Overview

The Redesigned Advanced Program of Journey Orchestrator enables you to create advanced programs more efficiently. It offers a simplified process and adds flexibility with the following benefits:

• Increased Flexibility: The updated drag-and-drop program editor provides you with the ultimate flexibility to easily add or remove steps within the program.
• Simplified Start: The enhanced source configuration provides easy creation of Advanced Program. There's no need for participant mapping, allowing you to get started quickly and effortlessly. 
• Efficient Action Outcomes: The new inline action outcomes provide a more efficient and intuitive way to direct participants based on their interactions with program actions.
• Seamless Survey Integration: Enables you to create survey steps alongside emails effortlessly. You can even incorporate multiple surveys within a single program. 
• Easy Evaluate Step: Enables you to easily manage complex logic and move participants to different branches based on conditions. 
• New User Interface: The new user interface guarantees straightforward navigation and product usage. 

IMPORTANT

• Both the old and new JO advanced program experiences work and will not impact any existing programs created using the old experience.
• The migration of programs created using the old experience to the new experience or vice versa will be available in the future.
• The following features are planned for future updates:
  • Viewing execution history in Query Builder.
  • Distributing in-app surveys using PX.
  • Distributing semi-anonymous surveys.
  • Multi-Select Pick list data type.

These limits rarely affect typical use cases and protect overall platform health.

Contact your CSM or Gainsight Support if your program includes an unusually high participant volume.

Create an Advanced Program

To navigate to the new experience of the Advanced Program:

1. Navigate to Digital Journey > Programs. The Program tab appears.
2. Click the Add Program dropdown. 
3. Select from the following options:
   1. Start with Template: To get started quickly with ready-to-use advanced program templates.  
   2. Advanced Program: To get started with the new Advanced Program creation.
   3. Simple Program: To get started with the new simple program creation.

For more information on simple programs, refer to the Add Participants to a Simple Program article.

4. For the Start with Templates option:

   1. Select the required template.
   2. (Optional) Click Create from Scratch to navigate to the new program building editor for the advanced program.
   3. Click Use Template. 
   4. Update the information if required.
   5. Click Build Program. The program is ready to publish with the pre-configured information. 

5. For the Advanced Program option:

   1. Select the New Version screen.
   2. Click Next. The Program Details window appears.
      
   3. In the Name field, enter the name of the program.
   4. In the Entity field, select if the Program is configured for Company, Relationship, or User.
   5. If a Relationship is selected in the Entity field, select the Relationship Type from the dropdown.
   6. (Optional) Enter a brief description of the program.
   7. (Optional) Select the folder in which you want to categorize the program.
   8. Click Create. The new editor for the advanced program appears.