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Sales & Marketing Hub · Feature guide

Compare revisions, duplicate drafts and export Hub resources

Review what changed, reuse approved ideas as new drafts and export an accessible resource definition for reference.

Audience: authorised staffReviewed 13 November 2026

Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.

Where to start

Resource → What changed? / Revision & activity history / Duplicate as draft / Export this resource

Permission

Resource visibility; relevant Manage capability to duplicate; Export to download

Before you begin

Open the exact resource you want to inspect. History records saved work and state transitions; the comparison tool specifically compares the latest two saved content revisions.

Follow these steps

  1. Choose What changed? to compare the latest two saved content revisions. Review each field’s earlier and later value.
  2. Open Revision & activity history for the saved revisions and recorded lifecycle events.
  3. To reuse the content, choose Duplicate as draft, give the copy a distinct name, and save.
  4. If authorised, choose Export this resource and retain the downloaded JSON definition where your team expects it.
  5. Reopen a duplicate before use. Update its audience, links and purpose, then obtain its own review and publication.

Fields and options

Comparison
Shows up to 150 field differences between the latest two saved content documents. A second saved revision is needed.
History
The resource view includes up to 100 recent events and 50 saved revision headers.
Export
Includes kind, title, description, state, revision and configuration. It is a definition export, not a customer-data or submission export.

Rules and limits

  • A duplicate has a new identity and starts in draft; it does not inherit authority to publish or send.
  • A duplicate is not automatically attached to the original campaign.
  • The export action is logged. There is no matching general-purpose import action in this Hub release.

Check the result

  • Confirm the comparison names the expected revisions and fields.
  • Check the copied resource has a new identity and Draft state, and that an export contains the expected definition.

If something does not look right

  • If no comparison appears, save a genuine second content revision; publication transitions alone are not a content edit.
  • If Export is absent, check the Export capability and access to the selected resource.

Common questions

Can a JSON export restore a resource automatically?

This release exports definitions but does not provide a general resource-import screen.

Does duplicating an email resend it?

No. Duplication only creates a new draft. Review, publication and delivery remain separate.