Journeys
Section titled “Journeys”Journeys organizes follow-up into stages so your team can see where a person is in a process, what should happen next, and who owns the next action.
Start with a goal
What do you want to do?
Choose the outcome that matches the work in front of you. You can come back to the deeper reference sections when you need details.
Build a follow-up process
Use stages to model a process that happens over time, such as guest follow-up, membership, care, or volunteer onboarding.
Move people through stages
Keep the team aligned on where each person is now and what should happen next.
Use a form as an entry point
Collect information with Forms, then keep staff assignments and follow-up stages inside the Journey.
Keep follow-up tied to People
Use the same person record throughout the process instead of creating a separate identity for each ministry workflow.
Recommended flow
A good first workflow
- Define the outcome and stages of the people process.
- Choose how people enter the Journey, including a form when appropriate.
- Assign ownership and move people as follow-up is completed.
- Use the person record and broader OKTO context when deciding the next step.
Use Journeys for people processes
Section titled “Use Journeys for people processes”A Journey is useful when follow-up happens over time rather than in a single interaction. Common examples include first-time guest follow-up, membership pathways, care processes, volunteer onboarding, and other next-step workflows.
Use the Journeys workspace to manage the people moving through those processes and keep the team aligned on the next stage of follow-up.
Forms and Journeys are separate
Section titled “Forms and Journeys are separate”Forms and Journeys are separate modules in the current OKTO navigation:
- Forms collects information from a person.
- Journeys manages the staff process and follow-up that happens after a person enters a workflow.
A form can be part of the entry point to a Journey when your workflow is configured that way, but the form itself should stay focused on collecting the information needed from the person. Keep assignments, internal process, and follow-up stages in the Journey.
See Forms for the current form-building and submissions workflow.
Related people context
Section titled “Related people context”Journeys uses the same person records as the People directory. This keeps follow-up connected to the person’s broader OKTO record instead of creating a separate identity for each ministry process.