In Trackler, you define your standard programs at the workspace level — typically based on journey type or target audience. But sometimes, you need to make an exception for one specific Track. For example:
You're working on an unusual case
One client requires a custom setup
You want to temporarily add or remove a step
In those cases, you can change the program on the individual Track itself. Here's how.
When would you change a program at Track level?
You’re using a standard program but want to make an adjustment for a single person
You want to add a few extra steps to just one Track
You want to use a different order of milestones for this case
You want to test a new version of a program on a single Track first
How to update the program on a Track
Go to the Track where you want to change the program
Find the Program section
Click the dropdown and select the updated or different program
The milestones and settings from the selected program will now load into the Track
Make any further customizations as needed
Review everything and inform the Trackee if relevant
Want to change the program itself?
If you want to edit the program for all future Tracks, make the changes in the general Program settings. You can find more information behind this link.
Important notes
Existing progress in the Track will remain; milestones that no longer exist will be hidden
Trackees only see the steps that are set to visible
Metadata is only visible to Track Leaders, not to Trackees