ActiveCampaign automation version control

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ActiveCampaign Automation Version Control: How Automation Revisions Let You Roll Back Changes

Introduction

ActiveCampaign's automation version control feature enables users to revert their automations to previous versions after making modifications. This functionality is particularly beneficial for marketers and users who might change their automation settings but later decide that the previous configuration was preferable. With the ability to roll back changes in both active and inactive automations, users have peace of mind knowing that every change they make is saved for reference.

How to Access This Feature

To access the automation version control feature, navigate to the automation workflow builder of your desired automation. Once in the builder interface, look for the turn back time icon located on the upper right side of the screen.

Step-by-Step Instructions

Follow these steps to revert to a previous version of your automation:

1. **Open the Automation Workflow Builder**:

  - Access your automations and select the automation you wish to modify.

2. **Locate the Turn Back Time Icon**:

  - In the upper right corner of the dashboard, click the turn back time icon.

3. **Review Previous Versions**:

  - A list of all saved previous versions of your automation will be displayed. Each revision will show a timestamp along with the avatar of the user who made the changes.

4. **Preview Changes**:

  - Hover over any of the previous versions. A Preview button will appear alongside a description of the changes made and the user responsible for those modifications.

5. **Select a Previous Version**:

  - Click on Preview to open a modal window displaying a snapshot of that earlier version.

6. **Revert to Previous Version**:

  - If you decide to roll back, select the Use This button in the modal window. This action will revert the automation back to the chosen previous version.

Configuration Options and Settings

The automation version control feature integrates seamlessly with various UI elements to facilitate an easy rollback process. Notable settings include:

- Turn Back Time Icon: This icon allows you to access previous versions. - Preview Button: Enables users to visualize earlier versions. - Use This Button: The final selection button to revert to the desired version. - Wait Actions: When reverting, the system shows all Wait actions that currently have contacts in them, allowing users to manage how contacts are transitioned back into the automation.

Best Practices and Tips

- **Frequent Revisions**: Encourage regular updates to automations and utilize the version control feature to maintain backward compatibility if needed. - **Document Modifications**: Maintaining clear internal notes on significant changes can help identify the best version to revert to in case of issues. - **Test Before Finalizing**: After rolling back, ensure to run a test of your automation to confirm that it functions as expected before fully implementing. - **Communicate with Your Team**: If multiple users are working on automations, ensure that all team members are aware of changes made for cohesive automation management.

Common Use Cases with Examples

1. **Unintended Changes**: If a user accidentally deletes a crucial step in an automation, they can use version control to revert to a stable setup. 2. **Performance Analysis**: A marketing team might test different approaches (e.g., varying email content) and analyze which automation version yields the highest engagement, rolling back any unsuccessful experiments. 3. **Collaboration**: When multiple team members edit an automation, version control acts as a safeguard against conflicts or unwanted changes.

Troubleshooting

If you encounter issues while using the automation version control feature, consider the following tips:

- Ensure you are in the correct automation workflow before attempting to revert to a previous version. - If the turn back time icon is not visible, confirm that you have the necessary permissions to edit the automation. - Remember that reverting does not affect the overall structure of the automation; it cautiously transitions only to the selected version without permanently deleting newer changes until confirmed.

FAQ

1. Can I revert to a version of my automation that has been deleted?

No, you can only revert to previously saved versions that are still available in the version history.

2. Will reverting to a previous version affect current contacts?

Yes, if contacts are in any Wait actions at the time of reverting, you will have options to either exit them from the automation or transfer them to an appropriate Wait action.

3. How far back can I revert my automation?

You can revert to any saved version, subject to the available history tracked by the automation version control feature.

4. Is there a limit to how many versions are saved?

While the documentation does not specify, generally, systems will manage version histories to balance storage and functionality.

5. What happens if I decide I don't want to revert back?

You may simply close the modal preview without hitting the Use This button to keep your current version intact.

6. Are modifications tracked for all users?

Yes, any changes made are tracked and shown alongside the avatar of the user who performed the edits.

7. Can I undo a revert?

Once you revert to a previous version, you cannot undo that action directly; however, you may use the version control feature again to select another version.

By understanding and utilizing the automation version control feature, users can effectively manage their automation changes, allowing for a more organized and efficient workflow. ```