Here you can find information about the different program statuses and the actions that you can perform on a program. This can be found in the program list under Automation > Automation or in the top right corner of the workspace.
Notes:
- Programs using the legacy editor will be switched to the New Editor in April 2021. For more information on the timeline, see Switching programs to the New Editor.
- There are fewer program statuses and actions and you can make small adjustments to a program regardless of its status in the New Editor. For more information, see Fewer program statuses and actions and Making small adjustments to your program.
Introduction
The program status is shown in the program list and can also be seen in the workspace. To change the status of the program, click the drop-down in the top right corner.
The available options will depend on the current status. Next to each action is an explanation of what effect this has on contacts who are eligible to enter the program and what happens to contacts who are already in it.
The border of the workspace will change color according to the status, as described below.
Program status
A program can be in one of the following statuses:
- In design
The program is currently being worked on and has not yet been activated. The program is fully editable.
The workspace has no border.
- In testing
Test mode has been turned on. The program must pass all validation checks before it can enter test mode. Participation settings are taken into account during testing, scheduling is ignored. For more information, see: Testing programs.
The workspace has a purple border.
Notes:
- Program testing is not available in the New Editor.
- You can only test transactional programs in the legacy editor.
- Active
The program is complete, has passed all validation checks and is now live. Contacts can enter the program, progress along it as defined, and actions and responses are tracked for reporting.
The workspace has a green border.
- Paused
The program has been paused; you can make some limited changes to the content or check the initial results. New contacts can enter the program, but they will not advance in it. Contacts in the program are queued at the next node. Both Active and Scheduled programs can be paused.
For more details, see Pausing, freezing and aborting programs.
The workspace has a yellow border.
- Error/Fail-safe - This is a sub-category of the Paused status, but this happens only if there is a problem during the execution of the program, and only Emarsys can re-activate the program.
For more details on the Fail-safe status, see Fail-safe mode.
The workspace has a red border.
- Frozen
As per paused, but closed to incoming contacts.
For more details, see Pausing, freezing and aborting programs.
The workspace has a yellow border.
- Finished
Once a program reaches the end point defined in the Scheduling dialog box, it is finished. No more contacts can enter the program, but the contacts in the program can continue to progress along it until they exit it one way or another. Finished programs cannot be edited or reactivated.
The workspace has a green border.
- Paused finished - This is a sub-category of the Finished status, and occurs when a paused program reaches its end date, if one has been defined.
The workspace has a green border.
- Scheduled
The program has been Launched, but has a start date that is in the future. All settings for scheduled programs can be fully edited.
The workspace has a green border.
- Aborted
The program has been aborted and all contacts in it discarded. Aborted programs cannot be edited or reactivated.
For more details, see Pausing, freezing and aborting programs.
The workspace has a black border.
Program actions
You can perform the following actions on a program:
- Test
This puts the program to the state In testing. A program can only be tested if it has passed all validation checks. For more information, see Testing programs.
Notes:
- Program testing is not available in the New Editor.
- You can only test transactional programs in the legacy editor.
- Activate
This puts the program to the state Active. A program can only be activated if it has passed all validation checks.
- Pause
This puts the program to the state Paused. Only Active or Scheduled programs can be paused. If a program is paused, all contacts in it are queued and processed when it is reactivated. Contacts that would normally enter the program during this time are also queued and enter it when it is active again.
Important:
- The status of Paused programs changes to Frozen after three days. As opposed to Aborted programs, Frozen programs keep their participation settings and data, and they can be reactivated.
- Pausing a program should be a temporary action. If you want to suspend program activity for longer than three days, you should use the Freeze function instead.
- Resume
This puts a Paused or Frozen program to the state Active. Only Paused or Frozen programs can be resumed.
- Freeze
This pauses a running program and closes it for incoming contacts.
- End
This closes the program to new contacts but allows those already in it to progress and complete their journey.
- Abort
This stops all activity in the program, closes it to new entrants and discards all contacts already in the program.
