Creating a program
Build multi-channel programs with multiple path decisioning, percentage splits, and mobile app message frequency control capabilities in the programs canvas.
- Navigate to Automation > Programs > Create new program.
- Click a blueprint card on the Create a Program page to build a program based on the selected template. When a blueprint card is selected, a program is generated with a default program name. The program canvas is where you create and update your flow. You can drag Steps, Decisions, Percent Splits, Update Profile actions, and Exits onto the canvas.
- Name your program. Note: Only letters, numbers, spaces, and the following characters are allowed: # ( ) _ ' . - in the name of your program.
- Click Define (the entry point) to configure the parameters of your program.
- Select a database or query as the contact source for your program. A contact source is required
to activate a program, associate emails with your program, and route contacts.Note:
- The database you select must be in the Shared area. Accessible folder restrictions limit what database a user sees. Locked queries and queries with profile, behavioral, and Relational Table criteria are supported. Queries cannot include Universal Behavior (UB) criteria, Child Relational Table (CRT) criteria, or in-queries at this time. Use of queries that contain CRT criteria within the flow is supported.
- Click Save and Edit Flow to return to the program.Note: After Save and Edit Flow is clicked, your database cannot be changed. You can change to a different query as long as it is associated to the same parent database.
- Add the email to the steps within the program.
- Set up your program and click Apply.
- Configure your emails.
- Test the program.
- Activate the program.