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!


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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.
  • 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.
  • 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.
  • 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.

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