So you're building a process and you want to test it with some owners or tenants before setting it live for all your customers.

But you don't want to accidentally email or text them before you had a chance to review each email and text in the process. You don't want any typos or unclear language making you look unprofessional!

Or maybe you don't want your team to accidentally use a process you're building before its ready.

Enter Draft mode! The tool you need to help you gradually launch processes. Safely. Faster.

Process Types have 2 modes: Draft, and Live.

Plus, process type modes show your team when a process type is ready to use (keep reading to learn more!)

Process types begin in Draft mode, but ultimately you want to move them to Live mode when you're ready to use them for all your owners and/or tenants.

Draft Mode: Use Draft mode for new process types that you're building--process types that aren't ready to use for all your owners/tenants yet, or you haven't fully tested it yet. Draft mode is the default for new process types so you're already covered here 🙂

Live Mode: Put a process type in Live mode when a process type is ready to use for all your owners/tenants - i.e. when you've tested it thoroughly and are comfortable having all automated emails, texts and Autopilot turned on.

You need a user permission enabled to "change process type modes". If you aren't an admin, check with your account administrator to get permission.

Changing the mode of a process type is easy. All you have to do is flip a switch when you're ready to change modes.

You can find it in these places:

2. In process type settings

Simply flip the switch when you're ready to change the mode from Draft to Live, or Live to Draft!

When a process type is in Draft mode, a nice "Draft" label will appear next to the process type in your navigation. This will help your team know if a process type is ready for them to use or not. (E.g. Draft = not ready to use 😉 )

When a process type is in Draft mode, you can start a new process the way you normally would by clicking "Start Process".

But when you start a process, all automated emails and text messages will be reverted to manual steps.

This ensures you don't automatically email an owner or tenant when you first start using the process with them in real life.

Building and optimizing your standard processes is hard. But with process type modes, you can rest a little more easily, knowing you have a clear, safe path to build and launch your processes.