Journey Orchestrator's New List View

Program

The Programs List view page displays a list of existing programs that include Simple Programs and Advanced Programs. You can see basic information regarding the program from this view, filter the list for specific programs, and create and delete programs.

Programs are displayed on the list view page with the following columns:

• Name: The name of the program. The name is hyperlinked and clicking the name navigates you to the configuration page of a program.
• Status: Indicates the status of a program.
• Model Name: Indicates the type of model used to configure the programs.
• Type: Indicates either Company, Relationship, or User type of programs.
• Last Modified By: The name of the person who modified the program most recently.
• Last Modified Date: The date and time of when the program was last modified.

Schedule

The Schedule tab displays a calendar view  of the scheduled Programs and Sources. For more information, refer to the Program Schedule View article listed under the Additional Resources section.

Define a New Simple Program 

The first step to create a Simple Program is to define a name and type of Simple Program.

To define a new Simple Program:

1. Navigate to Digital Journey > Programs
2. Click Add Program > Simple Program. The New Simple Program dialog box appears.
3. In the Name field, enter the name of the program.
4. In the Type field, select if the Program is configured for Company, Relationship, or User.
5. If Relationship is selected in the Type field, select the Relationship Type from the dropdown.
6. (Optional) Select a folder for the new program. If no folder is selected, the Program is moved to the Uncategorized folder. For more information about folders in Journey Orchestrator, refer to the Folders section in this article.
7. (Optional) Enter a brief description of the program.
8. Click Create. The Participants tab appears.

Add Participants to the Simple Program

Once the Simple Program is defined, you can add the target customers as Participants to the program. Participants can be added from the following sources:

• Segment
• CSV
• Data Designer
• Event 

For more information on how to add participants in the program, refer to the Add Participants to a Simple Program article from the Additional Resources section.

Select Simple Program Action

After successfully adding the participants to the program, you can select the Action that will be executed by the program.  

The Action can be of following two types:

• Email 
• PX Engagement

Publish Simple Program

You can publish a program once you have added the participants and selected the Action. On publishing, the program becomes active for the added participants. 

You can publish a program using the following two methods:

• Publish Immediately: When you need to publish the program instantly.
• Scheduling a Program: When you need to publish a program on a specific date, time, or interval.

For more information on how to publish a program, refer to the Publish a Simple Program article from Additional Resources section.

Analytics

The Simple Program Analytics tab is available only after the program is moved to an Active state.

Analytics tab have following sub-tab:

• Dashboard
• Activity 
• Snapshot

To know more about the Analytics tab, refer to the Simple Program Analytics article from Additional Resources section.

Folders

You can create folders on the Programs page to organize your programs accordingly. All the folders are displayed in the left pane of the Program List View. If you click any particular folder name, all the programs included in that folder are displayed in the right pane. Gainsight provides a default folder called Uncategorized, where all of the existing programs are stored. You cannot modify the name of this folder or delete it.

Each folder can have one level of subfolders nested beneath them. The Uncategorized folder cannot have subfolders but any Program in this folder can easily be moved to another folder whenever it is required. 

Filters

You can get the list of specific programs in a Program tab by opting this feature. 

The following are the four types of filters:

1. Status  - Filter the list view by Program status, such as: All, Draft, Scheduled, Active, Pause, Stop, Complete, and Publishing.
2. Model - Filter the list view for Programs configured with specific model types such as All, NPS® Survey, Generic Survey, CSAT Survey, Email Chain, and Simple Program. For more information on program models, refer to the Available Models for Programs article listed under the Additional Resources section in this article.
3. Type - Filter the list view by either Company, Relationship, or User Programs.
4. Source - Filter the list view by Participants Source such as: Segment, CSV, Data Designer, Event and Query Builder.

Search

To search for a program in the list view, take the following steps:

1. Click the Search icon.
2. Enter the name of the program.Enter the program name.
3. Hit Enter to filter the list view for Programs with names that contain the text entered in the search bar. Click Enter to view the filtered program’s list.

Pagination

Users can control their view and navigation experience of the program list with the following controls at the bottom of the page.

• Page Selection: Click the page number dropdown to select any page to navigate and use the arrows to navigate back and forth between pages.
• Programs per page: Click the Programs per page dropdown to select to display either 20, 40, or 60 programs per page.

Additional Options

You can view the following additional options when you click the three vertical dots icon of any program from different level of folders:

• When you are in ‘All’ Programs, the three vertical dots icon displays the following options in the dropdown:

• When you are in any specific parent or child folder, the three vertical dots icon displays the following options in the dropdown:

Note: Any program under any parent or child folder doesn’t have the Delete option in the three vertical dots dropdown.