Create a Program Channel create-a-program-channel
A program is one specific marketing initiative. The channel is intended to be the delivery mechanism, like Webinar or Sponsorship or Online Ad.
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Go to the Admin area.
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Click Tags.
note NOTE Why tags? A channel is a way of describing a program, just like other tags. The channel has special extra features. -
Click the + sign next to Channel to expand and see existing channels.
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Under New, click New Channel.
note NOTE Example Channel: Billboard - Apply to: Default
- Progression: Member, Engaged (these are suitable defaults)
- Success: Engaged
Channel: Party - Apply to: Event
- Progression: Invited, Registered, No Show and Attended
- Success: Attended
Review the Progressions of existing channels for guidance on how to use them. -
Using the Party channel as an example, name your new Channel and select the program type it will apply to.
note NOTE There are several types of programs. Match the channel to the right type. If unsure, choose Default. note NOTE When using “Event with Webinar,” system mappings will be locked (as required by webinar integrations) and cannot be edited. -
Enter the first two program Status names, then click Add Step.
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Enter another program Status and Step number, then click Add Step.
note tip TIP The Step number is used for sorting of program statuses. Note that people cannot go backwards in these progression steps. They can only change status to a higher or equal value status. Use the equal values when statuses are intended to switch back and forth as opposed to a progression. -
Enter the last program Status and Step number.
note NOTE When using the type “Event,” system mapping for Registered, Waitlisted, and Attended statuses is required. As such, those statuses cannot be hidden. -
Pick the Mobile Check-in Status for Registered.
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Pick the Mobile Check-in Status for Attended.
note NOTE Mobile Check-in Status options will only be available if the channel will be for event programs. note NOTE Only people with a Mobile Check-in Status of Registered and Attended will be visible in the Mobile Check-in Apps. note tip TIP If a new person is created in the mobile check-in app, it will be set to Registered in the event program. If a person is checked into the event on the app, it will be set to Attended in the event program. -
Select the Success program status, then click Create.
When you make a new program of that type, this new channel will be one of the choices.