Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
 Keap Cookbook

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

Arrow left icon
Product type Paperback
Published in Jun 2024
Publisher Packt
ISBN-13 9781805129493
Length 298 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Michelle Bell Michelle Bell
Author Profile Icon Michelle Bell
Michelle Bell
Arrow right icon
View More author details
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...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image