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Solution Description

Why was it created?

Orbita Solution Center offers packaged pre-built experiences. All the solutions have been designed with the goals of improving time-to-value and decreasing implementation time. ( Learn more about Solution Center here: Orbita Solution Center

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Program registration is an Out-of-the-Box installation solution 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.

What is its purpose?

The purpose is to collect user information to understand users and better engage with them by sending notifications, reminders, etc.

On the business side, you will have access to pre-built dashboards that help track program performance, enhance the experience, monitor population, and make data-driven decisions.

How does it work?

It starts with the user receiving a link (e.g via email) from support@orbitahealth.com to access the virtual assistant which will then help the user to register to the program s/he got asked to enroll in.

Solution Installation

How do you install it?

The solution comes with all prebuilt and customizable conversation flows, dashboards, and interaction models.

1. Login to Experience Manager

2. Navigate to your project > Project side navigation menu > Create > Solution Center> Solutions.
   

   

3. Click the Add button against the Program Registration solution to install it to your project.
   

   

4. You will see the below pop-up message after the solution is installed successfully.
   

   

5. You can click on the Remove button to uninstall the Program Registration Solution from your project.
   

   

Post Installation

After installing the Program Registration solution, you have to add an Event name (progregwelcome) to the intent named ProgramRegistrationWelcomeIntent.

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1. Go to Project side navigation bar > Intent Library and locate the intent named “ProgramRegistrationWelcomeIntent“.
   

   

2. Click on the vertical ellipses icon and select Edit.
   

   

3. Add the progregwelcome to the events field and press Enter.
   

   

4. Save the intent.

5. Navigate to Project side navigation menu > Develop > Deployment > Google tab. Publish the interaction model to Google.
   

   

Enable Elastic Search Index

To capture user input from chatbot in Elastic Search:

1. Navigate to the Experience Manager > Side navigation menu > Develop > Schemas.

2. Select the schema named “Program Registration User Info“.

3. Enable the “Elastic Search Index“.
   

   

Configure Settings

Program Registration solution has configuration options, such as mail subject, disclaimer, email body content, etc.

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Email sent by Orbita after registering to the program successfully.

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Campaign API

Follow this document to send campaign emails for program registration. Campaign API Additionally, for the Program Registration package, when using the custom Email Template please add the __BOT_URL__ parameter in the template like shown below. This property will bear the Bot URL in the email sent.

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Integrating chatbot v3

Please follow the chatbot v3 documentation to import the v3 bot Chatbot V3. Alternatively, if there is a v3 bot already set up, we can integrate the Live agent escalation package with the same.

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if (payload.text === 'open') {
  payload.requestData.query.oeevent = "{{&eventName}}";
}
payload.requestData.query.key = "{{&key}}";

Dashboards

After the solution installation, you can access the pre-built dashboards from the Project side navigation menu > Report > Dashboards.

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What dashboards & visualizations are available and what purpose do they serve?

For Program registration, there are 3 different dashboards available.

1. Program Registration Dashboard contains PHI (Personal Health Information) and includes the following metrics visual:

   1. Email link clicked #

   2. Email conversation Rate %

   3. Total Users Registered

   4. Registration Conversion Rate

   5. Age Bar graph

   6. Registration overtime

   7. Location Map

   8. Pie Charts - Notification Preferences

   9. Individual DataTable

2. Detailed User Responses contains PHI (Personal Health Information) and includes the following table:

   1. Individual DataTable

3. Program Registration Dashboard does not contain PHI (Personal Health Information) and includes the following metrics visual:

   1. Email link clicked #

   2. Email conversion Rate %

   3. Total Users Registered

   4. Registration Conversion Rate

   5. Location Map

   6. Age Bar graph

   7. Registration overtime

   8. Pie Charts:

      1. Notification Preferences

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

Solution Customization

How can I update content and phrases?

To change the bot responses, you can navigate to the flow studio flows and make changes to the content present in the flow studio controls.

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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

Integrations

This solution 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 Solution.
For example, you can integrate the Program Registration Solution with google maps to get the latitude and longitude of the zip-code shared by the user during the registration process.

Video Link

https://cdn.orbita.cloud/assets/orbita/solutions/programregistration.mp4

Related Articles

Orbita Solution Center

Guide to Flow Studio

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