Online Programs: Editing Your Program Settings

8 min read
After creating an online program, you can update or change the settings from the Online Programs tab in your site's dashboard.
Change your program's name, describe what your program is about, set your prices and schedules, or decide whether to assign groups and badges to your participants.  
A screenshot of the Program Settings panel for Online Programs in a site's dashboard.
In this article, learn how to:

Editing your program's basic info

Give your program a name and an image that tells your participants what they can expect. Create a description that encourages participants to join and add categories to allow participants to filter programs by category.

To edit basic info:

  1. Go to Online Programs in your site's dashboard.
  2. Click the More Actions icon  next to the program you want to edit.
  3. Select Edit Settings
  4. Click Basic Info
  5. Customize the settings based on the following options:
    • Program name: Enter a new name or edit the existing one.
    • Category: Add category labels to appear in your program list to help organize your list to make it easier to find.
    • Cover Image: Customize your cover image:
      • Add a new image: Click the Add Image icon to add a new cover image.
      • Replace the image: Hover over it and click the Update icon
      • Delete the image: Hover over the image and click the Delete icon .
    • Description: Update your program description or enter a new one.
    • Instructors: Add instructors and assign them to your program.
  6. Click Save
A screenshot of the Basic Info panel for Online Programs in a site's dashboard.

Updating your program's visibility and pricing

Customize the audience, participant capacity, and payment options for your program. Then, automatically generate invoices upon purchase.
Important:
Make sure your site has a Premium plan in order to accept payments. 

To edit visibility and pricing:

  1. Go to Online Programs in your site's dashboard.
  2. Click the More Actions icon  next to the program you want to edit.
  3. Select Edit Settings
  4. Click Visibility & Pricing.
  5. Customize the settings based on the following options:
    • Decide who can view and join the program under Visibility
      • Public: Anyone can view and join the program. 
      • Private: Anyone can view the program, but you need to approve any new participants. 
      • Secret: Only participants that you invite can view the program. 
    • Decide whether people pay to join a program under Pricing:
      • Free: There is no charge to join your program. 
      • Pay to join: Participants pay a set price to join the program. 
        • One-time payment:  Set a price for participants to pay and join your program. Then, automatically send an invoice when someone purchases your program.
        • Include in a Pricing Plan: Include the program in a subscription or pricing plan. Then, turn on automatic invoices for pricing plans in Pricing Plan Settings.
    • Set how many people can join the program under Number of Participants:
      • Unlimited: There is no limit on how many participants can join. 
      • Limited: Set the maximum number of participants who can join. 
  6. Click Save
A screenshot of the Program Settings panel for Pricing and Visibility in a site's dashboard.

Managing your program's schedule

Make your program self-paced or set a schedule. You can also choose the duration of your program and decide whether or not to show participants future steps. 
Important:
  • Ongoing programs are no longer available. If you already have an ongoing program set up, you  cannot duplicate it.
  • Pacing options cannot change once participants have joined the program.

To edit scheduling:

  1. Go to Online Programs in your site's dashboard.
  2. Click the More Actions icon  next to the program you want to edit.
  3. Select Edit Settings
  4. Click Scheduling
  5. Set your program to be self-paced or to run according to your schedule: 
A screenshot of the Scheduling panel of an online program.
6.  Click Save
Tip:
You can add steps at any time to a published program that is live and has participants. Learn more about about managing your program's steps.

Connecting a group to your program

Connect a group to your program to encourage ongoing discussions and progress sharing among participants. This dedicated group enables engagement through polls, posts, comments, and updates. 

To connect a group:

  1. Go to Online Programs in your site's dashboard.
  2. Click the More Actions icon  next to the program you want to edit. 
  3. Select Edit Settings
  4. Click Group
  5. Click Connect Group.
  6. Select the checkbox next to the relevant group.
  7. Click Done
  8. (Optional) Enable the Suggest posting to group toggle to show participants a suggestion to share their progress on the step they completed.
  9. Click Save.
A screenshot of the Group panel for Online Programs in a site's dashboard.
Tip:
Once you've created a group for your program, you can manage the group's settings such as member list, and content in each tab. Additionally, you can disconnect or connect a different group as needed.

Adding Rewards

Acknowledge participants' achievements with customized badges reflecting their accomplishments in the program. Additionally, boost motivation by designing and sharing certificates upon program completion, encouraging participants in their journey.

To add a reward:

  1. Go to Online Programs in your site's dashboard.
  2. Click the More Actions icon  next to the program you want to edit. 
  3. Select Edit Settings
  4. Click Rewards.
  5. Click Add Reward.
  6. Choose what reward you want to add to your program: 
    • Certificate: 
      1. Click Create Certificate.
      2. Start creating your certificate.
    • Badges: 
      1. Click +Add badge.
      2. Select the checkbox(s) next the relevant badge or click +New Badge to create a new one.
      3. Click Save.  
      4. Select the relevant checkbox to decide when participants earn a badge:
        • Complete all steps.
        • Complete at least one step. 
        • Everyone gets a badge.
  7. Click Save.
A screenshot of the Rewards panel with a certificate and badges connected to a program.

Setting notifications for your program

Set which notifications your participants receive about their program progress. Choose from email, mobile, or web notifications.

To edit notifications:

  1. Go to Online Programs in your site's dashboard.
  2. Click the More Actions icon  next to the program you want to edit.
  3. Select Edit Settings.
  4. Click Notifications
  5. Enable the toggle to notify your participants: 
    • Invitation: This is always enabled to notify site members when they’ve been invited to join this program.
    • Steps For Today: Notify participants on days they have steps to complete.
    • Program Has Ended: Let participants that the program has ended. 
    • All Steps Complete: Congratulate participants when they complete all steps in the program. 
  6. (Optional) Click Go To Automations under Want to explore more notifications? to create custom automated emails for your program.  
  7. Click Save. 
Tip:
Click Customize Email next to a notification to tailor the content of the email your participants receive.

Editing your program's SEO settings

Optimize your program's SEO settings to include features such as title tags, meta descriptions and more. Tailor your program for social media sites, and access advanced SEO options.

To edit the SEO settings:

  1. Go to Online Programs in your site's dashboard.
  2. Click the More Actions icon  next to the program you want to edit.
  3. Select Edit Settings.
  4. Click SEO.
  5. Choose what settings you want to edit: 
    • SEO Basics: View how your program shows up on search engines, update title tags, meta descriptions, or your URL. 
    • Social share: Customize how your program looks when people share it on social networks.
    • Advanced: Mark up elements on your program so that search engines can understand the data, index the content for bots to interpret, and help search engines get important info about your program.  
  6. Click Save
Tip:
Click Go to SEO Settings to customize additional SEO settings for your programs. 

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