Experience modules offer packaged pre-built experiences. All Experience Modules have been designed with the goals of improving time-to-value & decreasing implementation time.
Program Registration
Why was it created?
To create a conversational experience while getting the users enrolled in the organization’s programs.
Program registration is an Out-of-the-Box installation package 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 typing in the email address showing his/her willingness to register for the program.
The user will then receive an email on that email address from support@orbitahealth.com with a registration link.
Clicking on the registration link will take the user to the chatbot conversation that begins the registration process.
How do you install it?
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 > Package
Click the Install button against the Program Registration package.
Dashboards
You can access dashboards from the project side menu > Report > Dashboards.
What dashboards & visualizations are available and what purpose do they serve?
For Program registration, there are 3 different dashboards available.
Program Registration Dashboard - PHI (Protected Health Information)
Detailed User Responses
Program Registration Dashboard - No PHI (Non-Protected Health Information)
Sample screenshot of the dashboard.
Module 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.
For example, if you want to change the welcome message,
Navigate to the Project side navigation menu > Create > Agents > Flow studio.
Select the Flow Studio named “Welcome”.
Locate the Say control named “Welcome Message”.
Change the contents of the welcome message here.
It is not recommended to delete the flow studios or its controls that are installed with the Program Registration module.
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
How to update the email template sent to the User with my customer brand?
The email template is available in the content schema named Program Registration Config. You can edit the content data to modify the email content sent to the users.
Navigate to Project side navigation menu > Create > Content and select Program Registration Config.
Click on the Content item with description “Initial Configuration“ to view its contents.
Click on the triple ellipses icon (bottom right) and select Edit to edit the contents.
Can I customize 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.
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 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.