Introduction

Article Overview

The following article introduces EasySend's Journeys

What is a Webflow?

A Journey is a digital process. A digital process is built using a Webflow, which defines the process's physical and logical structure. Using a Webflow you can:

• Build and edit the physical structure of a digital process.
• Configure components' design properties.
• Set behavioral conditions.
• Apply a specific look and feel to a process by selecting a theme.
• Create Salesforce integrations.
• Deploy and preview a process.

Default Webflow

(See Figure 1)

When you access the platform, a default Webflow appears. A default Webflow contains several components, and a default flow can be viewed and edited by clicking the Workflow Manager tab.

• Figure 1: Default Webflow

Left Navigation Bar

(See Figure 2)

The left navigation bar contains the Build tab that enables you to access the:

• Process Manager screen
• Themes screen

• Figure 2: Build Tab Options
• NOTE

  To learn more about Themes, click here.

Process Manager Screen

(See Figure 3 and Figure 4)

The Process Manager screen holds your business groups and processes. A business group functions as a folder that contains a list of processes. In addition to the default business group (1) you can create additional business groups by clicking the + Add New Business Group button. To create a new process, you must click a business group and then the + New Process button (3). Each process has a In Production status (No/Yes) (4) and a created timestep (5).

• Figure 3: Process Manager Screen 1 of 2

Hovering over a process displays additional options such as deleting it and duplicating it.

• Figure 4: Process Manager Screen 2 of 2

How to Create a New Webflow

(See Figure 2 to Figure 3)

To create a new Webflow, perform the following steps:

• Figure 5: Build -> Process Manager

1. Click the Build tab (1) and then Process Manager (2).

     Result:

     The Process Manager screen appears:

• Figure 6: New Process

2. Click the default business group (3) and then click the + New Process button (4).

     Result:

     The Create a Process window appears:

Figure 7: Create a Process Window

3. Enter the name of the process (3) (it will also be the name of the Webflow).
4. Click OK (4).

Result:

The Webflow main screen appears:

Figure 8: Webflow Main Screen