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Delivery Channels Overview

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

After a user submits a form, Journey Manager sends this form submission to a platform back-end or a third-party system using a configured delivery channel. This delivery channel determines what happens to submitted forms, and abandoned or invalid transactions.

Manager delivery process transfers the form submission details using one of the following mechanisms:

  1. PDF receipt - a readable copy of user entered details.
  2. XMLXML (Extensible Markup Language) is a markup language that defines a set of rules for encoding documents in a format that is both human-readable and machine-readable. data - a machine-readable copy of form details.
  3. Attachment - a file which is a part of a form submission.

Delivery channels are created and configured at the organization level and are associated with individual forms.

A delivery channel has the following delivery methods that can be customized to suit specific requirements and your company policies.

Delivery Process

Note

This is the most widely used method and is recommended as a more customizable approach for an immediate and secure form of delivery.

Delivery Process invokes a service definition in Manager to perform delivery of submission details. This is typically a customizable Groovy delivery service.

Delivery is marked as complete if the service indicates that delivery was successful.

If delivery has not been completed (by default 72 hours after the form was submitted), escalation emails are sent out to all global and organization administrators in the Receive Delivery Escalation Alerts group.

Email

The Email method sends the submission details as attachments to one or more configured email addresses. This email can include a link to the submission attachments (if any were included by the user). In Manager, delivery is marked as complete as soon as the email is sent.

Email Secure

The Email Secure method differs from Email in that the email sent does not contain any submission details. Instead, it contains a link to a secure page in Manager where the submission details can be downloaded.

Delivery is marked complete only after a user has accessed this secure page and confirmed that the submission has been received.

If delivery has not been acknowledged within a certain period (by default 24 hours), reminders are sent out to the recipients defined in the delivery channel (which continue daily until acknowledged).

If the delivery channel's Email Addresses field is left blank, a reminder is sent to all global and organization administrators in the Receive Delivery Escalation Alerts group.

If delivery remains unacknowledged (by default 72 hours after the form was submitted), escalation emails are sent out to all global and matching organization administrators in the Receive Delivery Escalations Alerts group.

REST Service

The REST Service method stores the submission details within Manager and offers a secure method of the enterprise retrieving these submission details (via a REST endpoint) when convenient.

For more information on REST service delivery, see the Groovy services guide.

Web Service

The Web Service method notifies your enterprise by making a web service call, using a pre-defined API. For more information, see the Manager Web Service API documentation.

Web services may be either defined as part of the Integration AgentTransact Integration Agent is a software appliance hosted inside the client organization’s data center, which receives form submission deliveries and file attachments from the Journey Manager server. or defined separately by a developer.

Delivery is marked as complete once the web service client confirms that it has received the submission.

If delivery has not been completed (by default 72 hours after the form was submitted), escalation emails are sent out to all global and organization administrators in the Receive Delivery Escalation Alerts group.

Next, learn how to create a delivery channel.