STEP 1: From the left menu bar, hover over Interactions (Shaking Hands) and select Programs.
STEP 2: Click Add next to Programs on the top left.
STEP 3: Name your Program.
STEP 4: Select an Interaction Type this Program falls under.
If you have not yet created an Interaction Type for this Program, you may create one by clicking Add A New Interaction Type.
STEP 5: If your chosen Interaction Type requires a location, you will need to choose:
Visits Required: Number of visits required to be done for this store for this Program during the Program dates.
Restrict to Assigned Reps: Checking this box only allows users to perform the Program on doors they are assigned to.
STEP 6: Enter a Start Date and End Date for your program.
STEP 7: Click Save Program. You will be automatically directed to your new Program’s management page, where you can add pages and questions, and publish your program.