Smaply Helpdesk
  • WELCOME
  • Getting Started
    • Sign up for a free account
    • Join by invitation
    • Switching between accounts
    • First steps in Smaply
    • Smaply: a visual walkthrough
  • Journey map editor
    • Editor features
      • Lanes, columns and cards
      • Filters and views
    • Exporting journey maps
    • Keyboard shortcuts
    • Enhanced pasting functionality
    • Share journey maps
      • Invite users directly to journeys
      • HTML sharing of journey maps
  • Dashboard
    • Dashboard
    • Table actions
      • Filtering in dashboard lists
      • Saved views
      • Bulk actions
      • Copy assets across workspaces
    • Personas
    • Templates
  • Portfolio
    • Opportunities, pain points, solutions
    • Portfolio matrix
  • Integrations
    • Metrics tools
      • Office 365 Excel
        • Configuring the Office 365 Excel integration
          • Setup service account for O365 Excel
          • Setup O365 Excel using Microsoft account (oAuth)
        • Using the O365 Excel integration in a metric
      • Google Analytics
        • Configuring the Google Analytics integration
        • Creating Google Service Account
        • OAuth Authentication for Google Analytics
        • Service account troubleshooting
      • PowerBI
        • Configuring the PowerBi Integration
          • Set up Service Account for PowerBI
            • Troubleshooting powerbi service account setup
          • Set up PowerBi using Microsoft account (OAuth)
        • Using the Power BI integration in a Metric
        • Getting up and running with PowerBI
    • Planning tools
      • Trello
        • Configure Trello with an api key
      • Asana
        • Configuring Asana using a Personal access token
      • Azure DevOps
        • Configuring Azure Devops with a personal token
      • Linear
        • Configuring Linear with Personal API key
      • Jira
        • Configuring JIRA with an api key
    • Embedding external content
  • Metrics
    • Introduction to metrics
    • Types of metrics
      • Series metrics
        • Create a series metric
      • Number metrics
        • Create a number metric
      • Comparison metrics
        • Create a comparison metric
    • Setting up metrics
  • Planning Items
    • Planning item overview
    • Adding a planning item
  • Account settings
    • Upgrade, downgrade or delete your account
    • Access levels and permissions
    • User management
    • Taxonomy
    • Tags
  • Learning resources
    • Video tutorial
    • Blog
    • Books
  • RELEASE NOTES
    • 2025
      • April
      • March
      • February
      • January
    • 2024
      • December
      • November
      • October
      • September
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On this page
  • Create your first journey map
  • Congratulations on your first journey map! ‍🥳
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  1. Getting Started

First steps in Smaply

This is an easy, click-by-click guide giving you orientation and showing you how to get started in Smaply.

PreviousSwitching between accountsNextSmaply: a visual walkthrough

Last updated 1 month ago

Once you've logged into Smaply, you will land on your personal dashboard and get an overview of all your work.

Create your first journey map

Now it’s time to get started! Click on + New journey and create your first journey map in 5 simple steps!

1

Add steps

‍Start by adding steps to build the core of your journey map.

2

Add stages

Cluster your steps in stages for more structure. You can expand the cards to span multiple columns.

3

Add an emotional journey

Emotion chart / Grid lane: Create an emotion chart to help empathize with your persona. You can move the emoticons by dragging and dropping.

4

Create a storyboard

Images: Add images/screenshots or other artefacts to your journey map. It makes it easier to grasp and empathize, also then you have everything in one central place.

5

Add more lanes and columns

Congratulations on your first journey map! ‍🥳

Getting started is always the hardest part, and you did it! 🎉

Now, if you want to rename your journey map, add a description and tags, assign who is in charge, and select a Journey Performance Indicator, you can do so by clicking the journey info icon in the top right corner.

You can find our Helpdesk in the dropdown of your user icon in the top right corner.

Add more lanes: Hover between lanes to add new lane types such as opportunities, linked journey maps, grids, and many more. Get more details on

lanes, columns, and cards.
Journey information
Helpdesk
Steps and stages
Emotion chart
Storyboard
Add lanes