Version history

EngageOne™ Communicate keeps a record of the changes made to each communication, including the date and the name of the user who made the change. This can be used for audit purposes.

If you select the version history for a communication that was not part of a campaign, the basic version history will be shown; see Version history for communications.

If, however, the communication that you select was part of a campaign, you will also see additional information about the campaign history; see Version history for campaigns.

Note: History is also maintained for templates; see Managing templates.

Version history for communications

To access the history for a communication, first open the relevant project to see a list of communications in that project, for example:

List of communications in project

Click the three dots against the appropriate communication, and select Version History (this is only available for email and document communications). A screen showing the history will be displayed, for example:

Example of version history

Note: The Version history screen can also be accessed by clicking the History button from the summary screen for the Communication.

All previous versions are listed, and clicking on a version will compare that version with the previous version. The name of the user who made the edit is displayed, as is the time in relation to the present.

Version 1 represents the communication when it was created, before any edits were made. If the communication was created before the version history feature was added to Communicate, and no edits have been made since it was added, the following message is displayed:

Version history not available screen

Version history for campaigns

If you click the History button on the Campaigns screen, and the communication was part of a campaign, the Version history screen that is displayed shows additional details for the campaign, as in the following example:

Example of campaign history

If you click a campaign (indicated by a paper airplane symbol), the versions of the campaign are shown below. The right hand pane gives you the following additional information (specific to campaigns):

  • The name of the sender
  • The subject
  • The attachments
  • The Data Source
    Note: If the Data Source shows "Transactional Call", the campaign was sent using the API.

Each of these items is shown for the current version (or the selected version if an older version is selected) and the previous version.

In order for a new version to be shown, at least one of the following conditions must have been met:

  • A minimum of 24 hours has passed since the perevious version of the campaign was sent.
  • The version of a communication comprising the campaign has changed.
  • The campaign sender has changed since the last send.