Add Steps
You can add, arrange, and edit steps in a program’s path editor. To access the path editor:
Go to Programs.
Select the program you want to edit.
Select Path.
To add your first step, select it from the menu.
If you already have steps in your program, hover over the space after or between steps and select +. Then, select your desired step.
Edit Steps
To edit any existing steps on your path, select the edit button for that step.
For more information, visit Create and Edit Steps.
Step Messages
Step messages are sent to participants to announce when each program step unlocks and invites them to come see what’s new. Currently, step messages are only associated with each cog in your program.
To edit a step message:
Go to Programs.
Select the program you want to edit.
Select Messaging.
Edit the content for each message as desired.
Each step message sends at the same time that its associated cog unlocks. You can select specific dates and disable individual messages when you prepare a deployment. Learn more about preparing to launch with step message configuration.
Welcome Slides
Welcome slides introduce participants to your program on their first visit.
To create and edit welcome slides:
Go to Programs.
Select the program you want to edit.
Select Welcome.
Add and edit slides as desired.
To ensure that participants see your welcome slides, select Enable before you deploy your program.
