The UX Designer’s Guide To Critical User Journey Mapping

The UX Designer’s Guide To Critical User Journey Mapping

What is a critical user journey? Why is it important in UX design? And how do you create and use one?

If you Google “critical user journey” to find answers to these questions, you’ll come across dozens of user maps, but nothing concrete on how to map a critical user journey.

In this short guide, we’ll shed light on what a critical user journey is and how you can map one that improves your experience.

Let’s dive right in.

TL;DR

  • A user journey is a path a user takes to reach their goal when using a particular product.
  • A critical user journey is a UX tool that maps out the key interactions between users and a product.
  • There are two types of critical user journeys: the high traffic critical journey and the high dollar critical journey.
  • The high traffic critical journey is the most engaged path, while the high dollar critical journey is the revenue-generating journey path.
  • The difference between the critical user journey maps and user experience journey maps is that the former prioritizes different aspects of a customer journey over others, while the latter monitors the overall customer experience across every touchpoint and channel.
  • Define the journey stage you want to map and use the pirate metrics to track the customer lifecycle at every stage of the user journey.
  • Consider splitting the customer journey map between different milestones to focus on smaller paths that need optimizing.
  • Use UX analytics to find unhappy paths causing a drop-off in user engagement and optimize to put users on the right happy path.
  • The happy path is an error-free path, describing each step the user must take and the ideal outcome.
  • Replace empty states with demo content or messages to prompt users to take action and start getting value from your product immediately.
  • Add a progress bar to your onboarding checklist to help users stay motivated and enhance the experience.
  • Leverage small guidance tooltips, or hotspots at the right moment, to highlight important features on your UI.
  • Identify a successful user’s journey path and replicate it by creating engagement loops to motivate new users to walk through it uninterrupted.
  • Use a simple onboarding checklist to keep users on the desired journey. Make it more fun by converting it into a game.
  • Want to build product experiences code-free? Book a demo call with our team and get started!

What is a user journey?

A user journey is a path a user takes to reach their goal when using a particular website or app. It’s the series of interactions the user has across different touchpoints in order to achieve something.

UX designers depict this tool as a diagram called a user journey map, to illustrate how a user moves through the sales funnel and engages with your product, highlighting points of friction and suggesting improvements.

A typical user journey starts from the awareness stage to the “Aha moment”, down to the activation and then the adoption stage, after which they convert to premium users.

Essential-User-Journey-Template-activation
Essential User Journey template.

What is a critical user journey?

A critical user journey is a UX tool that maps out the key interactions between users and a product. In other words, it’s a process that helps you visualize and drive focus on the most important parts of the customer’s journey, which have a direct impact on revenue or retention.

Creating a critical user journey is helpful for product teams. It reveals bad UX designs, which could lead to the loss of paying customers.

Types of critical journeys you should be looking into

There are two types of critical journeys that you can identify with UX user journey analytics. Both types are important, but when you’re looking to optimize certain aspects of your product journey map, consider which is more critical for your business.

That is the one that should require your attention first.

High traffic critical journey

These are the paths that a lot of users take when using your product. For instance, when users engage with the core features like completing an order or interacting with support.

When a product feature has high engagement, it means users find it valuable.

Ultimately, this results in an increase in product adoption and helps you decide what features to include in your SaaS minimum viable or minimum lovable product (MVP or MLP).

High dollar critical journey

These are revenue-generating journey paths. As the name suggests, it is the journey that generates the highest revenue. It’s the path that takes a user from trial to paid, or from activation to retention.

Critical user journey map vs user experience journey map

Most people confuse the critical user journey map and the user experience journey map as the same. After all, they’re both journey maps, but they have their differences.

The difference between the critical user journey maps and user experience journey maps is that the former prioritizes different sections of a customer journey over others, while the latter monitors the overall customer experience across every touchpoint and channel.

The critical journey is connected to a business goal. It is more focused on traffic or money, so paying attention to these is crucial.

Meanwhile, the UX journey map is built to map the entire experience and look into reducing friction overall.

Why should you map your critical user journeys?

As discussed earlier, mapping a critical user journey reveals emerging patterns in the user experience of new users and existing customers. It also helps to:

  • Improve user experience: By mapping user journeys, you can better understand the pain points of your target audience to design a personalized experience.
  • Decrease churn: An optimized critical user journey reduces churn by identifying friction points that impede users from having a great experience.
  • Increase customer loyalty: A good experience makes customers like your brand, leading to repeat business.
  • Drive alignment across your team: A company that maps critical user journeys will have individual team members working towards achieving a common goal.

Steps to mapping the critical user journey

Many product teams map user journeys at the initial stage and call it “a night.”

Unfortunately, this approach is wrong.

This is because mapping a user journey is not a one-time thing; it should be optimized continuously in order to drive improved user experience and business growth.

Here are steps to map the critical user journey:

  • Define the journey stage you want to map.
  • Define the particular user journey to focus on.
  • Determine the happy path flow.

Define the journey stage you want to map

To define the journey stage you want to map, we use pirate metrics. In summary, pirate metrics is a framework that helps product teams track how customers are advancing through the lifecycles by looking at each main stage in the user journey.

For example, you can choose to map your critical journey in:

  1. The acquisition stage: Here, you might be looking at the signup flow and how it can be designed to create a frictionless experience.
  2. The activation stage: Here, you might be looking at improving the flow to the activation point.
  3. The adoption stage: Here, you might be monitoring the flow of feature engagement to product adoption.
  4. The retention stage: You might be looking at the flow for subscription renewal and upgrade at the retention stage.
  5. The revenue stage: This is where users spend more money on your product, including upgrading and adding add-ons.
  6. The referral stage: When users get to this stage, they become advocates for your product so you might be interested in driving word of mouth.
critical-user-journey-stages
Dave McClure’s Pirate Metrics framework.

Define the particular user journey to focus on

If the customer journey has multiple touchpoints, consider splitting them up and focusing on smaller paths.

A user journey is difficult to understand, but when you break it down into smaller bits, you have a zoomed-in view that’s easier to read.

Start with the goal of the journey you are mapping.

Ask questions like: what milestones does the user need to reach? What is the path the user takes to get there? For instance, you could choose to focus on the initial “AHA moment” or secondary feature activation.

Whichever it is, this is the flow you will be mapping in detail.

user-adoption-stages-critical-user-journey
Example of User adoption stages.

Determine the happy path flow

The happy path is an error-free path, describing each step the user must take and the ideal outcome. Mapping this path for the journey you decided to optimize will reveal friction points and gives insight into exactly what actions can be improved.

Use different UX analytics to understand how users are engaging with your product and identify areas where they are not staying on the path. When you find these unhappy paths, use them to optimize the UX by keeping users from getting on them, to begin with.

happy-path-critical-user-journey
Happy path example from Tinder.

How to optimize critical user journeys using user research data

Now that you have your critical journey path mapped, it’s time to optimize it. Whether this is a traffic or revenue path, you need to focus on identifying friction points and removing them to optimize the journey.

Here’s how to do it.

Use UX analytics to identify friction points

UX analytics gathers data on user behavior, helps you spot friction points, and gives you insights into potential solutions. With these metrics, it’s easy for product teams to focus on creating the right experience that meets user expectations while also increasing customer satisfaction.

What metrics should you track?

Feature usage analytics

Use feature tagging to understand which features customers use most and which features are neglected.

If engagement with specific features is an important point on the critical path, you should look into implementing different in-app engagement experiences meant to drive feature discovery and engagement.

click-tracking-user-research
Track feature usage analytics with Userpilot.

Heatmaps analytics

Use heatmaps to identify what’s dragging customer attention on the UI and what’s being ignored. Pair this with screen recordings to get deeper insights. Then, analyze the ignored places and make changes to improve conversion rate optimization.

Heatmaps also help uncover bugs that might be stopping users from engaging with the product.

heatmaps-analytics-user-research
Source: Hotjar

Funnel analytics

Funnel analytics help you visualize how a user flows through a buying journey. With funnel analytics, you can set up custom events to monitor different types of user interactions and figure out what steps cause friction.

Then optimize these specific steps to prevent churn.

funnel-analytics-user-journey
Example of a funnel analysis in UX.

Improve user interface feedback at critical points

The critical point in UX is the most delicate path where users make decisions. For instance, a critical point for any SaaS would be when a user fills in their payment details, wanting to upgrade to a paid subscription.

At this stage, a bad UX can turn them away.

By improving the user interface (UI) at critical points, you encourage users to complete their actions flawlessly.

Here’s how to do that:

Use empty states to provide guidance

Replace empty states with demo content or messages to prompt users to take action and start getting value from your product immediately.

Notion does this by using empty states as a chance to showcase several functionalities and engage new users. This helps them use the product to its full potential instead of staring at a blank page and eventually churning.

empty-states
Source: Notion

Use a progress bar

Introduce a progress bar into your onboarding checklist or signup flow. A progress bar helps users stay motivated and keep going as they can clearly see how far they are from achieving their goal.

It’s in human nature to finish a task when you know how much is still left.

fullstory-feedback-ui-progress
Progress bar example during a signup flow with multiple screens.

Contextual guidance through UI feedback

UI feedback refers to short messages, prompts, UI color changes, and all the other elements that interact with the user in real-time as they engage with your product’s UI.

An example is when you click on a button and something happens, such as a message is displayed, a progress bar shows up, a new page is loaded, a notification about an error, etc.

By using small guidance tooltips or hotspots at the right moment, you help users interact with the product without friction and set the right user expectations.

Leverage these UI patterns to highlight important features while users ”walk” through your UI at their own pace.

Here’s an example from Slack. They use introductory tooltips to explain the main parts of their UI and show users where they can start.

tooltip-example
Source: Slack

Replicate successful user’s journey path

Analyze the paths and behavior of your most engaged users to determine the golden path. To put it simply, the golden path is described as important steps users must take to get the most value from their experience.

You can use segmentation to create user segments and understand how they are getting value from the product.

engaged-users-critical-user-journey
Look at data and engagement for specific user segments.

When you know your golden path, encourage the rest of your users to take the same path with in-app guidance.

Do this by creating engagement loops around these actions to motivate new users to walk through the entire path uninterrupted.

Use checklists to keep users on the desired journey

Since we have identified the ideal critical user journey, we can use checklists to keep them on the desired path so that they don’t take “unhappy” paths and end up churning.

Keep your onboarding checklist simple by breaking it down into mini-tasks. Include a progress bar to keep users motivated, or make it fun and convert it into a game.

checklists-critical-user-journey
Example of a User onboarding checklist.

Conclusion

Critical user journey mapping is a valuable tool that will help you structure the user experience of your product into a cohesive story that flows naturally from beginning to end.

More often than not, a product that lacks this sense of direction will struggle to engage users and retain their loyalty over time.

Want to build product experiences code-free? Book a Userpilot demo call with our team and get started!

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