A structured starting point
Define the steps and branches in a familiar workbook. Import them into an editable visual journey—with optional customer communications attached to the right steps.
Template download: no account required. Spreadsheet import: available on Free, Pro and Team.
A signup, a welcome email, a verification decision and two possible outcomes. This example uses Aligne’s structured import sample. The template download has blank data sheets, ready for your own journey.
| Step ID | Step Type | Step Name |
|---|---|---|
| S1 | start | Customer signs up |
| S2 | action | Send welcome sequence |
| S3 | decision | Verified email? |
| S4 | wait | Wait 3 days |
| S5 | end | Activated |
| From Step ID | To Step ID | Label |
|---|---|---|
| S1 | S2 | — |
| S2 | S3 | — |
| S3 | S5 | Yes |
| S3 | S4 | No |
| S4 | S2 | Retry |
| Step ID | Channel | Title |
|---|---|---|
| S2 | Welcome email | |
| S4 | SMS | Verification reminder |
The workbook format
The template also includes an Instructions sheet. Keep the data sheet names and headers intact; enter your journey into the structured fields.
One row per step. Step ID must be unique and Step Name is required. Step Type is optional: start, action, decision, wait, condition, end or annotation. A blank type becomes an action.
Columns: Step ID · Step Type · Step Name · Description · Tags
One row per arrow. From Step ID and To Step ID must refer to steps you defined. Use Label for branch outcomes such as Yes, No or Retry.
Columns: From Step ID · To Step ID · Label
One row per attached message. Step ID, Channel and Title are required when a row is used. Channel must match a communication type available in your workspace. Body is plain text; add rich formatting inside Aligne.
Columns: Step ID · Channel · Title · Subject · Preview Text · Body · CTA Label · CTA URL · Image URL · Notes
Use the same Aligne Excel template available inside the import dialog.
Define steps, connections and branches. Add communications if you have message content ready.
On the Dashboard, open New flow → Import from spreadsheet. Upload your completed .xlsx workbook.
Aligne checks the workbook and creates an automatically arranged draft journey on the editable canvas.
Edit steps and messages, add product screens and share the flow. Comments require Pro or Team; history and audit require Team.
Aligne requires its workbook format. It does not interpret arbitrary Excel files, convert an unstructured CX matrix or keep your spreadsheet synchronized. Move the information into the template first. Changes to the original workbook do not update an imported flow.
Validation reports errors and warnings before creation. Your workspace’s flow and communication limits still apply. Nothing is published automatically.
Start with the workbook, then bring message content and review context into the visual journey. Explore email journey mapping with the actual messages.
Free includes spreadsheet import and up to three flows. See pricing for collaboration and governance, or explore customer journey templates.