I continually hear that this is a commonly requested feature but was surprised that there doesn't seem to be a post specific to this topic (searched by Programs and Advanced Outreach) vs the one off requests for individual program functions.
I have to highlight just how frustrating it is that you cannot edit a published Program (save for the schedule and entry criteria).
You can't change the query
You can't add or remove a step
You can't tweak the settings of a Create CTA step (this required duplicating the journey twice to to try a different setting and then remove the step due to the bug)
You can't adjust the wait timer
You can't modify the conditions on a conditional wait
Nearly every single adjustment to a Program requires duplicating it and then tracking historical metrics manually. This is not just an issue with live Programs but with Programs that are built to test. Since it has to be published to run through the test conditions, any corrections are to be made on a duplicated version.
The biggest issue I have found regarding this missing functionality is that you lose any 'once in a lifetime' or re-entry criteria limitations you set on the original journey. Any time we've had to make a little tweak, either due to addressing bugs or actual changes to our flow, has required duplicating the journey (now on our 4th iteration) and we lose that limitation.
There is no native way to prevent someone from re-entering the duplicate journeys. The only way I can think to prevent this is to now go back and edit the logic in the query builder filter to exclude any contact that received a specified email in X amount of days...which is a different space/data set task to incorporate and will require a rework of my entire query AND . . . duplicating the journey.
+7ajprince wrote:
Looks like this feature would really help a large number of people, including us. Haven’t seen any updates on this in awhile, and the original post was from 4 years ago. Are there any updates that can be shared?
There’s a BETA right now for the new JO which I believe is where this idea is being developed. Not sure on the GA for the beta, but since it is active right now it would likely be in the next 1-2 quarters if I had to guess.
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+6Are there any updates that can be shared on this? Something that’s available now, or possibly planned for GA in January?
+12In Dynamic we still cannot update a filter in the query. In the original Programs there was a work-around to Pause the Program, make the update and re-publish. Dynamic Programs that are paused do not allow query changes. Our current use case is to change the number of days we are looking back to add participants from 5 days to 20 days, so we are not adding or removing fields, just making a small adjustment to a filter. Rules allows us to do this at anytime without issue, but the save button is greyed out in Dynamic Programs.
Angela Domenichelli (She/Her/Hers)
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+3angela_domenichelli wrote:
In Dynamic we still cannot update a filter in the query. In the original Programs there was a work-around to Pause the Program, make the update and re-publish. Dynamic Programs that are paused do not allow query changes. Our current use case is to change the number of days we are looking back to add participants from 5 days to 20 days, so we are not adding or removing fields, just making a small adjustment to a filter. Rules allows us to do this at anytime without issue, but the save button is greyed out in Dynamic Programs.
We’ve come across this too
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+5Going to echo the call on allowing edits to a query within Dynamic Programs, even if it requires the program to be paused before doing so. This is a key feature gap that I would hope to see resolved prior to any forced migration of existing programs.
We often run into instances where segmentation for an ongoing, habits based program needs to be adjusted to be more/less inclusive based on CS feedback and needs. This is doable within the existing Advanced Programs and is one of the key reasons we’ve held off on migrating those over to the new version. Otherwise, we’d find ourselves continually stopping/cloning which is not sustainable.
+1Not going to lie, “new” JO still feels very clunky and buggy:
- Can’t modify query on a Published JO Program - Am I crazy or was this easily done in the “old” JO Program. Huge step backward if we can’t do that.
- Regularly have issues trying to load the audience (existing query just doesn’t show as existing)
- Multiple errors trying to Publish without any context or description
- Saved filters in Email versions disappearing
- Created a CTA step and “Survey Response URL” just disappears each time you try and save
- Can’t do semi-anonymous surveys, at all
- Weird behaviors and loading when looking at Participants
Don’t get me wrong, some of the updates are awesome and super slick, but just seems to come at the cost of basic functionality and having the customers doing the QA’ing.
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+3Adding on here that we are seeing the same issues
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