Create and Publish a Program Draft

If you want to make adjustments to your live referral program without pausing it, then you can create a program draft. Drafts allow you to holistically review and publish changes made to your program design and customer touchpoints, including:

• Program rules and rewards
• Program emails and widgets
• Landing page configuration
• Social messaging

Note: Translations aren’t included in program drafts. If your program draft included modifications to customer touchpoints like a program email or widget, then you can update your translations after publication.

🔗 Create a program draft

Each program can have one active draft at a time. Any changes you make are automatically saved to your draft and must be published to take effect.

🔗 Program rules

1. From the left navigation menu, go to Programs and select the program you want to edit.
2. In the program rules, make any changes to your:
   • Goals and actions
   • Program-specific rewards
     • Note: Global rewards are not included in program drafts. If your program uses a global reward, then any changes you make to that reward will go live right away.
   • Landing page configuration
   • Social messaging details

Your changes will be automatically added to the program draft.

🔗 Program content

1. From the left navigation menu, select Content.
2. Open the content editor:
   • On the Widgets card, select Edit widgets.
   • On the Emails card, select Edit emails.
3. Below the Program widgets or Program emails heading in the slideout menu, select the item you want to change.
   • For help modifying your widget or email, see our documentation on customizing widgets and emails.
4. After you make your changes, select Save Draft in the top navigation bar. Your changes will be added to your program draft.

🔗 Publish a program draft

Team members with the Full Access or Program Manager role can create, update, discard, or publish program drafts. If you’re a Full Access team member and don’t want your Program Managers to be able to publish drafts, then reach out to our Support team to adjust your user permissions.

1. From the left navigation menu, select open your program rules or select Content.
2. In the top navigation bar, select Publish draft.
   • A message will appear that summarizes the areas you changed. Please note that individual changes can’t be removed from your draft.
3. Select Publish to push all changes through to your live program immediately. Additional testing prior to publication isn’t available at this time.