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Program registration is an Out-of-the-Box installation package module that comes with all the necessary tools to create a more efficient experience enrolling in a support/follow-up program in a personalized and adaptive conversational manner.
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The module comes with all prebuilt and customizable conversation flows, dashboards, and interaction models.
How to Install a Package
Login to Experience Manager
Navigate to your project > Project side navigation menu > Create > Agents > PackageModule
Click the Install button against the Program Registration packagemodule.
Dashboards
You After the module installation, you can access the pre-built dashboards from the project Project side navigation menu > Report > Dashboards.
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Sample screenshot of the dashboard.
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Customizing the dashboard
You can create your own visualizations for the program registration in Insights. Refer, Guide to Orbita Insights
Program Registration module data is captured in the data-engage-stage-backend.userinfo index pattern.
Module Customization
How can I update content and phrases?
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It is not recommended to delete the flow studios or its controls that are installed with the Program Registration module.
Even modifying the name of the controls might break the flow as everything within the module is interconnected.
How to update the branding of the chatbot?
You can customize the chatbot appearance using CSS and JS. For more information on customizing the appearances of your chatbot, refer https://orbita.atlassian.net/wiki/spaces/OCS/pages/1633681419/3.9.1+Creating+Your+Chatbot#Customizing-your-chatbot
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Navigate to Project side navigation menu > Create > Content and select Program Registration Config.
Click on the Content item with the description “Initial Configuration“ to view its contents.
Click on the triple ellipses icon (bottom right) and select Edit to edit the contents.
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You can create your own visualizations for the program registration in Insights. Refer, Guide to Orbita Insights
Program Registration module data is captured in the data-engage-stage-backend.userinfo index pattern.
Integrations
The module does not come with out-of-the-box 3rd party integrations but all the 3rd party integrations supported by the platform can be used with the Program Registration module.
For example, you can integrate the Program Registration module with google maps to get the latitude and longitude of the zip code shared by the user during the registration process.