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Canvas navigation and controls

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The Canvas settings panel controls how you pan, zoom, and select elements on the Customer Journey canvas. Open it by clicking the gear icon in the bottom-right corner of the canvas.

Gear icon that opens Canvas settings in the bottom-right corner of the journey canvas

What control schemes are available

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A control scheme is a preset bundle of canvas behaviors: what a left-button drag does, what the scroll wheel does, and whether new steps snap to a grid. Pick one from the Control scheme dropdown at the top of the panel.

Modern (recommended)Classic
Left-button drag on canvasSelects an areaMoves the canvas
Scroll wheel & trackpadTrackpad pans the canvas, mouse wheel zooms it (auto-detects the device)Scroll wheel zooms the canvas
ZoomCtrl/ + scroll, trackpad pinch, mouse wheelScroll wheel
Snap to gridOnOff

Existing accounts keep the scheme they were already using; new accounts start on Modern. Changing any individual setting below the dropdown (drag mode, wheel mode, either invert toggle, or snap to grid) switches the dropdown to Custom setup. Pick a preset again to reset all of these settings to its defaults.

Canvas settings panel with control scheme, drag mode, wheel mode, and invert toggles

How to configure panning and zooming

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Two dropdowns below Control scheme let you fine-tune panning and zooming independently of the preset:

  • Left-button drag on canvas: choose whether dragging with the left mouse button draws a selection rectangle (Selects an area) or pans the canvas (Moves the canvas).
  • Scroll wheel & trackpad: choose Auto-detect (trackpad scrolling pans the canvas, a mouse wheel zooms it), Move canvas (trackpad) to always pan regardless of device, or Zoom canvas (mouse wheel) to always zoom.

Two toggles invert the default direction for macOS “natural scrolling” preferences:

  • Invert scroll direction flips the direction of trackpad/wheel panning.
  • Invert wheel zoom flips the direction of a plain mouse-wheel zoom only. It does not affect Ctrl/ + scroll or the trackpad pinch gesture, because those are separate bindings and no OS inverts a pinch gesture.

Invert wheel zoom tooltip: does not affect Ctrl or Cmd plus scroll, or the pinch gesture

Regardless of scheme, you can always pan with Space + drag, a right-click drag, or the middle mouse button, and zoom to the cursor with Ctrl/ + scroll or a trackpad pinch.

Snap to grid applies both while dragging a step and while adding a new one: the step snaps to the nearest free cell so steps never overlap. Turn it off to position steps freely.

Canvas keyboard shortcuts

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The Mouse and keyboard section of the panel lists every canvas shortcut, grouped into three tabs: Canvas, Selection, and Actions. Shortcuts adjust to your current drag and wheel settings and to your OS (// on macOS, Ctrl/Shift/Del elsewhere).

Common canvas shortcuts:

ActionShortcut
Zoom in / outCtrl/ + / Ctrl/
Zoom to 100%Ctrl/ 0
Fit to screenShift 1
Show/Hide UICtrl/ \
Select all / DeselectCtrl/ A / Esc
Duplicate a stepCtrl/ D

What Show/Hide UI does

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Press Ctrl/ + \ to hide the header, sidebar, and all buttons, leaving a clean canvas for presentations or screenshots. Press the same combination again, press Esc, or click the button in the corner of the canvas to bring the UI back. Reloading the page also restores it, since the clean-canvas mode is not remembered between page loads.

How to show metrics on the canvas

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For a launched or finished campaign, a Show metrics toggle sits at the bottom of the Canvas settings panel. Turn it on to keep live stats displayed under every step at once; regardless of the toggle, hovering over a single element also shows its stats.

Show metrics toggle at the bottom of the Canvas settings panel

While metrics are on and the campaign is not a draft or paused, a goal-selector button appears in the top bar. If the campaign has more than one goal, All goals is the top item in that menu; if it has only one goal, that goal is selected automatically and All goals is not shown. For more on reading these stats, see Customer Journey statistics.