To archive an automation:
Open the automation you want to archive.
Make sure the automation is in Draft or Paused status.
You will not see the archive option if the automation is live.
Click the Options > Archive.
The automation will now move to your archived list.
While an automation is archived, you cannot make changes. This includes editing rules, adding auto-messages or tasks, or adding or removing contacts.
Unarchive an Automation
You can restore archived automations in two ways:
Option 1: From within the automation
Go to the archived automation.
Instead of the usual Start or Pause button, you will see Unarchive.
Click Unarchive to restore it.
Option 2: From the archived automations list
From the main automation screen, click Archive Auto-Campaigns on the left-hand menu.
Locate your automation in the list (sorted by archived date).
Select the checkbox next to the automation.
Click Unarchive Selected Automations.
Archive Campaign FAQs
Can location (child) account users archive HQ locked campaigns?
Can location (child) account users archive HQ locked campaigns?
No, location-level users cannot archive campaigns that are synced and locked from HQ.
What user permission levels can archive campaigns?
What user permission levels can archive campaigns?
All permission levels can archive campaigns. The only exceptions are HQ locked campaigns as listed above!
Will I lose my historic campaign data if I archive a campaign?
Will I lose my historic campaign data if I archive a campaign?
Historic campaign data will not be lost upon archiving. Once a campaign is archived, you will see the basic stats listed on the Archived Campaign screen (number of contacts currently in the campaign/had not met the goal, number of contacts in the campaign at all times, and conversion %).
To view the contacts in greater detail (i.e., who entered, what goal they hit, etc.), the campaign must be unarchived.