Product updates
Journeys
Improvement

Branch collapse and labels

Georg avatar
Shared by Georg • November 04, 2024

In this new improvement of our branch functionality, we are adding the option for you to collapse certain parts of your workflow which should help a lot when working with large workflows.

There are two notable improvements

Collapse

You can now collapse either a single branch

or the entire tree

Branch labels & naming

When creating a branch action, each branch will get its own label which is anchored at the top. This label can be renamed to what you feel like fits the best for the purpose of the branch.

Why did we make this improvement?

  • Working with large journeys and many branches can become overwhelming. Allowing users you manage these and focus only on what is important to them at the moment hopefully will result in a better user experience
  • Users were using placeholder actions to name their branches for contextuality, so after reviewing possible solutions we decided to allow users to always get a label at the top of each branch that can then be renamed accordingly

Journeys
New feature

Tables 3.0🎈

Georg avatar
Shared by Georg • November 04, 2024

We have just implemented our largest feature yet - Tables 3.0!

With this new feature you have much more control when it comes to creating and managing the custom overview you want for your Travellers and subsequent data related to their journeys.

This new table was implemented both under the Traveller Profile section & when viewing Travellers inside a specific ourney.

Noticeable changes and improvements

  • New filters. You can now filter by almost any type of field in the view
  • Drag and drop column location. You can now click on a column header and drag it to its new location
  • Export Travellers. If you want to export the Traveller list and other information to a .csv file - it is now only one click away
  • Extended view. Having a lot of fields in your view is not a problem anymore as the table will extend out of view and scale indefinitely
  • Column resizing. Adjust the view the way you want it by re-sizing the width of each columns
  • Speed. With this new feature you no longer have to worry about size of the journey or how many Travellers there are, it is always lightning fast
  • Order by. Quickly order your Traveller list by any field
  • Show / Hide fields. It is now much easier to show and hide what fields you want in the list view
  • Action overview removed. With the new table we are removing the overview which users had when expanding each traveller in the list

It is good to know that every user has their own unique view so don't be afraid to make it your own, it won't affect other users!

Journeys
New feature

Workspaces

Georg avatar
Shared by Georg • November 04, 2024

You can now create and manage workspaces in Journeys. Each workspace has their own Journeys, Forms and Documents so it should be a lot easier for you to keep these items in order.

Additionally we added our first level of access control with the ability for you to create private workspaces that are only accessible to the creator and team members that are manually given access to said workspace.

Why did we make this improvement?

  • Allow easy categorization of journeys, forms and documents
  • Implement first layer of access control by creating private workspaces

Journeys
New feature

Portal

Georg avatar
Shared by Georg • November 04, 2024

If you have journeys that rely on external users starting them by filling out a form, you might be having the problem of 'where is the best place to expose all these forms'.

Now you have an easy way to share all your processes that are started by external people.

We are introducing the Portal!

All companies now have their own dedicated Portal where they can publish external forms too and subsequently share with their company.

For more details on the portal - review our wonderful help article!

Why did we make this improvement?

  • Many processes are started by external individuals e.g. by filling out a form. Having one unified place where users can publish their external forms and manage can help tremendously for the communication and organization around this.
Journeys
Improvement

New actions 👓

Georg avatar
Shared by Georg • September 26, 2024

You can now find three new actions in the journeys action sidepanel.

Add Traveller to journey

You can now add default values to your integrations so when the action is added to a journey the value is already set

  1. You can now manage what fields are shown on the action in the journey builder so if you have a large endpoint with a lot of fields that are needed, you can simply hide those fields from the user working with the action in the journey builder. Simp

Additionally we changed the way you test your endpoints which are now performed in a modal where you first configure your test values and then secondly view the response.

Update Journey Fields

The table overview in journeys is an important part of your experience and value with Journeys. Each journey can have their own unique fields that can be shown in the table and are saved for each Traveller in that particular journey, we call these fields "Journey fields".

If you receive a piece of information from an action in a journey and you want to have it in the table overview, you can use this new action to put the value there fand show it in the overview.

Example of usage

You have a journey that has 2 custom journey fields "Last day of work" and "Reason for leaving". In the beginning of a journey the "Last day of work" is empty and fetched from a form in the journey. The tricky part is that in your journey, you can receive the last day of work date from two different Input forms, that are on two separate branches but you don't know which one will be run as they are conditioned. By using the Update Journey Fields action on both branches after the Input form action, you can put the received value in to the "Last day of work" field regardless of which branch is run.

Update Traveller Fields

Everyone that goes through a journey has
Why did we make this improvement?

  • A lot of third party software require input values that are always the same and the user creating the journey has no knowledge of what value are required so the default value feature helps with that
  • Being able to manage what data is shown in the journey builder for the integration action will make the experience for the user a lot more straightforward as they only see relevant fields for the action

Journeys
Improvement

Integration updates

Georg avatar
Shared by Georg • September 24, 2024

There have been some improvements made to the custom integration builder.

  1. You can now add default values to your integrations so when the action is added to a journey the value is already set
  2. You can now manage what fields are shown on the action in the journey builder so if you have a large endpoint with a lot of fields that are needed, you can simply hide those fields from the user working with the action in the journey builder. Simp

Additionally we changed the way you test your endpoints which are now performed in a modal where you first configure your test values and then secondly view the response.


Why did we make this improvement?

  • A lot of third party software require input values that are always the same and the user creating the journey has no knowledge of what value are required so the default value feature helps with that
  • Being able to manage what data is shown in the journey builder for the integration action will make the experience for the user a lot more straightforward as they only see relevant fields for the action

Journeys
Improvement

Image improvements in forms

Georg avatar
Shared by Georg • September 24, 2024

When working with images in our form builders, you now have a revamped UI for the search and select process of new images from the Unsplash library.

We also added a new drag and drop component so that you can now drag new images from your folder to the form.


Why did we make this improvement?

  • After numerous user feedback on the initial implementation, we decided to do a re-design to make this process more user friendly

Journeys
Improvement

Conditions 2.0

Georg avatar
Shared by Georg • August 25, 2024

One of our most used action types is getting a much deserved improvement.

In the condition action you can now find a lot of new condition types

One example, you can now add condition checks to see if a text contains a specific substring or if it is empty or not.

There are a lot more improvements as well for other types then text - check it out too see more!


Why did we make this improvement?

  • It is simple, we just received a vast amount of feedback for more ways to add conditions so we decided to go all the way!

Journeys
Improvement

Drag and drop in form builders

Georg avatar
Shared by Georg • August 25, 2024

We just added a huge improvement to our form builders

Drag and drop!

You can now:

  1. Drag new elements from the side-panel the form
  2. Relocate elements within the form itself
  3. Add elements in to sections (very easily)
  4. See and work with sections in a much better way


Why did we make this improvement?

  • Huge improvement on all aspects of the builder
  • Saves clicks
  • We were not happy with how sections were working in the old builder
  • Drag and drop is the expected behavior in this type of functionality

Journeys
New feature

Dark mode theme

Georg avatar
Shared by Georg • August 25, 2024

Care for more of a darker theme on your software? Well now you can switch between dark and light mode as you like, it's easy!

Just click on your profile name in the bottom left corner and select the theme you'd like


Why did we make this improvement?

  • As dark mode has been cemented as part of almost every software out there, and is often proven to be softer on the eyes under different working circumstances, we decided to do our part and join in 🌚