Presentation View

Present and view your Journeys without ever leaving the page ๐Ÿ‘ฉโ€๐Ÿ’ป

Adam Faludi avatar
Written by Adam Faludi
Updated over a week ago

The time has finally come!

Weโ€™re thrilled to announce โœจPresentation Viewโœจ - your new holistic birds-eye view of your Enboarder Journeys!

With Presentation View, you can visualize and present your Journeys from a single page allowing you to take your teams through your content, or just check out the stunning experience you've built!

Presentation View

We packed it chock-full of features you're going to love:

๐Ÿ‘€ View all Sequences and Modules in a single row - in sequential order across all your Enboarder Journeys

โ†”๏ธ Collapse and Expand Modules to show a preview of your content

๐Ÿƒโ€โ™‚๏ธ Show and hide Action Modules such as Webhooks and Update Value Modules

๐Ÿ”ฝ Use filters to view content specific to Journey Phases, Stakeholders, or Logic!

Want to jump ahead? Let's goooo ๐Ÿƒโ€โ™€๏ธ

Great! How do I get there?

It's easy peasy! Head into any Journey, and click Present in the top right. This will open our Presentation View in a new tab.

Remember, Google Chrome is the preferred browser and will give you, and those you're presenting to, the best experience! ๐Ÿ˜Ž

When you first click Present, you'll be greeted with this screen, showing all your Sequences on one easy-to-view Timeline! Let's dive in.

How do I use it?

When you first open a Journey in Presentation View, you'll be treated to our Collapsed View of the page. You can Expand content from a Module, Sequence, or Journey level, as shown in the Gif below.

It opens in Collapsed View initially for two reasons - firstly, it's super quick and we want it to stay that way, and secondly, this way you can decide exactly what you want to see when you want to see it! ๐Ÿ˜Ž

How do I use the Display Panel?

The Display Panel is home to your View Settings, Stakeholder Settings, and Logic Settings, and controls exactly what you see on the page.

Starting at the top, you can see your View Settings - which control the Phase Views and Action Module toggle.

The Phase Views allow you to see either the whole Journey or a specific Phase.

The Action Module toggle allows you to switch off/on what we refer to as Action Modules. These are Modules that cause an Action to happen on the backend and aren't seen by the receiver.

These include the Webhook, Send Email, Update Value, i9 (the US only), and E-Sign Modules. By default, these are displayed as grayed-out text only, like the one below, and are not included in the preview. This is because participants wouldn't see these actions as they progress through the Journey.

Next, you have your Stakeholder Settings, which put simply - allows you to select a Stakeholder to view specific content. You could set it to just show you the Direct Manager to see all the content they would receive!

Finally, you have Logic Settings. The Logic settings are the biggest part of Presentation View and allow you to view the Journey as if you were the receiver.

You can use the Logic toggles to update specific content within the Journey, like Page Logic or Sequence Logic.

Here's what you'll see by default:

Sequence Logic: You'll see every Sequence when you first open Presentation View

Module Logic: You'll see the first/top Logic Branch content by default

Page Logic: You'll see the default/else Logic Branch content by default

Where is the Branding controlled?

Great question! Currently, the Brand that you will see in Presentation View is your account's default brand. This is the first brand that was created. To update the Brand you're seeing, you would need to go to Settings > General Setup > Branding.

However, please note this could affect live Workflows in Progress so be cautious if you do this. Chat with us if you have questions.

Love that for me, but can I share it?

We love this Journey for you. And we're sure you'll love this Journey for others too! You can share the URL with any Admin within your account, provided they have permission to see the Workflows tab. Of course, you could do a screen recording or Loom recording to share it with your teams, however, Presentation View was designed with Live Presentations in mind! Why not schedule a learning session with your teams and take them through your incredible content live? You're a rockstar!

Want to share Presentation View with other stakeholders outside Enboarder? Currently, this is not available, but let us know over in our Community if this is something you'd see as useful, by upvoting and commenting on THIS Wish! (Remember to check out our Wish List guidelines HERE.)

Got questions? Let us know by starting a chat with the team by clicking the ? icon in the top right of any page!

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