Manage active programs

Enable or disable enrolments, view, copy, and deactivate.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated this week

An active program is a program that is actively running โ€“ enrolling contacts and sending emails according to its rules. The program can't be edited or deleted while it is active.

Campaigns in an active program can still be edited.

However, enrolment can be disabled and resumed for an active program, plus it can be viewed, copied, and deactivated.

An active program lets you know that it's active in the information message at the top of the program builder.


Disable and resume enrolments

You can turn off enrolments for a program without having to deactivate it. This lets contacts who are already enrolled continue to progress through it; however, your program won't enrol any more contacts.

Contact enrolment priority

If a contact is directly enrolled into a program through Surveys, pages, and forms, a list, from another program, or by an API, these direct enrolments take priority over the Disable contact enrolment option.

You can also resume enrolments after having disabled them.

Disable program enrolment

To disable enrolment for a program:

  1. Go to Automation > Programs, and select the program you want to disable enrolments for.

  2. Expand the UTILITIES drop-down menu, and select Disable contact enrolment.

This instantly disables enrolments - and the information message will change to confirm this.

Resume program enrolment

To resume enrolments:

  1. Go to Automation > Programs, and select the program you want to disable enrolments for.

  2. Expand the UTILITIES drop-down menu, and select Enable contact enrolment.


View active programs

To view an active program, go to Automation > Programs.

Copy a program

To copy an active program:

  1. Go to Automation > Programs.

  2. Find the program you want to copy, and select Copy.

This creates an editable draft version of the program in the All programs list. This is useful if you want to make a new program based on a similar structure and don't want to recreate it from scratch.

Deactivate a program

To deactivate a program:

  1. Go to Automation > Programs, and select the program you want to deactivate.

  2. Select DEACTIVATE THIS PROGRAM.
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If the program has ever enrolled any contacts it will change to a Deactivated state. If it has never enrolled any contacts, it will revert to a Draft state.


Active programs limit

You can have a maximum of 50 active programs in your account.

We warn you when you have 45 active programs and are nearing your limit.

Once you reach the maximum number of active programs, you must deactivate one or more programs before you can activate any new programs.

If you need an additional active program allowance, speak to your Customer Success representative.

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