Adding a Program

Programs contain your pages of questions

Taryn Wickel avatar
Written by Taryn Wickel
Updated over a week ago

STEP 1: From the left menu bar, find Interactions and select Programs

STEP 2: Click Add next to Programs on the top left

STEP 3: Template Choose whether you will use a template. Select No, or the template you will use.
​STEP 4: Name your program. If you are using a template this will auto-populate, and you can edit if desired.
​STEP 5: Select an interaction type.

STEP 6: If your interaction requires location you will need to choose:

  • User roles: The user roles that will be shown this program to be completed.

  • Door types: Check all that apply.

  • Door statuses: Check all door statuses that should be presented this program to complete.

  • Max visits (optional): If applicable, enter the maximum number times this program should be completed by a location.

  • Restrict to Assigned Reps: Checking this box only allows reps to perform the program on doors they are assigned to.

STEP 7: Check/Uncheck Export to Company/Carrier: This will allow your DDP or carrier access to view the questions and responses in this program

STEP 8: Enter a Start and End Date for your program
​STEP 9: Click Save Program

Did this answer your question?