Creating a Digital Process

Using the Digital Processes dashboard, you can create, edit, and monitor processes. To start designing a process:

1. Go to the Digital Processes dashboard and choose Create Digital Process. The process creation is initiated, allowing you to either select Start from a Template or Start from Scratch for the design.

• If you choose Start from a Template, you can select the process template from the ones available in the Process Library. You can adjust the process to your needs based on the template's defined triggers and steps.

• If you choose Start from Scratch, you start your configuration with no configured triggers or steps.

  The next steps follow the Start from Scratch process creation.

1. After choosing Start from Scratch, add a Process Name and a Description for the process. The description is optional but recommended to add as it may help you identify your processes when a bigger number of them is used.

   
2. Every process begins with a trigger event that starts the entire flow. A pre-configured list of events is available out-of-the-box to choose from. For example, the registration of a new customer can serve as such a trigger.

   
3. Once the trigger is defined, you can configure the subsequent steps in the workflow by selecting them from a list of available process actions. Use them to build the flow according to your business requirements. To start creating a new step, the add icon and then step.

• The first thing you can choose as a process step is a Scenario that represents an action to happen. For example, when a new customer is created you want to welcome them with an email with some first account information. In that case, you use a scenario build for your tenant. You can either choose a fixed one, or configurable where you can do additional adjustments. For example:

  • Fixed scenario - you can just choose a scenario which completes the action that you want to happen. No additional adjustments are needed here. For example, sending a Welcome Email.

  

  • Configurable scenario - you still choose a scenario that completes the action but you can also add some additional configuration. For example, sending a Welcome Email but with a template adjusted to B2B or B2C customers.

  
• Another possibility as a process step is Subflow. When you use subflows, it basically means that you are embedding a different digital process into the current one. What you see in the drop-down list are the digital processes already built in your tenant. An example of a subflow can be sending a coupon together with the welcome email for your new customers.

  

Whenever you want to remove a trigger or a process step, you can do so directly in the relevant block by choosing the Remove action under the three dots icon.