When you create or edit a program, you work with the program builder canvas. This is where you drag and drop nodes, link them with connectors, and arrange your program flow.
Working with program nodes
A new program begins with a single Start node. Additional nodes are dragged in from the side panel onto the program builder canvas.
Configure each node by selecting it. For details on specific node types, see the help articles for Start, Campaign, Update contact, Add contact, Remove contact, Delay, Decision, Date split, Quantity split, and Random split nodes.
Name your end nodes
You can name End nodes. This helps you identify exit points in programs with multiple endings.
To name an end node:
Select the End node.
In the side panel, enter a name for your program end point.
Select APPLY.
The name appears in the node and is recorded as the program outcome for contacts who exit through it.
Learn more more about program reporting.
Move, duplicate, and delete nodes
To move a node, select the bar at the top and drag it to a new position.
To duplicate a node, select the duplicate icon in the top right corner. This creates a copy with all current settings.
To delete a node, select the × in the top right corner. When you delete a node that contains contacts, such as a Delay node, those contacts are removed from the program and won't continue to following nodes.
Annotations
Add notes to your program using text labels. Under Annotations in the side panel, drag a Text label onto the canvas wherever you need it.
Use text labels to document what nodes do, explain program logic, or leave notes for colleagues. Text labels are editable, resizable, and can overlap nodes.
Program connectors
To connect a node:
Hover over the dot at the end of an unattached connector until the hand icon appears.
Select and drag the connector to the target node.
You can't create loops by connecting to upstream nodes.
The two connectors from a Decision node can't target the same node.
To delete a connector, hover over the connection point on the originating node and select the red cross.
To re-route a connector, hover over the connection point on the target node and drag it to a new node.
When your program is complete, all nodes should connect to the main flow and terminate in an End node.
The program canvas
Move around the canvas by holding the mouse button and dragging.
Use the positioning controls in the top right to move around the canvas. Select Home to return to the program start point.
Zoom in and out
To zoom:
Select + or −
Use your mouse scroll wheel
This lets you see your complete program or focus on specific areas.
To return to default zoom, select Home.
Undo and redo
Use the undo and redo buttons in the toolbar to reverse changes. You can also use keyboard shortcuts (Ctrl+Z and Ctrl+Y).
