Everyone needs to start somewhere, right!?
The steps below are basic and should help you build and test your first PopFlow workflow.
We'll cover the basic principles of:
Download The Template
You can download the template discussed in this module below.
Looking for more Pre-Built PopFlows❓Prebuilt PopFlow's (Template Library)
Make sure you are on the "Landing" page of the Experience Designer.
The "Landing" page is where all of the PopFlow Workflows are listed.
In this example, we'll use the "First CRM" instance from your "CRM Instances" dropdown list. (It should automatically be selected)
The Events type will be "Telephony" and "On Ring" (it should be the default event)
Note: The “Events” are how the workflow will be Triggered. In this example, the workflow will trigger when a voice call rings in the agent's media bar.
Does everything above check out? If yes, proceed to Step 2.
Click "Create New Workflow"
New Workflow Modal
Once you have saved your PopFlow. We'll need to search for it so we can start building & designing the workflow.
Search For The Workflow
1. Search “Dynamic” or the name you used for the PopFlow & click “Search”
Workflows should be listed post Search
2. You should see your PopFlow Workflow listed in the table.
Design Options
3. Once you have located your newly created workflow, click “Design” under the ACTIONS menu.
4. Once completed, go to Step 4.
Workflow & Designer
You should now see the following Workflow & Designer page.
Activities Menu
2. Select “Dynamic UI” under the “Screen Pops” activity menu.
3. The designer should list “Dynamic UI” as the Initial Activity name.
4. Click the Pencil icon to rename Dynamic UI to “Hello World” and click away and outside of the box to save.
5. See Step 5.
2. You have several options with a lot of flexibility! To keep things simple, let's use the following information:
Hello World!
This is my first PopFlow Test built using Dynamic UI!
3. Click away from Window to Save and continue to the next Step.
Next Step (ON ‘CLOSE’)
4. After saving your Dynamic UI build-out. Click ON ‘CLOSE’. The workflow step will perform an activity when the user closes the Dynamic UI modal.
Let's do a quick search!
5. The Activities menu will appear again. Search for “stop” to quickly filter the Activities and select “Stop Workflow”
ℹ️ Stop Workflow does not need to be used at the end of each Activity Section. The Stop Workflow activity will stop the execution of the workflow. Keep this in mind if you plan to execute more activities in the workflow.
Verify the following steps.
6. OK, You've designed your first PopFlow. Let's test!
At this point, you've designed a basic workflow, and we'll need to test it!
Example of CRM linked account
2. If your account is not already linked. Click the “CRM linked account as” option above and validate/authenticate your account.
Enter your Credentials
3. Once linked, open your Agent CRM instance in a new window & log in as an Agent/User.
Example Site URL
Note: the CRM Instance “Site URL” can be found on the Landing page (Where all the workflows are listed).
4. To access the “Agent” portion, you must add: “/AgentWeb” to the end of the Site URL. (This may differ depending on the CRM setup)
example_instace_1.example.com/AgentWeb
Example of Agent Login
5. Once active, you should see the following with the “Media Bar” Connected. You are now ready to proceed to testing.
Test Harness
Send Test
2. Click “SEND TEST” to issue your first test.
3. Verify the First Step.
4. Access the CRM Window and verify your first step (Hello World) is present! Click “CLOSE” and navigate back to the designer window.
Your First Dynamic UI Screen Pop
5. Once you have closed the Modal and Navigated back to the designer, verify the “Stop Workflow” step passed.
The steps above are the start of many creative ways to use PopFlow. Play around with all the activities to build more workflows.
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