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How to Create and Manage PJA Categories

Maya
Maya
  • Updated

Purpose

This article provides instructions for Allbound Administrator users on how to create a Partner Journey Automation (PJA) categories within 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.

 

PJA workflows can be created for any combination of triggers and actions. As a use case, if you have a global channel program, you may have created multiple workflows for each trigger, for example, one trigger for each language supported by your regional teams. This poses the challenge of managing and organizing your PJA workflows based on workflow name alone.

 

To overcome this challenge, we have added a new "Category" field to PJA workflows. This allows you as an Allbound Administrator user to categorize each workflow into whatever category you choose. You may define your categories based on trigger (such as Deal Reg, MDF, or Certifications) or language (such as English, French, Spanish) or any other categorization that works best for your channel program.

 

Where to Find PJA Categories

*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

 

3. Create a new workflow by clicking the "+ Workflow" button OR edit an existing workflow by clicking on the workflow name within the Partner Journey Automation table

 

How to Create and Assign a PJA Category to a Workflow

 

Create Workflow - Category.png

  1. Within the workflow page, a new field titled "Category" is displayed
  2. To add a new category, scroll to the bottom of the list and click "+ Add Category"
  3. To assign a category to the workflow, select a category from the dropdown list 

 

How to View Your PJA Workflows by Category

Now within the Partner Journey Automation table is a new Category column. If a workflow does not have have a category assigned, then it will display as "None."

 

Workflow Table - View Category.png

 

How to Filter Your PJA Workflows by Category

  1. Click on the "Category" quick filter button. The drop-down list will display a list of all possible PJA categories
  2. Click on a category to filter the table by Category or select "None" to only view those workflows that do not have a category assigned
  3. To edit a category name, click the pencil/edit icon next to the Category you wish to edit
  4. To delete a category, click the trash/delete icon next to the Category you wish to delete
    • *Note: All workflows assigned to a category that is deleted will be updated to display 'None' in the category field 

PJA Category Quick Filter.png

 

How to Change a PJA Workflow's Category

There are two ways to change a workflow's category

  1. While editing a workflow, select a new Category in the Category field and Save
  2. From the Partner Journey Automation table, click on the three-dot kebab icon next to a workflow's name and then click on "Change Category" from the dropdown menu. Select the new category from the modal and click "Move"

Edit Category.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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