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How to create experiences using the Pathways Editor

Learn how to create linear or complex flows using Pathways

Ryan Miller avatar
Written by Ryan Miller
Updated over a week ago

Introduction

The Pathways Editor enables personalized journeys to be created in Cogniss apps. From simple linear flows to adaptive experiences that respond to user responses and behaviors, this ensures app users see content that is relevant to them.

This article demonstrates:


Where to find the Pathways Editor

To locate the Pathways Editor, you must create a new Activity and update the Template field to Pathways.

Steps:

  1. Open Cogniss Creator and locate your app

  2. From the Contents menu, enter any existing Subject from the list

  3. Create a new Activity

  4. Rename the Activity and assign its template to Pathways

    This should create a new pathways activity from the list

  5. Save changes

  6. Select the newly created Activity with Pathways as a template and launch the Pathways editor.


How to create a simple linear flow

You can use pathways to connect a series of Activities in a linear order, allowing all users to navigate through them one after another.

For this flow, you'll connect the child Activities (Modules 1.1, 1.2, 1.3) in sequence to build a complete module for your app

Requirements

Before opening up the Pathways Editor, ensure all the activities are created as per the diagram above. We will use the pathways editor to tie them all together.

  1. Create a Pathway activity

    1. +Create new Activity

    2. Set the template as Pathways

    3. Save changes

  2. Create all the relevant Activities to be used in the Pathway (Modules 1.1 - 1.3)

Make sure to have the Pathway and the activities ready before putting them into a linear pathway experience

How to set up a simple linear flow

  1. Select the new pathway activity and launch the Pathways Editor

  2. To begin, +add activity and select the starting Activity in the simple pathway

    In this example, select [Activity] Module 1.1: Getting Started

  3. Add the remaining Activities to your pathway.

    These will now link the activities together in a linear order and will launch one after another in a single flow

    The sequence you've arranged them in will determine the user's journey. Reorder activities by dragging them in the editor to create your ideal sequence

  4. Hit the Save and Exit button

    This pathway activity (Module 1: Introduction pathway) will serve as the entry point for accessing the linear app experience.

  5. This will take you back to the Activity settings. Ensure to save the main Activity as well.

  6. You're ready to see your pathway live! Open your mobile or web app and refresh to view your changes in action


How to create a branching flow based on the user's response

Pathways let you add rules/conditions based on user responses, creating personalized experiences that deliver the most relevant content to each user.

In the example above, users starts with the same onboarding flow, then branch based on their answer to "parent or practitioner," receiving content specific to their role.

πŸ’‘ Activities within a Pathway always flow in linear order. Rules/conditions give control over which content users see, allowing you to manage and personalize their experience based on their responses.

Requirements

Just like the simple flow, you'll need to create your activities before linking them in the Pathways Editor

  1. Create the first Activity as the Pathway (template set as Pathways)

  2. Create a new Activity

    1. Configure this Activity to have MULTICHOICE question: "Are you a parent or practitioner?" (This question will determine which path each user follows)

  3. Create Activities for each path

    1. Activity A: Content tailored for parents

    1. Activity B: Content tailored for practitioners

How to set up multiple flows with conditions

Introducing conditions to Activities in a Pathway allows you to regulate the content visible to the intended users and effectively manage their experiences.

  1. Select the pathway activity and launch the pathways editor. This will launch the editor screen.

  2. Once in the pathways editor, add all the relevant Activities that will make up the intended experience

  3. Next, you'll add conditions to create your intended flow based on the onboarding diagram. Since the first Activity serves as an introduction to set the context for users, no conditions are needed there.

    Begin by selecting the second Activity, "Parent page introduction"

  4. In the Conditions section, hit the 'Add rule' button

  5. Choose the type 'Question response', since this condition will be based on a user's answer to a question

    Learn more about the other types of conditions available in the Pathways Editor

  6. Choose the Activity that contains the reference question, then select which answer option will make this Activity appear.

    For example: The 'Parent page introduction' should only show to parents, so reference the "Welcome page + role question" Activity and select "Parent."

  7. Hit the Save to change the conditions

  8. Now repeat the conditions selection for the remaining activity, Practitioner page introduction

    This time, select the "Practitioner" option from the question options

  9. Hit Save and Exit to save your remaining condition and take you back to the Activity page.

    Ensure to save the Activity

  10. Finally, review your app to see the Pathways flow in action.

    Remember to refresh your app to see your changes


Other condition types

Pathways support multiple condition types beyond simple response matching, giving you more control over personalized user experiences. Here are the different types of rules you can apply:

Response Conditions

  1. Question Response: Branch based on specific answers to questions

    • Match exact responses or response patterns

    • Example: Show advanced content only to users who answered "Expert" on the skill level question

Performance Conditions

  1. Activity Score: Branch based on the score earned in a specific activity

    • Requirement: Activity must be a scored-survey type

    • Set thresholds: equal to, greater than, less than, etc.

    • Example: Show the motivation content if the user scores less than 5 in the 'Mood Daily Check-In' activity

  2. Question Score: Branch users based on how they performed on a specific question

    • Requirement: Question type must be MULTICHOICE or MULTISELECT, and each option must have an assigned score

    • Set thresholds: equal to, greater than, less than, etc.

    • Example: Show the congratulatory activity if the user scores greater than 8 on the 'Net Promoter Score' question

Completion Conditions

  1. Activity complete: Proceed only if the user finished a specific activity

    • Example: "Take user to Lesson 2 activity only after Lesson 1 is complete"

  2. Activity incomplete: Detect when users haven't finished required activities

    • Example: "Direct user to a blocking message ('You must complete Lesson 1 first') if Lesson 1 is incomplete'

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