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Creating a Program

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Program Creation Process

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1. Prerequisites

• Program template access
• Required master data
• Program details
• Venue information
• Schedule details

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2. Basic Setup

{
  "program": {
    "name": "Inner Engineering",
    "type": "workshop",
    "template": "ie_workshop_template",
    "schedule": {
      "startDate": "2025-05-01",
      "endDate": "2025-05-07",
      "timezone": "Asia/Kolkata"
    },
    "venue": {
      "id": "bangalore_center",
      "capacity": 100
    }
  }
}

​

Configuration Steps

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1. Basic Information

1. Select program template
2. Enter program name
3. Set program dates
4. Choose venue
5. Set capacity

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2. Registration Setup

1. Configure registration period
2. Set up pricing tiers
3. Define payment options
4. Set cancellation policy
5. Configure waitlist

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3. Form Configuration

1. Review form sections
2. Customize fields
3. Set validations
4. Configure display logic
5. Test form flow

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Program Settings

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1. Basic Settings

{
  "settings": {
    "registration": {
      "startDate": "2025-04-01",
      "endDate": "2025-04-30",
      "allowWaitlist": true,
      "maxWaitlist": 50
    },
    "payment": {
      "currency": "INR",
      "amount": 5000,
      "earlyBird": {
        "amount": 4500,
        "endDate": "2025-04-15"
      }
    }
  }
}

​

2. Advanced Settings

• Communication templates
• Notification rules
• Integration settings
• Access permissions
• Custom fields

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Program Flow

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1. Registration Flow

1. Form submission
2. Validation
3. Payment processing
4. Confirmation
5. Communication

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2. Management Flow

1. Review registrations
2. Process payments
3. Handle modifications
4. Manage waitlist
5. Send updates

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Integration Setup

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1. Website Display

{
  "display": {
    "website": {
      "enabled": true,
      "featured": true,
      "displayOrder": 1,
      "categories": ["workshop", "featured"]
    }
  }
}

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2. External Systems

• ISO website sync
• Payment gateway
• CRM integration
• Email system
• Analytics

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Testing & Validation

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1. Test Cases

• Form submission
• Payment processing
• Email notifications
• Waitlist handling
• Error scenarios

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2. Validation Steps

1. Test registration flow
2. Verify payments
3. Check notifications
4. Test modifications
5. Validate reports

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Launch Checklist

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1. Pre-launch

• Program details complete
• Forms configured
• Payments setup
• Integrations tested
• Team notified

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2. Launch Steps

1. Enable registration
2. Monitor initial registrations
3. Check system performance
4. Handle early issues
5. Update stakeholders

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Monitoring

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1. Registration Metrics

{
  "metrics": {
    "tracking": [
      "registration_count",
      "payment_status",
      "waitlist_count",
      "conversion_rate",
      "form_completion"
    ]
  }
}

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2. System Health

• API performance
• Form submissions
• Payment processing
• Integration status
• Error rates

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Best Practices

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1. Setup

• Use templates
• Test thoroughly
• Monitor closely
• Document changes
• Regular backups

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2. Management

• Regular updates
• Quick response
• Clear communication
• Data accuracy
• Team coordination

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Troubleshooting

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1. Common Issues

• Form errors
• Payment failures
• Integration issues
• Capacity problems
• System errors

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2. Resolution Steps

1. Check logs
2. Verify configuration
3. Test functionality
4. Contact support
5. Update documentation

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Next Steps

• Learn about Program Management
• Study Template Creation
• Review Integration Setup
• Explore Form Configuration