Workflow Manager Rollout

Overview

(See Figure 1)

The new Workflow Manager will help you map and manage all your digital journeys from start to finish. You can drag and drop user interactions, communication, services, business logic, and more. The Workflow Manager will replace the old one in a gradual rollout starting May 2025.

Figure 1: Workflow Manager

Rollout Plan

Starting May 25, EasySend will launch a new version of the Workflow Manager in our Builder platform.

New customers will have access only to the new Workflow Manager. Existing customers can:

• Choose to continue using the current version or switch to the new version.
• Convert and revert a process from the old Workflow Manager to the new one and vice versa.

On August 1, the current version of the Workflow Manager will be officially retired. At that point:

• All digital processes, new and existing, will be automatically migrated to the new Workflow Manager.
• Customers still using the old version will be transitioned to the new one.

Between May 25 and August 1, EasySend will provide guidance, training materials, an online academy course, and support to ensure a smooth transition.

We are carefully testing the migration process, saving backups, and taking every precaution to ensure that no existing digital processes will be damaged.

Rollout FAQs

🔄 General Questions

What is the Workflow Manager?

The new Workflow Manager will help you map, visualize, and manage all your digital journeys from start to finish.

Why is EasySend releasing a new Workflow Manager?

We’ve completely redesigned the Workflow Manager to make it more intuitive, flexible, and powerful. The new version includes a visual interface, supports non-linear flows, and allows for easier configuration and maintenance.

Will there be downtime during the migration? 

The migration will only impact the Builder platform and will not affect any live processes. Additional details, including any expected downtime,
will be shared as we approach the migration date.

👥 For Existing Customers

Can I continue using the old Workflow Manager?

Yes, between May 25 and August 1, you’ll be able to choose between the old and new Workflow Manager for any new digital processes you create.

How do I choose between the old and the new Workflow Manager?

After creating a new process, you will have an option to select if you want to use the old Workflow Manager by checking a box. If the box is not checked, the new Workflow Manager will be selected by default.

What happens to my current (active) digital processes?

They will continue to run under the old Workflow Manager until August 1. We will not modify or migrate them without your knowledge.

Is it possible to convert a process from the old to the new Workflow Manager, or vice versa, before August 1st?

• Yes. You can convert a process from the old Workflow Manager to the new Workflow Manager using the Process Settings screen.

• Yes. You can revert a converted process from the new Workflow Manager back to the old one using the Process Versions screen.

Will I need to rebuild my processes after August 1?

No. EasySend will handle the migration of all existing processes to the new Workflow Manager. We are carefully testing and validating every step to ensure a smooth transition.

🆕 For New Customers

What version will I have access to?

Starting May 25, all new EasySend customers will only have access to the new Workflow Manager. It’s designed to be intuitive and easier to work with—even for first-time users.

📅 Migration Timeline

• May 25- the new Workflow Manager is released
  • New customers will use only the new version.
  • Existing customers can choose between the old and new versions for new processes.
• August 1- migration of all active and new processes to the new Workflow Manager.
  • The old version will be deprecated.
  • All digital processes will operate under the new version.

💡 Support & Training

How can I learn to use the new Workflow Manager?

We offer a dedicated course in the EasySend Academy covering everything from basic navigation to advanced flow logic. It’s free and available online 24/7.

Will EasySend support us during the transition?

Absolutely. Our team is here to guide you every step of the way. We’re also backing up all digital processes and thoroughly testing migrations to ensure no process is damaged or lost.