From the Account settings page, click on the "Integrations" section and then click 'Set up' or 'Edit' on the "Office 365 Excel" integration.

See detailed instructions:

• Service Account

• Microsoft Account (OAuth)

How to create and edit a journey map (< 2mins)

How to use icon cards (< 1min)

How it works

1. Copy a lane Open the lane menu (the three-dot menu in the lane header) and select Copy lane.
2. Paste it anywhere Go to any journey map — it can be in the same workspace or another one — and press CMD + V (Mac) or Ctrl + V (Windows).

3. Choose where to paste A banner will appear at the bottom of your screen. Use the dropdown to select under which lane you’d like to paste your copied lane.

Instead of overwhelming visuals, focus on specific lanes or personas by utilizing the filter function. Filters and saved views can enhance collaboration and presentation.

Saved views are accessible by anyone who has access to the map and can be shared with the team via URL. You can see the name of a saved view right behind the journey title.

Customize your experience with as many different views as your workflow requires.

You can invite people to a journey map, even if they are not part of your workspace or account.

How to invite users:

1. Click the Share icon in the top menu of the journey editor, or open the three-dot menu in the journey map list and select "Share".

2. In the "Manage user access" section, enter the email address of the person you want to invite.

3. Choose their permission level (Admin, Editor or Viewer).

4. Click Invite.

All journey maps shared with a user appear on their dashboard under the "Shared from outside" section.

Welcome to the Smaply Helpdesk! Here, you'll find everything you need to make the most out of Smaply. From step-by-step guides and feature explanations to troubleshooting tips and best practices, our helpdesk is your go-to resource.

Whether you're just getting started or looking for advanced tips, explore the categories to find answers, tutorials, and insights that help you navigate and excel in journey management with Smaply.

Jump right in

🚀 New Features

• Account Library: manage and reuse key content – journey maps, personas, opportunities, pain points, solutions, and metrics – across all workspaces within your account

• Smaply Classic Import Tool: Classic users can now automatically migrate their maps into Smaply 3.0.

• Customizable portfolio items: allowing teams to customize opportunity, pain point, and solution representations to their workflows

• Copy and paste lanes between journey maps

🔧 Improvements

• New onboarding assets: Upon creating a new account, users will see demo personas, portfolio items and metrics in their account.

• PDF export: Portfolio item summaries can be added via journey map export modal.

• Portfolio:

  • Added an updated date filter and “Last Updated” column to portfolio tables for better tracking of recent changes

To switch between your personal and organization account – or if you have multiple shared accounts – use the menu at the bottom of the main sidebar menu. See how:

Smaply offers two ways to share journey maps:

1. Invite users directly – Grant access to specific people for editing or viewing a journey map.

2. Read-only sharing (HTML sharing) – Share a view-only version of a journey map via link, even with people who don’t have a Smaply account.

Smaply offers an organized way to manage your journey maps, personas, metrics, and portfolio through intuitive tables. Here’s an overview of what you can do in each section:

• Search and filter: Quickly locate specific table items by applying filters or using the search bar.

• Save views: Create and save customized table views with specific filters for yourself or your team.

• Sort: Arrange table items by name, creation date, or other criteria.

• Favorite: Mark journey maps, templates and saved views as favorites for quick access from your dashboard.

• Duplicate journey maps, templates or personas to use them in other workspaces for collaboration or organization.

• Update multiple items simultaneously to save time and streamline workflows.

🚀 New Features

• Image card shapes: Change the shape and aspect ratio of images

🚀 New Features

• Planning Cards for Asana, Azure DevOps, and Linear: Integrate your planning tools directly by adding from Jira, Trello, Asana, Azure DevOps, and Linear.

In addition to signing up for an account on the Free plan, you can be invited to a Shared account, e.g. by your company or organization.

In Smaply, you can be invited on three levels:

1. Account level: Access to the whole account with all its workspaces

2. Workspace level: Access to certain workspaces within an account

Here, we’ll keep you updated on the latest improvements and new features in Smaply. Check back monthly to see what’s new and how we’re making Smaply even better.

Jump right in

Navigate to the top-right corner of the journey map or editor and hit the download icon. This PDF export includes the journey map info section.

With HTML sharing, you can share a read-only version of your journey map with anyone, even if they don’t have a Smaply account.

How to Share a Journey Map

As an Admin you can generate a public link from:

The journey map

The journey editor comprises flexible lanes, columns, and cards, allowing you to drag and drop your content elements anywhere.

🚀 New Features

• Tags for Journey Maps: Easily organize and filter journey maps with tags, streamlining project management.

🚀 New Features

• Divider-lane: Introduced a divider-lane feature for better content organization within canvases.

🚀 New Features

• Rethought : We've refreshed the look and added new building blocks to make your personas even more flexible

Selecting multiple cards

You can select cards in three ways:

1. Lane selection – Select all cards in one lane.

In the matrix, you can see the various pain points, opportunities, and solutions created in the journey maps of your workspace.

Here you see the overview of what the matrix looks like. You can filter, choose a different view, and download as a CSV. There is a legend on the right-hand edge that indicates the colors of the circles.

Axes and circle size

Filtering helps you quickly find relevant items in your Journey Map, Portfolio, Metric and Persona lists. You can filter by multiple criteria, such as creator, tags, or last updated date, to refine your search.

How Filtering Works

• Different filter criteria (e.g., creator, tags, status) always combine with AND.

Copying journey maps

You can copy maps to different workspaces of either the same or other accounts.

🚀 New Features

• Edit multiple cards at once: Select all cards in a lane, all cards in a column, or hand-pick cards with Shift+click.

Paste tables and text

See the quick video for how to paste items from tools such as Excel, Google drive, Miro or Mural

Paste images

Quickly add image cards from pasted images, or simply paste in a screengrab.

🚀 New Features

• Define portfolio statuses and icons in the account settings – now available for all paid plans.

There are two ways to create personas: either from the dashboard or from within a journey map.

From the dashboard

-> click on Personas in the navigation and then on + Create persona in the top right.

Here, you can edit persona details such as the name, the layout and add relevant sections from our persona template. Once you click

Recommended Approach

For enterprise use cases, we recommend using a instead of OAuth. Service Accounts provide more secure and scalable access to Google Analytics data. However, if you prefer OAuth or have specific requirements, follow the steps below.

Prerequisites

A Google account with access to the desired Google Analytics properties

🚀 New Features

• Portfolio Table Configuration Menu to show/hide portfolio columns for improved data visibility and control.

• Bulk Actions for Personas: apply bulk changes to a persona.

Templates provide a pre-prepared outline for similar types of projects. If you need to use the same structure multiple times when you are creating a journey map, it is better to prepare a template beforehand and use that template all the time.

How to create a template?

🚀 New Features

• Personal Dashboard: A new, personalized dashboard where users can view all of their accounts and workspaces at a glance, along with recent activity, shared journey maps, and more.

• Account Home Page: Introducing a dedicated dashboard for shared accounts, making it easier to manage and access collective work.

• Settings Pages Redesign: Settings are now organized into tabs for a more intuitive navigation experience.

🔧 Improvements

• Enhanced Tag Management:

  • Updated the color palette for tags and improved the visual design, creating a more cohesive look across the platform.

  • To improve organization, duplicate tags within a category are now blocked automatically, ensuring cleaner tag categorization.

🚀 New Features

• New dashboard sidebar: We introduced an improved sidebar experience for easier navigation. You can now switch between your accounts by opening the menu through clicking the little arrow in the lower left corner of your screen.

• Notification enhancements: See where you were mentioned, invited, or where your help is requested – all in one place.

• : Say hello to seamless integrations! Embed cards from monday.com, Power BI, and Tableau directly into your journey map.

• Streamlined modal for creating & : Creating planning and embed cards just got easier with a refreshed modal experience.

🔧 Improvements

• : Side panel now supports real-time metric updates

• Updated card & lane menus: Improved UI for better usability.
• Membership visibility on invitations page: Users can now view their memberships and leave accounts, workspaces, or maps as needed.

• Hide deleted memberships: Personal account memberships are no longer shown on the memberships page—keeping things clean and relevant.

Adding lanes and columns

Adding lanes or columns: Hover between two column or lane headers, and a blue plus-button will appear, allowing you to add new elements.

Managing lanes or columns: click the three-dot menu to move or delete lanes and columns.

For lanes, there are even more options:

Lane and card types

All lanes and cards are of a specific type, such as text lanes, stage lanes, and more. You might not see all options, depending on what plan you're on.

Cards added to a lane will automatically have the same type as the lane. But the great thing is:

Lane type: Grid

Use the Grid to build channels or tables of any kind. The Grid is made up of sub-lanes, also known as swim lanes, making it ideal for displaying channels, e.g. using the . You can place cards of any type into the Grid, providing a flexible way to organize and visualize different aspects of your journey map.

Lane type: Emotion chart

The Emotion chart is used to display the emotional journeys of either personas or non-personas. Emotions are represented as dots on a 5-point Likert scale ranging from -2 to +2 by default, these values are customizable. You can add as many emotional journeys to your chart as you like, allowing for detailed comparison.

✨ General news

• Monthly subscriptions are now available
• New sign ups now get a free 14-day trial

🚀 New Features

• for journey map creation
• Lane duplication functionality for faster map building

• Collapsible : Restyled the journey info panel, as well as the sharing and export mode along with being able to take journey actions like cloning and archiving within the map.

🔧 Improvements

• Card color for icon, image and slider cards: Added color support for icon, slider, and image cards, improving customization and clarity in visual design

• Better pasting into text editor: Clear the formatting when you paste into the text editor to prevent unwanted or unsafe content from being inserted

• New loading experience in journey map

• for portfolio, image, slider and icon cards

When signing up for Smaply, each user gets their own, forever free account.

1. Go to Smaply

   Visit smaply.app and enter your email address to begin the registration process

2. Choose your sign-up method

   You have three options to sign up for an account:

   1. Password: Set a password and use it to log in

   2. Email code: You’ll receive a code via email. Make sure to check your spam/junk folder or whitelist emails from @mail.smaply.app

   3. Google/Microsoft Account: Use your existing Google or Microsoft account to sign up

You don't have to stick with your current choice. You can change it each time you log in. You only need to use the same email address.

Upgrade your plan

If you are interested in the Repository, Framework or Governance plan, click on one of the purple upgrade-buttons in your dashboard or account settings. You will get redirected to the plan selection page.

Discounts

If you need help, get in touch with us via [email protected]. We are happy to send you a tailored offer according to your needs, please also see our discount scheme:

There are volume discounts available, starting from 20 users on.

We offer discounts for projects with an educational purpose (schools and universities) NGOs, and public services.

You can also get a discount if you agree on sharing insights to your project and collaborating on a case study that is relevant to the Smaply community.

Educational institutions: up to 100% NGOs: up to 50% Public services: up to 20%

The discounts are applicable to all plans.

When creating a new journey map you now have the option to do so with AI. This feature is available for all paid plans, and in the 14-day free trial.

Follow the steps below where the creation of a journey map with Smaply AI is described, or watch this video with Marc Stickdorn to see how it works.

Step by step guide

1. Go to your dashboard and create a new journey map.

2. This will lead you to a field where you can enter the general description of the journey map you would like to create. There also are some examples to try out.

1. In the next step you can refine your journey's name and description. By clicking the blue box in the lower left area of the screen another option for description styles opens up, that lets you change the focus of your journey map.

1. Customize steps and stages in your journey. You can add, edit and change the order of steps and stages. It's also possible to add content by adding lanes. You have the option to select and deselect steps and stages, descriptions, emotion charts, storyboard images, channels and satisfaction sliders.‍

1. Smaply AI then creates a journey map that you can continue working with.

Disable AI for your account

If you'd rather not have this feature available, or your organization doesn't allow the use of AI you can simply disable it for your account.

Go to your Account settings, navigate to the tab "AI Features" and click the blue switch to disable it for your account.

Why this matters

Journey management doesn’t stop at identifying a problem. Now you can explicitly connect pain points, solutions and opportunities, helping teams see dependencies and track progress across your portfolio.

How to link portfolio items

You can link pain points, opportunities, and solutions to each other – as many as you need. Here's how to do it:

In the Journey Editor

• Double click a portfolio item card to open its card sidebar.

• Click "Add linked items" (or View linked items, if there's already existing ones) to open the Link Tree.

• Once you opened the Link Tree view, add or edit connected portfolio items, or explore these connections in detail by clicking the plus button, or hovering below any linked item.

• You'll see the links you created as a pill connected to the card → Hover to see a quick overview

• You also get to the link tree from the portfolio item edit-modal, including their statuses. In the example below, two opportunities are linked, of which one has the status "done" (green), and the other one is in progress (blue).

• Switch the card display to Linked items: Change your card to display the links directly instead of the usual portfolio item detail.

In the Portfolio Overview

• Link counts in the table: See how many links each item has directly in the table view.

The Link Tree

• Open it from any of the above described locations

• Add pain points, opportunities, or solutions from your workspace

• See linked items per type, along with a status bar to track progress

• Easily browse through all connections by clicking on "explore links" upon selecting a linked items.

This helps you visually navigate and manage complex relationships between challenges and responses.

From the Account settings page, click on the "Integrations" section and then click "Set up" or "Edit" on the "Google Analytics" integration.

Authenticate with a Service Account or OAuth​

See detailed instructions:

Configure properties

A property in Google Analytics represents a website, mobile application, or device from which you want to collect data. It's a container for the data collected from your online presence.

Select all properties you want to use with Smaply. Each property will be available to the users that create metrics using the Google Analytics integration. Each property has its own set of dimensions and metrics.

Configure dimensions

Dimensions are attributes of your data that are used to filter and group data in Smaply. They are made available to the users that create metrics using the Google Analytics integration.

Configure metrics

Metrics are the quantitative measurements of user activity on your site or app, such as the number of sessions, page views, or goal completions.

Save your configuration

Click on the "Save" button to finalize your settings.

Congratulations! You have now configured the Google Analytics integration. You can proceed to create metrics with live data from Google Analytics.

This guide explains how to set up OAuth authentication for Office 365 Excel integration with Smaply.

Recommended Approach

For enterprise use cases, we recommend using a Service Account instead of OAuth. Service Accounts provide more secure and scalable access to Office 365 data. However, if you prefer OAuth or have specific requirements, follow the steps below.

Prerequisites

• A Microsoft Office 365 account with access to the required Excel files.

• Admin approval may be required for some organizations.

OAuth Authentication Process

1. Initiate OAuth Flow (Account settings, Integrations).

• Click the Connect Office 365 Account button in Smaply.

• You will be redirected to Microsoft's OAuth consent screen.

2. Grant Permissions

• Sign in with your Microsoft Office 365 account.

• Review the permissions requested by Smaply:

  • Read all files that you have access to

  • Sign you in and read your profile

Troubleshooting

No Files Available: - confirm that your Microsoft Office 365 account has access to at least one Excel file. Authentication errors:

• Try clearing your browser cache and cookies, then restart the process.

• If problems persist, contact your Office 365 administrator to verify account permissions.

• OAuth tokens have an expiration period. Smaply will handle token refresh automatically, but ensure you don’t revoke the app’s permissions in your Microsoft account to maintain uninterrupted access.

If you need further assistance, reach out to Smaply support.

Create a Saved view

Manage Saved Views

• Edit Views: Click the pen icon next to your saved views to rename, rearrange, delete or favorite them for better organization.

• Update a View: Select an existing view, make changes (e.g., add/remove filters), and click "Update view" to save the modifications.

🚀 New Features

• Self-service accounts: Users can now upgrade from a free trial to a paid plan directly in the app – no need to contact support.

• Link view for embed cards: We've added a new link view to our , making it easier to display and access external content.

• Card headers: Cards now support headers, so you can give each card a clear and meaningful title.

🔧 Improvements

• You can now see the highest plan you’re part of right in your personal account settings. Transparency FTW.

• Signing in now takes you to your first account instead of your favorites. A little more intuitive!

• The pricing page now shows the Free plan if you’re on it — makes it easier to compare and decide if it’s time to level up

From the Account settings page, click on the "Integrations" section and then click 'Set up' or 'Edit' on the "Google Analytics" integration.

Authenticate with a Service Account or OAuth

See detailed instructions:

This guide explains how to use the Excel (Office 365) integration to create a metric in Smaply. After setting up the integration, you can map your Excel spreadsheet data to a metric and visualize it as a chart.

Step 1: Add a Metric

1. Navigate to the Metrics section in Smaply.

Here are the steps to create a Microsoft service account for use with Office 365 in Smaply.

Step 1: Register an App in Azure

1. Go to the and navigate to App Registrations.

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!

🚀 New Features

• : Easily add Miro post-its, Excel tables, images, and more directly into your journey maps.

Q: When does Smaply refresh metric data?

A: Smaply checks for updated metric data only when you open the metric section or access a map with a metric. If the data is over 1 hour old, it fetches the latest data. There’s no constant background refresh— updates happen on access to keep metrics current within about an hour.

Card type overview

All lanes and cards are of a specific type, such as text lanes, stage lanes, and more. You might not see all options, depending on what plan you're on. Read more about certain card types further down.

Cards added to a lane will automatically have the same type as the lane. But the great thing is:

Card detail panel

For some card types like text or stage cards, you can simply click into the card and start typing. To keep it simple, we only added the main actions into the card toolbar.

In the card detail panel, you can add more detail to your cards. Depending on the card type there are different editing options. These options are the same for all card types:

• Add personas

• Add tags

• Add comments

Double-click on a card to open the details panel.

Card headers

You can add headers to your cards, giving you more flexibility in organizing and labeling your content. You can also add icons to it for identification at a glance.

Card type: Icon

Icon cards come with several templates to get you started. Use the icon template "Channels" to quickly create a set of channels that you can duplicate throughout your lane. Upon clicking on an icon, you can turn the channel on or off.

Card type: Link Journey Map

Smaply allows you to connect your journey maps using Link Journey Map cards. This helps you build hierarchies or networks of journeys, making it easier to manage and navigate complex experiences across different levels.

What is a Link Journey Map card?

The Link Journey Map card lets you link another journey map from the same, or from another workspace directly into the card.

Once linked, the card will display:

• The title of the journey

• Its description

• The performance indicator (if set)

• The assigned coordinator

How to use it

You can use Link Journey Map cards to:

• Create high-level, end-to-end journeys that reference more detailed sub-journeys

• Zoom into specific steps by linking a lower-level journey

• Build a network of journeys to better reflect complex service structures

This setup enables you to structure your journey maps more strategically — from broad overviews to detailed processes.

Example use case

Imagine you’re mapping an entire customer lifecycle. You can:

• Build a high-level journey to visualize the full end-to-end experience

• Link detailed journeys, like onboarding, support, or renewal, into individual steps

• Allow different teams to manage sub-journeys, while keeping them connected at the top level

Want to learn more about journey hierarchies and how to manage them? Check out our blog article on

Card type: Portfolio cards

Link your opportunities, pain points and solutions to portfolio cards. Learn more about the functionality in this chapter: .

Emotion chart

A service account acts as a virtual user for your application, allowing secure, programmatic access to Google Analytics data without using personal credentials.

Steps to create and configure service account​

1. Create a Google Cloud project (if not already done)

1. Go to the Google Cloud Console:

2. Click on "Select a project" > "New Project"

3. Enter a project name and click "Create"

4. Give it a sensible name like "Smaply-GA"

2. Enable the Google Analytics data API

1. In your Google Cloud project, go to "APIs & Services" > "Library"

2. Search for "Google Analytics Data API"

3. Click on the API and then click "Enable"

4. Do the same for the Google Analytics Admin API

3. Create a service account

1. In the , navigate to "IAM & Admin" > "Service Accounts"

2. Click "Create Service Account"

3. Enter a name and description for your service account

4. Click "Create and Continue"

4. Grant permissions

1. In the "Service account permissions" section, add the following role:

   • "Viewer" (for read-only access) or "Editor" (for read-write access)

2. Click "Continue" and then "Done"

5. Create and download the key file

1. Find your newly created service account in the list

2. Click on the service account name

3. Go to the "Keys" tab

4. Click "Add Key" > "Create new key"

6. Grant access in Google Analytics

2. Navigate to Admin > Property > Property Access Management

3. Click the "+" button to add a new user

4. Enter the service account email address (found in the key file or service account details)

Troubleshooting

If you encounter issues during the OAuth process or property verification:

1. No properties available: Ensure your Google account has access to at least one Google Analytics property

2. Insufficient permissions: Check your access level in Google Analytics. You need at least "Read & Analyze" permissions for the properties you want to integrate

Using the Account Library to manage content across workspaces

The Account Library helps your team manage and reuse key content – journey maps, templates personas, opportunities, pain points, solutions, and metrics – across all workspaces within your account. Changes to Account Library content are reflected for all users.

📚 What is the Account Library?

The Account Library is a centralized space where you can:

☑️ Create and manage reusable content.

☑️ Ensure consistency across teams and workspaces of your account.

☑️ Save time by avoiding duplicated work.

How Account Library content works

The Account Library becomes available as soon as an account has more than one workspace. When content (e.g. an opportunity or persona) is added to the Account Library:

• It becomes available across all workspaces.

• Changes made to it are reflected wherever it’s used

• A banner appears to indicate you're editing an Account Library item.

Example: If a pain point is updated in one journey map, that change will appear in all maps where it’s used in the whole account.

📥 What you can add to the Account Library

• Journey maps

• Personas

• Portfolio items (opportunities, pain points, solutions)

• Metrics

Adding content to the Account Library

You can promote existing content to the Account Library:

• Use the Add to account library option from the context menu.

• Or use the bulk action toolbar to add multiple items at once.

You can access your library icons both from the account library page in your dashboard, but also from your workspaces. You'll recognize them by the globe icon:

📤 Removing content from the Account Library

To demote content (move it back to a specific workspace):

• Use Move to workspace in the item menu or bulk actions.

• You'll get a warning if doing so would remove it from other journey maps.

Example: Removing a pain point from the Account Library removes it from any journey maps in other workspaces.

✅ Why use the Account Library?

• Keep teams aligned with consistent content.

• Avoid duplicate work.

• Make updates once and reflect them everywhere.

Comparison metrics allow you to compare two or more data points against each other. This type is perfect for side-by-side evaluations, such as comparing revenues from different months or contrasting user engagement between various features or campaigns.

Comparison: Displays a number with a percentage change below, ideal for showing improvements or declines over a period.

Bar Comparison: Uses bars to compare different data points visually, making it easy to see which data point performs better.

Number metrics represent a single, standalone data value. This type is ideal for key figures or summary statistics that need to be highlighted, such as total number of users, one-time sales figures, or overall engagement rates.

Number: Shows a single value prominently, ideal for displaying essential figures like total users or one-time sales.

Gauge: A semi-circular gauge that shows the value relative to a target value, perfect for giving a quick visual of performance against goals.

What is the portfolio?

In the Portfolio section of your dashboard, you’ll find opportunities, pain points, and solutions – three types of cards designed to capture and organize key insights from your journey maps.

Get going

1. Create a new metric either from the journey map or from the metrics page

2. Select source as "Google Analytics"

Video overview

Steps to authorize Trello with a token

Video overview

Steps to set up your Personal Access Token (PAT)

Video overview

Steps to set up your Personal Access Token (PAT)

We provide a Python script that automatically checks your Power BI configuration and permissions.

Prerequisites

• Python 3.6 or higher installed

From the Account settings page, click on the "Integrations" section and then click 'Set up' or 'Edit' on the "Office 365 Excel" integration.

See detailed instructions:

Video overview

Steps to Set Up a Personal Access Token (PAT) in Azure DevOps:

1. Log in to your Azure DevOps account.

This guide explains how to set up OAuth authentication for Power BI integration with Smaply.

Recommended Approach

For enterprise use cases, we recommend using a Service Account instead of OAuth. Service Accounts provide more secure and scalable access to Power BI data. However, if you prefer OAuth or have specific requirements, follow the steps below.

Video overview

Steps to Set Up a Jira API Token:

1. Log in to .

Get going​

1. Create a new metric either from the journey map or from the metrics page

2. Select source as "Google Analytics"

3. Select type as "Comparison"

Select date range

Select a date range for the comparison. The previous period is calculated relative to the selected date range.

Select the metric

Select the metric you want to compare over the selected date ranges.

(Optional) Apply filters

Preview and save

These guides should help you get up and running with Smaply. Also see: Configuring the PowerBi Integration Using the Power BI integration in a Metric

Key Permission Checklist This video provides a walkthrough of the required API permissions to integrate Power BI using Microsoft Entra.

You'll learn which permissions are necessary and how to configure them.

Connecting Power BI Tables with Smaply Metrics This video provides a walkthrough of your first steps with PowerBI and Smaply. Giving Smaply access to your PowerBI workspaces and writing your first query.

How to setup the Monday.com integration

1. In Smaply, Open the Monday.com configuration page. From your Account settings > Integrations > Monday.com

1. Make sure you're logged in to your monday.com account.

2. Go to https://YOUR TEAM.monday.com/apps/manage/tokens to view your personal API token.

1. Click "Show" to reveal the token, then copy and paste it in the field below:

​Series metrics involve a sequence of data points collected over a period or categorically. This type allows for detailed analysis and visualization of trends, changes, and progressions in your data. For example, tracking monthly visitors over a year.

Bar chart: Visualizes data points as vertical bars, useful for comparing categories.

Horizontal bar: Similar to the bar chart but with horizontal bars, ideal for long category names.

Pie chart: Displays data as slices of a pie, showing relative proportions.

Line chart: Plots data points on a line, best for showing trends over time.

Table: Lists data points systematically, suitable for detailed viewing.

Two ways to create a new metric

1. From a journey map: Add a new metric directly within your journey map with the metric card.

1. From the metrics page: Create a new metric from the metrics page on your workspace dashboard.

1. Enter details for your metric

• Add a title

• Select the data source: For now, we offer manual data entries including CSV uploads

• Choose a type:some text

  • Series: Track values over time, such as monthly sign-ups or user growth

1. Preview and set default display settings

• View a preview of how the metric will look on a card in your journey map.

• These default settings will apply to all cards of this metric but can be customized per card on the journey map. There you can adjust the heading, subheading, or chart type as needed.

1. Save and add to your journey map

• Save your metric and then add it to your journey map by selecting it from the dropdown menu in the metric card.

Availability:

This feature is available for all plans, but limited to 3 metrics per map on the free plan. Enterprise plans can set up an unlimited amount of metrics.

You can choose between 3 types of metrics, each of which have several display options.

Learn how to create a manual metric in Smaply.

Once you've logged into Smaply, you will land on the dashboard of your personal account and get an overview of your work from all accounts you are a member of.

The colored squares on the left represent the accounts you are part of. You might only have a Personal account , (it's always the topmost), but if you are part of several accounts, you can easily switch between them.

Easily create new journey maps, personas or metrics from your dashboard, or revisit your recently opened journey maps or the ones you've highlighted as your favorites.

The dashboard is also the place where you find journey maps that have been shared with you from workspaces or accounts you’re not a part of.

Marc the tailored views of your journey map lists as favorites and access them directly from the dashboard.

In the Learn section, you find helpful articles about different Smaply topics.

The navigation

• All your journey maps are located in the Journey maps tab. Learn more about the .

• Under Personas, you can create and manage your personas. Read more about .

• In your Portfolio, you can see the pain points, opportunities, and solutions from your all journey maps. Learn how to manage your .

This guide explains how to map fields in the Smaply form to Power BI datasets and display the data as a chart.

Steps to Add a Power BI Metric

1. Open the Add Metric Form

What are metrics in journey mapping?

Metrics in journey mapping are quantitative measurements that provide concrete data points to support and enhance your customer journey analysis. They help you:

• Validate assumptions about customer behavior

Get going

1. Create a new metric either from the journey map or from the metrics page

2. Select source as "Google Analytics"

Setting up a Service Account for Power BI in Azure Entra requires multiple steps, including creating an app, assigning permissions, and configuring access. Follow this guide to complete the setup.

Step 1: Register an App in Azure Entra

1. Go to the Azure Portal. Navigate to Azure Entra ID

2. Click "+ Add" > "App registration"

3. Enter app registration details. name: Smaply Power Bi. connector Supported account type: Accounts in this organizational directory only (Single tenant no need to set a redirect URI And click "Register"

Step 2: Assign API Permissions

1. Within your app, navigate to Manage > API Permissions > Add a permission.

2. Choose Power BI Service.

3. Under Application permissions, add:

Step 3: Create a Client Secret

1. Within your app, navigate to Certificates & Secrets.

2. Under Client Secrets, click + New client secret. description: Power Bi Smaply connector client secret expiry: [e.g. 12 months]

3. Copy the generated Client Secret value, you will need it later.

Step 4: Create a Security Group & Assign the Service Principal

1. Navigate to .

2. Create a new security group ("New Group"). type: Security name: smaply-powerbi description: Smaply PowerBI Connector security group members: assign the Service Principal (Application). E.g. "Smaply Power BI Connector" from step 1

Step 5: Configure Power BI Admin Settings

1. Go to the .

2. Open Service Principal can use Fabric APIs (under tenant settings)

3. Enable Service Principal access. Apply to: Specific security groups: type in the security group name from step4; e.g. smaply-powerbi Apply

Step 6: Assign Access to PowerBI workspace

In Power BI, do the following for all of the Workspace that Smaply should have access to:

1. Assign the Security Group (created in Step 4) to a workspace. Note: your personal workspaces won't support this.
2. Make sure you have given the service account member access to the workspace.
3. Wait 30 to 60 minutes for the changes to propagate.

Step 7: Configure Power BI in Smaply

Once all configurations are in place, set up the integration in Smaply using from the service principal (Entra app). You'll need:

• Tenant ID

• Client ID

• Client Secret (from step3)

• In Smaply Account settings > Integrations > Power BI, add the details

Now you're ready to create your first metric with Power BI 🚀.

How to delete journey maps, templates and personas

To help you avoid accidental loss of data, journey maps and templates cannot be deleted right away. You’ll need to archive a map first before you can permanently delete it. Personas can be archived or deleted right away.

Step 1: Archive the map

1. In your dashboard, go to the journey map you want to delete.

2. Click the three-dot menu (•••) next to the map name or tick the checkboxes for bulk actions.

3. Select “Archive” → The map will be moved to your archive

Step 2: Permanently delete from the archive

1. Go to the archive section in your workspace.

2. Find the map you want to delete or select several maps via the checkboxes.

3. Click “Delete” → This action cannot be undone.

Free Plan Limits

You can create up to 10 journey maps on the free plan. Archived maps still count toward this limit.

To free up space, delete maps from your archive.

If you're experiencing issues with your Google Analytics service account access, this guide will help you diagnose and resolve common problems.

Test you can access properties

Google has provided a tool to test your service account can access properties and their fields. It uses oauth rather than the service account, but will test if the properties are valid.

Embedding Content in Your Journey Map

Smaply now supports embedding content from other apps directly into your journey maps! This allows you to enhance your maps with interactive designs, videos, documents, and more.

Supported Embeds