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      How to Create a Program Step

      Steps help facilitate the relationship between mentees and mentors and provide guidance for what's next in the program.

      Overview

      Program Steps allow you to guide participants through key actions in their mentoring journey. You can set up steps that appear instantly, on a schedule, or based on specific user activities (called triggers).

      This article explains how to create, edit, and manage your program steps.

      Creating a Program Step

      1. Log in to the Qooper Admin Dashboard.

      2. Navigate to the Steps section from the left sidebar menu.

      3. Click Create Step at the top left of the page.

      4. Fill out the required fields:

        • Title

        • Viewer Type

        • Publish Type

        • Action Type

        • Description

      5. Once completed, click Create at the bottom of the page.

      After publishing, users will receive a push notification on the mobile app or website when new steps become available.

      ⚠️ Note: Triggered steps only impact new users by default. Existing users will not receive triggered steps unless the Prior Activity setting is turned on.

      What Are “Viewer Types”?

      • Everyone: Step is visible to all participants, regardless of whether they are mentors or mentees.

      • Mentees: Step will only be visible to mentees.

      • Mentors: Step will only be visible to mentors.

      What Are “Publish Types”?

      • Instant: The step is published immediately once you click Submit.

      • Scheduled: Choose a specific date and time for when the step should be published.

      • Trigger: The step will be published after a participant completes a specific action (for example, first match, first meeting, or first message sent).

        • You can also set a delay for how long after the action the step should appear.

      When using the Trigger publish type, you’ll also see the Prior Activity toggle. This determines whether the step should apply only to future trigger activities or also to participants who have already completed the action.

      To learn more about what the Prior Activity toggle does and when to use it, click here to read the full article ➜

      What Is the “Action Type”?

      Action Type defines what participants are guided to do when they complete a step.

      There are nine different Action Types available, each directing the user to a related activity (for example, Go to Learning, Schedule a Meeting, or Send a Message).

      How to Edit or Delete Existing Steps

      1. Find the step you want to modify.

      2. Click the three dots (⋯) next to the step.

      3. Choose Edit Step or Delete Step.

      4. After editing, click Update to save your changes.