An active program is actively running, enrolling contacts, sending messages, and performing actions according to its rules. You can't edit or delete a program while it's active.
You can still edit campaigns being used in an active program. Once you save your changes to the triggered campaign, the program sends the updated version.
You can disable and resume enrolment for an active program. Active programs can also 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.
View active programs
To view an active program, go to Automation > Programs.
Active programs limit
You can have a maximum of 250 active programs in your account. We warn you when you 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.
Disable and resume enrolments
You can turn off enrolments for a program without deactivating it. This lets contacts who are already enrolled continue to progress through the program, but it 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 join action, from another program, or through the API, these direct enrolments take priority over the Disable contact enrolment option and these contacts are still enrolled in the program.
You can also resume enrolments after having disabled them.
Disable program enrolment
Go to Automation > Programs, and select the program you want to disable enrolments for.
Expand the UTILITIES drop-down menu, and select Disable contact enrolment.
This instantly disables enrolments, and the information message changes to confirm this.
Resume program enrolment
Go to Automation > Programs, and select the program you want to resume enrolments for.
Expand the UTILITIES drop-down menu, and select Enable contact enrolment.
Copy a program
1. Copy a program in the same account
Go to Automation > Programs.
Select the checkbox for the program you want to copy.
You can only copy a single program at a time within the same account.
Expand the MORE ACTIONS drop-down menu and select Copy program.
Enter a name for the copy of the program, and expand the Program location drop-down menu to select a folder to store the copy in.
Select CONTINUE.
You're taken to the program builder and can then make any edits to the copied program. If you want to make edits later, you can navigate to any other area of the platform.
2. To other accounts
Before you start
To copy content between accounts:
The owner email of the account you're copying from must have access to the account you're copying to.
You must copy content from within the originating account, so your user profile must have access to the account you want to copy from.
Learn more in the section User access to accounts.
When you copy a program to a different account, we copy the program structure. You must then edit the copied program to add in the campaigns, data fields, and other account-specific details you need. You won't be able to save or activate the program until you make these changes.
Go to Automation > Programs.
Select the checkbox for the programs you want to copy.
You can copy multiple programs at a time to other accounts.Expand the MORE ACTIONS drop-down menu and select Copy programs to other accounts.
In the Select accounts side panel, select the accounts you want to copy to, then select APPLY.
An editable draft version of a copied program is created in the All programs folder of the chosen accounts.
Deactivate a program
Go to Automation > Programs, and select the program you want to deactivate.
Select DEACTIVATE THIS PROGRAM.
If the program has ever enrolled any contacts, it changes to a Deactivated state. If it has never enrolled any contacts, it reverts to a Draft state.