Document Title: Orbita Program Registration Experience Module
Experience Module Version: V 1.0.0
Creation Date:
Author: ORBITA
Experience modules offer packaged pre-built experiences. All Experience Modules have been designed with the goals of improving time-to-value and 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 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.
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.
How do you install it?
The module comes with all prebuilt and customizable conversation flows, dashboards, and interaction models.
Login to Experience Manager
Navigate to your project > Project side navigation menu > Create > Agents > Module
Select Available tab and Click the Install button against the Program Registration module.
You will see a pop up message after the module is installed successfully.
You can view the list of Installed packages from the Installed tab.
Post Installation
After installing the Program Registration module, you have to add a Event name (progregwelcome) to the Autogenerated intent created for the Flow Studio named ProgReg Entry Flow.
Open the Flow studio named ProgReg Entry Flow.
Click on the tick icon to save the Flow studio without making any changes.
Go to Project side navigation bar > Intent Library and look for the recently modified intent.
Click on the vertical ellipses icon and select Edit.
Add the progregwelcome to the events field and press Enter.
Save the Auto generated intent.
Navigate to Project side navigation menu > Develop > Deployment > Google tab. Publish the interaction model to Google.
Dashboards
After the module installation, you can access the pre-built dashboards from the Project side navigation 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.
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?
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.
To introduce variation in the content, we can use phrases. Refer, How do I create phrases for the voice assistant?
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
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 the description “Initial Configuration“ to view its contents.
Click on the triple ellipses icon (bottom right) and select Edit to edit the contents.
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.
Video Link
Related Articles
How do I customize an email template?
How do I log and report content data in Orbita Insights?