Add an Alternative Attended Kiosk Flow

Use the steps below to create an alternative flow that branches off from the base flow when an attendant selects a button on the kiosk's Welcome screen. This manned kiosk flow provides a staff-assisted path, allowing attendants to guide customers through the purchase process.

See Kiosk Personalized Promotions to learn more about kiosk terminal personalized promotions.

Tools Required

  1. Kiosk terminal(s)
  2. Patheon Promotion Flows feature enabled. This feature is enabled by default for all organizations with license plate recognition.

Note: Unlike some kiosk personalized promotion workflows, this one does not require license plate recognition.

Configuration Steps

Create a Trigger

Use the following steps to create an On button press trigger.

  1. Log In to Patheon Portal.
  2. Select Configuration. The Configuration page opens.
  3. Select Kiosks. The Flows List panel opens.
  4. Select Promotion Flows. The Promotion Flows panel opens.
  5. Select Triggers. The Triggers panel opens.
  6. Select Create Trigger. The Create Trigger panel opens.
  7. In Name*, enter a name such as, Custom Wash Menu.
  8. In Type, select On button press. The Audience defaults to Any customer and cannot be changed.
  9. In Status, select Active.
  10. Select Save.

Add Button to Welcome Screen

  1. Log In to Patheon Portal. 
  2. Select Configuration. The Configuration page opens.
  3. Select Kiosks. The Flows List panel opens.
  4. Navigate to the flow that should display the button to trigger the alternative workflow.
  5. Select edit flow. The edit flow (1 build flow) panel opens.
  6. Select save and continue. The edit flow (2 build screens) panel opens.
  7. Select Welcome.

  1. Select the Done toggle. The toggle changes to WIP and the Welcome screen is now editable.
  2. Select the widget on the Welcome screen to be used as the button to trigger the alternative flow. The Widget Configuration dialog opens.

  1. Navigate to the widget type section.
  2. Ensure that either simple button or button with image is selected. Note: These are the only 2 widget types that can be used when adding a button to trigger an alternative flow.
  3. Navigate to the behavior section.
  4. In Button Action*, select Trigger promotion.
  5. In Button Target*, select Custom Wash Menu. This is the trigger created in the previous steps.
  6. Use the general section, widget type section, and appearance section to customize the widget.
  7. Select save changes. The Widget Configuration dialog closes.
  8. Select the WIP widget. The toggle changes to Done.
  9. Select save. The flows list panel opens.

Create Custom Wash Menu

  1. Log In to Patheon Portal.
  2. Select Configuration. The Configuration page opens.
  3. Select Kiosks. The Flows List panel opens.
  4. Select Promotion Flows. The Promotion Flows panel opens.
  5. Select Create Flow. The Create Flow panel opens.
  6. Navigate to the Flow tab.
  7. Navigate to the Details section.
  8. In Flow name*, enter a name, such as, Custom Wash Menu Flow.
  9. In Status, select Active.
  10. Navigate to the Triggers section.
  11. Select Add trigger. The Select Trigger* setting opens.
  12. In Select Trigger*, select Custom Wash Menu. This is the name of the trigger created in the previous steps.
  13. Navigate to the screen design panel.
  14. For New Screen 1, select Edit. The New Screen 1 panel opens.
  15. Navigate to the New Screen 1 tab.
  16. In Screen name*, enter a name, such as, Custom Wash Menu Screen.
  17. In Screen type, select Default.
  18. Select the Text tool (). A text box opens on the screen.
  19. Double click the text box on the screen.
  20. Enter text, such as, Choose Your Wash.
  21. Select the Widget tool (). A widget opens on the screen.
  22. Navigate to the Actions section.
  23. In Type, select Purchase. The product section opens.
  24. In Type, select Wash.
  25. In Wash, select desired wash, such as, Good Wash. Note: If supported by your kiosk configuration, you can also add other purchasable items to this screen, such as washes, plans, and gift cards, all on one screen.
  26. Navigate to the navigation section. 
  27. In Navigate to, select Payment flow or Upsell screen. Note: If you choose to navigate to an upsell screen, the system creates an additional screen in the flow that you must customize.
  28. Repeat the widget-creation process for each additional item you want to display on the kiosk screen, such as washes, plans, or gift cards, if supported by your kiosk.
  29. Select the Widget tool (). A widget opens on the screen.
  30. Navigate to the Actions section.
  31. In Type, select Select.
  32. Navigate to the form actions section.
  33. In Type, select Decline Promotion.
  34. Navigate to the navigation section.
  35. In Navigate to, select Product Selection Flow.
  36. Double click the widget on the screen.
  37. Enter text, such as, Show Regular Options.
  38. Use the Details section, Actions section, and Background section to configure the new custom wash menu screen.

Publish the Flow

  1. Log In to Patheon Portal.
  2. Select Kiosks. The flows list panel opens.
  3. Select the Custom Wash Menu Flow from the Flows list. The workfloW Overview panel opens.
  4. Select the edit icon next to SITES. The activated sites panel opens.
  5. Select the sites for which the screen should be available.
  6. Select save. The activated sites panel opens and the screen is activated for the selected sites.
  7. Select publish. The screen is published to the selected sites.