panel.

Building a Basic Journey

Example

This example shows a couple of steps in the Web Journey Manager for filling in the contact form at jpstyle.us/contact. Starting on the contact form page jpstyle.us/contact, start the web journey recorder.

The first step is the page you are currently on.

The active page in the browser becomes the first step of the journey; each action you perform after that is automatically recorded as an additional step.

Steps 2 and 3 depict clicking into the field and selecting the country.

Steps 2 and 3 of the JPStyle contact form has a dropdown menu. Clicking on the drop-down menu and selecting a value from it is recorded as two separate steps.

The next steps consist of entering contact information, selecting from dropdown menus and radio buttons, and entering message text.

Step 12 will be clicking on the submit button for the entire contact form.

The last step is the submission of the contact form. Before saving, playback the recording inside the Web Journey Manager to test whether everything on the contact form is working correctly.

Saving the Web Journey

Once you have recorded the steps you want, you can pause the recording, play it back, or cancel what you’ve just done. At the top left, under Journey Recorder, click in the gray text box to change the name of the journey recording. Selecting playback starts at the beginning of your recording and runs through the steps.

Click on the text box to rename.

To save this recording click Save & Finish and you will be brought into Journey Settings panel. You must complete the Domain and User Agent settings.

These fields are required for saving the web journey recording.
Note: If you set the frequency to anything other then pause, the journey will automatically run in the application as soon as it is saved.

Adding Rules

Rules are added when editing the Web Journey in app.observepoint.com.

For more details on journey rules in general, see Journey Rules Reporting.

Multiple Selectors

Adding multiple selector elements to each step is extremely useful for pages that are dynamic in nature. Add up to 15 selectors for each step and designate the type of selector it is. See Using Selectors in Web Journey Manager for more information.

Import Settings From Journey

After a web journey has been saved, its settings and/or actions can be imported from ObservePoint into a new journey recording. Select Import Existing Journey to import all of the steps and setting from a previous journey.  You can then modify the steps, assign new rules, or delete them according to your needs. If you choose to import the settings only, the configuration of the journey will be imported, but the steps will be blank.

Start a new recording or use existing recordings.
Import the steps and the settings of any Journey you have created.
Note: Imported web journeys retain the same name as the original. The best practice is to rename the journey or save it to a new folder to avoid confusion.

Tips

Naming Steps

Naming individual steps helps identify the purpose of the step when returning to it later. At the top right of every step, there is the option to rename it. The first step will be named "Starting URL" by default.

Rename each step by clicking on the Untitled Action text box.

Playback

Selecting Playback at the top of the recorder will run through all of the steps starting at step 1. If you want to just playback an individual step click on the ellipses and select Playback Step. If the playback step option is faded out, you need to navigate to the page where that step takes place before you can playback the individual step.

PlayBack step can occur only if you are on the page that this step took place on.
Playback Step is faded out because you are not on the correct page. Navigate back to the page this action takes place on in order to select Playback Step.

When running a playback for the entire recording, you do not have to logout because the cookies set for the starting URL of the Web Journey are deleted. Thus, the playback will run through all the login steps just like it was recorded initially.

Insert New Step

You can manually insert steps to perform a variety of actions. i.e. Nav. To, Click, Input, etc. This can be especially useful if you wanted to add a step to execute a script. To learn more about scripts in the Web Journey Manager see Script Helper In Web Journey Recorder.

Insert a Step

Insert a step by selecting the ellipses on a step and click Add New Step Below and choose an action type. This will insert a new step, and the next interaction you perform on the page will be automatically recorded as an action.

Chrome Autofill

If your Chrome browser settings are set to autofill, it will not work while running WJM.

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