↩️ Update: Contact Versioning for Testing Your Processes

Testing workflows and automations on real contacts has always come with a risk: accidentally overwriting valuable data.

That changes today.

We’re excited to introduce Contact Versioning — a powerful new feature that lets you create a reversible snapshot of a contact before making changes. Now you can safely test recruiting flows, automations, campaigns, status updates, and more without permanently altering a person’s real profile.

Whether you're QA testing a workflow, re-running a recruiting journey, or validating campaign logic, Contact Versioning gives you the confidence to experiment freely and instantly revert back when you're done.

When versioning is enabled for a contact, the system automatically creates a restore point of that contact’s current state. From there, you can:

• Modify statuses

• Trigger workflows

• Test automation logic

• Re-enter campaigns

• Update fields

• Simulate user journeys

And when testing is complete, simply click Revert Back to restore the contact to its original state.

No manual cleanup. No duplicated contacts. No permanent test data.

Getting started only takes a minute:

1. Navigate to Settings → Fields

2. Click New Field

3. Create a field called Versioning Enabled

4. Set the field type to True/False (Checkbox)

5. Save the field

Once created:

1. Open any contact record

2. Check the Versioning Enabled box

3. Begin testing safely

When versioning is active, you’ll see a Revert Back option in the top bar of the contact profile, allowing you to instantly restore the contact’s previous state.

Contact Versioning is perfect for:

• QA and testing teams

• Recruiting workflow validation

• Automation troubleshooting

• Campaign simulations

• Training environments

• Demo accounts

• Sandbox-style testing on live profiles

This feature removes the friction between testing and production data — so your team can move faster with less risk.

Start using Contact Versioning today and test with confidence.