Skip to main content

How to Update an Existing Plan

Manuel Gonzales
  • Updated

Overview

You need to modify/update an existing plan version and you are looking for instructions on how to do it from the Plan Designer/UI.

 

Solution

If your plan is in an 'Available' version, you will need to create a new version. However, if your plan is in a saved 'Draft' version, you can modify its name and/or settings without creating a new version.

Using the Plan/Config user for the provider, log in to the Plan Designer and follow the steps below according to your version:

Plan in 'Available' version

  1. Navigate to the 'Plans' tab and select the plan to modify
  2. Click on the 'Available' version status and select 'New version'

    mceclip0.png

  3. Enter a new name for the version and update the settings as needed.

    Screen_Shot_2022-11-16_at_15.57.34.png

  4. Save the settings using the button on the top right corner.
  5. Once saved, the version is created in 'Draft' mode.
  6. In order to make this new version available, one needs to Launch it.

    mceclip3.png

    Note: Only one version can be launched/available at a time. Launching this new version will suspend the previous one and it might be necessary to migrate the subscribers.

    mceclip5.png

  7. Once launched, the new version will be shown as Available, and the previous one as Suspended (so it can be restored/launched in the future).

Plan in 'Draft' version

  1. Navigate to the 'Plans' tab and select the 'Draft' version to modify
    mceclip2.png

  2. Modify the name and settings as needed.
  3. Save the settings using the button on the top right corner.
  4. Once you are ready to make this new version available, click on the 'Draft' status box and select Launch.