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Manager Topics

Deploy Forms

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

The Journey platform allows you to deploy forms created in various tools. Maestro is our preferred tool, which you can use to create your form and components.

To deploy a Maestro form to Manager:

  1. Build the form version in Maestro.
  2. Import the form version into Manager.
  3. Configure the form in Manager to customize it and add extra functionality, such as delivery channels, receipts and data retention.

After the form is deployed into Manager, you can still update it in Maestro and you can sync up these form changes from the form dashboard using Update Design from Maestro option.

Note

The initial release of Maestro was generally available in August 2016, along with Manager 5.0, which is the first fully supported version of Manager. Publishing forms to any version prior to Manager version 5.0 is not supported. Many features may work but troubleshooting and support will not be provided for Manager versions prior to 5.0.

Next, learn how to view forms.

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