Archiving guides keeps your guides list organized by removing guides you no longer need from your active guide lists and any related dropdown menus. Archived guides retain all their data and analytics, and you can restore them at any time.
Before you begin
To archive guides, you must have the required permissions.
- Subscription admins and Guide publishers. These roles can archive both public and non-public guides.
- Guide creators and Guide content editors. These roles can archive non-public guides.
For more information, see Roles and permissions.
How archiving works
When you archive a guide, its status changes and it moves out of the guides list in the Overview and Guide alerts tabs, as well as any dropdown menus. Archived guides move to a separate Archive tab where you can view, restore, delete, clone, or copy them to another subscription. Your guide's content, settings, and data are all saved, and the action is recorded in the guide's edit history.
Archiving is different from setting a guide to inactive or deleting it:
| Action | What happens | Data | Status |
|---|---|---|---|
| Archive | Guide moves to the Archive tab and is removed from Overview, Guide alerts tab, and all relevant dropdowns. | Retained | Archived |
| Set to Inactive | Guide is unpublished and removed from public view, but stays in the active guides list with an Inactive status. | Retained | Inactive |
| Delete | Guide is permanently removed and can’t be restored. | Permanently deleted | n/a |
Note: Archived is not a status you can filter by in the active guides list, and you can't edit an archived guide. Archived guides can only be found on the Archive tab. To make changes, restore it first. Learn how to restore an archived guide.
Archive a guide
You can archive a single guide from its details page or archive multiple guides at once from the guides list.
Archive a single guide
1. Go to Guides > Guides and select the guide you want to archive.
2. From the guide details page, select the Archive icon in the top-right corner.
Archive multiple guides
Select multiple guides to archive them in a single action.
- Go to Guides > Guides.
- Select the checkbox next to each guide you want to archive.
- Select the Archive icon from the top of the list.
- Confirm your selections in the modal.
You can now find these guides on the Archive tab.
Restore or delete an archived guide
Archived guides remain accessible at any time with all their data. You can filter and search within the guide list on the Archive tab to find specific guides.
- Go to Guides > Guides.
- Select the Archive tab.
-
Hover over the row of the guide you'd like to update and select either Restore or Delete.
Alternatively, select the guide and select Restore or Delete from its details page.
| Action | Result | Status |
|---|---|---|
| Delete | Permanently removes the guide. | n/a |
| Restore | Guide moves back to the guides list on the Overview and Guide alerts tabs, and all related dropdown menus. | Inactive (unpublished) |
Clone or copy an archived guide
From the more menu (...), you can choose to clone or copy to another subscription.
| Action | Result | Status |
|---|---|---|
| Clone guide | Creates an editable copy. | Draft |
| Copy to subscription | Creates an editable copy in a different subscription. | Draft |
Archived guides and metrics
Reports, dashboard widgets, and segments that reference an archived guide will continue to work and its metrics are included, but the guide will be labeled as archived on its detail page.
Links to archived guides
Archiving a guide affects any guide, task list, or Resource Center that links to it. Any launch action linked to the archived guide will stop working. When a visitor selects it, the action won't function. If you're editing a guide in the Visual Design Studio that's set to launch an archived guide, the archived guide appears as inactive and can't be selected.