Use the Duplicate feature to easily set-up weekly, monthly, or other commonly used Programs.
STEP 1: From the left menu bar, hover over Interactions (Shaking Hands) and select Programs.
STEP 2: Locate the Program you would like to duplicate within the list. Click the icon with two squares under Actions on the right side of the Program name.
STEP 3: Name your Program.
STEP 4: If your chosen Interaction Type requires location you will need to choose:
Visits Required: Number of visits required 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 5: Enter a Start Date and End Date for your program.
STEP 6: Click Duplicate Program.
STEP 7: You will receive a green confirmation banner at the top of your screen confirming your Program was duplicated successfully. You will be led to the duplicated Program’s page where you can proceed to edit Pages and Questions, as well as Publish the Program.