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Set Up Programs in CPM

Overview

A Program is a set of ordered operations or initiatives implemented to perform a specific task. Programs are equivalent to campaigns. For example, there can be HR's Onboarding Program, Marketing's customer segment reach campaign, and reach new customers campaign. Programs are associated with consent forms to track consents for a program. Managers associated with the program can view and edit the consent forms associated with that program and can only view the consents submitted using these forms.

Setting Up a Program

To set up a program, follow the steps below.

1
From the Consent & Preferences platform navigation panel, select Setup > Programs.
Setup Programs menu
2
From the Programs page, click the Add New button.
Add New Program button
3

Enter the program details under the Basic Details section.

Program Name – the unique name assigned to the program
Description – brief description of the program
4
Add a manager to associate with the program by clicking the Add Manager button or the icon at the upper right corner of the page.
Add Manager button
5
Select a user from the drop-down list or search the user's name in the search field provided. You can add multiple managers as needed. 
Add Manager from drop-down list

If you wish to remove a manager from the list, simply click the Delete button next to the Manager's name.

Remove a manager
6
Once all program details are filled in, select the Add button to create the program.
Program created and added to the list
TrustArc  ·  Setting Up a Program  ·  trustarc.com