Quickstart for business user

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Overview  

This quick start guides you through the following:

• Log in to GBG GO dashboard. 
• Create your first customer journey. 
• Configure and publish your journey. 

This guide is intended for business users who need to design and manage customer verification workflows on the GBG GO journey builder as quickly as possible. It introduces two key concepts: journey templates, routing, and evaluation logic. This guide isn’t exhaustive and doesn’t include detailed explanations of concepts. 

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Before you start

Before running this quickstart, make sure the following prerequisites are complete: 

• Your GBG GO organisation account has been created by GBG internal team. 
• You have received a welcome email with login credentials.

 

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Step 1: Log in to GBG GO 

This section guides you through accessing GBG GO for the first time. 

1. Navigate to the GBG GO sign-in page and then click Customer Sign In. 
2. Enter your email address and then click Log In. 
3. Enter the temporary password from your welcome email. 
4. Enter and confirm your new password when prompted to set a new password. 
5. Click Submit. 

You are now logged in to the GBG GO dashboard and can begin creating customer journeys. 

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Step 2: Create your first customer journey 

This section walks you through creating a customer journey using a pre-configured template, which is the fastest way to get started. 

1. Click Journey templates. 
2. Browse through the templates. 
3. Select a template according to your use case.  
4. Review the template pre-configured settings and modules. 
5. Click Use this template to load it into the editor. 
6. Modify the journey by customizing modules, routing, and evaluation steps. 

You now have a pre-configured journey that you can customise for your specific needs. 

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Step 3: Modify modules 

This section shows you how you can modify your modules.

1. Select a module on the template. 
2. Modify required fields such as: 
   • Label  
   • Outcomes 
3. (Optional) Add or remove modules. 
4. (Optional) Add routing and evaluation logic to the modules. 

Your journey is now available for publishing and testing in the preview environment. 

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Step 4: Publish journey 

This section shows you how to publish your journey. You can publish your journey to a preview or production environment. 

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Publish to preview/sandbox environment

Click Publish to Preview in the journey editor. You then get a confirmation message: Delivery deployed successfully.   Next, click Dashboard to see: 

• Environment (Preview) 
• Version number 
• Resource ID 
• Last published 
• Schema for API integration 

Your journey is now available for testing in the preview environment. 

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Publish to production 

1. Click Dashboard.
2. Click Publish to Production.
3. Select the confirmation checkbox. 
4. Click Publish to production. You will receive a pop-up message saying, Delivery deployed successfully to production. In the dashboard, you can see:
   • Environment (Production) 
   • Version number 
   • Resource ID 
   • Last published 
   • Schema for API integration 

Your journey is now live and ready for real customers.  A customer journey from the Age Compliance Verification template looks like this: 

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Next steps 

Now that you’ve completed this quickstart, check out the following guides to learn more about GBG GO: 

• Create journeys.
• Set up routing.
• Manage user accounts and permissions. 
• Quickstart for developers.