Router versions

Saving router edits creates a draft. Activation makes a version available for new routing attempts. This applies to Form, Click, and Outbound Routers.

Make your changes, save them, and use Test route to check the saved draft. Activate when you're ready for new prospects to use it.

What changes for existing prospects?

A prospect who has already started keeps the router version they began with. This lets them finish with the configuration used for their original attempt.

Calendars, user availability, and current access are still checked. A saved version doesn't reserve a host or make a busy time available.

Return to an earlier version

Open Versions to review the router's published history. Roll back changes the version used by new, unpinned traffic. It doesn't replace the version of an attempt already in progress or remove your saved draft.

If a link was deliberately pinned to a version, a rollback doesn't change that pin. Check pinned links when a particular test or campaign continues to show older behavior.

Shared settings

Routers capture configuration such as event settings in their activated versions. After changing shared configuration, review and activate the router version that should use it.

Outbound Forms are also adopted explicitly. Publishing a newer form alone doesn't advance routers that use an older version.

Test and duplicate

Test route simulates the saved configuration. It does not book a meeting, write CRM records, or call enrichment providers. Use representative inputs, then check the real entry point after activation.

Duplicating a router creates a separate router without an active version. Review and activate the copy before using it. Referenced rules, event types, and forms can still be shared; a duplicate is not an independent copy of every connected setting.