Programs are a great way to strengthen your team's operations, sales, and more! Creating and laying out your programs is one of the essential steps in the process. CPR Encompass has quick and easy program templates to get you up and running quickly while letting you customize if needed. Below, we will go over how you can set them up and start.
To start, head to the menu and find Interactions Admin > Program Templates.
You will see some program templates loaded with filter options at the top. As more templates are uploaded, the filters will help you find and build out exactly what you need for your team.
Before you commit to any program template, make sure to preview it. It will give you a brief rundown of all the pages and questions included in the program.
Once you know what you want, select Create a Program. There are a few important steps to finish before it is added to your account.
Name Your Program: You can either leave the name as it is prepared or utilize a name that will be memorable for you and your team and is also descriptive of the questions and tasks within.
Select or Create Interaction Type: Think of interaction types as broad categories for your programs. If you don't already have a category that this will fit into, you can use the pre-made one in the meantime.
Select Start and Finish Dates: Select how long you want your team to continue filling out this program.
Restrict to Assigned Reps (Optional): This optional field is good if this program is meant for specific people on your team.
Once you have finished inputting your selections, click Save Program.
Afterward, you will be taken to the program page. You can make necessary changes to the program, pages, or questions here. Once everything is to your liking, you will want to return to the program page, find it, and click Publish.
🎉🎉🎉 Now your program is LIVE! 🎉🎉🎉
Now that your program is live, you can begin implementing it at your stores and, from there, see the reporting metrics. We hope that these program templates help make programs more accessible and actionable for your franchise.