Journey Sender

Article Overview

The following article describes the Journey Sender feature. It explains what the Journey Sender is used for, and how to build and use Journey Sender to initiate and send digital process links to customers. The article also describes how to create and manage agent groups and how to perform troubleshooting in case a malfunction occurs.

What is the Journey Sender?

The Journey Sender feature enables your representatives to initiate and send digital processes links to customers. The links will be received via email or SMS. The digital process itself is sent with pre-filled information that was filled by your representative using the Journey Sender.

Navigate to the Journey Sender Screen

(See Figure 1 and Figure 2)

To navigate to the Journey Sender screen, perform the following steps:

Figure 1: Build Tab

1. Click the Build tab (1).

Result:

The Build tab options appear:

Figure 2: Journey Sender Creation Option

2. Click the Journey Sender Creation option (2).

Journey Sender Main Screen

Figure 3 and Table 1 describe the structure of the Journey Sender screen.

Figure 3: Journey Sender Main Screen

Table 1: Journey Sender Main Screen

Number	Icon	Name	Description
1	-	Add Component	Enables to add components to the canvas to create the Journey Sender NOTE For additional information, please see the Journey Sender Unique Components section
2	-	Canvas	Contains the components that creates the Journey Sender
3	-	Properties Section	Enables to set the properties of the: Journey sender Added components NOTE For additional information about the properties of the Journey Sender, please see the Journey Sender Properties section Enables to manage agent groups NOTE For additional information about managing agent groups, please see the Manage Agent Groups section
4	-	Preview	Enables to view the Journey Sender after it was deployed to an environment NOTE For additional information, please see the Step 4: Deploy and View the Journey Sender section
5	-	Deploy	Enables to publish changes made to the Journey Sender, to a selected environment: Development (Dev) - an environment for testing Production (PROD) - an environment for live deployment NOTE For additional information, please see the Step 4: Deploy and View the Journey Sender section
6		Versions	Displays the version History Window, this window contains the different versions  of the Journey Sender Enables to perform the following actions: Restore Previous version Delete a version Compare versions NOTE The Versions button also appears on the Webflow, Model, Workflow Manager, and PDF screens A new version is created once the save option from the More Options dropdown is selected
7		More Options	Enables to perform the following actions: Sync the Webflow Delete the Webflow Save the Webflow and create a new version NOTE The More Options button also appears on the Webflow, Model, Workflow Manager, and PDF screens
8		Language	Enables to add and select languages to be used while creating the Journey Sender Displays the current used language NOTE This icon will appear only if more than one language is available for selection
9		User Icon	Display the initials of the user/s currently editing the Journey Sender Displays the autosave status of the user: Active (green) Syncing (orange) Offline/Error (red) Enables sign-out

Journey Sender Unique Components

(See Figure 4 and Figure 5)

The components of the Journey Sender are identical to the components of the Webflow with the addition of two unique components that must be used when creating the Journey Sender:

• Select Process Dropdown (under the Multiple Choice section) - this component enables you to select from a list of digital processes to initiate and send through the Journey Sender.

Figure 4: Select Process Dropdown Example

• Agent From Specific Fields (under the Labels & Non Input section) - displays the fields that were added to the Agent screen from the Webflow (for additional information, see the Adding Dynamic Fields to the Journey Sender section).

Figure 5: Select Process Dropdown Example

Journey Sender Properties

The Properties section of the Journey Sender is like the Properties section of the Webflow regarding added components. The main difference is that the section also contains properties for the Journey Sender itself. Figure 6 and Table 2 describe the Properties section of the Journey Sender.

Figure 6: Journey Sender Properties

Table 2: Journey Sender Properties

Journey Sender Model - Auth Provider

(See Figure 7 and Figure 8)

The Auth Provider enables you to limit access to the Journey Sender for example by asking the user to provide a username and password and in addition by whitelisting IP addresses.

To configure the Auth Provider, click the Icon (1) and when the Auth Provider window appears, configure it, for example:

Figure 7: Configured Auth Provider

When the Journey Sender is initiated and the IP address of the device matches one that is written in the whitelist, the following window appears:

Figure 8: Authentication Popup Window

Journey Sender Model - processId Data Item

(See Figure 9)

The Model of the Journey Sender contains pre-created data items used to implement behavior and logic on its components. Additional data items can be created and connected to added components if required. The exception is the processId data item (1) that must be connected to the Select Process Dropdown.

Figure 9: Journey Sender Properties

Adding Dynamic Fields to the Journey Sender

For the components of a digital process to appear as dynamic fields in the Journey Sender after selection, they must be added to the Agent screen. This provides your representatives with the ability to prefill the digital process fields before initiating and sending its link to the customer or before filling out the rest of the digital process independently.

What to do on the Webflow? 

(See Figure 10 and Figure 11)

Once the Webflow is operational, mark the components you want to add to the Agent screen. From the Properties section click the + Add to Agent button (1).

Figure 10: + Add To Agent Button

When marking a container type component (2) or a page type component and clicking the + Add To Agent button, all the components that are located inside/on top will be added to the Journey Sender automatically.

Figure 11: Adding Components inside a Container 

The Agent Screen

(See Figure 12)

The Agent screen contains all the added components that will appear as fields for data pre-fill on the Journey Sender. To navigate to the Agent screen, click the Agent tab (1).

Figure 12: Adding Components inside a Container 

Figure 13 displays an example of components added to the Agent screen:

Figure 13: Added Components to the Agent Screen

What to do on the Journey Sender?

(See Figure 14)

On the Journey Sender make sure that the Agent From Specific Fields component (1) is added to the canvas. The components that were added to the Agent screen will serve as dynamic fields once the Journey Sender is deployed and viewed and the appropriate digital process is selected.

Figure 14: The Agent From Specific Fields Component

Figure 15 displays the Journey Sender where your representative selects (2) which digital process link to send to the customer:

Figure 15: Journey Sender - Selecting a Digital Process

Once the digital process is selected its dynamic fields appear (see Figure 16):

Figure 16: Journey Sender - Dynamic fields

Adding Static Fields to the Journey Sender

Components from the Add section can be added to the Journey Sender. The components will appear as static fields whenever deploying and viewing the Journey Sender regardless of the selected digital process or the added dynamic fields from the Webflow. Each added component must be connected to the Model. Figure 17 displays an example of added components (1) that are connected to the Model (2):

Figure 17: Added Components 

Once the Journey Sender is deployed and viewed the component appear as static fields (see Figure 18):

Figure 18: Journey Sender with Static Fields

How to Create and Use a Journey Sender?

The following sections describe how to create and use a Journey Sender.

Step 1: Add Webflow Components to the Agent Screen

(See Figure 19 to Figure 22)

To add Webflow components from the Webflow to the Agent screen, perform the following steps:

1. Open the desired Webflow.

Figure 19: Journey Sender with Static Fields

1. Locate the desired components to add and perform the following steps:
   1. Click the component (1).
   2. Click the + Add to Agent button (2).

Result:

The following message appears:

Figure 20: Successes Message

2. Repeat steps a and b as necessary.

Figure 21: Navigating to the Agent Screen

3. Click Agent tab (3).

Result:

The Agent screen appears with the added components:

Figure 22: Agent Screen with Added Components

4. Click the Deploy button (4) and click the desired environment (5). 

Result:

The changes made to the Agent screen are saved.

Step 2: Build the Journey Sender

(See Figure 23 to Figure 28)

To build the Journey Sender, perform the following steps:

Figure 23: Main Page and Select Process Dropdown components

1. Set the theme (1) of the Journey Sender.

2. Drag and drop the Main Page Component (2) onto the canvas.
3. Drag and drop the Select Process Dropdown component (3) onto the Main Page.
4. Connect the Select Process Dropdown component to the Model:

Figure 24: Connecting the Select Process Dropdown Component to the Model

5. Mark the component (4).
6. On the Properties section, click the  model (5).

Result:

The Model screen appears:

Figure 25: processId Data Item

7. Locate the processId data item (6) and click it.
8. Click the OK button (7).

Result:

The Select Process Dropdown component is connected to the Model (8).

Figure 26: The Select Process Dropdown Component connected to the Model

9. Drag and drop the Agent From Specific Fields component (9) onto the Main Page.

Figure 27: Agent From Specific Fields Component

10. Drag and drop additional components onto the Main Page and the canvas to finish the structure of the Journey Sender, connect them to the Model as required. For example:

Figure 28: Journey Sender Example

Step 3: Set the Properties of the Main Page 

(See Figure 29 and Figure 30)

To set the properties of the Main Page component, perform the following steps:

Figure 29: Main Page

1. Mark the Main Page component (1).

Result:

The Properties section (2) of the Main Page appears.

2. Set the following properties:

Figure 30: Main Page Properties

3. Set the title (3) of the Main Page.
4. Set the text of the primary button (4).
5. Select the action of the primary button (5).
6. Set the text of the secondary button (6).
7. Select the action of the secondary button (7).

Main Page buttons

(See Figure 31)

The buttons of the Main Page has two actions:

• agentSendLink - enables your representative to send a link of the digital process with pre-filled information to the customer
• agentFillMyself - enables your representative to open the digital process and fill its information. If the digital process has steps, your representative will access the first one and the rest of the digital process steps will be initiated as set and defined in its Workflow Manager screen.

Figure 31: Main Page Buttons Actions

Step 4: Deploy and View the Journey Sender

(See Figure 32 to Figure 37)

To deploy and view the Journey Sender, perform the following steps:

Figure 32: Deploy Button

1. Click the Deploy button (1).

Result:

A list of environments appears:

Figure 33: List of Environments 

2. Select and click an environment from the list (2).

3. Wait for the deployment process to finish.

Result:

The Journey Sender is deployed as indicated by the icon (3).

Figure 34: Successful Deployment Icon

4. Click the Preview icon (4).

Figure 35: Preview Icon

Result:

A list of environments appears:

Figure 36: List of Environments

5. Select and click an environment from the list.

Result:

The Journey Sender appears:

Figure 37: Journey Sender

Step 5: Initiate a Digital Process

(See Figure 38 to Figure 45)

To deploy and view the Journey Sender, perform the following steps:

Figure 38: Digital Process Selection

1. Click the dropdown (1).

Result:

A list of digital processes appears (2):

Figure 39: Available Digital Processes

2. Select and click a digital process from the list (2).

Result:

The dynamic fields of the digital process appear:

Figure 40: Added Dynamic Fields

3. Fill out the required fields.
4. Select between two options:

• To send the link of the digital process to the customer, perform the following steps:

Figure 41: Submit Button

1. Click the Submit button (4).

Result:

• The Journey Sender submits a link of the digital process to the customer:

Figure 42: Link Received Through Email Example

• The following message appears:

Figure 43: Submit Successful! Message

2. Click the button (5) to restart the Journey Sender.

• To receive a link to the digital process and start filling it out by yourself, perform the following steps:

Figure 44: Fill Out Myself Button

1. Click the Fill Out Myself button (4).

Result:

The digital process appears:

Figure 45: Digital Process Example

2. Fill out the digital process

Manage Agent Groups

Clicking the Manage Agent Groups button located in the Properties section of the Journey Sender displays the Manage Agent Groups window. The Window enables you to perform different actions such creating agent groups to limit or specify the digital processes that representatives can select from the Journey Sender. Figure 46 and Table 3 describe the structure of the Manage Agent Groups window.

Figure 46: Manage Agent Groups Window

Table 3: Manage Agent Groups Window

Figure 47: Toggle Set to Send New 

Figure 48: Toggle set to Send Another

Journey Sender Tagging

The data items in the Model are tagged with metadata. The tagging has two purposes:

• For analytics and reports (for additional information, see the Analytics and Reports article).
• For data collaboration between the Model of the Journey Sender and the Model of the Webflow.

Data Collaboration Between Models

(See Figure 49 and Figure 50)

To verify that the Builder platform supports data collaboration between the Models, the tagging under the metadata must be identical, for example:

• On the Model of the Journey Sender (1):

Figure 49: Journey Sender Model

• On the Model of the Webflow (2):

Figure 50: Webflow Model

Troubleshooting 

Table 4 describes malfunctions that may occur when trying to create a Webflow, adding components, and editing properties. The table also describes the reason/s for the malfunctions and provides possible solutions.

Table 4: Troubleshooting