Experience Designer Overview (University)
What You'll Accomplish!
Discover how to drive significant benefits from OpenMethods by mastering the fundamentals of creating PopFlows within Experience Designer.
The training has three primary modules:
1. Creating PopFlows
2. Incorporating code steps
3. Examining typical use cases
4. PopFlow Example Library
The courses are condensed into lessons of less than 10 minutes, making it an ideal reference for constructing and utilizing the Experience Designer. Each section is laid out below with a high-level video. To go deeper, click the launch module. Think of that as step-by-step instructions written out.
đź‘‹ Request Content & Submit Ideas
We aim to provide updated videos and content to the sections below continuously. We are open to feedback, ideas, and suggestions. Please do not hesitate to share your thoughts with us by using the “Submit an idea” button (bottom right-hand corner of the help center)
1. Creating PopFlows
1.1 What is a PopFlow?
Get started here. Learn the basics of what a PopFlow is and how it works.
Launch Module
1.2 Build test & deploy PopFlows
Learn the foundations of building, testing, and deploying PopFlows.
Launch Module Download PopFlow Template
1.3 Dive into PopFlow Inspector
Learn how to effectively use the PopFlow Inspector tool to analyze and debug your workflows.
Launch Module Download PopFlow Template
1.4 Trigger PopFlows
Learn how to automate workflows and save time by creating triggers for PopFlows.
Launch Module
1.5 Passing data between PopFlow & Activities
Learn how to easily and securely share data between PopFlows workflows.
Launch Module Download PopFlow Template
2. Incorporating Code Steps
Learn how to execute simple code within your PopFlows easily.
Launch Module Download PopFlow Template
3. Examining Typical Use Cases
How does everything above work in the "real world" to help resolve issues and streamline processes within the CRM? We have several “Templates” ready for review!
Launch Module
3.1 Dynamic UI (Screen Pops)
Dynamic UI is one of the most commonly used activities in PopFlow. Learn how to create modals and screen pops and use the Dynamic UI to drive some great automation.
Launch Module
4. PopFlow Example Library
The following section is a list of "pre-built" PopFlow workflows. These are perfect for any beginner or novice to advance user and showcase how you can design workflows within PopFlow.
Each workflow is broken into Use Cases and/or Areas to explore with an .PFWF file you can download and import into your designer.
Open Library
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