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 Keap Cookbook

You're reading from   Keap Cookbook Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

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Product type Paperback
Published in Jun 2024
Publisher Packt
ISBN-13 9781805129493
Length 298 pages
Edition 1st Edition
Concepts
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Author (1):
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Michelle Bell Michelle Bell
Author Profile Icon Michelle Bell
Michelle Bell
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Toc

Table of Contents (20) Chapters Close

Preface 1. Part 1: Getting Started with Keap FREE CHAPTER
2. Chapter 1: System Overview 3. Chapter 2: Designing Your Space 4. Chapter 3: Managing Contacts 5. Part 2: Streamlining Communication
6. Chapter 4: Communicating with Your Lists 7. Chapter 5: Managing Sales Pipeline 8. Part 3: Sales Pipeline Management
9. Chapter 6: Marketing Forms and Landing Pages 10. Part 4: Automation and Reporting
11. Chapter 7: Easy Automations 12. Chapter 8: Advanced Automations 13. Chapter 9: Reports 14. Part 5: Integration and Optimization
15. Chapter 10: Tying It All Together 16. Chapter 11: Five Essential Automation Funnels 17. Chapter 12: Data Management and Maintenance 18. Index 19. Other Books You May Enjoy

Accessing automation version history

The advanced automation builder has your back with an auto-save feature that kicks in every 30 seconds, guaranteeing you won’t lose your hard work. You can also manually save a version if you plan to make significant changes. Versions capture the essence of your automation – think traffic sources, goals, sequences, and decisions. However, keep in mind that they do not store previous content, such as landing pages, email copy, or the decision diamond settings.

How to do it…

In this recipe, we’ll cover how to create, access, and restore versions, a critical function for maintaining and optimizing your advanced automations.

Restore

Versions are date-stamped and stored so that you can roll back an automation to a previous copy. This is especially handy if you want to undo changes that are failing to perform. However, it’s important to consider what might happen to contacts who are in your automation if...

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