Your list of programs can be found by going to Automation > Programs.
From here, you can:
Create new programs
Search for programs
Copy programs
Edit or view programs
Delete programs
Move programs to another folder location
Rename programs
Disabled contact enrolments for selected programs
Disable programs
Create a new program
To create a new program:
Go to Automation > Programs.
Select NEW PROGRAM at the top of the page. You're asked to select from one of our free program templates.
Enter a name for the program. You can change this name later), and you can also select a folder location for it.
You're then taken to the program builder where you can build and edit your program.
Program states
The All programs list shows the current status of each program. A program can have one of five possible statuses:
Program status | Description |
Draft | When programs are first created, they're in a Draft status. You can make any changes you want, and there's no limit to the number of draft programs you can have in your account. |
Active | Once activated, a program can't be edited; it enrols new contacts as scheduled and contacts progress through the program according to the rules you've set. It's possible to disable and re-enable enrolments in an active program. There's a limit of 50 active programs per account.
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Deactivated | An active program can be deactivated so that it no longer enrols contacts or sends emails. Changes can be made to a deactivated program. Deactivated programs that have never enrolled any contacts revert to the Draft status.
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Deleted | A deleted program won't be visible in the Programs area. If you've deleted a program but want it back, it might be recoverable by going to the Recycle bin, if it was deleted less than 30 days ago.
To access the recycle bin, expand the User menu, then go to Settings > General > Recycle bin.
You must be an account owner or have the Can manage account permission enabled to access the recycle bin.
Active programs can't be deleted; these programs must first be deactivated. |
Read only | Deleted programs that have been recovered normally return to a Draft/Deactivated status. If, for some reason, the program can't be properly restored - for example, if it was once an active program that had enrolled contacts, and it referenced contact data fields and/or sent campaigns that had since been deleted - then it restores to a Read-only state.
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More actions menu
The More actions menu provides four options:
Action | Description |
Move programs | Move them to another folder location. |
Rename program | Give the program a new name. |
Disable contact enrolments | This deactivates any new enrolments for the selected programs. The programs remain active and continue to progress contacts already enrolled, and remain non-editable. |
Disable programs | This completely disables and deactivates the selected programs. They stop enrolling and carrying out any actions with contacts already enrolled. If the programs have ever enrolled any contacts, they change to a Deactivated state. If they haven’t enrolled any contacts, they revert to a Draft state. |