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How do multiple versions work with Automations?
How do multiple versions work with Automations?

As an Admin, learn how updating or changing an Automation affects the current enrollments and future enrollments in that Automation.

Kelly Yoon avatar
Written by Kelly Yoon
Updated over 2 months ago

When you edit an Automation and Save, you have two choices:

  1. Create a new version

  2. Update current version

If you Create a new version, this will be saved with a new version identifier (ie. V2, V3, V4, etc.). For live Automations, existing enrollments will not be affected. Any new enrollments will be enrolled on the newest version.

If you Update current version on a live Automation, Users that are currently enrolled will be affected by this change.

NOTE: We recommend adding Version notes any time that you make changes to an Automation and save it as a new version. This allows you to keep track of the changes made, and better organize all of your automated processes.


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