The graphical user interface of Quickwork Journey Builder is very simple to understand the navigational flow. Going through this document will then help you create your journeys seamlessly. Let's get started.
As soon as you log in to Quickwork Journey Builder, you will be prompted with one of the following windows.
The following window will prompt you to start with a journey creation with our easy DIY no-code Quickwork Journey Builder. Click the Get Started button to create a new folder:
Specify the name of the folder you want to create and click the Next button:
Next, select the privacy for the folder to be created and click the Done button:
Your folder has been successfully created. Click the Start button to proceed further to the actual Folders dashboard shown in Figure: 5:
In case you have already created one or more folders in your account, you'll be taken to the actual Folders dashboard upon login. You can create more folders by clicking on the Create a new folder button highlighted. A folder can have multiple journeys created:
Currently, there are no journeys in this folder. To create a new journey, either click on the New journey button or Get started by creating a new journey link as highlighted. This will take you to the journey configuration dashboard.
Once you have journeys created in your account, its list gets displayed on the Folders dashboard in a 1x2 grid illustration:
You can see the name of the journey, apps associated with it, success and failure metrics, and a toggle button to ON or OFF the execution of a journey. Toggling ON an inactive falsely configured journey will throw an error. You can view the errors by clicking on the View Error tab on the journey board:
On the left-hand side panel, you can see the folder name with an identifier depicting the number of journeys that it holds.
The Quick Access section at the top gives easy access to the most recently used journeys. This eliminates the need to scroll down for a specific journey when a user has numerous journeys in a folder. The Quick Access section displays the four most recently accessed journeys of which changes are saved successfully:
Clicking on the New Journey button or Get started by creating a new journey link from the Folders tab will take you to the journey configuration dashboard of that folder. See the following image:
Quickwork Journey Builder is developed with a vertical approach i.e., clicking and entering the details in one field opens the next set of fields for specifying further information. Let us understand the components highlighted in Figure 9: The journey configuration dashboard:
Folders: The journey configuration window opens under the Folders tab. Quickwork Journey Builder obeys a directory hierarchy where a journey is considered as a file that gets created within a folder.
Docs: Clicking this button will land you here i.e. to the documentation guide of Quickwork Journey Builder in the new tab. You can visit the same by specifying https://docs/quickwork.co on the web browser.
Tools: This section holds advanced features and properties such as API Management, Database, Constants, Team, and Conversation Management.
Subscribe: Clicking this button will take you to the pricing page of Quickwork Journey Builder. The subscription plans are bifurcated into a monthly and annual basis supporting currency rates for all countries. Right from the Free, Starter, and Pro plan to the Business and Enterprise plan, Quickwork covers all the feature benefits that customers could use as per their business requirements.
User account: This tab contains two options, Account Settings and Sign out. In the Account Settings window, you can update your profile information, check the transaction credits, raise a request to export or delete the account and see the ongoing subscription plan of your account.
Back to the folder: It shows the name of the folder in which you are creating a journey, which is Demo, as shown in the image. Clicking the button will return you to the folder dashboard.
Name of the journey: The name of the journey you have created e.g., New Journey in this case. Click on the edit icon and rename the journey of your choice. The journey gets displayed with the specified name under the Folders tab. If you do not give a new to the journey, Quickwork Journey Builder uses a templatized description to name a journey upon saving its changes. It uses the app names configured in a trigger and actions as a title of the journey. E.g., Triggers a newly scheduled event via Scheduler by Quickwork will Send a new message via WhatsApp by Gupshup.
Save Changes button, clone icon, and delete icon: Clicking these buttons will save the changes of a journey, clone it precisely with all the data configured, and delete it permanently from the account. Note: A journey in its execution state can be cloned from the journey configuration dashboard but not from the Folders dashboard.
Start Journey: Clicking the Start Journey button will test your journey to detect errors if any, and then starts the journey execution. Upon clicking this, you'll be redirected automatically to the History tab. You cannot make any changes when a journey is executing. Stop its execution to do any alterations.
Journey insights tab: This block contains 5 tabs that are useful to know what data your journey has fetched during execution. You can also view the configuration information and version history of the journey. Click here to learn more about these tabs.
Trigger: Select the app from the New Trigger list we support and configure it to listen to data. You can define only one trigger for a journey.
Steps: Select and configure the action(s) from the list of apps we support. The journey, during the execution phase, performs the specified task in the app you had selected. You can configure 1 or more actions in a journey as per your business requirements. It has two blocks:
Simple Action: This block contains a list of apps loaded with actions they support. You can configure n number of actions as per your business requirements.
Business Logic: This block contains a set of filter conditions that gives logical sense to your configured actions.
Refreshing the fields: Clicking this button will refresh all the input fields and data present in the picklists, drop-downs, and Data Tree Output. This feature helps the most in the case of a cloned journey where the input fields make the data passed as an invalid value. You don't need to switch between tabs and perform a hard refresh to reload the data.
Now that you have understood the navigational flow of Quickwork Journey Builder, let's try connecting some apps and create the first journey.