> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/advocate-program/getting-started-with-advocate/create-and-publish-a-program-draft-for-advocate.md).

# 为 Advocate 创建并发布项目草稿

如果你想在不暂停现有推荐计划的情况下对其进行调整，那么可以创建计划草稿。草稿可让你从整体上审查并发布对计划设计和客户触点所做的更改，包括：

* 计划规则和奖励
* 计划电子邮件和小部件
* 落地页配置
* 社交消息

#### 创建计划草稿

每个计划一次只能有一个处于激活状态的草稿。你所做的任何更改都会自动保存到草稿中，并且必须发布后才会生效。

<details>

<summary>计划规则</summary>

1. 从左侧导航菜单中，选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → 项目规则**.
2. 根据需要进行更改。
   * 你的草稿必须至少包含一个转化目标。如果你的计划没有目标，那么当你尝试保存更改时，你会收到一条错误消息。

你的更改将自动添加到计划草稿中。

{% hint style="info" %}
**注意：** 翻译和全局奖励不包含在计划草稿中。如果你的计划草稿中包含了对客户触点（如计划电子邮件或小部件）的修改，你可以 [在发布后更新你的翻译](/brand/zh/what-would-you-like-to-learn-about/advocate-program/advocate-program-settings/translate-and-localize-your-advocate-program.md) 。如果你的计划使用了 [全局奖励](/brand/zh/what-would-you-like-to-learn-about/advocate-program/advocate-rewards/create-a-reward.md)，那么你对该奖励所做的任何更改都会立即上线。
{% endhint %}

</details>

<details>

<summary>计划内容</summary>

1. 从左侧导航菜单中，选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → 内容。**
2. 打开内容编辑器。
   * 在……上 *小部件* 卡片中，选择 **编辑小组件**.
   * 在……上 *邮件* 卡片中，选择 **编辑邮件**.
3. 在 *项目小组件* 或 *计划电子邮件* 在侧滑菜单中的标题下，选择你想更改的项目。
4. 完成更改后，选择 **保存草稿** 位于顶部导航栏中的。你的更改将被添加到你的计划草稿中。

如需帮助修改你的小部件或电子邮件，请参阅我们关于以下内容的文档： [自定义小部件](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participant-experiences/widget-experiences/customize-program-widgets.md) 和 [电子邮件](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participant-experiences/email-experiences/create-and-customize-advocate-program-emails.md).

</details>

#### 发布计划草稿

拥有完全访问权限或计划经理角色的团队成员可以创建、更新、放弃或发布计划草稿。如果你是完全访问权限的团队成员，并且不希望你的计划经理能够发布草稿，请联系我们的支持团队以调整你的 [用户权限](/brand/zh/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/advocate-team-member-roles-and-permissions.md).

1. 从左侧导航菜单中，选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → 项目规则** 或 **内容**.
   * 在……上 **内容** 页面，选择 **编辑小组件** 或 **编辑邮件** 以打开内容编辑器。
   * 选择你已更新的计划小部件或电子邮件。
2. 在顶部导航栏中，选择 **发布**.
   * 系统会显示一条消息，总结你更改的区域。发布后，所有这些更改都将应用到你的实时计划中。如果你不希望其中某些内容被包含在内，那么你可以放弃该草稿。
   * 如果你在你的计划不包含转化目标时尝试发布计划草稿，你会收到一条错误消息。添加一个转化目标以继续。
3. 选择 **发布** 立即将所有更改推送到你的实时计划中。


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/advocate-program/getting-started-with-advocate/create-and-publish-a-program-draft-for-advocate.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
