--- title: "Journey Sender" slug: "journey-sender" updated: 2024-09-24T16:26:09Z published: 2024-09-24T16:26:09Z canonical: "kb.easysend.io/journey-sender" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.easysend.io/llms.txt > Use this file to discover all available pages before exploring further. # 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: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655900757417.png) **Figure 1: Build Tab** 1. Click the **B****uild** tab (1). *Result:* The **Build** tab options appear: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655900824156.png) **Figure 2: Journey Sender Creation Option** 1. Click the **Journey Sender Creation** option (2). ## **Journey Sender Main Screen** **Figure 3** and **Table 1** describe the structure of the Journey Sender screen. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1727193576383.png) **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 NOTEFor additional information, please see the [Journey Sender Unique Components](https://kb.easysend.io/docs/journey-sender#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 NOTEFor additional information about the properties of the Journey Sender, please see the [Journey Sender Properties](https://kb.easysend.io/docs/journey-sender#journey-sender-properties) section - Enables to manage agent groups NOTEFor additional information about managing agent groups, please see the [Manage Agent Groups](/v1/docs/journey-sender#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](https://kb.easysend.io/docs/journey-sender#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 NOTEFor additional information, please see the [Step 4: Deploy and View the Journey Sender](https://kb.easysend.io/docs/journey-sender#step-4-deploy-and-view-the-journey-sender) section | | 6 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/web-flow-overview-image-46d5qnx2.png) | 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 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1653391978587.png) | 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** | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655203137673.png) | Language | - Enables to add and select languages to be used while creating the Journey Sender - Displays the current used language NOTEThis icon will appear only if more than one language is available for selection | | 9 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655203079808.png) | 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. NOTE - In some cases, you can limit which digital process will be displayed on the list (for additional information, see the [Manage Agent Groups](https://kb.easysend.io/docs/journey-sender#manage-agent-groups) section. - If a digital process does not appear on the list, see the [Troubleshooting](https://kb.easysend.io/docs/journey-sender#troubleshooting-) section. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-sebt0dbg.png) **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). ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-2q6cc03f.png) **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. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1692610880604.png) **Figure 6: Journey Sender Properties** **Table 2: Journey Sender Properties** | **Number** | **Icon** | **Name** | **Description** | | --- | --- | --- | --- | | 1 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-ui5jrado.png) | init | Enables to add a code for initiating a digital process NOTE The topic is not covered in this article. For additional information about code implementation, please contact our support team | | 2 | - | Theme | Enables to select the theme of the Journey Sender NOTE The theme of the Journey Sender must match the theme of the digital process it initiates | | 3 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-i71v2i43.png) | Auth Provider | Enables to limit access to the Journey Sender | | 4 | - | Manage Agent Groups | Enables to create and manage agent groups NOTEFor additional information about managing agent groups, see the [Manage Agent Groups](https://kb.easysend.io/docs/journey-sender#manage-agent-groups) section | ### ### **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: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1727194157263.png) **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: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1727194338224.png) **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. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-1jlt5xa9.png) **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). ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655901681457.png) **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. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655901790521.png) **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). ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1657106209724.png) **Figure 12: Adding Components inside a Container** **Figure 13** displays an example of components added to the Agent screen: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1657106704753.png) **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. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655904105220.png) **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: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-jh70n6u4.png) **Figure 15: Journey Sender - Selecting a Digital Process** Once the digital process is selected its dynamic fields appear (see **Figure 16**): ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-8zlmdn8v.png) **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): ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655904779132.png) **Figure 17: Added Components** Once the Journey Sender is deployed and viewed the component appear as static fields (see **Figure 18**): ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-333gq2w2.png) **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. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655903656334.png) **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: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1676444484004.png) **Figure 20: Successes Message** 1. Repeat steps **a** and **b** as necessary. NOTE - If the desired components are placed on top of a page type component or inside a container type component it is possible to add them all together by clicking the page/container component and adding it to the Agent screen. - If the component failed to be added, see the [Troubleshooting](https://kb.easysend.io/docs/journey-sender#troubleshooting-) section. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655903749082.png) **Figure 21: Navigating to the Agent Screen** 1. Click **Agent** tab (3). *Result:* The **Agent** screen appears with the added components: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1660748005608.png) **Figure 22: Agent Screen with Added Components** 1. Click the **Deploy** button (4) and click the desired environment (5). *Result:* The changes made to the Agent screen are saved. ### NOTEThe Agent, Webflow, and Journey Sender must be deployed and previewed to the same environment.  ### **Step 2: Build the Journey Sender** (See **Figure 23** to **Figure** **28**) To build the Journey Sender, perform the following steps: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655904965369.png) **Figure 23: Main Page and Select Process Dropdown components** 1. Set the theme (1) of the Journey Sender. NOTEThe theme of the Journey Sender and the Webflow must match. 1. Drag and drop the Main Page Component (2) onto the canvas. 2. Drag and drop the Select Process Dropdown component (3) onto the Main Page. 3. Connect the Select Process Dropdown component to the Model: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655905213464.png) **Figure 24: Connecting the Select Process Dropdown Component to the Model** 1. Mark the component (4). 2. On the Properties section, click the **model** (5). *Result:* The **Model** screen appears: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-hxo26fmt.png) **Figure 25: processId Data Item** 1. Locate the **processId** data item (6) and click it. 2. Click the **OK** button (7). *Result:* The Select Process Dropdown component is connected to the Model (8). ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655905312853.png) **Figure 26: The Select Process Dropdown Component connected to the Model** 1. Drag and drop the Agent From Specific Fields component (9) onto the Main Page. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655905374956.png) **Figure 27: Agent From Specific Fields Component** 1. 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: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655905679707.png) **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: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655906025360.png) **Figure 29: Main Page** 1. Mark the Main Page component (1). *Result:* The **Properties** section (2) of the Main Page appears. 1. Set the following properties: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655025971707.png) **Figure 30: Main Page Properties** 1. Set the **title** (3) of the Main Page. 2. Set the text of the primary button (4). 3. Select the action of the primary button (5). 4. Set the text of the secondary button (6). 5. 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. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-1e27isfu.png) **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: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655906134879.png) **Figure 32: Deploy Button** 1. Click the **Deploy** button (1). *Result:* A list of environments appears: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655906316772.png) **Figure 33: List of Environments** 1. Select and click an environment from the list (2). NOTE - The selected environment must be identical to the environment in which the digital process and the Agent were deployed and previewed. - The list of available environments changes according to definitions. For additional assistance, please contact our support team. 1. Wait for the deployment process to finish. *Result:* The Journey Sender is deployed as indicated by the icon (3). ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1670397982108.png) **Figure 34: Successful Deployment Icon** NOTE If the deployment failed, see the [Troubleshooting](https://kb.easysend.io/preview/v1/0d5be1d0-ac92-4401-8908-c6f07a86dc5b/4#troubleshooting-) section. 1. Click the Preview icon (4). ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1670398007176.png) **Figure 35: Preview Icon** *Result:* A list of environments appears: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1670398069446.png) **Figure 36: List of Environments** 1. Select and click an environment from the list. NOTE - The list of available environments changes according to definitions. For additional assistance, please contact our support team. - The selection of the environment must be identical to the environment selected in step **2**. *Result:* The Journey Sender appears: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-324ukvbz.png) **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: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-s3mqc6tc.png) **Figure 38: Digital Process Selection** 1. Click the dropdown (1). *Result:* A list of digital processes appears (2): ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-5wd82684.png) **Figure 39: Available Digital Processes** 1. Select and click a digital process from the list (2). NOTEIf a digital process does not appear on the list, see the [Troubleshooting](https://kb.easysend.io/docs/journey-sender#troubleshooting-) section. *Result:* The dynamic fields of the digital process appear: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-wm75ccnc.png) **Figure 40: Added Dynamic Fields** 1. Fill out the required fields. 2. Select between two options: - To send the link of the digital process to the customer, perform the following steps: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/journey-sender-image-v0wq2vp4.png) **Figure 41: Submit Button** 1. Click the Submit button (4). *Result:* - The Journey Sender submits a link of the digital process to the customer: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/js2-image-wlidqnq3.png) **Figure 42: Link Received Through Email Example** - The following message appears: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/js2-image-fk2gphmk.png) **Figure 43: Submit Successful! Message** 1. Click the button (5) to restart the Journey Sender. NOTEFor a link to be sent, the Workflow Manager of the digital process must contain a step with a configured start phase communication channel output (email or SMS). For additional information about the Workflow Manager, see the [Workflow Manager Overview](/v1/docs/workflow-manager-overview) and the [](/v1/docs/configuring-a-workflow)[Configuring a Workflow](/v1/docs/configuring-a-workflow) articles. - To receive a link to the digital process and start filling it out by yourself, perform the following steps: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/js2-image-jcg3tkc5.png) **Figure 44: Fill Out Myself Button** 1. Click the **Fill Out Myself** button (4). *Result:* The digital process appears: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/p13.PNG) **Figure 45: Digital Process Example** 1. Fill out the digital process NOTE 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. ## 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. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/js2-image-4j4dzvql.png) **Figure 46: Manage Agent Groups Window** **Table 3: Manage Agent Groups Window** | **Number** | **Icon** | **Name** | **Description** | | --- | --- | --- | --- | | 1 | - | Group Name | Enables to set a name for the agent group | | 2 | - | All Processes | - When checked - all processes are eligible for selection through the Journey Sender - When not checked - only specific processes, set through the Process / Business group name field, will be eligible for selection | | 3 | - | Process / Business group name | Enables to select processes (individually or through a business group) that will be eligible for selection NOTE When the All processes checkbox is checked, this field is disabled | | 4 | - | Send Options | Enables to select between two send options: - Send immediately - after clicking the Submit button, the digital process will be sent according to its workflow - Prefill before send - after clicking the Submit button, the digital process will appear for your representative to prefill. Once your representative is done, the digital process will be sent according to its workflow | | 5 | - | Set as Default | Enables to set the agent group as default | | 6 | ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/js2-image-9owdnwd8.png) | Additional Options | Displays additional options: - Send New/Send Another toggle: - When the toggle is set to Send New (by default) - after clicking the Submit button, there is only one option to send the digital process to a customer (see **Figure 47**) according to the specified email/phone number, and the Journey sender restarts - When the toggle is set to Send Another - after clicking the Submit button there is an additional option (see **Figure 48**), your representative sends the digital process to a customer according to the specified email/phone number, but the Journey Sender does not restart, and the representative is able to send the digital process to another customer - Delete - enables to delete the agent group | | 7 | - | Cancel | Closes the Manage Agent Groups window and cancels all changes | | 8 | - | + Add Group | Enables to add a new agent group | | 9 | - | OK | Closes the Manage Agent Groups window and saves all changes | **![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/js2-image-0z71npy6.png)** **Figure 47: Toggle Set to Send New** ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/js2-image-l3ek10pu.png) **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):![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/js2-image-a23v0v3c.png) **Figure 49: Journey Sender Model** - On the Model of the Webflow (2): ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655027350528.png) **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** | **Number** | **Malfunction** | **Reason/s** | **Solution/s** | | --- | --- | --- | --- | | 1 | The Journey Sender feature does not appear on the main screen of the Builder platform | The feature is not enabled | Please contact our support team | | 2 | Cannot add components from the Webflow to the Agent screen | The theme of the Webflow does not match the theme of the Journey Sender | Set the theme of the Journey Sender to match the theme of the Webflow as described in the [Step 2: Build the Journey Sender](https://kb.easysend.io/docs/journey-sender#step-2-build-the-journey-sender) section | | 3 | Added components to the canvas of the Journey Sender do not appear when the Journey Sender is viewed | The components are not connected to the Model | Add components and connect them to the Model as described in the [Step 2: Build the Journey Sender](https://kb.easysend.io/docs/journey-sender#step-2-build-the-journey-sender) section | | 4 | There are no digital processes to select from the Journey Sender | - The Select Process Dropdown component is not connected to the processId data item - The processes/business groups are not selected correctly on the Manage Agent Groups window - The wrong agent group is set as default | - Connect the Select Process Dropdown component to the processId data item as described in the [Step 2: Build the Journey Sender](https://kb.easysend.io/docs/journey-sender#step-2-build-the-journey-sender) section - Reselect the appropriate processes/business groups as described in the [Manage Agent Groups](https://kb.easysend.io/docs/journey-sender#manage-agent-groups) section - Set the appropriate agent group as default as described in the [Manage Agent Groups](https://kb.easysend.io/docs/journey-sender#manage-agent-groups) section | | 5 | After selecting a digital process, dynamic fields do not appear | - Components from the Webflow were not added to the Agent Screen - A deployment process from the Agent screen did not occur - The Agent From Specific Fields component is not added to the canvas of the Journey Sender | - Add components from the Webflow to the Agent screen as described in the [Step 1: Add Webflow Components to the Agent Screen](https://kb.easysend.io/docs/journey-sender#step-1-add-webflow-components-to-the-agent-screen) section - Click the Deploy button from the Agent screen as describe in the [Step 1: Add Webflow Components to the Agent Screen](https://kb.easysend.io/docs/journey-sender#step-1-add-webflow-components-to-the-agent-screen) section - Add the Agent From Specific Fields component to the canvas of the Journey Sender as described in the [Step 2: Build the Journey Sender](https://kb.easysend.io/docs/journey-sender#step-2-build-the-journey-sender) section | | 6 | No action buttons (submit, fill out) appear on the Journey Sender | The properties of the Main Page component added to the canvas of the Journey Sender are not sent | Set the properties of the Main Page component as described in the [Step 3: Set the Properties of the Main Page](https://kb.easysend.io/docs/journey-sender#step-3-set-the-properties-of-the-main-page-) section | | 7 | The Journey Sender deployment process failed | There are deployment errors preventing the deployment | Perform the steps describe in the [Step 4: Deploy and View the Journey Sender](https://kb.easysend.io/docs/journey-sender#step-4-deploy-and-view-the-journey-sender) section, if the errors proceed see the [Deploying and Viewing a Digital Process](/v1/docs/deploying-and-viewing-a-digital-process) article for additional details | | 8 | A link to the digital process that was initiated through the Journey Sender was not sent to the wanted recipients | The Workflow Manager of the digital process does not contain a step with a configured start phase communication channel output (email or SMS) | Configure the Workflow Manager of the digital process with a step containing a start phase communication channel output (email or SMS), for additional information about the Workflow Manager, see the [Workflow Manager Overview](/v1/docs/workflow-manager-overview) and the [Configuring a Workflow](/v1/docs/configuring-a-workflow) articles | | 9 | Cannot select specific processes/business groups using the Manage Agent Groups window | The All Processes checkbox is checked | Uncheck the All Processes checkbox and select specific processes/business groups as described in the [Manage Agent Groups](https://kb.easysend.io/docs/journey-sender#manage-agent-groups) section | | 10 | The Journey Sender restarts whenever it is sent | The Send Another option is disabled | Set the toggle to Send Another as described in the [Manage Agent Groups](https://kb.easysend.io/docs/journey-sender#manage-agent-groups) section | | 11 | There is not data collaboration between the Model of the Journey Sender and the Model of the Webflow | The metadata tagging is not set currently | Retag the data items of the Models as described in the [Data Collaboration Between Models](https://kb.easysend.io/docs/journey-sender#data-collaboration-between-models) section | ## Related - [Webflow Basics](/web-flow-basics.md) - [Model Overview](/model-overview.md)