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Associate a Delivery Channel With a Form

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |  v5.1 & Higher This feature is related to v5.1 and higher.

Journey Manager allows you to associate a delivery channel with a form, so when a user opens a form one of the following can take place:

  • A user successfully completes and submits the form, so Manager delivers the successful form details to the platform back-end or to a third-party system.
  • A user cancels the form entry, so Manager delivers the abandoned form details to the platform back-end or to a third-party system.
  • A user submits but a form validation error occurs, so Manager delivers the failed form details to the platform back-end or to a third-party system.

To associate a form with a delivery channel:

  1. Select Forms > Forms.
  2. Locate a form and click Edit.
  3. Select the Details tab and configure the Delivery Channels section.
  4. Select a delivery channel from the Production Delivery dropdown list to send successful submissions through.
  5. Select a delivery channel from the Test Mode Delivery dropdown to send successful test submissions through. This dropdown is enabled if the form is in test mode, the Test Mode checkbox is selected.
  6. Select a delivery channel from the Abandoned Delivery dropdown list to send abandoned submissions through.
  7. Select a delivery channel from the Validation Failure Delivery dropdown list to send submissions with data validation errors through.
  8. Click Save.

To view the forms associated with a delivery channel:

  1. Select Forms > Organizations.
  2. Locate an organization and click Edit.
  3. Select the Delivery Channels tab and locate a delivery channel you wish to check.
  4. Select the Forms tab to view the details.
  5. Click Close.

Next, learn how to view transactions delivery.