Creating a Program
The following procedure shows how to create a program.
To create a program
Navigate to the Programs screen.
In the Programs list, create a new record and complete the fields.
Use the following table as a guide.
Field Comment Program Code
(Required) The program component of the source code. Specify a unique code for the program. It defaults to Row ID. You can choose to overwrite this manually, provided that the value you specify is unique.
Status
The default program status is In Planning. Options are Active, Cancelled, Completed and Scheduled. The status changes from In Planning to Active, and then Completed during program execution. Manual execution of the program does not affect this field.
Type
Choose a program type from the following list: Acquisition, Awareness, Cross-Sell, Loyalty, Referral, Retention, Up-Sell, Win-Back, Other.
Planned Start/Planned End
(Required) Defaults to the current date and time. Use the select button to change the defaults.
Execution Period
A period of time during which the program is to be executed.
Approval Status
A status field that indicates that the plan has been Approved, Declined, Submitted, or Needs Revision.
Approval History
Displays the history of approvals for the budget request.
Priority
Choose a priority from 1 to 4.
Duration (in days)
Calculated as the number of days between the program’s Planned Start and Planned End. This value updates when you save the record.
Region
Choose the region to which the program is related.
Organization
Click the Organization select button, and select the predefined organization to be responsible for the program. An organization that you assign to a program is inherited by campaigns in that program.
Save the program.