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Program List View and Create New Program

Navigating to Journey Orchestrator > Program displays a list of existing Programs. Users can learn basic information regarding the Program from this view, filter the list for specific programs, and create and delete programs.

List View

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Within the list view, Programs can be categorized in four statuses: 

  • Draft: The program is still being configured and is not published at this time.
  • Scheduled: The program is scheduled to publish at a future date and time. The schedule can be removed by changing the program to a Draft status. For more information on scheduling Programs to publish, refer to Configure Model and Emails for Programs.
  • Active: The program is published and is currently running. Admins can change the scheduled sync for participant sources, change uniqueness criteria, and knock-off participants; but other configurations cannot be made for the program at this time.
  • Pause: The program was published and Active, but the run was Paused. While further configurations are not possible at this time, the program can be set back to the Active status. A paused program freezes its participants in their respective states. They will not move to a new step in the Program model until the Program has been made Active. When this occurs, Participants will continue moving through the Program Lifecycle as normal.
    • Note: The Pause option for Programs has been temporarily disabled, but we plan to re-enable it soon.
  • Stop: The program was published and Active, but was Stopped and is no longer running. No new participants will be added, and all participants are moved to a the status "knocked-off". Further configurations are not possible, and the program can not be started again. Refer to Configure Model and Emails for Programs for more information on how to publish Programs and change their status.
    • Note: Programs that belong to a relationship will be stopped, and the relationship ID will be marked as null at the Program and participant level, if the associated relationship is deleted using the Relationship delete operation. For more information on this operation, refer to Data Operation.

You can filter the Program List View by clicking on the status name in the list key. The list view will then only display programs that match the selected status.

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Hover over the name of a program to see additional options:

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Information: indicates the Model Type (NPS, CSAT, Generic Survey, etc.) as well as the date it was created.

Edit: Allows the user to configure the program's participants as well as the model of the email campaign.

Clone: Allows users to create a copy of the program with the same configurations. The clone will have the same sources, but you still need to sync participants and publish the program to make it active. If the original Program had a Power List participant source, you will need to add a new Power List schedule for the clone.

Activity Feed: Allows users to view an activity feed for each participant. The activity feed appears as a flow diagram and displays each step of the participant journey in the Program. This includes when the participant was sent an email, how long the participant waited between each step, view the participant responses to a survey, and when the participant was dropped from the AO journey and also the failure reason. For more information regarding the Activity Feed feature, refer to Program: Participant Activity Feed.

Analytics: This navigates to the pre-built analytic reports for that specific Program. See Program Analytics for more information.

Delete: Deletes the Program.

Configure a Program

Click the +CREATE option in the top-right to create and configure a new Program.

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Name: Enter the name of the Program; this will only be visible to internal users.

Type: Select if the Program is configured for Accounts of Relationships.

Model: Select the Model to be used for this Program. For more information, refer to Available Models for Programs.

Survey: Select the survey to be used as part of this Program. You can select surveys built with Surveys 1.0 and Surveys 2.0. This field will only be visible if you have selected a survey model.

In-line Survey Checkbox: Check this if you would like to insert an in-line survey question as part of your Program. Checking this will display another field to select the survey question to be used as an in-line question. Only single-select questions on the first page of the survey will be available for selection. For more information on in-line survey questions, refer to In-Line Survey Overview.

Programs Search Bar

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By clicking on the search drop-down icon in the top-right of the menu, you can select the following options to filter the Program list view.

  • Program Name: The default selection for the search bar. Filter the list view for Programs with names that contain the text entered in the search bar.
  • Program Model: Filter the list view for Programs configured with specific model types. The available model types are: NPS SurveyGeneric SurveyCSAT Survey, and Email Chain.
  • Program Type: Filter the list view for either Relationship Programs or Account Programs. 
  • Program Status: Filter the list view for Programs based on their publish status. The available statuses are DraftActivePause, or Stopped.

If you have questions or feedback about the feature explained in this article, please share them on community.gainsight.com.

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