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 customised.

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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

There are two ways to create a journey: starting from scratch or using a template.

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Option 1: Start from Scratch

1. Click Create a new journey to open the journey editor.

2. Click the edit button besides Journey Name, and clearly rename the journey for your use case.

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 modules – 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.