Using automation process versioning

The system stores the version history of automation process as they are modified by users. Versioning allows you to view and compare process versions and revert processes back to previous versions.

Version numbering

Every version of an automation process has an identification number. By default, the system assigns numbers to versions according to the following rules:

• When you create a process, its version number is 0.1.
• When you modify a process, the system creates a minor version and increases the number by a decimal point. For example, from 0.2 to 0.3, then to 0.4 and so on.
• Click Make current version major promotes the latest minor version to a major version. This increases the number before the period and resets the decimal number to zero. For example, 0.4 becomes 1.0.

Viewing and comparing process versions

1. Open the Marketing automation application.
2. Edit () the process for which you want to view the versions.
3. Switch to the Versions tab.
4. Click View () next to the version you want to view.
5. Select a version for comparison using the Compare to drop-down list. The older version appears on the left.

Rolling back versions

To revert an automation process back to a previous version:

1. Open the Marketing automation application.
2. Edit () the process for which you want to view the versions.
3. Switch to the Versions tab.
4. Click Roll back next to a version.

The system makes a new copy of the version and marks the copy as the latest version.