Marketing object archive – is an ELMA section, that contains outdated or unused marketing objects, which were sent to archive by users (fig. 1). You can find the archive in CRM – Marketing – Archive.
Fig. 1. Marketing object archive
You can restore or delete marketing objects in archive.
Moving a marketing object to archive
Attention!
When you send a group of marketing activities or a marketing activity to archive, all the nested objects (activities, events) are archived as well.
To send a marketing object to archive, open its page and click Actions – To Archive in the toolbar. To confirm sending the marketing object to archive, click Yes in the opened dialog box (fig. 2).
Fig. 2. Confirmation dialog box
A dialog box will open, where you can add a comment on sending the object to archive. After that, click Send to Archive (fig. 3).
Fig. 3. Send to Archive dialog box
After sending the marketing object to archive, it will be marked with a grey icon in the Marketing section.
Restoring a marketing object from archive
To restore a marketing object from archive, open its page and click Actions – From Archive in the toolbar. A dialog box will open (fig. 4), where you can specify a reason for restoring the object from archive and click Restore from Archive.