The Journeys feature allows financial institutions to create trackable links for events, promotions, advertisements, and more. Journeys unlock a new level of attribution by showing which campaigns actually convert into new members, and staff can also attach promotions that award bonuses when requirements are met.

Financial institutions can additionally pre-select shares, membership types, and eligibility information for each Journey link. This streamlines the application flow for members, while giving staff the ability to launch campaigns with custom URLs and QR codes that are easy to track and manage.

How to Create a Journey

To create a Journey link, navigate to the staff dashboard and click on "Journeys" in the navigation bar. Then, click on the "+Create" button.

Staff members will be presented with a new page that allows for configuration of the Journey:

You’ll be presented with configuration options that fall into three main sections:

1. Journey

Journey Name
Internal-only name used by staff to identify and manage the journey. Not shown to members.

Customize Link
Choose the custom link path for your journey. This will be appended to your credit union’s domain (for example, join.cu.org/promo). Links are case-insensitive.

Comments
Use short internal comments to add context for your team.

2. Promotion

Make this journey a promotion?
Determines whether the journey is associated with a promotion.

• If toggled off, the journey functions as a tracking link only.

• If toggled on, promotion settings become available.

Promotion Amount
The dollar amount awarded once promotion requirements are met. Can be set to $0 if no bonus applies.

Required Deposit
Minimum deposit required in the prime share for a member to qualify for the promotion.

Code Use Limit
Limits how many members can redeem the promotion. Leave blank for no limit.

Days Active Requirement
The number of days a membership must remain active before the promotion is awarded. System minimum is 2 days.

Expiration Date
(Optional) The journey link becomes inactive at 12:00 AM (financial institution local time) on the selected date.

3. Auto Selection Preferences

These options allow staff to pre-fill or skip certain steps in the member application flow:

Shares
Pre-select which share types should be opened for the member.

Branch
Select the branch to associate with this journey.

Employee
(Optional) Assign an employee to the journey.

Membership Type
Pre-select the membership type for applicants.

Eligibility
Pre-fill the eligibility requirement. Applicants can update this selection and complete any required fields that are not pre-filled.

Skip Share Selection Screen
If enabled, the member skips the share selection step.
Note: Members can still remove shares by selecting Edit on the product section of the review page.

Managing Journeys

After creating a Journey, Turn it on by clicking the Start button. Copy the link or download a QR code for distribution.

Once you create the journey link, be sure to turn the journey link on by clicking the start button (1). On this page, you'll be able to copy the link and download a QR code (2) for the journey.

Journeys in the Member Flow

Members can activate Journeys in three ways:

• Clicking the link directly

• Scanning a QR code tied to the link

• Entering the Journey code into the promo code field

A member can only have one journey or promotion activated at a time.

• If a Journey includes a promotion, a banner will display in the member flow showing that a promotion has been added.

  

• On the funding page, members also see the minimum required deposit to qualify for the bonus.

  

• If a journey exists without a promotion, the banner will state "A journey has been activated: [journey name].

How Promotional Amounts Are Awarded

Glide automatically awards promotions based on the Required Deposit and Days Active Requirement:

1. Glide checks balances in the primary share directly in the core. Members don’t need to fund through Glide to qualify.

2. Once conditions are met, Glide transfers funds from the GL to the member’s primary share.

3. Awards are processed daily between 12 PM and 1 PM ET on business days.

If you've attached a promotion amount, a banner will also appear on the funding page letting members know the minimum amount to fund set in the "Required deposit" field to claim the promotion.

Journeys on Dashboard Applications

When creating an application on the dashboard, you can associate it with a journey by entering either a Journey Code or a Promo Code in the Personal Information section.

Note: When creating a journey, you can choose to make it usable as a promo code by enabling the “Make this journey a promotion?” toggle in the Create Journey flow.

FAQs

How many Journeys can we create? Is there a cap? There's no cap — you can create as many Journeys as you need. The only requirement is that each Journey has its own unique code/link.

Can we use different GL codes or cost centers for different Journeys/promotions? Yes. Each Journey or promotion can be assigned its own GL code for accounting the reward amount. If you leave it blank, it falls back to your institution's default promotion GL code. Per-Journey GL codes are rolling out to all cores July 2026.

Do Journeys support automatic pause and start? You can pause and resume any Journey instantly with one click in the dashboard. You can also set an expiration date, and the Journey will automatically stop accepting redemptions once that date passes. Beyond the expiration date, there isn't a recurring/scheduled auto-start today — pausing and resuming is done manually.

Does the "Required deposit" field look at the total deposit across all products opened? No. The system checks each deposit account the member owns on its own, and the requirement is met when at least one account is funded to the minimum (measured by that account's balance, or the total deposits posted to that single account). In your example, $5 in savings and $15 in checking would not combine to satisfy a $20 minimum, because no single account reached $20 on its own. When the requirement is met, the reward is deposited into the member's primary savings/share account.

Can a Journey be permanently deleted? Not from the dashboard today. Instead of deleting, you pause (deactivate) a Journey so its code can no longer be redeemed, while its history is preserved for reporting. Permanent deletion isn't self-service right now — reach out to your Glide team if you need one fully removed.

Can an applicant use more than one code at a time (e.g., our referral code and a promo code)? No. An applicant can only enter one code at sign-up — either a referral code or a promo/Journey code, not both. If you're running a promotion, the applicant would use the promo code in place of the referral code (or vice versa).

Can we automatically enroll every new member into a promo that deposits funds after 1 day of membership? There isn't a single toggle that applies a promo to every new member regardless of how they joined. The practical approach: route new sign-ups through a Journey/promo link (everyone who uses it is enrolled) and set the "Days active requirement" to 1. The credit then posts automatically the day after the account is active and any other requirements are met.

Can we use Journeys to fund the initial deposit — e.g., to open accounts at an event — from a GL? Yes. Create a Journey/promo with a reward amount and the GL code you want the funds drawn from. Members who open through that Journey are automatically credited from that GL once their account is active. Set the required deposit to $0 and the days-active requirement to your desired timing. Note the credit posts after the account is open and active, rather than literally pre-funding the very first deposit. If you enable funding before submission, members will still be prompted to fund during the flow.

Is all of this self-service, or does it require back-end work? Creating and managing Journeys — codes, links, reward amounts, requirements, GL codes, and pausing/starting — is fully self-service in the dashboard, and crediting members happens automatically.