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Every score has a draft where you make changes. Your edits save automatically, but contacts keep being scored with the live version until you publish.

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Publishing

Click Publish to make the draft live. Before publishing, you’ll see how many contacts change tier, change score, or start or stop being scored. When you publish:
  • A new version is saved.
  • Every contact in the score is re-scored with the new version on the next run.
  • If the score is paused, publishing turns it back on.
Issues in your rules or settings block publishing. Click the warning icon next to Publish to see what needs fixing.
To throw away your draft changes, open the ⋮ menu and click Discard changes.

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Comparing versions

Click Compare to see what changes between two versions, such as your draft and the live version. The comparison shows how contacts move between tiers and scores, and a Changes tab lists every contact whose score changes. Comparisons are calculated from current data, so they may differ slightly from the last scoring run.

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Version history

Open the ⋮ menu and click Version history to see every published version. From there you can:
  • View a version’s rules and settings. Past versions are read-only.
  • Compare a version with the live version.
  • Restore a version, which copies it into your draft. Publish the draft to make it live.
The score’s name and output fields aren’t part of a version, so restoring doesn’t change them.

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Pausing, duplicating, and archiving