Pre-Publish Checklist for Creators
Once you've Created Your First Program and carefully customized your Program's Checkout Page, you're just about ready to Publish Your Program. Before you hit publish, take a few minutes to go through the list below to make sure you haven't missed anything!
Checklist Before Publishing
Use this checklist as a general guide to determine what steps you will want to consider before publishing your first program.
Phase 1: New Signup
- Create your account.
- In Settings, you can invite team members to your account.
- Set a program publish date in the future.
- Setting a realistic publish date helps you take a good, honest look at your calendar and plan backward for how you will work to create all the content needed for your first SMS program.
- Create new program.
- The Programs page is where all the programs you create can be accessed. To get started with creating a program, click on Create New Program.
Phase 2: Designing and Building Content
- Define your objective.
- Make sure that everything you include- from how you design the delivery of messages to the content itself- helps your participants benefit in the way you intend.
- Organize your content.
- Think about the best order to present your content, and group related themes, topics, and activities together.
- Set your cadence.
- You can choose to send your program’s messages daily, on weekdays or weekends only, or on specific days of the week.
- You can always change this setting, but it may have significant content implications the later you wait to change it.
- You can choose to send your program’s messages daily, on weekdays or weekends only, or on specific days of the week.
- Finalize program assets.
- Program assets are resources to help participants accomplish each day’s task and ultimately achieve the program’s objective.
- *Whether including audio files, video files, pngs, pdfs, links, surveys or forms, finalize your program’s assets before beginning to write the SMS content.
- Program assets are resources to help participants accomplish each day’s task and ultimately achieve the program’s objective.
- Write SMS content.
- Written SMS messages are a great way of reinforcing important ideas and concepts and can encourage participants to apply those ideas via tasks or activities.
- Preview the Mobile Experience.
- In Create, use the Preview Mobile Experience feature to view what content you’ve added to each day/topic. This allows you to view your program in the same way your participants will on their mobile device.
Phase 3: Submitting Content for Review
- Review your program.
- Ensure all replies have a response, check for any typos and/or grammatical errors, and upload any attachments or links that you are sharing to individual messages. Our review team will put your program through a technical and content review, but you are essentially ensuring quality control.
- *Remember to use the Preview Mobile Experience feature in Create to experience your program in the same way your participants will on their mobile device.
- Ensure all replies have a response, check for any typos and/or grammatical errors, and upload any attachments or links that you are sharing to individual messages. Our review team will put your program through a technical and content review, but you are essentially ensuring quality control.
- Submit your program for review.
- Our review team will put your program through a technical and content review to ensure that no major technical flaws exist and your program's content does not violate our content policies.
- Wait for feedback from our team.
- We’ll provide you feedback through a program review table explaining where any issues can be found, what types of issues they are, and specific notes for resolving each issue.
- Refine and revise your program.
- Using the feedback provided, you can refine and revise your program as needed.
- Submit updates for review.
- Once you've updated the program, you can resubmit for review.
- Wait for program approval and final authorization.
- Once a program is approved, the phone numbers for SMS and WhatsApp will be assigned and you can publish your program.
Phase 4: Publishing your Program
- Publish your program!
- Once you’ve published your program, you can start promoting and selling your program.
- *In Sales, you can see all of the orders placed for any program within your account.
- Once you’ve published your program, you can start promoting and selling your program.