Activating and deactivating automated programs

Contents

Activating a program
Deactivating a program
Reactivating a program

Summary

Programs are always in one of the following states:

  • draft
  • active
  • deactivated
  • read-only
  • deleted

The state of any program at any time can be confirmed by looking at the 'Status' column on the My programs page, where all of your programs are listed (deleted programs are not listed here, however - read Managing automated programs for more on states).

You can change these states by activating, deactivating and reactivating programs.

Activating a program

Whilst building a program, it is in a draft state. Once you're completely happy with your program, click Save first and then Activate. This will turn your program on and put it into an active state.

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Note that a program can no longer be edited once activated. You'll be asked to confirm the activation.

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If you have any outstanding validation errors, you'll be reminded of these at this point and you won't be able to activate your program until they're resolved.

Upon clicking Activate, your program will begin running. Although you'll no longer be able to edit it, you'll still be able to view it by clicking on the edit icon from the 'My programs' screen.

An active program will display that it's active in the program status bar (at the top of the program builder canvas), that it will enrol new contacts and that it will send emails.

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Deactivating a program

To deactivate a program, click on the settings cog in the program status bar.

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If the program has ever enrolled any contacts then it will change to a 'Deactivated' state. If it has never enrolled any contacts, it will revert to a 'Draft' state.

Reactivating a program

To reactivate a program, click on the Reactivate button in the toolbar. The program will need to have been saved and have no validation errors to be able to do this.

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If the program has enrolled any contacts at any point whilst being active, then you'll also have the option to resume enrolments or not.

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