Create journeys

A customer journey in GBG GO defines the steps and rules for processing verification workflows. It consists of modules that handle specific tasks such as identity verification, fraud detection, and decision-making.

This guide walks you through the process of creating a journey, whether you start from scratch or use a pre-configured template.

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Choose how to create a journey

You can create a journey in two ways:

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Start from scratch

Build a custom journey by manually adding and configuring each module.

• Recommended for custom workflows that require specific rules and configurations.
• Gives full control over modules, routing, and evaluation logic.

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Use a template

Select a pre-configured journey template that aligns with your industry or use case.

• Recommended for faster setup when using common verification workflows.
• Templates include predefined modules, logic, and settings that can be customized.

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Browse journey templates

If you choose to use a template, you can browse available options in the Journey templates section.

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How to find a template

1. Click Journey templates.
2. Select Browse by industry or Browse all templates.
3. Use the search and filter options in Browse all templates to find a template based on:
   • Vertical
   • Use Case
   • Country
   • Assurance Level
   • Capability

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What’s included in a template?

When selecting a template, you will see:

• A description of what the template does.
• The modules included and their functionality.
• Configuration options that can be customized.

After reviewing the details, click Use this template to begin.

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Create your journey

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Option 1: Start from Scratch

1. Click Create a new journey to open the journey editor.
   
2. Enter a Journey Name that clearly describes its purpose. It automatically saves and you’ll have an empty journey.
3. Begin adding modules to define the workflow. Refer to Add modules

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Option 2: Use a Template

1. Click Journey templates and select a template.
2. Review the pre-configured settings and modules.
3. Click Use this template to load it into the editor.
   
4. Modify the journey by customizing modules, routing, and evaluation steps.

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Next Steps

Once your journey is created, you need to configure it by adding modules, defining decision logic, and setting routing conditions.

➡ Configure journeys – Learn how to edit journey details and add modules.
➡ Set up routing – Define conditions that control how users move through the journey.
➡ Set up evaluation – Add decision points for approving, rejecting, or flagging users.
➡ Publish journeys – Deploy the journey to preview or production.