Add and customize strategies in your BIP

Add a strategy

1. Open your BIP and click a strategy page, for example Teach: What and How.

2. Click the dashed + tile under a step.

3. Search or use the filters (goal, function, situation) to find a strategy.

4. Hover the strategy and click Add to BIP.

5. Add more with the new + tile, and fill each step on the page the same way.

6. Click Save and Close. Then do the same on the Prevent: When and How and Reward and Respond pages.

Quick changes inside the BIP

On the added strategy tile you can change the title and short description right away. Hover the image and click Edit Thumbnail Image to upload a picture or Generate with AI. Click the red trash icon to remove the strategy from this BIP.

Customize the full strategy

1. Hover the strategy image and click Open Strategy, then View & Customize.

2. Click Edit. You are now in Edit Mode.

3. Click Edit on the side panel or on any step card to change text and images, then click Save on that panel.

4. Click Save at the top. Choose Save to BIP Only, or Save to BIP & Create Template to also keep a copy in your Strategy Library.

5. Click Close to go back to your BIP.

You need both saves: the panel Save and the top Save. A red banner reminds you when changes are not applied yet.