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Versioning. How versioning works.

Versioning

How versioning works

Here's how the process works:

  • When you create a new template, it will remain in "draft" status until you publish it.
  • Once a template has been published, you can modify it by "Cloning and editing" it. This creates a new version.
  • When you publish the second version of your template, the previous version will be deactivated. It can no longer be used.
  • You can revert to a previous version of a message template by "Cloning and editing" it, and publishing it as it is or making additional changes before publication.

Make a new version of a message template

Starting with a template that you have published, follow these steps to create a new version.

  • Go to Message Templates.
  • From the list of projects, select an "Active" message template.
  • In the top right-hand corner, click Clone and edit.
  • In the pop-up, click Clone and edit.
  • Edit your template.
  • When you are ready, click Publish.
  • In the pop-up, click Yes, publish new version to set your changes live, and replace the previous message template version with the updated version.

Now that you have created a new version of your message template, you will see it listed under Versions when you view that message template.

View the current version of a message template

  • Go to Message Templates.
  • From the list of projects, select an "Active" message template.
  • In the top right-hand corner, click View latest template.

View a previous version of a message template

  • Go to Message Templates.
  • From the list of projects, select an "Active" message template.
  • Locate the version that you want to view, click the three dots on the right-hand side, and click View version.