How to Archive an Automation (and Unarchive)

This article covers how to Archive, Find and sort Archived items.

Looking to clean up your list of Automations but don't want to delete them forever? Now you don't have to. Easily Archive Automation with just a single click!

In this article:

  1. Archive an Automation
  2. View Archived Automations
  3. Unarchive an Automation

 

Archive an Automations

Step 1. Navigate to the Automations tab.

Step 2. Locate the Automation you want to archive and select the 'Archive' icon.

Once you have Archived an Automation, it will no longer appear in the default main view of the module. 


archive-automations

In the Automations module, the archive button will ONLY appear for a blast that has a status of being ‘Sent’. The Archive button is located within the other icons to the left of the name of the Automation.

If an Automation is not in the ‘SENT’ status it cannot be archived / the option will NOT appear. 

View Archived Automations

Step 1. To view Archived Automation, you will need to select the drop-down menu that says ‘Select Status’, and then from the list, choose ‘Archived’.

  • When the Archived option is selected, it will display ALL Archived Automations.

view-archive-automations

Unarchive an Archive

Step 1. Click on the ‘Unarchive’ button icon of the Automation you wish to Unarchive.


unarchive-automations


The Automation will be removed from this list and added to the Main View default or under the Sent status. To view the Automation that was unarchived, clear the filter from the status dropdown or refresh the page.

Customer Support

If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.