Journey Maestro Overview

   MaestroPreviously known as Transact Maestro.  |    Form BuilderPlatform Developer |  5.1 & Higher This feature is related to 5.1 and higher.

Journey Maestro is a tool for designing and building application forms that implement various customer onboarding journeys. Maestro is a product suite of the Temenos Journey platform, so it is seamlessly integrated with all other products to give you a maximum edge in creating web-based apps using latest technologies.

Maestro allows anyone with moderate technical expertise and skills to design and configure web-based forms using the built-in Maestro editor. The Maestro editor is a WYSIWYGWYSIWYG, an acronym for What You See Is What You Get, is a system in which editing software allows content to be edited in a form that resembles its appearance when printed or displayed as a finished product, such as a printed document, web page, or slide presentation. editor so you can see how a form will look like while creating it. You can also preview the form in different device emulators or render it as a PDF or HTML receipt. The Maestro editor comes with the rich text editor to give you a flexibility of using various content formatting.

The forms that Maestro produces are single-page AngularJS applications with responsive designs, and can be previewed in formats suitable for smartphones, tablets, and desktop computers. A single design runs on all devices, takes the screen size into account, and gives an optimal experience without creating versions for each device.

Maestro provides you with the following features to streamline your form development process:

For more information, see the complete list of Maestro features.

Maestro uses the following entities to enable you to design and build forms:

Organizations, projects and forms make up the three-tired hierarchy that allows you to minimize configuration effort yet maximize development efficiency by using a correct level or scope while defining and configuring a form.

Maestro relies on Journey Manager to host forms, process user inputs and store all relevant information to ensure a form user gets the best onboarding experience. Therefore, Manager has the similar concept of entities as Maestro, plus it also includes back-end configuration and data that are not exposed to web-based forms.

The diagram below shows the main entities of Maestro, communication with Manager and interaction with form users (applicants), Form Builders and Template Designers.

A typical Maestro form goes through several stages of the customer journey experience, such as, Prefill, Data Capture, Save and Resume, Payments, Notifications, and Collaboration between various participating or approving parties. Some of these stages have an impact on a form’s design. Let's explain it with the diagram below, which outlines the development workflow that Maestro provides to Form Builders and Template Designers to create a customer journey.

This workflow begins with a template designed in Maestro by a Template Designer. Once the template is created, Form Builders can start work on new forms based on the template, taking advantage of the common features built into the template and maintaining compliance with brand guidelines. The Template Designer can continue adding to the template incrementally, even while Form Builders are creating forms based on the template, without affecting any forms in progress.

Once a form is implemented, the Form Builder can build the form and import it into Manager. After importing, the form can be tested across multiple environments and, if needed, further improvements can be made before the form is published into a production environment for customers to use.

Maestro forms move through various events of the journey experience, which is a sequence of events that include prefill, data capture, save and resume, payments, notifications, and collaboration activities between parties.

Next, learn about Management Dashboard.