Sometimes you might want to update an automation with new activities, frequencies, or other adjustments. Instead of editing the automation and risk messing with the statistics, you can create a new version of it and update that instead.

By creating a new version, you'll have a “sibling” to the original automation. All versions will be connected but you’ll be able to follow the varieties in the statistics per automation, depending on your adjustments. This is a great way to see how your changes affect the customers in the automation.

Here’s how to create a new version from within the automation:

1. Click the three dots in the top right corner.
2. Select Create new version.
3. Name the new version and add a description of what you've changed.

4. Click Save.

The new version is opened as a draft. Any edits you make in it will only affect that version.

Article last reviewed 29 September 2025 07:34