Edit A Plan

Updated by Jillian Galley

We want your Plan to be at its very best before it's made available to our Community, but we completely understand if you need to make small revisions once the Plan is live. Here are the written instructions for how to edit a Plan in the Partner Portal.

IMPORTANT: Please do not edit a Plan if you see the status is In Review. Editing a Plan in this status could affect the publishing of your Plan. If you see a change you'd like to make after you submit the content but before it's approved by our team, please leave a comment on the section you'd like to be modified and our team will update the Plan through the publishing process. 

Finding Your Plan

Your Plan(s) will display on your Partner Portal homepage. You can sort your Plans by clicking on the headers of each column or by scrolling through your list.

Editing Your Plan

Click on the name of the Plan.

If this plan was published before March 15, 2021:

  1. Click the pencil icon on the top right of the day you would like to edit.
  2. Copy the text from the "Read Only" block.
  3. Click the + button toward the bottom left of the above block, and select "Add Text".
  4. Paste the text into this new block, then make your corrections.
  5. Delete the original "Read Only" block.
  6. Save & resubmit your plan! Important: After making edits to your Plan, refresh the page, and then you will need to scroll to the top of the page and click the “Submit Plan” button to resubmit your content.

If this plan was published on or after March 15, 2021:

  1. Click the pencil icon on the top right of the day you would like to edit.
  2. If you are editing text, click the text block you want to edit.
  3. If you are editing an image, audio, or video block, delete the block by hovering over the block and clicking the “trash” icon.
  4. Click the + to create a new block and re-upload your content.
  5. Save & resubmit your plan! Important: After making edits to your Plan, refresh the page, and then you will need to scroll to the top of the page and click the “Submit Plan” button to resubmit your content.
Our team will review what you’ve updated and redeploy your Plan. Once your edited Plan has been published, the status will return back to Live.

What Can't Be Changed?

Once a Plan is live, there are a few things that cannot be edited because of their impact on current subscribers. These elements of a Plan cannot be changed once a Plan is live:

  1. Order/Number of Plan Days
However, you can edit anything in a Plan that hasn’t gone live yet! So check, double-check, and triple-check your work before you submit.

If you aren’t sure what you can edit, leave a comment of what you’d like to modify and ask our team. We’ll let you know if we can or cannot make those edits once the Plan goes live.

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