No-code

This quickstart walks you through inviting one customer to a published hosted journey from the GBG Go platform. By the end, you send a verification link to a customer by email, text message, or both. You don’t write any code or call the API.

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Before you begin

Ensure you have the following:

• A GBG Go platform account. If you don’t have an account, then contact your GBG account manager.
• The necessary modules and variants enabled in your contract.
• A licence and credentials for the User Invite module set up for your organisation. If you don’t have these, then contact your GBG account manager.

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Create your first single user invite

This quickstart uses the PEPs and Sanctions standard module as an example. You can use any module that suits your use case.

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Step 1: Log in to GBG Go

If you are an existing customer, then go to Step 2.

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. Click Forgot your password? GBG Go sends a recovery code to your email.
4. Enter the recovery code and create your new password.
5. Click Change password to complete the setup.
6. Log in with your email and new password.

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Step 2: Create a hosted journey

1. Click on the Create a new journey list.
2. Select API + hosted (latest). This opens the Journey builder, allowing you to design hosted journey workflows.
3. Click the edit icon on the journey name at the top of the editor.
4. Enter a meaningful name, for example, “Age Verification - New Customers.”
5. Click outside the name field to save it.

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Step 3: Add the PEPs and Sanctions module

1. Go to Browse and add modules in the right sidebar.
2. Use the search bar to find PEPs and Sanctions.
3. Click the module. This opens the module configuration panel.
4. Click Add to journey to insert it into the flow.
5. Click the module inside the Journey builder to open its configuration panel.
6. Click Close to apply your configuration.

To learn more about this module, see PEPs and Sanctions.

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Step 4: Publish the journey

Click Publish to Preview in the Journey builder. GBG Go displays a confirmation message. Next, click Dashboard to see:

• Environment (Preview)
• Version number
• Resource ID
• Last published
• Actions list

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

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Step 5: Send the invite

1. Click the Actions list.
2. Click Invite a customer. A dialog box appears.

   

3. Select the options for your use case, and then enter an email address, a mobile number, or both. The dialog contains the following options:

   Option	Description
   Region	The region that the journey runs in. Select EU, US, or AU. Your organisation may only be set up in some regions.
   Environment	The environment that the journey runs in. Select Production or Preview. If you can’t select an environment, then the journey isn’t published there yet.
   Send invite to	Enter an email address, a mobile number, or both.
   Advanced settings	The link expiry and session behaviour that the invite uses. Expand this to review the current values, which come from the link settings on the journey.

   The GBG Go platform presets the region and environment based on the journey that you selected. Change the region only if your organisation runs journeys in more than one region, because the region controls where your customer’s data is processed and stored. You must enter an email address or a mobile number before the Invite button becomes available.
4. Click Invite. A message appears at the top right of the screen confirming that the invite started. Your customer receives the verification link and fills out their information. The GBG Go platform then processes the data through the modules in your journey. It reaches a decision based on your journey configuration.
5. Review the outcome in Investigate once your customer completes the journey.

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When the invite action is unavailable

The Invite a customer action is unavailable when any of the following applies:

• The journey collects information before it starts. An invite can’t carry pre-filled details into a journey that asks for them up front.
• The journey isn’t published.
• Your organisation doesn’t have a licence or credentials set up for the User Invite module.

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Next steps

• Create and start Hosted journeys with the API: Low-code quickstart.
• Learn more about Hosted journeys: Hosted journeys overview.
• Invite a customer to a journey built for a specific verification task: No-code guides.
• Review customer session results and submitted data: Investigate overview.