Manage an Experience
Editing an Experience
To edit an experience, navigate to the Experiences section from the left-hand navigation menu and click the relevant experience in the list. This will open the experience editor.
For full details on the editor tabs and their options, see our Add an Experience guide.
Manage
The Manage tab allows you to update the name, description, and linked brands for your experience. Once done, click 'Update'.
Viewing Experience History
The History panel allows you to review previous versions of an experience and restore an earlier one.
To view an experience's history, open the experience and click 'History' in the top right-hand corner of the editor. This will open the History panel.
On the right-hand side, you will see a list of previous versions of your experience, ordered by the time they were created. Each version shows:
- Created: The date and time the version was created
- Created By: The team member who created the version
- Brands: The brands the version is linked to
- Environments: Any environments the version is currently live in
Select a version to view it in the left-hand panel. Here you will see the date and time the version was created, along with any environments it's currently live in. Use the toggle to switch between three views:
- Preview: A visual preview of the experience
- Code: The underlying code for the experience
- Changes: The differences between the selected version and your current version
Restoring a Version
To restore a version, select it from the list and click 'Restore' in the top right-hand corner. This will revert your Preview environment to the selected version. Otherwise, click 'Cancel'.
Please note: Restoring a version only updates your Preview environment. If you wish to deploy the restored version, create a new version, then deploy to the relevant environment. For more information, see our Environments guide.
Duplicating an Experience
To duplicate an experience, navigate to the Experiences section from the left-hand navigation menu. Locate the experience in the list and click the three-dot menu in the Actions column, then click 'Duplicate'.
The copy is named after the original with '(copy)' appended, and opens as soon as it's created so you can rename it and start editing.
A duplicated experience keeps the original's type, content, description, linked brands, presentation schemas, and preview template variables. Every experience slot is copied with it, along with the offers assigned to each slot and the order they sit in.
Duplicating an experience requires permission to create experiences for the brands the original is linked to.
Deleting an Experience
To delete an experience, navigate to the Experiences section from the left-hand navigation menu. Locate the experience in the list and click the three-dot menu in the Actions column, then click 'Delete'.
Alternatively, click into the experience, navigate to the Manage tab, and click 'Delete'.
You will be prompted to confirm you wish to delete the experience. This will permanently remove the experience from your organization. Any surface experience slots linked to this experience will be unassigned. To continue, click 'Delete'. Otherwise, click 'Cancel'.