Manage Programs

Manage your SheerID programs from the Programs menu.

My Programs

Click the Programs icon in the left navigation menu to view a list of your offer programs.

The list view displays all of your active programs that are either in Test or Live mode, in reverse chronological order by creation date, with the following information for each program:

  • Offer Name
  • Offer Type
  • Codes Remaining (Single-use codes only)
  • Offer Status: either Test or Live

Click on a program to edit the program or Program Settings.

Archive Program

Archiving a program disables the program for use by consumers. You may wish to archive a program rather than deleting it to:

  • Keep your list of programs clean
  • Avoid accidental editing of a program that is no longer in use

Data for archived programs is excluded from reporting by default. You can override the default setting to include archived program data by choosing All Programs, including Archived in your reporting Program Filter.

To archive a program:

  1. Click the Programs icon in the left-hand menu.
  2. From the My Programs page, click the kebab (3 dots) menu icon for your program. The menu will appear to the right of the Status column when you hover over it.
  3. Click Archive Program.
  4. Confirm your choice by clicking the Archive button:

Archive Program

Clone Program

To clone a program:

  1. Click the Programs icon in the left-hand menu.
  2. From the My Programs page, click the kebab (3 dots) menu icon for your program. The menu will appear to the right of the Status column when you hover over it.
  3. Click Clone Program.
  4. Select a segment for the new program from the dropdown menu.
  5. Confirm your choice by clicking the Clone button.

Clone Program