Structure of a step on Particeep Plug
This article is intended for the following people:
Insurance / Banks Brokers / Distributors Sellers
For more information on roles on Plug, please see this article.
In order to facilitate the development of subscription journey, Plug structures the steps with predefined blocks. As a reminder, a step is one of the pages of a subscription journey.
The mandatory blocks
Step content
This block is the heart of a step in a subscription journey. This is where the title of the step, various questions and/or interactive blocks will be found such as selecting a package, document signing, payment, etc.
Progress bar
This block is where the progress bar is located. This comes in 2 different formats: % or numbered. To learn more about progress bars, please see this article.
Header
This is where the logo chosen for the course will appear. A slogan or additional information may also appear here.
Footer
This block is used to display the "Disclaimer" text.
The optional blocks
Meta Top / Right / Bottom / Left Step
Meta blocks are optional blocks that can be added to a path to customize the subscription journey and thus have more flexibility in how the path is created. These metas are specific to each step and are placed around the content of the step.
Each meta is split into three distinct fields: title, subtitle and description. These fields can be populated with content in Markdowns.
Meta Top / Right / Bottom / Left Journey
These metas are the same as the step metas except that these will appear throughout the subscription journey. Also, as shown in the diagram above, their positions are different from the steps metas.