At its most basic level a customer journey map is a tool that helps marketers understand how a customer goes from awareness of a need to purchase of their product or service. People don’t see a single ad, click and purchase. The path to purchase includes many touchpoints that influence their decisions to proceed toward your product, a competitor, or substitute product.
People look for different information in each stage of the buyer’s journey starting with awareness, consideration and purchase. Yet, the journey doesn’t end there. With the increased value and influence of loyal consumers retention and advocacy are important post-purchase stages. An InMoment survey found 61% of loyal customers will go out of their way to buy from a preferred brand, 60% buy more frequently, and 75% recommend the brand to friends and family.
Yet simply identifying the stepping stones or touchpoints on the path to purchase and on to advocacy is just the beginning of what a customer journey map can accomplish. A customer journey analysis can also map out customer’s experience and feelings at each stage to truly understand your customer’s perspective. When creating your next customer journey map include experience and empathy mapping to walk the journey in your customer’s shoes.
The customer journey map template below takes the traditional marketing funnel and adds post purchase stages. It also includes a customer-centric approach considering customer experience from an empathy context for better understanding of each touchpoint and stage.
Are you ready to take a walk with your customer? To complete your customer journey map follow these steps.
Establish what you’re trying to accomplish. Start in the middle of the journey by understanding what a purchase or conversion is and where it happens. Are you looking to increase eCommerce sales, drive traffic to a store, or generate leads for salespeople? Are you promoting virtual or physical event attendance? Or are you helping a nonprofit gain donations or volunteers? This may be about the journey, but you still need to know where you are headed.
Identify who you’re trying to reach. Define your target market for the product or service and the primary and secondary target audiences. Then create or reference your personas for each audience. Having personas will give you a good head start on the customer journey map. Personas are audience profiles of ideal customers that include demographics, interests, behavior, media use, needs, pain points and goals. Persona goals should make a connection to your purchase phase conversion. If there is a mismatch you may be targeting the wrong audience.
Research your customers. Conduct interviews, focus groups and surveys with customers. Verify findings with internal and external stakeholders including sales and customer service personnel, communications partners and social media managers. Combine these first hand insights with data collected from your CRM, website, email and social media analytics. Look for low engagement touchpoints that aren’t resonating and were you may be losing potential customers. In this research you may discover the need for separate customer journey maps for each persona.
Categorize touchpoints. Identify the main touchpoints customers are experiencing the brand in each stage of the customer journey. Note that a touchpoint can appear in multiple stages and multiple touchpoints can appear in one stage. Social media like Twitter may be used in awareness and advocacy. Include all forms of media. The customer journey contains paid, owned and earned media. Place touchpoints in the where and what row of the template under each appropriate stage.
Add the customer experience. Now answer the questions in the first two rows of the customer journey template. This will help you understand the actual experience of the customer and provide an empathetic perspective. Many mistakes in marketing communication happen when we don’t understand what it is truly like to be in our customer’s shoes. What do they think, feel, see, say and do in each stage? Look for pain points or frustrations and how you can turn them into gains.
Conduct a content audit. With a better understanding of the customer perspective and path conduct a content audit of all brand touchpoints on the customer journey. Go beyond a content inventory to include the customer experience. Are their gaps in what the customer is thinking, feeling, saying and doing with what the brand is publishing? There may be a mismatch in message or a missing touchpoint in paid and owned media. Poor post-purchase customer experience may be causing low or negative customer advocacy through earned media in the pre- and purchase stages.
Develop a digital strategy. From the insights of the journey map and content audit develop a plan for what digital marketing tactics and channels need to be updated and developed. If there are missing or mismatched messages and content work on customer acquisition. If significant customer experience issues have been revealed concentrate on customer retention. Then identify the person and persons for action. Multiple in house departments and external partners are responsible. Marketing, advertising, public relations and customer service all contribute to the customer journey. It is important to take a cross-discipline approach to move the customer forward in each stage.
Even if you felt like you had a good grasp of your customer journey 62% of marketers indicate that Covid-19 has caused significant changes exposing new gaps. Many of which will not return to pre-Covid days or continue to evolve as consumers get used to new digital journeys. Be sure you know what it is like to walk in your customer’s shoes. Evaluate your customer journey on a regular basis.