Builder Overview
  • PDF

Builder Overview

  • PDF

Article Summary

Builder Introduction

The following sections describe the Builder and its features. 

What is the Builder?

The Builder is a visual no-code platform that empowers you to build processes or make changes and iterations to your processes without relying on developers. By using the Builder, you will have all the tools in one place for building custom processes without writing a single line of code.

The process created with the Builder will allow your end-users to easily fill out, sign, and send important information from any device such as: Desktop, MAC,  or Mobile Phones, and send it back to you.

Builder Main Capabilities

The main capabilities of the builder are:

  • Create, send, and monitor processes from a single platform - the builder platform provides all the tools you will need to transform any manual form into a process and create personalized experiences for your customers.
  • Customization and white-label - each process is customized according to the templates EasySend designs for you, using the colors, fonts, and logo of your brand.
  • Flexibility - the Builder enables you to build processes with custom roles, permissions, validations, and conditions to fit any scenario and workflow, no matter how complex it may be.
  • Multiple Persona Workflows and Auto Reminders - you can create complex workflows with multiple personas for different steps of a process. For example, a process can start with an Agent filling in the information and, only once he is done with his step, the workflow continues to the customer and then to her spouse or guardian. Automatic reminders can be set for each step of the process.
  • Customer guidance throughout the journey - to assist customers better, processes contain automatic notifications and validations that guide your customers to fill out the required fields correctly. Another assistance option available in the Builder is the Co-Browsing, a real-time customer assistance tool that allows your agents to support customers remotely to complete the journey.
  • Analytics and Optimization Toolkit - optimize every step of your process with analytics, get an overview of how all your processes are performing and filter the view by device, browser, source, and other filters. Analyze how many journey links were sent, opened, and completed to optimize and improve the performance of your processes.
  • Integration with Existing Toolstack - Automate your workflow by integrating the process with any third-party app or CRM such as Salesforce or Twilio.

Builder Navigation Bar

(See Figure 1)

After clicking your customer name, The Process Manager screen appears automatically (see the Process Manager section). The Builder navigation bar appears (1) on the left side of the screen. 

NOTE
To quickly learn about the navigation bar, watch the following video.

Figure 1: Builder Navigation Bar on the Process Manager Screen

Builder Navigation Bar Overview

Figure 2 and Table 1 describe the structure of the Builder navigation bar.

Figure 2: Builder Navigation Bar

Table 1: Builder Navigation Bar

Number

Icon 

Name

Description

Navigate Back

Enables to navigate back to your customer home page

Build

Displays options that enable to build a digital process

NOTE
For additional information, see the Builder Navigation Bar - Build Tab section

Integrate

Displays options that enable to perform and track integrations

NOTE
For additional information, see the Builder Navigation Bar - Integrate Tab section

Measure

Displays options that enable to analyze the performance of your digital processes with reports 

NOTE
For additional information, see the Builder Navigation Bar - Measure Tab section

Operate

Display options that enable to send a digital process initiation link to multiple customers, track the progress of your digital processes, and view detailed reports

NOTE
For additional information, see the Builder Navigation Bar - Operate Tab section

Settings

Displays the Customer Settings screen

NOTE
This topic is not covered in this article
NOTE

The rest of the sections in this article will focus on processes.

Builder Navigation Bar - Build Tab

Figure 3 and Table 2 describe the options under the Build tab.

Figure 3: Build Tab Options

Table 2: Build Tab Options

Number

Name

Description

Process Manager 

Enables to create or edit business groups and processes

NOTE
For additional information, see the Processes Manager section

Themes

Enables to create custom design templates to match the look and feel of your brand, for example: colors, fonts, and logo

NOTE
For additional information, see the Themes Overview article

Journey Sender Creation

Enables agents to send any process to a customer with pre-fill data

NOTE
For additional information, see the Journey Sender article

Validations

Enables to create and view validations

NOTE
For additional information, see the Validations article 

Output Manager

Enables to create email header and footer templates

NOTE
For additional information, see the Workflow Manager Overview article

Webflows

Displays a list of Webflows with the following information:

  • WebFlow Name
  • Created
  • Last Modified
  • Modified by
NOTE
The Webflows option will appear according to the customer settings, for additional information, contact our support team  
NOTE
Hovering above each Webflow from the lists displays the additional options icon that enables to rename it or copy it to a different process

Forms

Displays a list of PDF forms with the following information:

  • Form Name
  • Created
  • Last Modified
  • Modified by
NOTE
The Forms option will appear according to the customer settings, for additional information, contact our support team 
NOTE
Hovering above each form from the lists displays the additional options icon that enables to rename it or copy it to a different process

Models

Displays a list of Models with the following information:

  • Model Name
  • Created
  • Last Modified
  • Modified by
NOTE
The Models option will appear according to the customer settings, for additional information, contact our support team 
NOTE
Hovering above each Model from the list displays the additional options icon that enables to rename it or copy it to a different process

Builder Navigation Bar - Integrate Tab

Figure 4 and Table 3 describe the options under the Integrate tab.

Figure 4: Integrate Bar Options

Table 3: Integrate Bar Options

Number

Name

Description

Services

Enables to integrate your digital processes with different third-party apps and REST API services.

NOTE
For additional information about integrations, see the Integrations articles

Service Logs

Enables to view service logs for different transactions

Builder Navigation Bar - Measure Tab

Figure 5 and Table 4 describe the options under the Integrate tab.

Figure 5: Measure Tab Options

Table 4: Measure Tab Options

Number

Name

Description

Analytics Dashboard

  • Displays the Analytics Dashboard 
  • Enables to get an overview of sessions performance,  that includes information on how many sessions were:
    • Sent
    • Opened
    • Completed
NOTE
For additional information, see the Analytics and Reports article 

Overview Reports

Enables to create and search analytics reports 

NOTE
For additional information, see the Analytics and Reports article 

Builder Navigation Bar - Operate Tab

Figure 6 and Table 5 describe the options under the Integrate tab.

Figure 6: Operate Tab Options

Table 5: Operate Tab Options

Number

Name

Description

Journey Tracker

Enables to track the progress of a process such as:

  • Who opened a link
  • How many times
  • How fast did customers fill out each answer

Detailed Reports

Enables to create and view standard and customized periodic tracking reports for business results and operations analysis

Bulk Sender

Enables to send a process initiation link to multiple customers through email or SMS  

NOTE
The rest of the sections in this article will focus on processes.

Processes Manager

The following sections describe the structure of the Processes Manager screen and how to create new business groups and processes.

Processes Manager Main Screen Structure

Figure 7 and Table 6 describe the structure of the main screen of the Processes Manager.

Figure 7: Processes Manager Main Screen

Table 6: Processes Manager Main Screen

Number

Icon 

Name

Description


+ New Business Group

Enables to add a new business group

NOTE

Search Bar

Enables to search for processes

-

Logo

Displays the logo of the customer


+ New Process

Enables to add a new process

NOTE
To add a new process, see the Add a New process section

-

List of Business Groups

Displays a list of available business groups and how many processes each business group contains

-

List of processes

Displays a list of processes with the following information:

  • Process Name (sortable) 
  • In production - Yes/No
  • Created - date and time

Process Additional Options

(See Figure 8)

Hovering above a process displays a delete icon (1) and an additional actions icon (2) that enables to perform the following (3):

Figure 8: Process Options

  • Rename the process
  • Move it to a different business group
  • Work on the process in Solo Mode - without multiple editors
NOTE
For additional information about Solo Mode, contact our support team.
  • Display information about process items that were last modified such as: Forms, Webflows, and Model
  • Duplicate the process 

Add a New Business Group

(See Figure 9 to Figure 11)

To add a new business group, perform the following steps:

  1. On the Process Manager screen (1), click the +New Business Group button (2).

  • Figure 9: + New Business Group Button

Result:
The Business Group window appears:

Graphical user interface, text, application Description automatically generated

Figure 10: Business Group Window

  1. Enter the name (3) of the new business group.
  2. Click the OK button (4).

Result:
The new business group is added (5):

Figure 11: New Business Group

Deleting and Renaming a Business Group

(See Figure 12)

To rename or delete a business group, right click it and select the desired option (1):

Figure 12: Rename/Delete a business Group

Add a New Process

(See Figure 13 to Figure 16)

To add a new process, perform the following steps:

  1. Click the desired business group from the list (1).

      • Figure 13: Selected Business Group

Result:

  • The number of processes the business group has appears (2).
  • The + New Process (3) becomes enabled.
  • A request to add the first process appears (4).
NOTE

If the business group already has previous processes, once a business group is selected, its processes will be displayed in a list instead of the request to add a new process.

  1. Click the + New Process (3 or 4).

Result:
The Create a Process window appears:

Graphical user interface, application Description automatically generated

Figure 14: Create a process Window

NOTE
The Process Name is limited to 100 characters
  1. Enter the name (5) of the new process.
  2. Click the OK button (6).

Result:
The Webflow main screen appears automatically: 

Figure 15: Webflow Main Screen

NOTE
For additional information about the Webflow screen, see the Webflow Overview article.
  1. Navigate back to the Process Manager screen and view that:
  • The process is added (7).
  • The number of processes in a business group is updated (8).

Figure 16: New process


Was this article helpful?

What's Next