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How to Create Partner Journey Automation Workflows

Ornella
Ornella
  • Updated

Purpose

This article provides the steps to Allbound Administrator users on how to create a brand new Partner Journey Automation (PJA) workflow in the portal.

 

Introduction

Partner Journey Automation (PJA) is a reactive automation engine that smoothly onboards and educates new partners into the Allbound platform. Simple-to-use and powered by triggers and actions, PJA makes collaboration... Allbound easy. A PJA workflow consists of one trigger and can have multiple actions.

 

Where to Create a New PJA Workflow

*Note: only Allbound Administrator users with the System Settings permission enabled can create new PJA workflows

 

1. Login to the Allbound platform

2. Click on the Settings Gear icon in the top toolbar and then click "Partner Journey Automation"

 

settings_gear_new_ab_logo_pja.png

 

How to Create a New PJA Workflow

1. To create a new workflow, click on the "Create Workflow" button

 

help_center_pja_create_workflow_outlined_new_ab_logo.png

 

Naming the Workflow

Ensure the PJA workflow name is descriptive enough so that you and other Allbound Administrator users understand the intent of this workflow.

 

Click the "Create Workflow" button to save your changes.

 

help_center_pja_workflow_name_outlined_new_ab_logo.png

 

Activating the Workflow

By default, a brand new PJA workflow will be inactive. You can click on the slider to activate the workflow at any time. We recommend leaving the workflow inactive while you are creating it; only once it is fully complete and ready to go should you activate it. *Note: once you activate a PJA workflow, the notifications will begin to send to the users who complete the trigger user action

 

Click the "Create Workflow" button to save your changes.

 

help_center_pja_activate_workflow_outlined_new_ab_logo.png

 

Workflow Triggers, Events, and Filters

PJA triggers define the platform activity that will start the workflow. A trigger is based on either "a user has" or "a user has not." Once you select the trigger, choose an event from the drop-down menu.

 

Screenshot 2023-09-11 at 11.41.51 AM.png

 

You can also add an optional filter(s) to a workflow. Applying trigger filters allow you to focus your workflow to specific audiences or event attributes. Multiple filters can be applied to your Trigger and you can define if the filters have an “and” or “or” relationship. The list of filters is dependent on the event and therefore will differ slightly.

 

Please read this article to learn more about triggers and filters: How to Create Partner Journey Automation Workflow Triggers

 

Screenshot 2023-09-11 at 11.48.51 AM.png

 

Workflow Actions

PJA actions define what happens after the trigger's criteria are met. There are 3 types of actions:

 

  • Send email (send one or more emails to the action user, other platform users or specific email addresses)
  • Send to Zapier (trigger actions in other applications through a Zapier integration)
  • Advanced Webhook (trigger actions in other applications through a Webhook integration)

 

Please read this article to learn more about actions: How to Create Partner Journey Automation Workflow Actions

 

Saving Workflow

Regardless of the workflow status, remember to save your workflow once it is set up and every time you update it. To do so, click on the "Save Workflow" button in the top right corner.

pja5.png

 

 

If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.

 

Also, please refer to these articles to further learn about Partner Journey Automation:

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