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Gainsight Inc.

Publish an Advanced Program

This article explains how admins can publish an advanced program in Journey Orchestrator.

This article explains how admins can publish an advanced program in Journey Orchestrator. 

Overview

To publish an advanced program:

  • Ensure that all the warnings in the program step configurations are resolved. 
  • Once resolved, the publish button will be enabled. You can publish the program immediately or schedule it for a future date. 
  • Additionally, you can choose to execute the program repeatedly by selecting the Multiple Times option. The calendar view allows you to check if any existing programs are running or scheduled.
    Note: When publishing the program, users can sync new participants from the source multiple times. This feature keeps the program continuously updated with new participants, ensuring the relevance and accuracy of the engagement efforts.
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Notes: 

  • Standard fields like Company Name and First Name are now mapped to custom fields.
  • Survey details are not in the AO Participants due to support for multiple surveys; instead, they can be retrieved from the Survey Participants object.
  • Advanced Programs that are scheduled can be reverted to the draft state, allowing for further modifications before finalizing. Administrators can make necessary adjustments to the program content and reschedule it as needed.

Move a Program to Draft Mode

To move the scheduled program to the draft state:

  1. Navigate to  Digital Journey > Programs.
  2. Click on any scheduled Advanced Program.
  3. Click Move To Draft.
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