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
- From the left navigation menu, go to Programs and select the program you want to edit.
- 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
- From the left navigation menu, select Content.
- Open the content editor:
- On the Widgets card, select Edit widgets.
- On the Emails card, select Edit emails.
- 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.
- 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.
- From the left navigation menu, select open your program rules or select Content.
- 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.
- Select Publish to push all changes through to your live program immediately. Additional testing prior to publication isn’t available at this time.