01. Creating a Program

Modified on Wed, 26 Jun at 12:35 PM

Broadly defined, a Marketing Program is a specific set of thematically-related activities to increase sales or awareness of a brand, product, or service. A single Marketing Program may contain multiple campaigns, each of which may use a variety of outbound communication channels and inbound response channels.

Instructions:


1. From inside the Workflow Designer, Click on the “New” icon in the Program Studio's top menu bar


Note: 


If a program is currently open in the Workflow Designer, that Program will be closed and any changes that have not been published or saved will be lost. Please publish or save your changes locally before opening a new program.




2. Click on the Properties button




3. Configure the General tab 




Start/Stop

Element must be set to Start in order for the task/element to run. It will be set to Start by default.


Note: 


Even if Start is selected, the element will not run unless a Schedule has been set and the changes have been published.


Note: 


Changing the status to Stop will NOT interrupt an action that has already been launched by the Scheduler, but all future schedules will be impacted.


Name


  • The name should be descriptive of what the program is so that it stands out properly in the BI Dashboards if you have multiple programs.


Comments


  • Comments can be anything - most often they contain notes information design or configuration that will be helpful to someone else who may need to work with this program.




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