How to copy a program in MySheerID

In order to save time when setting up a new program in MySheerID, you can leverage an existing program by making a copy that will carry over important customizations like styling and wording.

In this article, you will learn how to copy an existing program to a new program. This can be done for the same or a different consumer community as the original program.

The sections below will describe the differences between copying a program in the same consumer community or a different one.

How to make a copy of a program

To make a copy of an existing program, simply click on the 3-dot option menu on the right side of the program you want to duplicate and choose Copy.

You will then have the option to select a segment for your new program.

Nearly all program settings will be copied to the new program, but there are some exceptions depending on whether it is for the same or a different community. Details are below.

Same consumer community

There are two program settings that will NOT transfer to the new program and must be configured:

1. testMode – This will always be true for the new program.
2. Reward Pool - All offer configurations are copied over, but the reward pools are unlinked.

New consumer community

There are additional program settings that will need to be configured if creating a program for a new consumer community from a copy.

1. testMode – This will always be true for the new program.
2. Reward Pool – All offer configurations are copied over, but the reward pools are unlinked.
3. Eligibility definition (subSegments, organizationTypes, affiliationTypes)
4. Some community-specific references will need to be updated.
   • For example, the headline of the Collect step references the program's segment (Student, Military), so we use the default headline message for the target segment.